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ADT ADT Deferred subscriber acquisition costs

Deferred subscriber acquisition costs at other companies

HubSpot logo
HubSpotHUBS
$225.32M+29.3%
AT&T logo
AT&TT
$327M+122%
Veeva Systems logo
Veeva SystemsVEEV
$28.69M+8.7%
Cloudflare, Inc. logo
Cloudflare, Inc.NET
$225.48M+29.2%
Globe Life logo
Globe LifeGL
$7.12B+7.5%
Ameriprise Financial logo
Ameriprise FinancialAMP
$2M0.0%

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/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:IncreaseDecreaseinDeferredSubscriberAcquisitionCosts.

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 costs?
ADT (ADT) reported deferred subscriber acquisition costs of -$94.27M in Q1 2026.
How has ADT's deferred subscriber acquisition costs changed year-over-year?
ADT's deferred subscriber acquisition costs decreased by 1.6% year-over-year, from -$92.79M to -$94.27M.
What is the long-term trend for ADT's deferred subscriber acquisition costs?
Over 4 years (2021 to 2025), ADT's deferred subscriber acquisition costs has grown at a 4.1% compound annual growth rate (CAGR), from -$323.6M to -$380.53M.
What does deferred subscriber acquisition costs mean?
This represents the cash outflows associated with the acquisition of new customer contracts that are capitalized rather than expensed immediately. It is a key indicator of the company's investment in growth and customer base expansion. High levels of investment here are expected to drive future recurring revenue streams.