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ADT ADT Deferred subscriber acquisition revenue

Deferred subscriber acquisition revenue at other companies

Elevance Health logo
Elevance HealthELV
$266M+102%
UnitedHealth Group logo
UnitedHealth GroupUNH
$20M+300%
Globalstar logo
GlobalstarGSAT
$15.23M-15.0%
Sirius XM logo
Sirius XMSIRI
$974M-7.2%
Globalstar logo
GlobalstarGSAT
$1.2M-11.0%
Gen Digital Inc. logo
Gen Digital Inc.GEN
$1.9B+3.1%

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

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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 adt:IncreaseDecreaseInDeferredSubscriberAcquisitionRevenue.

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 subscriber acquisition revenue?
ADT (ADT) reported deferred subscriber acquisition revenue of $51.51M in Q1 2026.
How has ADT's deferred subscriber acquisition revenue changed year-over-year?
ADT's deferred subscriber acquisition revenue decreased by 10.9% year-over-year, from $57.83M to $51.51M.
What does deferred subscriber acquisition revenue mean?
This represents the change in cash received from customers in advance of providing services or fulfilling contract obligations. It serves as a measure of deferred revenue growth and indicates the company's ability to secure upfront payments. An increase in this balance generally signals strong demand and improved working capital position.