ADT

• GAAP income from continuing operations was $155 million, or $0.19 per diluted share, down $13 million year-over-year.
• Adjusted income from continuing operations was $180 million, or $0.23 per diluted share, down $12 million.
• Net cash provided by operating activities rose 18% to $666 million; Adjusted Free Cash Flow (including swaps) rose 48% to $406 million.
• Company raised 2026 outlook: Adjusted Free Cash Flow growth ~30%, Total Revenue growth ~2%, Adjusted EPS growth ~2% versus prior year.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The Borrowers incurred $100,000,000 aggregate principal amount of incremental first lien senior secured term A loans.
• After the incurrence, approximately $422,969,000 aggregate principal amount of term A loans are outstanding under the amended credit agreement.
• Proceeds from the incremental term A loans will be used for general corporate purposes.
• At the annual meeting on May 27, 2026, stockholders re-elected Thomas Gartland, Danielle Tiedt, and Sigal Zarmi to the Board, approved executive compensation on an advisory basis, and ratified PricewaterhouseCoopers LLP as independent auditor.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Rayman and Bonsignore were Class III directors with terms expiring at the 2026 Annual Meeting; Honig was a Class I director with a term expiring at the 2027 Annual Meeting.
• The resignations were in connection with Apollo Global Management's sale of all its remaining shares of ADT common stock and were not due to any disagreement with the Company.
• On May 5, 2026, Apollo entities sold 102,000,366 shares of ADT common stock in an underwritten offering; ADT repurchased 29,142,961 shares from the underwriters under its $1.5 billion repurchase plan.
• On May 8, 2026, the Board amended and restated ADT's Bylaws to remove references to Apollo and the 2018 Stockholders Agreement.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP income from continuing operations was $169 million, or $0.20 per diluted share, up 25% year-over-year.
• Adjusted income from continuing operations was $191 million, or $0.23 per diluted share, up 10%.
• Net cash provided by operating activities was $638 million, up 37%; Adjusted Free Cash Flow (including swaps) was $414 million, up 83%.
• Company declared a dividend of $0.055 per share, payable July 7, 2026, and reaffirmed 2026 outlook of ~20% Adjusted Free Cash Flow growth.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• On April 20, 2026, ADT Inc. discovered unauthorized access to certain cloud-based environments.
• The investigation determined that only limited customer and prospective customer data was accessed.
• ADT does not believe the incident is reasonably likely to have a material impact on its financial condition, results of operations, or ongoing business operations.
• The company continues to assess the scope and impact of the incident.

8.01 Other Events

• Adjusted income from continuing operations for full-year 2025 was $750 million, or $0.89 per diluted share, up $65 million; Adjusted EPS up 19%.
• Fourth-quarter 2025 GAAP income from continuing operations was $146 million, or $0.17 per diluted share, down $51 million; Adjusted income was $186 million, or $0.23 per diluted share, up $10 million.
• The company announced a three-year share repurchase plan authorizing up to $1.5 billion of common stock repurchases through April 30, 2029, and declared a dividend of $0.055 per share payable April 2, 2026.
• For 2026, the company expects adjusted free cash flow growth of approximately 20% versus prior year, with revenue and Adjusted EPS approximately flat.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The acquisition includes a portfolio of more than 200 early-priority global patents for AI sensing technology that detects human presence and motion without cameras, audio, or wearables.
• ADT expects to begin commercializing new offerings incorporating Origin AI's technology into the ADT ecosystem in 2027.
• ADT's subsidiary, The ADT Security Corporation, Origin AI, and Verisure Sàrl entered a five-year renewable commercial agreement for Verisure to license Origin AI's AI sensing technology.
• The Verisure agreement is valued at a minimum of $30 million over five years for development services, plus a per-household activation fee, and includes defined exclusivity in professionally monitored security in Europe and Latin America.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• GAAP income from continuing operations was $144 million, or $0.17 per diluted share, up $11 million from the prior year; adjusted income was $187 million, or $0.23 per diluted share, up $4 million.
• Adjusted EBITDA from continuing operations was $676 million, up 3% year-over-year; Adjusted Free Cash Flow (including interest rate swaps) was $208 million, up $50 million.
• The company updated its 2025 guidance: total revenue now $5,075-$5,175 million, Adjusted EBITDA $2,665-$2,715 million, Adjusted EPS $0.85-$0.89, and Adjusted Free Cash Flow (including swaps) unchanged at $800-$900 million.
• ADT declared a dividend of $0.055 per share, payable January 8, 2026, to shareholders of record on December 11, 2025.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits