ADT Inc. sells and supports monitored security and smart home solutions for U.S. households and small businesses, combining installed equipment with ongoing monitoring and related services. The company’s model is built around a large subscriber base (about 6.1 million monitoring subscribers as of December 31, 2025) served through nationwide sales and service offices, monitoring centers, and installation/service technicians. ADT is shifting from a traditional installed-and-monitored security provider toward a platform-centric approach anchored by its proprietary ADT+ application, aiming to unify professional installation and self-install options in one ecosystem. The ADT brand—associated with home security since 1874—remains central to customer acquisition in a trust- and reputation-driven category.
52,2 %
11,6 %
+4,7 %
0.93
0.93
| % | |
|---|---|
| Monitoring & related recurring services | 70% Monthly recurring fees for alarm monitoring and associated support services. |
| Installation & equipment (professional install and outright sales) | 20% Revenue from selling and installing security/smart home systems, including outright equipment sales and company-owned equipment models. |
| Smart home/automation platform & value-added features | 10% Software-enabled features and integrations delivered through the ADT+ ecosystem across security, life safety, automation, and analytics. |
ADT’s core customers are residential households and small businesses in the United States that want professionally...
Buy installed security systems and pay monthly monitoring for protection, reliability, and emergency response support.
Purchase security and monitoring to protect premises and improve operational peace of mind with service coverage.
Adopt ADT+ and compatible devices through online/retail channels for flexible purchasing and self-install convenience.
Enter via third-party channels that bundle or promote ADT solutions to targeted customer bases to reduce acquisition friction.
ADT’s operations are concentrated in the United States, where it serves residential and small business customers...
ADT is repositioning its offering around a platform-centric model built on the proprietary ADT+ application, aiming to...
Creates a unified app-led ecosystem and supports new product features and integrations.
Improves subscriber growth by meeting customers in retail, online, and partner channels.
Targets lower acquisition and servicing costs while maintaining customer experience.
ADT’s performance depends on keeping pace with rapid technology change in smart home and security, where new entrants...
Growth depends on obtaining and maintaining new technologies via partnerships, internal development, and acquisitions that achieve market acceptance with acceptable margins.
Transitional dependence on former Commercial information systems and continued access by certain former employees increases risk of cyber attacks, information theft, and unauthorized system access.
Defects, bugs, security vulnerabilities, performance degradation, or third-party integration issues could cause service interruptions and negative customer experience; rollout may miss timing/budget targets.
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: 11/08/2026