NYSE$ADT
ADT Inc. · Q3 2022 earnings
Q3 2022 earnings · · Investor relations
Briefing
Continued sequential and year-over-year improvement in revenue, customer satisfaction, and capital efficiency was demonstrated.
ADT reported strong Q3 2022 results with a 22% increase in total revenue, record high customer retention, and record revenue payback. The company reaffirmed its 2022 guidance metrics and announced a partnership with State Farm.
- Total revenue of $1.6 billion, up 22% versus prior year.
- Record high customer retention with gross customer revenue attrition at 12.6%.
- Record revenue payback of 2.1 years.
- Adjusted EBITDA of $620 million, up $66 million or 12%.
Headline financials
Revenue & EPS history
ADT · Revenue · Quarterly
$1.6B
Revenue by segment
ADT · $1.29B total across 2 segments · Q2 2025
- Monitoring and Related Services$1.09B—84.7%
- Security Installation, Product and Other$197M—15.3%
Forward guidance
The Company is reaffirming its previously provided financial guidance for the full year 2022. Based on performance through the end of the third quarter, the Company expects to deliver Total Revenue and Adjusted EBITDA toward the upper end of their respective ranges and Adjusted Free Cash Flow toward the lower end of its respective range.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2022
-2.2%
Avg return
Earnings day
-3.8%
Avg return
5 days after
-1.7%
Avg return
30 days after
46%
17 / 37 earnings
Positive
+13.9%
Q3 2024
Best reaction
-25.8%
Q4 2020
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | +5.0% | -2.2% | -6.6% | |
| Q4 2025 | +2.0% | -18.3% | -18.3% | |
| Q3 2025 | -7.9% | -5.9% | -7.7% | |
| Q1 2025 | -2.0% | +0.9% | +3.9% | |
| Q4 2024 | +7.8% | +0.8% | +7.6% | |
| Q3 2024 | +13.9% | +6.2% | +9.0% | |
| Q2 2024 | -10.9% | -9.1% | -6.3% | |
| Q1 2024 | +0.8% | +1.9% | +13.2% | |
| Q4 2023 | +11.2% | +12.3% | +2.9% | |
| Q3 2023 | +9.9% | +9.1% | +10.8% | |
| Q2 2023 | +5.2% | +6.3% | -5.5% | |
| Q1 2023 | -20.7% | -13.5% | -15.2% | |
| Q4 2022 | -3.3% | -2.4% | -8.9% | |
| Q3 2022 | +2.9% | +5.6% | +18.2% | |
| Q2 2022 | +9.7% | +7.4% | -1.4% | |
| Q1 2022 | -3.4% | -7.0% | +2.9% | |
| Q4 2021 | +7.8% | +3.8% | +3.8% | |
| Q3 2021 | -0.6% | +1.1% | -5.1% | |
| Q2 2021 | -13.5% | -14.0% | -17.9% | |
| Q1 2021 | +3.1% | +2.7% | +19.6% | |
| Q4 2020 | -25.8% | -30.0% | -19.9% | |
| Q3 2020 | +4.3% | +5.9% | +22.3% | |
| Q2 2020 | -5.9% | -6.6% | -19.4% | |
| Q1 2020 | +2.2% | +4.9% | +51.4% | |
| Q4 2019 | -12.6% | -22.6% | -38.4% | |
| Q3 2019 | +8.0% | +8.5% | +9.1% | |
| Q2 2019 | -7.1% | -11.9% | -5.3% | |
| Q1 2019 | -11.6% | -8.9% | -13.2% | |
| Q4 2016 | -11.0% | -12.3% | -9.6% | |
| Q4 2018 | -11.0% | -12.3% | -9.6% | |
| Q3 2017 | +5.8% | +5.8% | +0.4% | |
| Q3 2018 | +10.7% | +1.8% | +1.8% | |
| Q2 2017 | -6.1% | -6.1% | -7.2% | |
| Q2 2018 | -7.4% | +0.0% | -3.8% | |
| Q1 2018 | -7.6% | -14.8% | -4.1% | |
| Q1 2017 | -7.6% | -14.8% | -4.1% | |
| Q4 2017 | -14.5% | -12.2% | -11.9% | |
| Q3 2016 | — | — | — | |
| Q2 2016 | — | — | — | |
| Q1 2016 | — | — | — | |
| Q4 2015 | — | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — | |
| Q4 2013 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — | |
| Q4 2012 | — | — | — |
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