Yale Assure Lock 2 Touch with Z-Wave® Seamlessly Integrates with ADT+ to Unlock and Disarm Security Systems with a Simple TouchBOCA RATON, Fla., April 30, 2025 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT), the leader in smart home security solutions, in collaboration with Yale and the Z-Wave Alliance, today announced the launch of the ​Yale Assure Lock 2 Touch with Z-Wave ​​​​for ADT+​. The Z-Wave 800 Series smart lock is the only one on the market with fingerprint control​ ​and ​the first smart lock to leverag ...

I wrote about ADT Inc. (NYSE: ADT ) previously with a buy rating as fundamentals were improving, the ADT+ platform was working well, and I expected EPS to grow as guided. Following a solid 1Q25I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analys ...

Financial Performance - Total revenue for the three months ended March 31, 2025, was $1,267,491,000, an increase of $77,819,000 compared to $1,189,672,000 in the same period of 2024 [198]. - Recurring Monthly Revenue (RMR) increased to $359,534,000, up $6,260,000 from $353,274,000 in the prior year [198]. - Adjusted EPS for the three months ended March 31, 2025, was $0.21, an increase of $0.02 compared to $0.19 in the same period of 2024 [198]. - Adjusted EBITDA rose to $660,801,000, reflecting an increase of $23,110,000 from $637,691,000 in the prior year [198]. - Monitoring and related services revenue increased by $20,452,000 to $1,083,104,000, driven by higher average prices despite lower volume [198]. - Security installation, product, and other revenue surged by $57,367,000 to $184,387,000, primarily due to a higher mix of professionally installed systems under the outright sales model [198]. Customer Metrics - As of March 31, 2025, the company served approximately 6.4 million security monitoring service subscribers, with revenue break-even achieved in approximately two years for new subscribers [180]. - Gross customer revenue attrition decreased to 12.6% from 13.1% in the prior year, indicating improved customer retention [198]. Debt and Financing - Cash and cash equivalents as of March 31, 2025, totaled $3.7 million, with total debt outstanding amounting to $7.8 billion [221]. - The company has a remaining borrowing capacity of $760 million under its First Lien Revolving Credit Facility as of March 31, 2025 [221]. - The company redeemed $500 million of the First Lien Notes due 2026 in March 2025, resulting in a total redemption price of $506 million [240]. - As of March 31, 2025, approximately 38% of the total carrying amount of the company's debt was subject to variable interest rates [259]. - The company was in compliance with all financial covenants and maintenance tests for its debt obligations as of March 31, 2025 [246]. - The company intends to redeem its notes before maturity through ongoing sources of liquidity or refinancing [241]. - The company amended the 2020 Receivables Facility to extend the uncommitted revolving period to March 2026 and reduce the interest rate on outstanding borrowings [242]. Shareholder Returns - The 2025 Share Repurchase Plan allows for the repurchase of up to $500 million of Common Stock, with approximately $208 million remaining as of March 31, 2025 [230][233]. - In March 2025, the company repurchased 20 million shares for approximately $152 million, and an additional 18 million shares for $140 million [232]. - A dividend of $0.055 per share was announced on April 24, 2025, to be paid on July 8, 2025 [237]. Taxation - The effective tax rate for the period was 26.4%, with an income tax expense of $51,032,000 [205]. - Income tax expense for the three months ended March 31, 2024, was $56 million, resulting in an effective tax rate of 25.6% [206]. - The company expects to begin making federal cash tax payments in the second quarter of 2025, with estimated payments fluctuating based on financial results [236]. Cash Flow - The net cash provided by operating activities for the three months ended March 31, 2025, was $466,626, an increase of $102,824 compared to $363,802 in the same period of 2024 [248]. - The company experienced a decrease in cash used in investing activities by $41,811 compared to the prior year period, primarily due to lower expenditures on subscriber system assets [250][252]. - The company reported an increase in net cash used in financing activities by $246,260 compared to the prior period, largely due to increased share repurchases [248][252]. Strategic Initiatives - The company continues to work towards a commitment of $200 million in aggregate purchases under the Google Cloud Agreement Addendum [235]. - In March 2025, the company amended and restated the First Lien Credit Agreement, issuing a new $600 million first lien seven-year term loan facility due in 2032 [238]. - As of March 31, 2025, the company had an outstanding balance of $396 million under the 2020 Receivables Facility after a voluntary prepayment of $23 million during Q1 2025 [242][245].

ADT (ADT) Q1 2025 Earnings Call April 24, 2025 04:30 PM ET Company Participants Elizabeth Landers - Head of IRJim DeVries - Chairman, CEO & PresidentJeff Likosar - President, Corporate Development and Transformation, and CFODavid Paige - AVP - Equity ResearchPeter Christiansen - Director Conference Call Participants Ronan Kennedy - AnalystGeorge Tong - Sr. Research Analyst - Equity ResearchYehuda Silverman - Equity Research Analyst Operator Hello, and welcome to the ADT First Quarter twenty twenty five Earn ...

First Quarter 2025 Earnings Presentation April 24, 2025 Forward Looking Statements and Non-GAAP Measures ADT has made statements in this presentation that are forward-looking and therefore subject to risks and uncertainties, including those described below. All statements, other than statements of historical fact, included in this document are, or could be, "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and the applicable rules and regulations of the ...

Group 1: Earnings Performance - ADT reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and up from $0.16 per share a year ago, representing an earnings surprise of 5% [1] - The company posted revenues of $1.27 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.12%, compared to $1.21 billion in the same quarter last year [2] - Over the last four quarters, ADT has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - ADT shares have increased approximately 14.5% since the beginning of the year, contrasting with the S&P 500's decline of -8.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.20 on revenues of $1.25 billion, and for the current fiscal year, it is $0.83 on revenues of $5.07 billion [7] Group 3: Industry Context - The Security and Safety Services industry, to which ADT belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5] - The estimate revisions trend for ADT is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expectations of outperforming the market in the near future [6]

Exhibit 99.1 ADT Reports First Quarter 2025 Results Continued strong financial results with record recurring monthly revenue and customer retention GAAP operating cash flows up 28%, Adjusted Free Cash Flow including interest rate swaps up 105% Returned $445 million to shareholders through share repurchases and dividends On track to achieve full year 2025 guidance metrics BOCA RATON, Fla., April 24, 2025 – ADT Inc. (NYSE: ADT) today reported results for the first quarter of 2025. Financial highlights for the ...

Continued strong financial results with record recurring monthly revenue and customer retention GAAP operating cash flows up 28%, Adjusted Free Cash Flow including interest rate swaps up 105% Returned $445 million to shareholders through share repurchases and dividends On track to achieve full year 2025 guidance metrics BOCA RATON, Fla., April 24, 2025 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) today reported results for the first quarter of 2025. Financial highlights for the first quarter are below with vari ...

Core Viewpoint - ADT Inc. is set to release its first quarter 2025 financial results on April 24, 2025, before market opening, followed by a conference call for discussion and Q&A session [1]. Group 1: Financial Results Announcement - The financial results for Q1 2025 will be released before the market opens on April 24, 2025 [1]. - A conference call will be held at 10 a.m. ET on the same day to discuss the results [1]. Group 2: Participation Details - Participants can listen to a live webcast via the investor relations website, with a replay available within 24 hours [2]. - For those preferring a phone call, domestic participants can dial 1-800-715-9871, while international participants can call 1-646-307-1963, using access code 4948265 [3]. - An audio replay of the call will be available for one week, accessible through specific phone numbers and the same access code [3]. Group 3: Company Overview - ADT Inc. offers safe, smart, and sustainable solutions for individuals, homes, and small businesses, focusing on innovative offerings and premium customer experience [4]. - The company operates the largest networks of smart home security professionals in the U.S., empowering customers to protect what matters most [4].

Core Insights - ADT Inc. has announced the appointment of Fawad Ahmad as Executive Vice President and Chief Operating and Customer Officer, and Omar Khan as Executive Vice President and Chief Business Officer, aiming to enhance leadership and operational capabilities [1][2][3] Leadership Changes - Fawad Ahmad will oversee operations, customer experience, and digital transformation initiatives, while Omar Khan will lead product development, innovation, business development, and engineering teams [2][4] - Ahmad brings over 20 years of experience in global product development and digital transformations, previously serving as Chief Strategy & Transformation Officer at State Farm [3] - Khan joins from Boston Consulting Group, with a background in strategic planning and emerging technologies, having held leadership roles at Magic Leap, Samsung, and Motorola [4] Strategic Vision - The leadership changes are expected to accelerate growth, drive innovation, and enhance customer experience across all channels [3] - Ahmad expressed enthusiasm about enhancing operations and digital capabilities to elevate customer experience [4] - Khan emphasized the opportunity to redefine home security and smart living, aiming to deliver innovative solutions [4] Company Overview - ADT provides safe, smart, and sustainable solutions for homes and small businesses, focusing on innovative offerings and premium customer experience [5]