ADT · ADT Inc.
$7.49
+0.02 (+0.27%)
At close · Aug 14
Market Cap
$5.48B
Shares
730.56M
ADT Inc. Earnings Call Transcripts
Every quarterly earnings call for ADT Inc. (ADT) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼2.1%
$1.29B
−$161.25M
'22 Q3
22-11-03
▲376.3%
$1.32B
$150.75M
'22 Q4
23-02-28
▼9.9%
$1.13B
−$118.84M
'23 Q1
23-05-02
▼10.4%
$1.17B
$92.21M
'23 Q2
23-08-08
▼8.5%
$1.18B
−$86.24M
'23 Q3
23-11-02
▼11%
$1.17B
$575.87M
'23 Q4
24-02-28
▲5.1%
$1.19B
$91.55M
'24 Q1
24-04-25
▲3.1%
$1.20B
$92.39M
'24 Q2
24-08-01
▲5.4%
$1.24B
$127.15M
'24 Q3
24-10-24
▲7.5%
$1.26B
$189.96M
'24 Q4
25-02-27
▲6.5%
$1.27B
$140.25M
'25 Q1
25-04-24
▲6.8%
$1.29B
$165.18M
'25 Q2
25-07-24
▲4.4%
$1.30B
$145.13M
'25 Q3
25-11-04
▲1.2%
$1.28B
$145.39M
'25 Q4
26-03-02
▲0.9%
$1.28B
$168.37M
'26 Q1
26-04-30
LATEST
▲2%
$1.31B
$153.85M
'26 Q2
26-07-30
Earnings call
FY26 · Q2
2026-07-30
ADT Second Quarter 2026 Earnings Conference Call
Positive tone
Full-year outlook and working capital
Subscriber growth and channel mix
ADT Blue DIY launch
Revenue
$1.31B
▲ 2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
ADT Inc. Q1 FY2026 Earnings Call
Confident tone
DIY / ADT Blue Launch
ADT Plus Platform
Origin AI Acquisition
Revenue
$1.28B
▲ 0.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-02
ADT Inc. Q4 FY2025 Earnings Call
Positive tone
Smart home security strategy and vision
Earnings per share focus
Long-range financial outlook and capital allocation
Revenue
$1.28B*
▲ 1.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
ADT Inc. Q3 FY2025 Earnings Call
Positive tone
Revenue and earnings performance
Attrition and customer retention
Bulk account purchases and subscriber growth
Revenue
$1.30B
▲ 4.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
ADT Inc. Q2 FY2025 Earnings Call
Confident tone
Customer experience and retention
ADT+ platform and product innovation
Cash flow and shareholder returns
Revenue
$1.29B
▲ 6.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
ADT Inc. Q1 FY2025 Earnings Call
Confident tone
ADT Plus platform rollout
Customer retention and attrition
Macroeconomic and tariff risk
Revenue
$1.27B
▲ 6.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
ADT Inc. Q4 FY2024 Earnings Call
Confident tone
AI and Virtual Service Efficiency
Go-to-Market and Sales Channels
ADT Plus Platform and Innovation
Revenue
$1.26B
▲ 7.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
ADT Inc. Q3 FY2024 Earnings Call
Confident tone
Bulk account acquisition strategy
Google partnership and Trusted Neighbor launch
AI and operational efficiency initiatives
Revenue
$1.24B
▲ 5.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
ADT Inc. Q2 FY2024 Earnings Call
Confident tone
ADT+ Platform & Innovation
Capital Allocation & Debt Reduction
State Farm Partnership & New Channels
Revenue
$1.20B
▲ 3.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
ADT Inc. Q1 FY2024 Earnings Call
Confident tone
ADT+ platform rollout
Google partnership and AI efficiency
CSB segment performance and RMR growth
Revenue
$1.19B
▲ 5.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
ADT Inc. Q4 FY2023 Earnings Call
Confident tone
State Farm Partnership Expansion
Google Partnership and Nest Hardware
Core Consumer/Small Business (CSB) Performance
Revenue
$1.17B
▼ 11% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
ADT Inc. Q3 FY2023 Earnings Call
Revenue
$1.18B
▼ 8.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
ADT Inc. Q2 FY2023 Earnings Call
Revenue
$1.17B
▼ 10.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-02
ADT Inc. Q1 FY2023 Earnings Call
Revenue
$1.13B
▼ 9.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
ADT Inc. Q4 FY2022 Earnings Call
Revenue
$1.32B
▲ 376.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
ADT Inc. Q3 FY2022 Earnings Call
Revenue
$1.29B
▼ 2.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
ADT Inc. Q2 FY2022 Earnings Call
Revenue
$1.30B
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
ADT Inc. Q1 FY2022 Earnings Call
Revenue
$1.26B
▼ 3.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
ADT Inc. Q4 FY2021 Earnings Call
Revenue
$276.60M*
▼ 79% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
ADT Inc. Q3 FY2021 Earnings Call
Revenue
$1.32B
▲ 1.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
ADT Inc. Q2 FY2021 Earnings Call
Revenue
$1.30B
▼ 2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
ADT Inc. Q1 FY2021 Earnings Call
Revenue
$1.30B
▼ 4.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
ADT Inc. Q4 FY2020 Earnings Call
Revenue
$1.31B
▲ 1.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
ADT Inc. Q3 FY2020 Earnings Call
Revenue
$1.30B
▼ 0.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
ADT Inc. Q2 FY2020 Earnings Call
Revenue
$1.33B
▲ 3.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
ADT Inc. Q1 FY2020 Earnings Call
Revenue
$1.37B
▲ 10.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-05
ADT Inc. Q4 FY2019 Earnings Call
Revenue
$1.30B
▲ 9.5% YoY Diluted EPS
$-0.10
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1703056
CUSIP
00090Q103
13F (30d)
431 filings
422 filers
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