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ADT Inc. (ADT) Q1 2026 Earnings Call Transcript

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Q1: 2026-04-30 Earnings Summary

EPS of $0.23 beats by $0.02

 | Revenue of $1.28B (0.95% Y/Y) beats by $12.21M

ADT Inc. (ADT) Q1 2026 Earnings Call April 30, 2026 10:00 AM EDT

Company Participants

Elizabeth Landers – Investor Relations Officer
James DeVries – CEO, President & Chairman
Jeffrey Likosar – CFO and President of Corporate Development & Transformation
Omar Khan – Executive VP & Chief Business Officer

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Conference Call Participants

Ashish Sabadra – RBC Capital Markets, Research Division
Keen Fai Tong – Goldman Sachs Group, Inc., Research Division
Peter Christiansen – Citigroup Inc., Research Division
John Ronan Kennedy – Barclays Bank PLC, Research Division
Gregory Parrish – Morgan Stanley, Research Division

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Presentation

Operator

Hello, and welcome to ADT First Quarter 2026 Earnings Conference Call. Please note that this call is being recorded. [Operator Instructions]

I will now hand the call over to Elizabeth Landers, Vice President of Investor Relations. Please go ahead.

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Elizabeth Landers
Investor Relations Officer

Good morning, and thank you for joining us today to discuss ADT’s first quarter 2026 results. Speaking on today’s call are Jim DeVries, our Chairman, President and Chief Executive Officer; and Jeff Likosar, our Chief Financial Officer. Following their prepared remarks, we’ll be joined by Omar Khan, our Chief Business Officer, and we’ll open the call for analyst questions. Earlier today, we issued a press release and an earnings presentation summarizing our results. Both are available on the Investor Relations section of our website.

During today’s call, we’ll reference certain non-GAAP financial measures. Reconciliation to the most comparable GAAP measures can be found in the earnings presentation. Unless otherwise noted, all financials and metrics discussed reflect continuing operations. Our remarks today also include forward-looking statements made under the safe harbor provisions of the Private Securities Litigation Reform Act. These statements are subject to risks and uncertainties that are described in the earnings presentation and in our SEC filings. Actual results may differ materially. Please refer to our SEC filings for more details.

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