ADT Corporation

ADT announced it has joined the board of the Connectivity Standards Alliance. Alexander Crettenand and Tai Nguyen will represent the company in the organization, which is responsible for standards such as Matter and Zigbee. ADT emphasizes the importance of open standards for security and points to the growing proliferation of smart-home devices as well as opportunities in the market for premium security services. The company’s stock is trading near its 52-week low and is described in analyses as potentially undervalued. » Más en de.investing.com

ADT reported adjusted free cash flow of $414 million in Q1 2026 (+83% y/y), beating analyst expectations; adjusted EPS was $0.23 versus consensus $0.21, and revenue rose slightly to $1.279 billion. The company reduced shares outstanding through buybacks, maintained annualized monthly recurring revenue (RMR) at $4.3 billion, and confirmed its full-year outlook with expected adjusted free cash flow growth of more than 20%. Operatingly, subscribers fell to 6.1 million mainly due to the sale of the multifamily business, gross revenue churn rose to 13.1%, and provisions for credit losses increased. Strategically, ADT announced the acquisition of Origin AI, new product initiatives (including ADT Blu), and continued capital returns, including a new $1.5 billion buyback authorization. » Más en de.investing.com

On April 20 ADT detected unauthorized access to certain cloud-based environments and disclosed the incident in an SEC filing. The company ended the access, activated its incident response plan, engaged external cybersecurity experts, and notified law enforcement. Following the current investigation, only limited data of customers and prospective customers were affected, and ADT does not presently expect any material impact on finances or ongoing operations. The review of the scope is ongoing; quarterly results will be released on April 30. » Más en de.investing.com