ADT (ADT) revenue breakdown
By segment, CSB is the largest at 93% of fiscal 2023 revenue; Solar grew fastest, 164% a year over 2 years.
By product, Recurring monthly revenue is the largest at 82% of fiscal 2025 revenue; Installation revenue grew fastest, 64% a year over 3 years.
Revenue by segment
Fiscal years, as ADT reports them in its 10-K filings; fiscal 2023 total $5.0B.
| Segments | 2019 | 2020 | 2021 | 2022 | 2023 | Share |
|---|---|---|---|---|---|---|
| CSB | $4.1B | $4.3B | $4.2B | $4.4B | $4.7B | 93% |
| Solar | — | — | $47M | $786M | $330M | 7% |
| Commercial | $1.0B | $990M | — | — | — | — |
Revenue by product
Fiscal years, as ADT reports them in its 10-K filings; fiscal 2025 total $5.1B.
| Products | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Recurring monthly revenue | — | — | — | — | — | — | $3.9B | $4.1B | $4.2B | $4.2B | 82% |
| Installation revenue | — | — | — | — | — | — | $94M | $172M | $259M | $416M | 8% |
| Amortization of deferred subscriber acquisition revenue | — | — | — | — | — | — | $235M | $302M | $346M | $358M | 7% |
| Other related services | — | — | — | — | — | — | $110M | $109M | $116M | $138M | 3% |
| Monitoring and related services | $2.7B | $4.0B | $4.1B | $4.3B | $4.2B | $3.9B | — | — | — | — | — |
| Security installation, product, and other | $202M | $286M | $472M | $818M | $1.1B | $273M | — | — | — | — | — |
| Solar installation, product, and other | — | — | — | — | — | $47M | — | — | — | — | — |
Revenue by region
Fiscal years, as ADT reports them in its 10-K filings; fiscal 2019 total $5.1B.
| Regions | 2016 | 2017 | 2018 | 2019 | Share |
|---|---|---|---|---|---|
| United States | $2.8B | $4.1B | $4.4B | $4.9B | 96% |
| Canada | $159M | $239M | $229M | $190M | 4% |
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In fiscal 2023, by segment: CSB $4.7B, Solar $330M.
From ADT's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.