Omar will then describe more about our recent acquisition of Origin AI, and then Jeff will briefly describe our 2025 financial results, as well as our long-range financial outlook and capital allocation priorities. Reconciliations to the most comparable GAAP measures are included in the earnings presentation on our website. Non-GAAP cash flow measures include amounts related to our former solar business through 2Q 2024. These forward-looking statements are subject to risks and uncertainties that are laid out in the earnings presentation on our website and in our SEC filings.

Our overall performance for 2025 was within the guidance ranges we shared at the beginning of the year and updated on our October call. He'll also comment on our longer-range financial outlook and capital allocation priorities. We're investing in customer acquisition efficiency, including marketing to new segments and refining our channel strategy. A topic which I'm very excited about is our recent acquisition of Origin AI, which, using advanced presence sensing technologies and intelligence, will enable use cases and features unique to ADT.

The third area in which we're making 2026 investments is improvements in new segments and acquisition efficiency. We're refining our overall marketing approach with an objective of rationalizing our highest cost acquisition sources, which includes affiliate marketing partners and in some cases, our dealers. We expect this to have a near-term effect of reducing our organic new subscriber additions while strengthening longer-term economics for our overall go-to-market ecosystem. We'll also continue to evaluate bulk account purchase options and potentially full acquisition opportunities in our industry with attractive economics.

More on ADT Inc.

Reported 2026-03-02 · figures from the ADT Inc. Q4 2025 earnings call.

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