BOCA RATON, Fla., Feb. 27, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) today announced that its board of directors has approved the grant of equity awards in connection with ADT’s acquisition of Origin Wireless, Inc., a privately held company that specializes in AI-enabled WiFi sensing technology (“Origin”), in reliance on the employment inducement awards exemption under the NYSE’s Listed Company Manual Rule 303A.08. The board approved the grant of equity awards representing 8,070,357 shares of ADT common ...

Arlo Technologies (NYSE:ARLO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsHamed Khorsand - Principal and Director of ResearchKurt Binder - COO and CFOMatthew McRae - CEOTahmin Clarke - Head of Investor RelationsConference Call ParticipantsJacob Stephan - Senior Research AnalystLogan Katzmar - AnalystScott Searle - Managing Director and Senior Research AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only ...

Arlo Technologies (NYSE:ARLO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsHamed Khorsand - Principal and Director of ResearchKurt Binder - COO and CFOMatthew McRae - CEOThamin Clark - Director of Investor RelationsConference Call ParticipantsJacob Stephan - Senior Research AnalystScott Searle - Managing Director and Senior Research AnalystNone - AnalystNone - AnalystOperatorLadies and gentlemen, thank you for standing by. At this time, all participants are in a listen-only mode. ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $141 million, slightly above the high end of guidance, driven by product launches and strong service performance [5] - Service revenue reached $89 million, accounting for 63% of total revenue and growing 39% year-over-year [5][19] - Annual recurring revenue (ARR) increased to $330 million, up 28% year-over-year [5][18] - Q4 EBITDA was $23 million, a 138% increase year-over-year, resulting in non-GAAP EPS of $0.22, exceeding guidance [6][25] - Non-GAAP gross margin improved to 47.8%, up over 1,000 basis points year-over-year [11][21] Business Line Data and Key Metrics Changes - SaaS performance metrics showed a monthly churn rate of 1%, indicating a 99% retention rate [9] - Average monthly revenue per user (ARPU) grew to $15.30, with subscriptions generating a 94% gross margin [10][20] - Lifetime value (LTV) per subscriber increased to $917, up 23% from the previous year [10] Market Data and Key Metrics Changes - Retail point of sale (POS) volume increased by 23%, aligning with the growth in paid accounts [17] - The installed base of paid accounts grew to 5.7 million, a 24% increase year-over-year [17] Company Strategy and Development Direction - The company aims to continue faster-than-market growth in retail and direct channels, with plans to launch new retailers [29] - A robust pipeline of new features and AI capabilities is set to roll out, enhancing the service offerings [30] - The company is exploring new market segments, including small business and aging-in-place markets, to expand its total addressable market (TAM) [31][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate global volatility and execute its strategic plan [32] - The company expects Q1 2026 consolidated revenue to be between $135 million and $145 million, with full-year revenue projected at $550 million to $580 million [40] - Service revenue for 2026 is anticipated to be between $375 million and $385 million, with a focus on improving customer retention and conversion [41] Other Important Information - The company reported a free cash flow of $66.9 million for 2025, up 38% year-over-year, with a free cash flow margin of 12.6% [25][26] - The company has approved an additional $50 million for share repurchase, reflecting confidence in its valuation [36] Q&A Session Summary Question: Insights on strategic partnerships with Comcast and ADT - Management indicated that the ADT partnership is progressing well, with technical integration completed and go-to-market planning underway [51] - The Comcast partnership is expected to take 9 to 12 months for integration, with significant potential for revenue growth [53] Question: New hardware products and market opportunities - The company plans to refresh its product lineup and explore new form factors, with a focus on the smart home and small business markets [55][57] Question: Contribution of service revenue and strategic accounts - Management noted that service revenue growth is primarily driven by core business expansion, with additional contributions expected from strategic partnerships [71]

ADT on Tuesday announced an interesting new acquisition for anyone looking to the future of home security -- and it's no surprise AI is a part of the story. In a $170 million deal, ADT has purchased Origin AI, which specializes in people detection in spaces like the inside of your home, something the security company is calling AI-sensing technology. ADT has not disclosed specific plans for AI technology, but this comes at a time when concerns about corporate surveillance by companies like Ring and Flock ha ...

Core Insights - ADT Inc. has acquired Origin Wireless, Inc. to enhance its smart home solutions with AI-driven sensing technology [1][6] - The integration of Origin AI's platform is expected to improve home safety and create new use cases by providing better understanding of motion and occupancy without the need for cameras or wearables [2][4] Acquisition Details - The acquisition cost was $170 million in cash, subject to customary adjustments [6] - Origin Wireless brings over 200 global patents, which will support future security and smart home capabilities [3] Technology Impact - Origin AI's technology will reduce false alarms and improve coordination with first responders by providing real-time understanding of presence and activity within homes [4] - The technology also enables smarter automation and personalization, with applications in comfort settings and health solutions [4] Strategic Vision - ADT aims to transform traditional security measures into a proactive system that understands context and recognizes risks, enhancing customer privacy [3][6] - The company plans to commercialize new offerings incorporating Origin's technology by 2027 [6] Future Outlook - ADT will discuss the acquisition and its broader strategy during its earnings call on March 2, 2026 [7]

Core Viewpoint - ADT Inc. is set to release its fourth quarter and full year 2025 financial results on March 2, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be released before the market opens on March 2, 2026 [1]. - A conference call will be held at 10 a.m. ET on the same day to discuss the financial results and conduct a Q&A session [1]. Group 2: Accessing the Conference Call - Participants can listen to a live webcast through the investor relations website at investor.adt.com, with a replay available within 24 hours [2]. - Alternatively, participants can join the live call by dialing 1-800-715-9871 (domestic) or 1-646-307-1963 (international) with access code 4948265 [3]. - An audio replay will be available for two weeks post-call, accessible by dialing 1-800-770-2030 (domestic) or 1-609-800-9909 (international) with the same access code [3]. Group 3: Company Overview - ADT is a leading provider of security, interactive, and smart home solutions for residential and small business customers in the U.S. [4]. - The company focuses on innovative offerings, safety, and premium customer experience, supported by the largest network of smart home security professionals in the U.S. [4].

Core Insights - ADT's inclusion in the S&P SmallCap 600 Index is a significant milestone, reflecting the company's progress in performance and visibility within the investment community [1][2][5] Group 1: Stock Performance - ADT shares are currently trading 0.5% above the 20-day simple moving average (SMA) but 3.3% below the 100-day SMA, indicating short-term strength and longer-term challenges [3] - Over the past 12 months, ADT shares have increased by 9.35%, nearing their 52-week highs [3] - The stock is trading at $8.06, showing a slight decline of 0.19% at the time of publication [11] Group 2: Technical Indicators - The Relative Strength Index (RSI) is at 48, indicating a neutral position, while the MACD is below its signal line, suggesting bearish pressure [4] - The combination of a neutral RSI and bearish MACD indicates mixed momentum for the stock [4] Group 3: Financial Expectations - ADT is expected to report earnings on February 26, 2026, with an EPS estimate of 21 cents, up from 20 cents year-over-year, and a revenue estimate of $1.29 billion, up from $1.26 billion year-over-year [6][9] - The stock carries a Buy Rating with an average price target of $9.70, reflecting a 20% upside potential based on analyst estimates [7] Group 4: Analyst Consensus - Recent analyst actions include Morgan Stanley lowering its target to $9 and Citigroup raising its target to $10, indicating differing views on the stock's potential [9] Group 5: ETF Influence - ADT has a weight of 3.05% in the SPDR S&P Kensho Intelligent Structures ETF, suggesting that significant inflows or outflows in this ETF could impact ADT's stock price [11]

Core Insights - ADT Inc. has been included in the S&P SmallCap 600® Index, effective February 9, 2026, marking a significant milestone for the company [1] - The inclusion reflects the strength of ADT's recurring revenue model and the progress made in enhancing business performance [2] Company Performance - ADT's Chairman, President, and CEO, Jim DeVries, emphasized that the company's focus on customer service, strong cash flow generation, and strategic execution will enhance visibility in the investment community [2] - The company aims to highlight the long-term value created for shareholders, employees, and communities through this inclusion [2] Company Overview - ADT is a leading provider of security, interactive, and smart home solutions for residential and small business customers in the U.S. [8] - The company is recognized for its innovative offerings and premium customer experience, supported by the largest network of smart home security professionals in the U.S. [8]

Core Insights - Ring has launched a joint initiative with Habitat for Humanity Central Arizona and the Paris Johnson Jr. Foundation to enhance community safety by donating and installing home security products for families in Glendale, Arizona [1][4] Group 1: Initiative Details - The initiative involves the donation and installation of four Ring devices per home, totaling 44 devices, at no cost to the families. The devices include the Ring Wired Doorbell Pro 4K, Ring Spotlight Cam Solar, Ring Outdoor Cam Plug-In, and Ring Chime Pro [3] - Ring will also provide a total of $40,000 in donations, with $20,000 going to Habitat for Humanity Central Arizona and $20,000 to the Paris Johnson Jr. Foundation [3] Group 2: Community Engagement - The event emphasizes community involvement, with volunteers, including Arizona Cardinals offensive lineman Paris Johnson Jr. and Ring founder Jamie Siminoff, participating in the installation and support for the families [2][4] - The partnership aims to strengthen neighborhoods by improving access to community safety and fostering engagement among local families [4] Group 3: Organizational Background - Ring, founded in 2013, focuses on making neighborhoods safer through affordable smart home security products and community engagement [5] - Habitat for Humanity Central Arizona has been active since 1985, dedicated to building safe and affordable homes and transforming communities through volunteer efforts and donations [6] - The Paris Johnson Jr. Foundation, established in 2018, aims to empower disabled veterans and disadvantaged student athletes by providing essential resources [8]