ADT ADT (ADT) Q4 FY25 earnings call
ADT delivered solid Q4 FY25 results, meeting guidance, and is now strategically investing in AI-powered smart home security, including the acquisition of Origin AI, to drive long-term growth and efficiency. The company is expanding into new channels like DIY and e-commerce, while rationalizing high-cost customer acquisition sources, which is expected to lead to flat revenue and EPS in 2026 before reaccelerating.
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ADT operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Attrition rate | 13.1%Attrition ended at 13.1%, behind our record level from earlier in 2025 due mainly to elevated nonpaid disconnects.Source: earnings call transcript | 13.1%Attrition was 13.1%, flat to last quarter with revenue payback also holding at 2.3 years.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.