ADT ADT Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Amortization of deferred subscriber acquisition revenue | $89.6M-0.4% | $89.92M-0.1% | $90.01M+0.4% | $89.62M+0.8% | $88.87M+0.2% | |
| Installation and other revenue | $108.46M— | —— | —— | —— | $95.52M— | |
| Other related services | $34.76M-3.6% | $36.04M-4.3% | $37.66M+11.7% | $33.71M+11.2% | $30.31M+1.0% | |
| Recurring monthly revenue | $1.05B-0.1% | $1.05B-1.2% | $1.06B+0.3% | $1.06B+0.4% | $1.05B-0.2% | |
| Total Cost of Revenue by Product | ||||||
| Monitoring and related services | $155.69M-3.1% | $160.7M-0.7% | $161.79M-0.1% | $161.93M+2.6% | $157.85M+0.7% | |
| Security installation, product, and other | $87.17M+7.3% | $81.25M-8.6% | $88.92M+0.8% | $88.26M+7.3% | $82.27M+5.8% | |
| All preceding years by Product | ||||||
| Retail Installment Contract | $6.7M+83,700% | $8K— | —— | —— | —— | |
| Retail installment contract receivables, net | $263K+13,050% | $2K0.0% | $2K0.0% | $2K0.0% | $2K— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does ADT break its business down?
- ADT (ADT) reports total revenue by product across 4 parts — Amortization of deferred subscriber acquisition revenue, Installation and other revenue, Other related services and Recurring monthly revenue. Each is extracted from the segment footnotes and tracked over time.
- Where does ADT's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in ADT's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.