)
Visual22 Oct 2025
Epiroc's cash spent on M&A
ADT (ADT) investor relations material
ADT Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Revenue grew 7% year-over-year to $1.3B, with record recurring monthly revenue of $363M and a stable 6.4M subscriber base.
Net income from continuing operations rose 33% to $168M, with adjusted EPS up 35% to $0.23.
Adjusted EBITDA for Q2 was $674M, up 7% year-over-year, with margin steady at 52%.
Completed exit from the Solar business and made a strategic acquisition of 50,000 subscribers for $89M.
Customer satisfaction and retention remained strong, with attrition at 12.8% and record NPS.
Financial highlights
Total revenue for Q2 2025 was $1.3B (+7%); adjusted EBITDA $674M (+7%); adjusted EPS $0.23 (+35%).
Monitoring and related services revenue up 2% to $1.09B; installation and product revenue up 44% to $197M.
Adjusted free cash flow (including swaps) was $274M for Q2 and $500M year-to-date, up 38%.
Net cash from operating activities for the first half was $1.03B, up $104M year-over-year.
Gross margin for Q2 2025 was approximately 80.6%.
Outlook and guidance
2025 guidance reiterated: total revenue $5.025–$5.225B, adjusted EBITDA $2.65–$2.75B, adjusted EPS $0.81–$0.89, and adjusted free cash flow $800–$900M.
Guidance reflects durable RMR base, higher outright sales mix, and efficiency improvements.
Third quarter adjusted EBITDA and EPS expected to be similar or slightly lower than Q2; larger sequential decline in adjusted free cash flow due to timing of cash interest.
Tariff exposure and macroeconomic risks expected to be manageable within guidance.
Company expects to maintain strong liquidity and meet all operational and debt obligations over the next twelve months.
State Farm partnership redesign details
AI impact on customer service efficiency
Future subscriber growth strategy
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ADT earnings date
Q3 20254 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
ADT provides security, automation, and smart home solutions to consumer and business customers in the United States. The company installs systems that use interactive network operators and remote monitoring devices to help its customers protect their homes against fire, burglary, carbon monoxide poisoning, electrical failure, water damage, floods, intruders, and more. ADT Inc. was founded in 1874 and is headquartered in Boca Raton, Florida.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage