Upselling of more comprehensive systems improves installation revenue and customer lifetime value

ir_statement / Sep 15, 2026 / receipt

Diverse sales channels with expanded and optimized go-to-market

ir_statement / Sep 15, 2026 / receipt

Expansion of ADT+ offering to Dealer channel

ir_statement / Sep 15, 2026 / receipt

Meaningful cost reduction for core security hardware via design and vendor optimization

ir_statement / Sep 15, 2026 / receipt

Integrating cost-effective, feature-rich products to improve DIY offering

ir_statement / Sep 15, 2026 / receipt

Simplification of pricing to win video-first and cost-conscious business customers

ir_statement / Sep 15, 2026 / receipt

Opens licensing opportunities internationally (e.g., Verisure) and with partners in the U.S.

ir_statement / Sep 15, 2026 / receipt

Potential to extend into new markets, including aging-in-place

ir_statement / Sep 15, 2026 / receipt

AI integration at call centers to increasingly resolve chats and calls with virtual agents

ir_statement / Sep 15, 2026 / receipt

Virtual service via remote video-based diagnosis enabling resolution of ~50% of service visits, eliminating truck rolls

ir_statement / Sep 15, 2026 / receipt

AI-enabled field productivity and service efficiency

ir_statement / Sep 15, 2026 / receipt

AI expansion across chat and increasingly complex voice interactions

ir_statement / Sep 15, 2026 / receipt