Israeli tech company Idomoo has announced a binding commercial agreement with global electronics giant Samsung. As part of the deal, Idomoo’s AI-based video creation platform, Lucas AI Video, will be integrated into Samsung’s cloud-based digital signage platform – Samsung VXT. This partnership marks a major milestone for Idomoo, opening direct access to the rapidly growing digital signage market, estimated at approximately $24 billion globally, with Samsung controlling about 34% of it.

What Does the Agreement Include?
Signed on June 27, 2025, the agreement outlines the integration of Lucas AI Video as a built-in application within Samsung’s VXT platform. It will allow end-users – including businesses, educational institutions, hotels and more – to create and edit AI-powered video content directly in the cloud. Idomoo will earn revenue through a subscription-based model, dependent on usage volume and the number of screens using the platform. Lucas AI Video will be the first AI video application available on the platform, giving Idomoo a strong first-mover advantage.

The integration is part of Samsung’s PIRS program – a plug-and-play ecosystem of ready-to-use applications that require no technical knowledge to operate. Samsung’s decision to adopt Idomoo’s technology followed a trial and evaluation period, signaling confidence in the platform and its capabilities. The agreement is initially set for one year, with automatic renewal, providing Idomoo with revenue visibility and a foundation for future expansion.

Market Reaction: Immediate Surge and Strategic Signal
Following the announcement, Idomoo’s stock surged by around 30% in a single trading day, with particularly high trading volumes. This reaction reflects strong investor optimism about the business potential of the partnership and the perception that it represents a strategic shift for the company. However, such sharp movements may stabilize in the short term as the market adjusts expectations to real financial impact.

From a capital markets perspective, the deal also signals growing confidence in Idomoo from a global player like Samsung. It may pave the way for future funding rounds on favorable terms and open doors to collaborations with additional players in hardware, media, and advertising.

A Global-Scale Business Opportunity
The integration of Lucas AI Video within VXT grants Idomoo immediate access to Samsung’s vast customer base worldwide. Instead of marketing the solution individually to each client, Idomoo’s platform will be pre-installed and accessible by default, reducing go-to-market costs and accelerating adoption. End-users can generate dynamic video content at the press of a button – without needing professional editing skills.

The subscription model offers Idomoo the potential for recurring revenue, provided that platform usage grows. As the first AI video provider on VXT, Idomoo is well-positioned to benefit from early adoption, especially by users who encounter it as the default solution.

Furthermore, the Lucas AI Video platform is built around a user-friendly experience, increasing its appeal across a wide range of businesses, even those without in-house marketing teams. It enables fast, personalized video creation, empowering businesses to produce unique and engaging content in minutes.

Digital Signage Market Trends Supportive of Growth
The digital signage market is undergoing a transformation – moving from closed, proprietary systems to open platforms that allow integration with third-party applications. This shift benefits Idomoo, whose solution is entirely cloud-based. Meanwhile, there is growing demand for real-time, dynamic content driven by artificial intelligence.

Leading brands like Samsung are also seeking to differentiate themselves through advanced content platforms. Analysts expect these trends to support annual growth of 6%-10% in the smart signage sector.

Risks and Challenges
Alongside opportunity come risks: the success of the integration depends on actual adoption by end-users and continued collaboration with Samsung. Potential future competition from other AI solutions and the need to maintain a technological edge are ongoing challenges. Idomoo is still in an early growth stage and may require additional investment to support increased demand.

There are also considerations around privacy and data protection. As content becomes more responsive and context-aware, future regulations may impose stricter compliance requirements. Idomoo will need to ensure its systems meet international standards and continue enhancing user experience.

Conclusion
The Idomoo–Samsung agreement represents a landmark step for the Israeli company, providing global exposure through one of the world’s largest platforms. In the short term, the strong stock market reaction signals investor confidence. In the longer term, realizing the full potential will depend on successful implementation, customer adoption, and ongoing innovation.