What is ADT's deferred revenue?

ADT (ADT) reported deferred revenue of $247.08M in Q1 2026.

How has ADT's deferred revenue changed year-over-year?

ADT's deferred revenue decreased by 2.3% year-over-year, from $252.88M to $247.08M.

What is the long-term trend for ADT's deferred revenue?

Over 5 years (2020 to 2025), ADT's deferred revenue has grown at a -6.7% compound annual growth rate (CAGR), from $345.58M to $243.72M.

What does deferred revenue mean?

Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

ADT ADT Deferred Revenue

Deferred Revenue at other companies

NRG EnergyNRG

$1.6B+4.9%

AmazonAMZN

$20.89B+1.4%

ComcastCMCSA

$660M-0.6%

Roku, Inc.ROKU

$123.94M+7.0%

APi GroupAPG

$773M+21.9%

Rockwell AutomationROK

$662M+2.0%

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/E8×-3.8×

P/S1×-0.3×

Profitability

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Operating margin25.6%+0.8pp

Net margin12.1%+1.1pp

FCF margin36.5%0.0pp

Returns & leverage

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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:ContractWithCustomerLiabilityCurrent.

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 deferred revenue?: ADT (ADT) reported deferred revenue of $247.08M in Q1 2026.
How has ADT's deferred revenue changed year-over-year?: ADT's deferred revenue decreased by 2.3% year-over-year, from $252.88M to $247.08M.
What is the long-term trend for ADT's deferred revenue?: Over 5 years (2020 to 2025), ADT's deferred revenue has grown at a -6.7% compound annual growth rate (CAGR), from $345.58M to $243.72M.
What does deferred revenue mean?: Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.