Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find compa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from __________ to __________ Commission File Number: 001-38352 ADT Inc. (Exact name of registrant as specified in its charter) Delaware 47-4116383 (State or other ...

财务数据和关键指标变化 - 总公司第一季度调整后净收入为1.51亿美元,每股0.16美元,高于去年同期的0.11美元 [29] - 调整后自由现金流接近1亿美元,高于去年同期 [29] 各条业务线数据和关键指标变化 - 消费者安全与智能家居(CSB)分部收入约12亿美元,同比增长5% [30] - 监控和服务收入增长3%,达到3.53亿美元的RMR余额,同比增长3% [30] - 新增客户187,000户,新增RMR1,140万美元,基本与去年持平 [31] - 安装收入增长22%,主要由于递延收入摊销和直销增加 [32] - 每单安装收入近1,400美元,系统规模增大导致收益回收期缩短至2.1年 [32] - CSB调整后EBITDA为6.38亿美元,同比增长8%,利润率提升约200个基点 [35] 各个市场数据和关键指标变化 - 与州农险(State Farm)合作,已在13个州开展,2023年销售6,000户,2024年Q1近5,000户,客户满意度96% [55] - 计划在6月在2个州试点DIY产品,并探索针对有水损理赔的州农险客户的水检测试点 [56] 公司战略和发展方向及行业竞争 - 公司聚焦于消费者安全与智能家居核心业务,是行业领导者,拥有强大品牌和全国性布局 [10][11] - 公司正在推出新的ADT+平台,提升客户体验和服务效率,并与谷歌深化合作,利用AI技术优化运营 [13][14][18][19][20] - 公司已退出住宅太阳能业务,专注于核心安防业务 [21] - 公司与州农险的合作是业务发展的催化剂,有助于满足客户对主动风险检测和预防的需求 [15][16] 管理层对经营环境和未来前景的评论 - 宏观环境存在一些挑战,如客户搬家减少,但公司有能力应对 [69][70][71] - 公司有信心实现2024年目标,并对未来发展前景充满信心 [25][92] 问答环节重要的提问和回答 问题1 **George Tong 提问** ADT+平台的推出对公司财务的影响是什么,是否会带来ARPU、客户数量或客户留存率的提升? [48][49] **James DeVries 和 Jeffrey Likosar 回答** ADT+平台将在2025年带来更大的财务影响,包括提升客户吸引力、降低客户获取成本、提高服务效率等 [50][51][52] 问题2 **Ronan Kennedy 提问** 公司如何看待当前的宏观经济环境,尤其是对客户的影响,以及客户欠费情况的变化趋势 [68][69][70][71][72][73][74] **James DeVries 和 Jeffrey Likosar 回答** 公司已做好应对宏观环境挑战的准备,客户欠费情况基本保持稳定,公司将保持谨慎的客户获取策略 [69][70][71][73][74] 问题3 **Peter Christiansen 提问** 公司如何看待资本成本上升对投资回报率的影响,以及是否有提升定价的空间 [86][87][88][89] **Jeffrey Likosar 回答** 公司通过提升RMR规模和客户留存率来优化投资回报,新平台的推出也将提升资本效率 [86][87][88][89]

Exhibit 99.1 ADT Reports First Quarter 2024 Results Strong 2024 momentum anchored by cash flow growth Solid CSB revenue growth, up 5%, and segment Adjusted EBITDA, up 8% Streamlined focus on innovation and growth in core consumer markets Returned capital to shareholders through increased dividend and share repurchase BOCA RATON, Fla., April 25, 2024 – ADT Inc. (NYSE: ADT), the most trusted brand in smart home and small business security, today reported results for the first quarter of 2024. Financial highli ...

ADT公司任命新首席财务官 - ADT Inc.宣布Jeff Likosar被任命为首席财务官[1] - Jeff Likosar自2017年至2022年担任公司首席财务官[2] - Jeff Likosar将继续负责公司的企业发展、战略和转型执行[2] - ADT董事会和CEO Jim DeVries对Jeff继续担任首席财务官表示满意[3] ADT公司业务重点 - ADT提供安全、智能和可持续的解决方案[4] - ADT通过最大的智能家庭安全专业人员网络，赋予人们保护和连接最重要的事物的能力[4]

mauinow1/iStock via Getty Images Foreword This article is based on four Barron's, Bloomberg Businessweek, and Kiplinger articles, aimed at finding "ProActive," stocks for Q2 2024. The title and links to the articles follow: By Lawrence C. Strauss, Barron's April 04, 2024, 1:30 am EDT While not all infrastructure stocks pay dividends, mainly due to the heavy capital investments that many such companies make, they can provide stable and growing income for investors. Next year should bring more strong price in ...

BOCA RATON, Fla., April 11, 2024 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE:ADT) will release its first quarter 2024 financial results before the market opens on Thursday, April 25, 2024. Following the release, management will host a conference call at 10 a.m. ET to discuss the financial results and lead a question-and-answer session. Participants may listen to a live webcast through the investor relations website at investor.adt.com. A replay of the webcast will be available on the website within 24 hours of the l ...

BOCA RATON, Fla., April 11, 2024 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) will release its first quarter 2024 financial results before the market opens on Thursday, April 25, 2024. Following the release, management will host a conference call at 10 a.m. ET to discuss the financial results and lead a question-and-answer session. Participants may listen to a live webcast through the investor relations website at investor.adt.com. A replay of the webcast will be available on the website within 24 hours of the ...

One stock that might be an intriguing choice for investors right now is ADT Inc. (ADT) . This is because this security in the Security and Safety Services space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Securi ...

公司股票发行 - ADT公司宣布由Apollo Global Management, Inc.的关联实体持有的65,000,000股普通股进行次级公开发行，发行价格为每股6.50美元[1] - 公司不会出售任何股份，也不会从此次发行中获得任何收益[2] - ADT授权在次级公开发行中从承销商处购买15,000,000股普通股，作为公司现有的3.5亿美元股份回购计划的一部分[3]