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ADT (ADT) investor relations material
ADT AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 8:30 A.M. EDT on May 27, 2026, with directors and executive officers present.
Virtual format adopted to increase inclusivity and reach more stockholders.
Agenda, rules of conduct, proxy statement, and annual report made available online.
Shareholder proposals
Three proposals presented: election of directors, advisory vote on executive compensation, and ratification of the independent auditor.
Nominees for director: Thomas Gartland, Danielle Tiedt, and Sigal Zarmi, each for a one-year term.
Overview of voting outcomes
Quorum established with over 650 million shares represented.
All director nominees elected by plurality vote.
Majority approved executive compensation on an advisory basis.
Majority ratified PricewaterhouseCoopers as independent auditor for fiscal year 2026.
- Board size reduced and Apollo-related nominees withdrawn; proxies remain valid for other votes.ADT
Proxy filing8 May 2026 - Revenue, EPS, and cash flow grew; AI innovation and $161M returned to shareholders.ADT
Q1 20261 May 2026 - 2025 delivered strong growth and cash returns; 2026 targets cash flow and AI-driven innovation.ADT
Q4 202528 Apr 2026 - 2025 saw robust growth, governance reforms, and a continued focus on performance-based pay.ADT
Proxy filing14 Apr 2026 - Key votes include director elections, executive pay approval, and auditor ratification.ADT
Proxy filing14 Apr 2026 - Q2 revenue up 3% to $1.2B, strong cash flow, Solar exit done, and 2024 guidance reaffirmed.ADT
Q2 20242 Feb 2026 - Q3 revenue up 5%, EBITDA up 6%, leverage at 2.9x, and strategic growth initiatives advanced.ADT
Q3 202418 Jan 2026 - Revenue up 7%, record retention, strong cash flow, and $445M returned to shareholders.ADT
Q1 202525 Dec 2025 - Record earnings growth, strong cash flow, and $500M buyback set up 2025 growth.ADT
Q4 202417 Dec 2025
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