ADT FY 2025 security installation, product and other revenue hit USD 774.5 million, up 28.0%

ADT reported FY 2025 total revenue of USD 5.1 billion, including USD 4.4 billion in monitoring and related services revenue and USD 774.5 million in security installation, product, and other revenue. Operating income was USD 1.3 billion and income from continuing operations was USD 600.5 million, while net income was USD 596.0 million; diluted income from continuing operations per share was USD 0.68. Adjusted EBITDA was USD 2.7 billion and Adjusted EPS was USD 0.89. End-of-period recurring monthly revenue $(RMR)$ was USD 358.7 million and gross customer revenue attrition was 13.1%. Net cash provided by operating activities was USD 1.9 billion, and ADT ended the year with USD 80.8 million in cash and cash equivalents and total debt outstanding (carrying amount) of USD 7.7 billion. Business updates included continued transition toward the ADT+ platform and an outright sales equipment model, with approximately 25% of new direct subscribers as outright sales; ADT said it expects to expand outright sales to certain non-ADT+ residential transactions beginning in early 2026. ADT also said it served approximately 6.1 million security monitoring service subscribers as of Dec. 31, 2025. Separately, ADT disclosed it acquired Origin AI on Feb. 20, 2026 for USD 170 million in cash to add AI-enabled presence detection and ambient sensing technology. In partnerships, ADT said it received USD 30 million in each of 2025 and 2024 from Google Success Funds, and noted the State Farm Development Agreement expired in October 2025, with repayment of approximately USD 78 million from the Opportunity Fund and the end of State Farm partnership programs in existing states.

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