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+0.8% | $89.92M+1.4% | $90.01M+2.3% | $89.62M+4.0% | $88.87M+6.6% | |
| Installation and other revenue | $108.46M+13.5% | —— | —— | —— | $95.52M— | |
| Other related services | $34.76M+14.7% | $36.04M+20.1% | $37.66M+16.2% | $33.71M+21.0% | $30.31M+17.5% | |
| Recurring monthly revenue | $1.05B-0.7% | $1.05B-0.8% | $1.06B+1.4% | $1.06B+1.6% | $1.05B+1.5% | |
| Total Cost of Revenue by Product | ||||||
| Monitoring and related services | $155.69M-1.4% | $160.7M+2.5% | $161.79M+4.6% | $161.93M+7.1% | $157.85M+2.0% | |
| Security installation, product, and other | $87.17M+5.9% | $81.25M+4.5% | $88.92M+32.0% | $88.26M+95.9% | $82.27M+108% | |
| All preceding years by Product | ||||||
| Retail Installment Contract | $6.7M— | $8K— | —— | —— | —— | |
| Retail installment contract receivables, net | $263K+13,050% | $2K— | $2K— | $2K— | $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.
