ADT ADT Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Product | ||||||
| Amortization of deferred subscriber acquisition revenue | $359.14M+0.2% | $358.41M+0.3% | $357.17M+0.6% | $355.14M+1.0% | $351.7M+1.6% | |
| Other related services | $142.16M+3.2% | $137.71M+4.6% | $131.68M+4.2% | $126.42M+4.9% | $120.57M+3.9% | |
| Recurring monthly revenue | $4.21B-0.2% | $4.22B-0.2% | $4.22B+0.4% | $4.21B+0.4% | $4.19B+0.4% | |
| Total Cost of Revenue by Product | ||||||
| Monitoring and related services | $640.11M-0.3% | $642.27M+0.6% | $638.3M+1.1% | $631.26M+1.7% | $620.52M+0.5% | |
| Security installation, product, and other | $345.6M+1.4% | $340.7M+1.0% | $337.18M+6.8% | $315.62M+15.9% | $272.41M+18.6% | |
| All preceding years by Product | ||||||
| Retail installment contract receivables, net | $269K+3,263% | $8K— | —— | —— | —— |
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.