ADT (ADT) Q2 2025 Earnings Call Transcript

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ADT (NYSE:ADT) delivered record recurring revenue and improved adjusted profitability (non-GAAP) in Q2 2025, supported by operational efficiency gains and sustained high customer retention. The company completed an $89 million bulk account purchase in Q2 2025, boosting new subscriber count, while installation revenues benefited from a shift toward comprehensive smart home platforms. Management confirmed continued discipline in capital deployment, securing favorable debt refinancing and maintaining full-year guidance across all major metrics. Technological initiatives achieved more than a 50% reduction in false alarms year to date. Despite lower-than-expected results in the State Farm partnership and modestly higher non-payment cancellations, ADT reaffirmed its strategic objectives and raised its full-year EPS outlook above prior guidance.

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Source Fool.com