{"filings":[{"id":723277,"accession_number":"0001703056-26-000082","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-05-28T20:42:25+00:00","items":["1.01","2.03","5.07","9.01"],"status":"ready","headline":"ADT Inc. announces $100M incremental term loan and annual meeting results","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $100M incremental first lien term A loans from Fifth Third Bank for general corporate purposes","Aggregate term A loans outstanding after borrowing approximately $422.97M","Shareholders re-elected Thomas Gartland, Danielle Tiedt, and Sigal Zarmi as directors","Advisory vote approved executive compensation; PricewaterhouseCoopers ratified as auditor for 2026","Directors Nicole Bonsignore and Reed Rayman resigned after Apollo sold all ADT common stock"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94823,"accession_number":"0001703056-26-000078","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.02","5.03","8.01","9.01"],"status":"ready","headline":"Apollo sells all 102M ADT shares; ADT repurchases 29.1M shares in $1.5B plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Apollo sold 102,000,366 shares of ADT common stock in an underwritten offering that closed May 5, 2026.","ADT repurchased 29,142,961 shares from underwriters using its previously authorized $1.5B repurchase plan.","Three Apollo designees (Reed Rayman, Nicole Bonsignore, Benjamin Honig) resigned from the Board effective May 5, 2026.","Bylaws amended on May 8, 2026 to remove all references to Apollo and the 2018 Stockholders Agreement.","Company received no proceeds from the offering; underwriter fees waived on repurchased shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94822,"accession_number":"0001703056-26-000052","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q1 GAAP EPS $0.20 (+25% YoY); Adjusted FCF $414M (+83%); declares $0.055 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP income from continuing ops $169M ($0.20/shr), up 19%; adjusted EPS $0.23, up 10%.","Total revenue $1.28B (+1%); RMR $359M; gross customer revenue attrition 13.1%.","Operating cash flow $638M (+37%); Adjusted FCF (incl swaps) $414M (+83%).","Returned $161M to shareholders: $116M share buybacks, $45M dividends; new $1.5B buyback plan.","Full-year 2026 outlook: Adjusted FCF growth ~20%, revenue and adjusted EPS flat; $0.055/shr dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1278529000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94821,"accession_number":"0001703056-26-000038","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT reports unauthorized cloud access; limited customer data accessed, no material impact expected","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Discovered unauthorized access to cloud environments on April 20, 2026.","Terminated access, activated incident response plan, engaged third-party experts and law enforcement.","Only limited customer and prospective customer data was accessed, per investigation.","Company believes incident not reasonably likely to materially impact financial condition or operations.","Assessment ongoing; no material impact on business operations expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107477,"accession_number":"0001703056-26-000013","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT reports FY2025 adj EPS +19% to $0.89, launches $1.5B share repurchase plan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year revenue $5.1B (+5%); GAAP EPS $0.68 (+3%); adjusted EPS $0.89 (+19%).","Q4 GAAP EPS $0.17 (-19% YoY); adjusted EPS $0.23 (+15% YoY); revenue $1.28B (+1%).","Adjusted free cash flow $863M (+16%); 2026 adj FCF growth expected ~20%.","New $1.5B share repurchase authorization through April 2029; $0.055 dividend payable April 2.","Multi-year target: 5% revenue CAGR, 10% adj EPS CAGR, net leverage 2.5x or below."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107476,"accession_number":"0001703056-26-000005","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"ADT acquires Origin AI for $170M cash; inks $30M+ Verisure agreement","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Origin AI (Wi-Fi sensing) for $170M cash, subject to purchase price adjustments.","Origin holds >200 global patents; ADT expects to commercialize by 2027.","Five-year commercial agreement with Verisure (VSURE) valued at $30M minimum for dev services plus per-household fees.","Verisure gets defined exclusivity in professionally monitored security in Europe and Latin America.","ADT will provide more details on the acquisition and strategy on its March 2 earnings call."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123827,"accession_number":"0001703056-25-000165","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q3 2025 revenue $1.3B (+4% YoY), adj. EPS $0.23, guides FY adj. EPS $0.85-$0.89","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $1.298B (+4% YoY); monitoring & related services revenue $1.098B (+2%).","GAAP income from continuing ops $144M ($0.17/diluted); adjusted income $187M ($0.23/diluted).","Adjusted Free Cash Flow (incl. swaps) $208M, up $50M (+32% YoY); YTD returned $746M to shareholders.","Board declared $0.055/share cash dividend, payable Jan 8, 2026, record Dec 11, 2025.","Updated FY2025 guidance: revenue $5.075B-$5.175B, adj. EBITDA $2.665B-$2.715B, adj. EPS $0.85-$0.89."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3852480000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123826,"accession_number":"0001703056-25-000162","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ADT Inc. enters into two credit agreements, borrows $625M, redeems $1.3B of 6.25% second-lien notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["On Oct 24, 2025, ADT subsidiaries incurred $300M incremental first lien term B-2 loans under a credit agreement amendment with Barclays as administrative agent.","On Oct 28, 2025, ADT subsidiaries entered into a $325M term loan credit agreement with Fifth Third Bank as administrative agent for general corporate purposes.","Proceeds from the incremental term loans and a 5.875% senior secured notes offering were used to redeem all $1.3B of 6.250% second-priority notes due 2028 on Oct 25, 2025.","The term A loans bear interest at SOFR plus 1.50% or base rate plus 0.50%, with quarterly amortization starting March 31, 2026, and a springing maturity tied to other debt.","The redemption price for the second-priority notes was 100% of principal plus accrued interest of $22.57 million, paid on Oct 27, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123825,"accession_number":"0001703056-25-000159","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-10-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT subsidiary issues $1B 5.875% senior secured notes due 2033 to refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.0B aggregate principal of 5.875% first-priority senior secured notes due 2033.","Proceeds will redeem all $1.3B outstanding 6.250% second-priority notes due 2028, plus fees.","Notes mature October 15, 2033; interest paid semiannually starting January 15, 2026.","Redemption prior to October 15, 2032 at treasury rate plus 50 bps; after at 100%.","Guaranteed on senior secured first-priority basis by Prime Borrower and its subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140501,"accession_number":"0001703056-25-000153","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ADT prices $1.0B 5.875% senior secured notes due 2033 to refinance $1.3B 6.250% notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["The ADT Security Corporation priced $1.0 billion of 5.875% first-priority senior secured notes due 2033.","Proceeds, plus incremental term loans and cash, will redeem all $1.3 billion of 6.250% Second-Priority Notes due 2028.","Offering expected to close October 15, 2025, subject to customary conditions.","New notes are secured first-priority; refinancing extends maturity from 2028 to 2033 and lowers coupon from 6.250% to 5.875%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140500,"accession_number":"0001703056-25-000151","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ADT subsidiary to issue $1B senior secured notes, redeem $1.3B 6.250% notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $1.0B first-priority senior secured notes due 2033 via Rule 144A/Reg S.","Combined with $300M incremental term loans and cash to redeem all $1.3B outstanding 6.250% second-priority notes due 2028.","Use of proceeds fully directed to refinancing existing debt; no change to equity or operations.","Offering is subject to market conditions; may be delayed or not completed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140499,"accession_number":"0001703056-25-000149","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT announces plan to refinance $1.3B second-lien notes with new term loan and additional first-lien debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Marketing $300M incremental first lien term loan B-2 facility expected to mature in 2032.","Plans up to $1.0B additional first lien senior secured debt plus cash to redeem all $1.3B of 6.250% second-priority notes due 2028.","Conditional notice of redemption issued for October 25, 2025, conditioned on completion of new debt incurrence.","Refinancing subject to successful marketing and other conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140498,"accession_number":"0001703056-25-000145","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT sells multifamily business to Everon for $55M cash; ~200,000 customer units","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction includes ~200,000 multifamily customer units generating ~$2.6M monthly recurring revenue.","Purchase price approximately $55M in cash, subject to customary adjustments.","Expected to close by end of Q3 2025.","Non-compete with respect to multifamily business runs until October 2, 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140497,"accession_number":"0000950170-25-098866","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ADT closes $550M debt refinancing, Apollo affiliates sell 71M shares; company repurchases 11.2M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Incurred $550M incremental term B-2 loans to redeem $550M of 5.750% senior secured notes due 2026.","Redemption priced at $1,007.92 per $1,000 principal plus accrued interest; $300M of notes remain outstanding.","Apollo affiliates sell 71M shares (plus 10.65M over-allotment) of ADT common stock in underwritten offering.","ADT repurchases 11,190,688 shares from underwriters under existing $500M buyback plan; closing July 28.","Company receives no proceeds from selling stockholders; no underwriting fees on repurchased shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140496,"accession_number":"0001703056-25-000138","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q2 2025: revenue +7% to $1.29B, adj. EPS $0.23, raises cash return guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP income from continuing ops $168M ($0.19 EPS); adjusted income $191M ($0.23 EPS), up 23% YoY.","Adjusted EBITDA $674M (+7%); Adjusted Free Cash Flow $274M (+9%); YTD returned $589M to shareholders.","End-of-period RMR $363M (+2%); gross revenue attrition 12.8%; strategic bulk purchase of 50k accounts for $89M.","Board declared $0.055/share dividend payable Oct 2, 2025 to holders of record Sept 11.","2025 guidance reiterated: revenue $5.025-$5.225B, adj. EBITDA $2.65-$2.75B; adj. EPS raised to $0.81-$0.89 on lower share count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2554526000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158197,"accession_number":"0000950170-25-080346","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ADT director Marques Coleman retires from board effective May 31, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Marques Coleman, an Apollo designee, retired from ADT's Board as Class II director on May 31, 2025.","Coleman's retirement is not due to any disagreement with ADT or its operations, policies, or practices.","No replacement director has been announced; Board size reduced by one."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158196,"accession_number":"0000950170-25-075827","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ADT shareholders approve declassification, special meeting right, and elect directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected Marques Coleman, Paul J. Smith, Matthew E. Winter, and Suzanne Yoon as Class II directors each with >630M votes for.","Advisory say-on-pay passed: 653.4M for, 100.4M against, 0.3M abstain (86.6% of votes cast).","Declassification amendment to board approved: 753.7M for, 0.2M against.","Special meeting amendment approved: 753.6M for, 0.2M against.","Ratified PricewaterhouseCoopers LLP as auditor for fiscal 2025 with 782.6M for, 1.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158195,"accession_number":"0001703056-25-000068","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q1 2025 revenue up 7% to $1.27B; adjusted EPS $0.21 beats prior year; reiterates 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP income from continuing ops $142M ($0.16 diluted EPS) vs $164M ($0.17) prior year; adjusted income $186M ($0.21), up 11% YoY.","Record RMR of $360M (+2% YoY); gross customer revenue attrition improved to 12.6% (best on record); revenue payback 2.3 years.","Net cash from ops $467M (+28%); Adjusted FCF (incl swaps) $226M (+105%).","Returned $445M to shareholders: $397M share repurchases (53M shares) and $49M dividends; new $500M buyback plan.","Declared $0.055/share dividend payable July 8 to holders of record June 12; full-year 2025 guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1267491000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158194,"accession_number":"0000950170-25-049407","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ADT extends receivables financing facility to March 2026; amends advance rates and hedge rates","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Seventh Amendment extends termination date of Receivables Financing Agreement from March 27, 2025 to March 27, 2026.","Amendment modifies advance rates, hedge rates, and other rates in connection with the extension.","ADT Inc. reaffirmed its Performance Support Agreement as part of the amendment.","Parties include ADT Finance LLC, ADT LLC, Mizuho, MUFG, BNP Paribas, and Starbird Funding.","New control agreement required within 28 days for collection and payment accounts at J.P. Morgan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176558,"accession_number":"0000950170-25-044551","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT appoints Fawad Ahmad as COO/Customer Officer; Omar Khan as Chief Business Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ahmad named EVP and Chief Operating and Customer Officer, effective April 14, 2025; COO Donald Young to retire June 6, 2025.","Ahmad previously Chief Strategy & Transformation Officer at State Farm (15.5% ADT owner); 20+ years experience.","Ahmad receives $600K base salary, $500K sign-on bonus, $2.5M RSU grant (3-year vest), plus annual bonus and LTI eligibility.","Omar Khan appointed EVP and Chief Business Officer; previously Senior Advisor at Boston Consulting Group.","Khan brings expertise from Magic Leap, Samsung, Motorola; will lead product, innovation, business development."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176557,"accession_number":"0000950170-25-037154","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"COO Donald Young to retire June 6, 2025; will remain as special advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Donald Young steps down as EVP & COO effective June 6, 2025, transitioning to special advisor on hourly pay.","Unvested restricted shares (from IPO redemption) to vest automatically on March 31, 2025.","Eligible for prorated 2025 bonus; outstanding equity grants continue vesting post-transition.","Transition Agreement includes release of claims and limited non-compete; either party can end role on 1 week notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176556,"accession_number":"0000950142-25-000708","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"ADT subsidiary issues $600M term B-2 loans, redeems $500M of 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M incremental term B-2 loans at SOFR+1.75% (or base+0.75%), maturity March 7, 2032.","Proceeds used to redeem $500M of 5.750% senior secured notes due 2026 at $1,012.14/$1,000 plus accrued interest.","After partial redemption, $850M of the 2026 notes remain outstanding.","Quarterly amortization at 0.25% of original principal starting June 30, 2025.","Prepayment premium of 1% applies for refinancing within first six months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176555,"accession_number":"0001193125-25-045862","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Apollo affiliates sell 70M ADT shares; ADT repurchases 20M shares concurrently","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling Stockholders (Apollo entities) sold 70M shares of ADT common stock in underwritten offering; over-allotment option for additional 10.5M shares.","ADT purchased 20M shares from underwriters as part of the offering under its $500M buyback plan announced Feb 27, 2025.","ADT received no proceeds from shares sold by Selling Stockholders; underwriters waived fees on shares repurchased by ADT.","Offering closed March 4, 2025; underwriting agreement with Barclays and Citigroup as representatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176554,"accession_number":"0000950170-25-030371","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Two Apollo-designated directors retire from ADT Board as controlled company status ends","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William M. Lewis, Jr. (Class II) and Lee J. Solomon (Class I) retired from ADT Board on Feb 28, 2025.","Both were Apollo Global Management designees; retirement follows ADT ceasing 'controlled company' status on March 19, 2024.","Departures facilitate compliance with NYSE requirement for majority independent directors within 12 months of status change.","No disagreement with Company policies or operations; retirements were not due to any dispute."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176553,"accession_number":"0001703056-25-000021","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q4 revenue +8%, FY GAAP EPS +40%, $500M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1,260M (+8%), FY $4,898M (+5%); GAAP EPS $0.21 (Q4), $0.66 (FY), up 91%/40%.","Adjusted EPS $0.20 (Q4, +11%), $0.75 (FY, +25%); Adj FCF including swaps $744M (+42%).","Record customer retention: gross revenue attrition 12.7%; RMR $359M (+2%); 16 molecules in clinic.","Declared $0.055 dividend payable Apr 3; authorized $500M buyback through Apr 2026; redeemed $500M notes, new $600M term loan.","2025 guidance: revenue $5,025-$5,225M; Adj EBITDA $2,650-$2,750M; Adj EPS $0.77-$0.85; Adj FCF $800-$900M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4898446000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176552,"accession_number":"0000950170-25-007530","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT appoints Thomas Gartland, CEO of Montway Auto Transport, to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas Gartland appointed as Class III independent director effective Jan 21, 2025; term expires at 2025 annual meeting.","Gartland is Chairman & CEO of Montway Auto Transport; previously executive chairman of Scan Global Logistics and president, North America of Avis Budget Group.","He will receive annual cash retainer of $100k, annual equity grant of ~$150k RSUs, and prorated initial grant of ~$49,314.","Gartland also serves on boards of Xenia Hotels & Resorts (NYSE: XHR) and ABM Industries (NYSE: ABM).","He joins the Audit Committee; no transactions with ADT requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193414,"accession_number":"0001703056-24-000117","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT repurchases 15M shares for $104.2M, leaving $5M under buyback plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreed to repurchase 15 million shares at $6.945 per share, aggregate price $104,175,000.","Transaction entered on Dec 12, 2024; settlement expected around Jan 2, 2025.","After settlement, remaining authorization under $350M plan will be about $5 million.","Buyback is a use of existing board-approved share repurchase plan initiated in January 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193413,"accession_number":"0001703056-24-000114","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Board member Stephanie Drescher retires; EVP Wayne Thorsen resigns as Chief Business Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephanie Drescher, a Class III director and Apollo designee, retired from ADT's Board on Dec 4, 2024.","Her retirement follows ADT ceasing to be a controlled company; NYSE requires majority independent directors within 12 months.","Wayne D. Thorsen, EVP and Chief Business Officer, resigned effective Dec 13, 2024, to become COO at another public company.","Thorsen's departure is not due to any disagreement with ADT's operations, policies, or practices.","No replacements have been announced for either position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193412,"accession_number":"0000950142-24-002884","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT Inc. subsidiary reprices $1.984B term B-1 facility at SOFR+2.00%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced $1,984.1M existing Term B-1 facility with repriced Term B-1 loans of the same principal amount.","New loans bear interest at Term SOFR + 2.00% or Base Rate + 1.00%; Borrowers elected Term SOFR.","Quarterly amortization of 0.25% of original principal starting March 31, 2025; maturity unchanged.","1.00% prepayment premium applies for first six months on certain refinancing events.","Existing lenders exchanged loans via cashless settlement; additional lenders funded new loans to repay non-exchanging lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193411,"accession_number":"0001193125-24-247664","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Apollo entities sell 56M ADT shares in secondary offering; ADT repurchases 16M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Apollo Global Management affiliates sold 56M shares of ADT common stock, with underwriter option for up to 8.4M additional shares.","ADT concurrently repurchased 16M shares from underwriters as part of the offering, using existing $350M buyback plan.","Offering closed October 30, 2024; ADT received no proceeds from the sale by selling stockholders.","Underwriters are Barclays, Citigroup, and BTIG; no fees paid on shares repurchased by ADT."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193410,"accession_number":"0001703056-24-000105","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q3 revenue up 5% to $1.24B; adjusted EBITDA $659M; tightens FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.14, adjusted EPS $0.20; income from continuing ops up 7% to $132M.","Revenue $1.244B (+5% YoY); monitoring & services revenue up 2% to $1.078B.","Adjusted EBITDA $659M (+6%); year-to-date adj free cash flow $520M (+28%).","Board declares $0.055/share dividend payable Jan 9, 2025; record Dec 12, 2024.","Updated FY guidance: revenue $4.85-4.95B, adj EBITDA $2.55-2.6B, adj EPS $0.70-0.75."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3638067000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193409,"accession_number":"0001193125-24-233900","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-10-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT reports network intrusion via compromised third-party credentials; employee data exfiltrated","summary_kind":"llm","event_type":"cyber","confidence":"medium","bullets":["Unauthorized actor accessed ADT network using compromised credentials from a third-party business partner.","ADT believes encrypted internal data associated with employee user accounts was exfiltrated.","Company does not believe customers' personal information was taken or security systems compromised.","Investigation ongoing; containment measures caused some disruptions to information systems.","ADT hired third-party cybersecurity experts and is working with federal law enforcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193408,"accession_number":"0000950142-24-002489","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT subsidiary extends revolver maturity to 2029, adds $225M in commitments","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amended first lien revolver: total commitments increased to $800M ($575M extended + $225M incremental).","Maturity extended to October 1, 2029 (springing maturity 91 days prior to certain long-term debt if >$350M outstanding).","Interest rates: Term SOFR +2.00% or Base Rate +1.00%, with step-downs based on net first lien leverage.","No amounts outstanding under the facility as of the October 1, 2024 closing date.","Subsidiary guarantors reaffirmed guarantees and security interests under the amended credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209735,"accession_number":"0000950157-24-001121","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT appoints Suzanne Yoon to Board of Directors as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 14 to 15; Yoon appointed as Class II director until 2025 annual meeting.","Yoon is founder and managing partner of Kinzie Capital Partners, a Chicago-based private equity firm.","She will receive a prorated equity grant valued at $112,602.74 plus standard independent director compensation.","No transactions between Yoon or her immediate family and ADT requiring disclosure under Item 404(a).","Board anticipates appointing Yoon to the audit committee at a future date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209734,"accession_number":"0000950157-24-001064","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"ADT reports data breach; attackers accessed customer order info","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Unauthorized actors accessed databases containing customer order information; investigation ongoing with third-party experts.","Data obtained: email addresses, phone numbers, postal addresses; no compromise of home security systems or credit card/banking info.","Affected customers represent a small percentage of overall subscriber base; company believes no material impact on operations or 2024 guidance.","Company notified affected customers and is continuing investigation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209733,"accession_number":"0001703056-24-000088","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q2 revenue up 3% to $1.2B; Adj EPS flat at $0.17; reaffirms full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.205B (+3% YoY); GAAP net income $126M ($0.13/sh) down from $180M on legal reserves and credit losses.","Adjusted EBITDA $629M (-2%); adjusted net income $156M ($0.17/sh) flat YoY.","Operating cash flow $563M (+14%); adjusted free cash flow $251M (+14%).","Dividend $0.055/sh declared; record Sep 13, pay Oct 4. Guidance reaffirmed: rev $4.8-5.0B, adj EBITDA $2.525-2.625B, adj EPS $0.65-0.75, adj FCF $700-800M.","Debt reduction: redeemed $100M notes due 2024; repriced $1.4B term loan B saving 25bps; refinanced $618M Term Loan A into Term Loan B due 2030."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":2394231000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227898,"accession_number":"0001703056-24-000074","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT expands board to 14, appoints two new independent directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 12 to 14 members; Houston and Tiedt appointed effective June 14, 2024.","Dan Houston is Chairman, President and CEO of Principal Financial Group ($709B AUM).","Danielle Tiedt is CMO of YouTube; YouTube grew to $40B business during her tenure.","Both join Nominating and Corporate Governance Committee; Houston also on Compensation Committee.","New directors receive prorated equity grant of $142,622.95 plus standard independent director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227897,"accession_number":"0001193125-24-148122","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ADT annual meeting: directors elected, say-on-pay approved, incentive plan amended, PwC ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["James D. DeVries, Tracey R. Griffin, Benjamin Honig, Lee J. Solomon elected Class I directors; each received >649M votes for.","Advisory say-on-pay approved with 808M votes for vs 8.9M against; annual frequency vote received 808.8M for one year.","Amendment to 2018 Omnibus Incentive Plan approved (734.5M for, 82.6M against).","Officer exculpation amendment approved (736.7M for, 80.5M against).","Ratification of PricewaterhouseCoopers as auditor for FY2024 approved (844.9M for, 2.5M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227896,"accession_number":"0000950142-24-001403","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT refinances $474M Term A loans with new Term B-1 loans under amended credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Incurred $474.3M incremental senior secured term B-1 loans to refinance existing term A loans in full.","Term A loan facility terminated; total term B-1 loans outstanding now ~$1.989B.","New term B-1 loans have same terms as existing term B-1 loans and constitute same class.","Credit agreement amended and restated to reflect the incremental loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227895,"accession_number":"0000950142-24-001360","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT exchanges $143.2M of Term A loans for incremental Term B-1 loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["On May 15, 2024, ADT subsidiaries exchanged $143.2M of Term A loans for $143.2M of incremental Term B-1 loans.","After exchange, $474.3M of Term A loans and $1.514B of Term B-1 loans remain outstanding.","Incremental Term B-1 loans have the same terms as existing Term B-1 loans and constitute one class.","Transaction is a refinancing; no new net borrowing was incurred.","Amended credit agreement continues with existing obligations unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227894,"accession_number":"0001703056-24-000050","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q1 2024: CSB revenue +5%, Adj EPS $0.16, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP income from cont ops $92M ($0.10/dil) vs loss $127M ($0.14 loss) in prior year.","CSB segment revenue $1.19B (+5% YoY); Adj EBITDA $638M (+8%), margin 54% (+200bps).","Repurchased 15M shares for $93M; remaining $257M authorization.","Solar exit: Q1 revenue $20M, Adj EBITDA loss $24M; expects $40-60M cash outflows.","Reaffirmed 2024 guidance: CSB revenue $4.8-5.0B, Adj EPS $0.60-0.70."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":1209311000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227893,"accession_number":"0001193125-24-110138","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT appoints Jeff Likosar as permanent CFO, effective April 18, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Likosar previously served as ADT CFO from 2017 to 2022 and as interim CFO since December 2023.","He retains his roles as President, Corporate Development and Chief Transformation Officer.","Appointment follows a search process; CEO Jim DeVries expressed confidence in leadership continuity.","No transactions or family relationships requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227892,"accession_number":"0000950142-24-001051","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"ADT reprices $1.37B term loan, reducing SOFR margin to 2.25% per annum with no other changes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Refinanced existing $1,371.6M term B-1 facility with repriced $1,371.6M facility at SOFR + 2.25% or base rate + 1.25%.","Borrowers may voluntarily prepay at par, subject to 1% premium for certain refinancing events within six months.","Amortization equal to 0.25% of original principal per quarter starting Sept 30, 2024; remaining due at maturity.","Credit agreement amendment No. 14 executed April 15, 2024, effective same date, with existing terms unchanged otherwise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227891,"accession_number":"0001193125-24-094787","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-04-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"ADT amends receivables facility: size increased to $550M, term to April 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility capacity raised from $500M to $550M uncommitted.","Termination date extended from April 10, 2024 to April 10, 2025.","Eligible receivables expanded to include alarms and products sold but not installed.","Collateral tests and advance rates amended; ADT Inc. reaffirmed Performance Support Agreement.","Loan rebalancing among lenders executed; specific amounts redacted in Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246674,"accession_number":"0001193125-24-064837","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"ADT completes secondary offering of 65M shares by Apollo affiliates; repurchases 15M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Apollo-managed entities sold 65M shares (plus up to 9.75M overallotment) of ADT common stock.","ADT repurchased 15M shares from the underwriters as part of the offering at no underwriting fees.","Company received no proceeds from the selling stockholders' sale; repurchase uses existing $350M authorization.","Offering and share repurchase closed on March 11, 2024; underwriting agreement with Morgan Stanley and Barclays."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246673,"accession_number":"0001703056-24-000017","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ADT Q4 adj EPS $0.25, CSB rev +5%; raises dividend 57%, guides 2024 adj EBITDA $2.53-2.63B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adjusted income from continuing ops $226M ($0.25 diluted EPS) vs $77M ($0.08) a year ago; GAAP income $85M.","CSB segment revenue $1,172M (+5%), Adjusted EBITDA $627M (+8%); total revenue $1,222M as solar declined.","Full-year adjusted EBITDA $2,365M; debt reduced by $2.1B in 2023; no revolver borrowings outstanding.","End-of-period RMR $353M (+4%), gross revenue attrition 12.9%, revenue payback 2.1 years.","2024 guidance: CSB rev $4.8-5.0B, adj EBITDA $2,525-2,625M, adj EPS $0.60-0.70, adj FCF $700-800M; dividend up 57% to $0.055/qtr; $350M buyback authorized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":4982659000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246671,"accession_number":"0001703056-24-000019","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K/A","filed_at":"2024-02-28T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"ADT updates solar exit costs: $70M-$110M in additional charges; cash spending $50M-$70M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total additional aggregate charges estimated at $70M-$110M (employee separation $7M-$10M, asset impairments $16M-$20M, contract termination $6M-$10M, inventory $15M-$22M, other $26M-$48M).","Expected aggregate cash expenditures of $50M-$70M for the solar exit; operations to cease during 2024.","Amendment filed to provide cost estimates that were unavailable in the original Jan 24, 2024 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246672,"accession_number":"0001703056-24-000013","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2024-01-24T23:59:59+00:00","items":["2.05","7.01","8.01","9.01"],"status":"ready","headline":"ADT exits residential solar business, raises dividend 57%, authorizes $350M buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved full exit from solar business; solar segment had $89M Adjusted EBITDA loss in first 9 months of 2023.","Quarterly dividend increased 57% to $0.055/share; payable April 4 to holders of record March 14.","Board authorized $350M share repurchase program through late January 2025.","Repaid $500M of First Lien Senior Secured Notes due 2024; total debt reduced ~$2B in 2023.","Closed bulk purchase of ~57,000 customer accounts for $89M cash in December 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264107,"accession_number":"0001703056-23-000191","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2023-12-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ADT CFO Ken Porpora steps down Dec 29; Jeff Likosar named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kenneth J. Porpora resigns as EVP and CFO effective Dec 29, 2023 to become CEO of a privately held HVAC and plumbing firm.","Jeffrey A. Likosar appointed Interim CFO effective Dec 30, 2023; previously CFO 2017-2022 and current President of Corp Dev.","ADT has begun an external search for a permanent CFO; Likosar will serve as interim during the process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264106,"accession_number":"0001703056-23-000185","cik":1703056,"company_name":"ADT Inc.","ticker":"ADT","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"ADT Q3 continuing ops loss $21M; CSB RMR record $350M; solar restructured; commercial sale closed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP loss from continuing ops $21M ($0.02/diluted share) vs loss $169M YoY; adjusted EPS $0.08 vs $0.09.","CSB revenue $1.18B (+6% YoY); RMR record $350M (+3%); gross attrition flat at 12.9%; revenue payback 2.0 years.","Solar revenue $58M (-68%); Adjusted EBITDA loss $41M; restructuring to 16 branches targeting >$80M annual cost savings.","Completed commercial divestiture for ~$1.6B; refinanced $1.4B debt to 2030 at 35bps lower cost; Moody's upgrade to Ba3.","Dividend $0.035/sh declared, record Dec 14, payable Jan 9, 2024; updated FY guidance: revenue $4.95-5.15B, adj. EBITDA $2.35-2.4B, adj. EPS $0.40-0.45."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":3760404000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5041755771.628113,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-11-02T23:59:59+00:00|264106"}