{"schema_version":"secwatch.filing_event.v1","accession":"0001703056-24-000017","form_type":"8-K","ticker":"ADT","cik":"0001703056","company_name":"ADT Inc.","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.172964+00:00","generated_at":"2026-06-05T09:06:34.155172+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"ADT Q4 adj EPS $0.25, CSB rev +5%; raises dividend 57%, guides 2024 adj EBITDA $2.53-2.63B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001703056-24-000017","json":"https://secwatch.observer/filing/0001703056-24-000017.json","markdown":"https://secwatch.observer/filing/0001703056-24-000017.md","text":"https://secwatch.observer/filing/0001703056-24-000017.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1703056/000170305624000017/0001703056-24-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1703056/000170305624000017/adt-20240228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T09:06:34.155172+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"349555756f39fc30fd1306c668e2adad5c3d79b3","claim":"ADT Inc. reported 2024 results: revenue CSB Segment Total Revenue $4,800 - $5,000, EPS Total Company Adjusted EPS $0.60 - $0.70. Guidance initiated.","evidence_excerpt":"financial guidance for 2024, with all metrics representing an improvement over 2023 performance. (in millions, except per share data) 2024 Guidance CSB Segment Total Revenue $4,800 - $5,000 Adjusted EBITDA $2,525 - $2,625 Total Company Adjusted EPS $0.60 - $0.70 Adjusted Free Cash Flow (including interest rate swaps) $700 - $800 The Company is not providing","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1703056/000170305624000017/0001703056-24-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"2024"},{"label":"Revenue","value":"CSB Segment Total Revenue $4,800 - $5,000"},{"label":"EPS","value":"Total Company Adjusted EPS $0.60 - $0.70"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"5644aee7f5d0dc237a755a0773fcbe37c82869dd","claim":"ADT Inc. reported twelve months ended December 31, 2023 results: revenue $4,983 million, net income $65 million, EPS $(0.07) per diluted share.","evidence_excerpt":"GAAP loss from continuing operations of $65 million, or $(0.07) per diluted share","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1703056/000170305624000017/0001703056-24-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"twelve months ended December 31, 2023"},{"label":"Revenue","value":"$4,983 million"},{"label":"Net income","value":"$65 million"},{"label":"EPS","value":"$(0.07) per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a4e1474928e40f6a7b6a4857e97711d6ac64d532","claim":"ADT Inc. reported three months ended December 31, 2023 results: revenue $1.2 billion, net income $85 million, EPS $0.09 per diluted share.","evidence_excerpt":"the sale of the commercial business. Variances are on a year-over-year (or quarter-over-prior year quarter) basis unless otherwise noted. Fourth Quarter 2023 • Total revenue of $1.2 billion with end-of-period recurring monthly revenue (RMR) up 4% to $353 million ($4.2 billion on an annualized basis) • Consumer and Small Business (CSB) revenue of $1.2 billion, up 5%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1703056/000170305624000017/0001703056-24-000017-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended December 31, 2023"},{"label":"Revenue","value":"$1.2 billion"},{"label":"Net income","value":"$85 million"},{"label":"EPS","value":"$0.09 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}