ADT Inc. (ADT) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.719 Thank you for standing by and welcome to the ADT fourth quarter and full year 2025 00:00:05.719 -- 00:00:09.685 earnings conference call. All lines have been placed on mute to prevent any background 00:00:09.685 -- 00:00:13.470 noise. After the speaker's remarks, there will be a question and answer session. 00:00:13.470 -- 00:00:17.456 If you would like to ask a question during this time, simply press star followed by the 00:00:17.456 -- 00:00:21.702 number one on your telephone keypad. If you would like to withdraw your question, simply 00:00:21.702 -- 00:00:26.489 press star one again. Thank you. I'd now like to turn the call over to Elizabeth Landers, 00:00:26.489 -- 00:00:30.992 Vice President, Investor Relations. You may begin. 00:00:32.110 -- 00:00:35.936 Good morning, and thank you for joining us today to discuss ADT's fourth quarter and 00:00:35.936 -- 00:00:40.683 full year results. Speaking on today's call are Jim DeVries, ADT's Chairman, President, 00:00:40.683 -- 00:00:46.492 and CEO, Jeff Likasar, our CFO, and Omar Khan, our Chief Business Officer. 00:00:46.492 -- 00:00:49.837 We are structuring today's call a bit differently, with the majority of the call focused 00:00:49.837 -- 00:00:53.582 on our strategy and key priorities to position ADT for the future. 00:00:53.582 -- 00:00:58.349 Jim will start with a broad strategic update, focusing on how we're reshaping the future 00:00:58.349 -- 00:01:03.030 of smart home security. Omar will then describe more about our recent acquisition of 00:01:03.030 -- 00:01:08.078 Origin AI, and then Jeff will briefly describe our 2025 financial results as 00:01:08.078 -- 00:01:12.745 well as our long-range financial outlook and capital allocation priorities. 00:01:12.745 -- 00:01:17.0...