ADT Inc.: management transactions · United States · SEC (Form 4)

About ADT Inc.

ADT Inc. is a leading U.S. provider of security, interactive, and smart home solutions, listed on the NYSE under the ticker ADT. For French-speaking investors, it is best understood as a recurring-revenue services business with a defensive profile, focused on alarm monitoring, installation, and connected-home services for households and small businesses. The company is headquartered in Boca Raton, Florida, and its commercial heritage dates back to 1874, when the ADT brand first became associated with home security. ADT Inc. itself was incorporated in Delaware in May 2015 as a holding company, which reflects the company’s modern corporate structure rather than the full historical origin of the brand. ADT’s core model is built around the sale, installation, and, most importantly, monitoring of security systems, with a large share of revenue generated through subscription-based recurring monthly revenue. The company serves primarily residential customers, while also addressing the small business market. Its offering spans intrusion protection, cameras, control panels, environmental sensing, professional response services, and increasingly broader smart home functionality. The ADT+ platform is central to this strategy, combining professional monitoring with connected devices and software-driven experiences. ADT is also investing in product differentiation through features such as Trusted Neighbor, My Safety, and Live Light, which are designed to improve customer engagement and everyday usefulness. From a competitive standpoint, ADT benefits from one of the most recognizable brands in the U.S. security industry, a meaningful subscriber base, and a nationwide monitoring footprint. As of December 31, 2025, the company reported approximately 6.1 million security monitoring service subscribers, underscoring the scale of its recurring base. Its competitive advantages include brand trust, a long operating history, service quality, and a growing integration of physical security with digital intelligence. In a market that is becoming more software-enabled, these attributes help ADT defend its position against both traditional alarm competitors and newer smart-home entrants. Geographically, ADT remains overwhelmingly focused on the United States, which makes the business relatively straightforward for investors to analyze. Recent developments reinforce its push toward smart home and AI-enabled security. In February 2026, ADT acquired Origin AI to add ambient sensing and presence-detection capabilities that do not rely on cameras or microphones, and it also announced a long-term commercial agreement with Verisure. In March 2026, the company reported solid full-year 2025 results, including 5% revenue growth to $5.1 billion, and authorized a new $1.5 billion share repurchase program. The stock is listed on the NYSE, positioning ADT as a closely watched security-and-services name in the U.S. public markets.