ADT Inc. (ADT) Q4 2025 Earnings Call March 2, 2026 10:00 AM EST
Company Participants
Elizabeth Landers – Investor Relations Officer
James DeVries – CEO, President & Chairman
Omar Khan – Executive VP & Chief Business Officer
Jeffrey Likosar – CFO and President of Corporate Development & Transformation
Conference Call Participants
Keen Fai Tong – Goldman Sachs Group, Inc., Research Division
Peter Christiansen – Citigroup Inc., Research Division
John Ronan Kennedy – Barclays Bank PLC, Research Division
Ashish Sabadra – RBC Capital Markets, Research Division
Gregory Parrish – Morgan Stanley, Research Division
Presentation
Operator
Thank you for standing by, and welcome to the ADT Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions]
I’d now like to turn the call over to Elizabeth Landers, Vice President, Investor Relations. You may begin.
Elizabeth Landers
Investor Relations Officer
Good morning, and thank you for joining us today to discuss ADT’s fourth quarter and full year results. Speaking on today’s call are Jim DeVries, ADT’s Chairman, President and CEO; Jeff Likosar, our CFO; and Omar Khan, our Chief Business Officer.
We are structuring today’s call a bit differently with the majority of the call focused on our strategy and key priorities to position ADT for the future. Jim will start with a broad strategic update, focusing on how we’re reshaping the future of smart home security. 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. After their prepared remarks, we’ll open the call for analyst questions.
This morning, we issued a press release and presentation summarizing our financial results. Both are available at investor.adt.com. We’ll reference our non-GAAP financial measures today. Reconciliations to the most comparable GAAP measures are included in the earnings presentation on our