ADT Inc. provides security, interactive and smart home solutions for residential and small business customers in the United States under the ADT brand. Company news commonly covers quarterly results for monitoring and related services, security installation and product revenue, recurring monthly revenue, customer attrition, cash flow and capital returns through dividends and share repurchases.
Recurring updates also include the expansion of the ADT+ platform, new safety features such as Live Light™ and MySafety, the integration of Origin AI’s AI-enabled Wi-Fi sensing technology, and commercial arrangements tied to AI sensing. Other developments include secondary stock offerings by selling stockholders, share repurchase activity, balance-sheet actions and governance changes related to major stockholder ownership.
ADT (NYSE: ADT) announced inclusion in the S&P SmallCap 600® Index, effective prior to the opening of trading on Feb. 9, 2026. The company said the move reflects its recurring revenue resilience, strengthened operations, and consistent performance. ADT expects the listing to enhance visibility with investors.
ADT (NYSE: ADT) will join the S&P SmallCap 600 effective prior to the opening of trading on Feb 9, 2026, as part of index changes by S&P Dow Jones Indices. The rebalancing also adds Ciena (CIEN) to the S&P 500 and moves Arrowhead Pharmaceuticals (ARWR) into the S&P MidCap 400 on Feb 9; OneSpaWorld (OSW) joins the SmallCap 600 on Feb 10.
Dayforce was removed following an acquisition by Thoma Bravo, and Dynavax was deleted ahead of its pending acquisition by Sanofi.
ADT (NYSE: ADT) announced that Kim Miller will join as Executive Vice President and Chief Marketing & Communications Officer, effective Dec. 22, 2025.
Miller will lead a unified go-to-market approach, customer acquisition tied to performance marketing, and efforts to accelerate growth and customer experience. She joins from Aescape and has prior senior marketing roles at Consumer Reports and Flatiron School.
ADT (NYSE: ADT) reported third-quarter 2025 results on Nov. 4, 2025: total revenue $1,298M (+4% YoY) and end-of-period RMR $362M (+1% YoY, $4.3B annualized). GAAP income from continuing operations was $144M ($0.17 diluted), and adjusted income was $187M ($0.23 adjusted EPS). Net cash from operating activities was $480M and adjusted free cash flow (including swaps) was $208M (+32% YoY). Year-to-date cash returns to shareholders totaled $746M and the company repurchased 78M shares YTD. ADT updated 2025 guidance modestly: total revenue $5,075–$5,175M and adjusted EBITDA $2,665–$2,715M. A cash dividend of $0.055/share was declared, record date Dec. 11, 2025, payable Jan. 8, 2026.
ADT (NYSE: ADT) will release its third quarter 2025 financial results before the market opens on Tuesday, Nov. 4, 2025. Management will host a conference call at 10:00 a.m. ET to discuss results and answer questions.
Investors may listen via live webcast at investor.adt.com; a replay will be posted within 24 hours. Live call access: domestic 1-800-715-9871, international 1-646-307-1963, access code 4948265. An audio replay will be available for two weeks after the call (domestic 1-800-770-2030; international 1-609-800-9909; access code 4948265).
ADT (NYSE: ADT) has announced the pricing of $1.0 billion first-priority senior secured notes due 2033 with a 5.875% interest rate. The offering, expected to close on October 15, 2025, will be used alongside incremental first lien senior secured term loans and cash on hand to redeem $1.3 billion of outstanding 6.250% Second-Priority Senior Secured Notes due 2028.
The notes are being offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. investors under Regulation S, with no registration under the Securities Act.
ADT Inc. (NYSE: ADT) has announced that its subsidiary, The ADT Security Corporation, plans to issue $1.0 billion in first-priority senior secured notes due 2033. The company will combine these proceeds with an additional $300 million in incremental first lien senior secured term loans and cash on hand to redeem all outstanding $1.3 billion of 6.250% Second-Priority Senior Secured Notes due 2028.
The Notes offering will be restricted to qualified institutional buyers under Rule 144A and non-U.S. investors under Regulation S, with the securities being exempt from registration requirements under the Securities Act of 1933.
ADT Inc. (NYSE: ADT) has announced the pricing of a significant secondary public offering where Apollo Global Management affiliates (Selling Stockholders) will sell 71,000,000 shares of common stock. The underwriters have a 30-day option to purchase an additional 10,650,000 shares.
Concurrent with the offering, ADT will repurchase approximately 11 million shares directly from the underwriters at the same price, utilizing the remaining capacity of its existing $500 million share repurchase program. The offering is expected to close on July 28, 2025. ADT will not receive any proceeds from the offering as it's not selling any shares.
The offering is being managed by Barclays, Citigroup, Morgan Stanley, Goldman Sachs, and BTIG as book-running managers.
ADT (NYSE: ADT) has announced a significant secondary public offering where Apollo Global Management affiliates (Selling Stockholders) will offer 71 million shares of ADT common stock, with an additional 30-day option for 10.65 million shares. ADT will not receive any proceeds from this offering as it's not selling any shares.
Concurrent with the offering, ADT plans to repurchase approximately 11 million shares as part of its existing $500 million share repurchase program, utilizing the remaining capacity. Barclays and Citigroup are serving as book-running managers for the offering.
ADT (NYSE:ADT) reported strong Q2 2025 results with total revenue increasing 7% to $1.3 billion. The company achieved income from continuing operations of $168 million, or $0.19 per diluted share, up $42 million year-over-year. Key highlights include a 2% increase in recurring monthly revenue to $363 million, solid customer retention with gross revenue attrition of 12.8%, and revenue payback at 2.3 years.
The company completed a strategic bulk purchase of 50,000 customer accounts for $89 million and continued its shareholder return program, having repurchased 65 million shares with $112 million remaining under its $500 million repurchase plan. ADT maintained its 2025 financial guidance while updating Adjusted EPS range to reflect lower share count due to repurchases.
The company secured $550 million in additional First Lien Term Loan commitments and plans to redeem $550 million of First Lien Notes, demonstrating continued focus on balance sheet optimization.