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ADT ADT Amortization of deferred subscriber acquisition revenue — Total Revenue

Other product segments

Recurring monthly revenue
$1.05B-0.7%
Installation and other revenue
$108.46M
Other related services
$34.76M+14.7%

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$42M-2.3%
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FTNTService — Deferred revenue recognized in period
$1.09B+12.1%
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GSATSubscriber and other accounts receivable — Deferred revenue, net
$15.23M-15.0%
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GSATSubscriber and other accounts receivable — Contract with customer, revenue recognized
$6.2M-6.1%
Sirius XM logo
SIRISubscriber revenue — Total Revenue
$1.61B+0.6%

Other financials

Income statement

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Revenue$1.3B+0.9%
Operating income$325.4M+1.9%
Net income$168.4M+20.1%
EPS (diluted)$0.19+26.7%

Balance sheet

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Cash & equivalents$151.8M+66.5%
Total debt$8.1B-0.8%
Total equity$3.8B+5.0%
Total assets$15.9B+0.5%

Cash flow

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Operating cash flow$638.1M+36.7%
CapEx$48.9M+7.7%
Free cash flow$589.2M+39.9%

Valuation

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Market cap$5B-22.7%
Enterprise value$12.97B-11.3%
P/E-3.8×
P/S-0.3×

Profitability

See full
Operating margin25.6%+0.8pp
Net margin12.1%+1.1pp
FCF margin36.5%0.0pp

Returns & leverage

See full
Return on equity16.8%+1.9pp
Debt / equity2.1×-0.1×
Current ratio0.8×+0.1×

Where this comes from

Reported directly by ADT in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: ADT’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is ADT's amortization of deferred subscriber acquisition revenue — total revenue?
ADT (ADT) reported amortization of deferred subscriber acquisition revenue — total revenue of $89.6M in Q1 2026.
How has ADT's amortization of deferred subscriber acquisition revenue — total revenue changed year-over-year?
ADT's amortization of deferred subscriber acquisition revenue — total revenue increased by 0.8% year-over-year, from $88.87M to $89.6M.
What is the long-term trend for ADT's amortization of deferred subscriber acquisition revenue — total revenue?
Over 3 years (2022 to 2025), ADT's amortization of deferred subscriber acquisition revenue — total revenue has grown at a 15.1% compound annual growth rate (CAGR), from $235.19M to $358.41M.
What does amortization of deferred subscriber acquisition revenue — total revenue mean?
This metric represents the periodic recognition of revenue previously deferred from subscriber acquisition activities, typically associated with the upfront costs or incentives provided to customers at the start of a service contract. It reflects the systematic release of these deferred amounts into the income statement over the expected life of the customer relationship. Monitoring this figure provides insight into the long-term revenue realization from historical customer acquisition investments and the stability of recurring service streams.