Sep 30, 2021

ADT Q3 2021 Earnings Report

Reported solid results with revenue, subscribers, and end of period RMR all increasing year over year, and announced pending acquisition of Sunpro Solar.

Key Takeaways

ADT Inc. reported a 1% year-over-year increase in total revenue, reaching $1,317 million, driven by a 5% increase in monitoring and related services revenue. Net loss improved to $109 million from $113 million in the prior year. The company announced a definitive agreement to acquire Sunpro Solar for approximately $825 million.

Monitoring and related services revenue increased 5%.

Gross recurring monthly revenue (RMR) additions grew 7%.

End of period RMR of $356 million increased by 4%.

Commercial performance improves with revenue growing 18%.

Total Revenue
$1.32B
Previous year: $1.3B
+1.4%
EPS
-$0.07
Previous year: -$0.08
-12.5%
Gross Customer Rev. Attrition
13.4%
Previous year: 12.9%
+3.9%
Cash and Equivalents
$61M
Previous year: $489M
-87.5%

ADT

ADT

ADT Revenue by Segment

Forward Guidance

The Company remains on track to meet its 2021 guidance and is narrowing the ranges provided earlier in the year.