Management is transitioning ADT from reactive alarm monitoring to 'ambient intelligence' by integrating Origin AI's Wi-Fi sensing technology into the proprietary ADT Plus platform. Performance in 2025 was driven by growth in monitoring and services revenue alongside higher installation revenue per unit, which helped double adjusted free cash flow since 2021. The company is intentionally shifting its go-to-market model to favor lower-cost acquisition channels, such as e-commerce and direct-to-consumer, ...