ADT vs Aura

10-Q Financial Filing Analysis for ADT (2026-07-30)

For the second quarter of 2026, ADT reported total revenue of $1.312 billion, up 2.0% year-over-year from $1.287 billion, driven by stronger security installation, product, and other revenue ($230 million vs. $197 million) following its transition to an outright equipment sales model under the ADT+ platform. Recurring monthly revenue (RMR) stood at $360 million, down slightly from $363 million due to the prior divestiture of the multifamily business, while gross customer revenue attrition rose moderately to 13.1%. Net income for the quarter reached $153.9 million, compared to $165.2 million in Q2 2025, reflecting higher SG&A and credit loss provisions. During the period, Apollo Global Management fully exited its equity position in ADT via a secondary offering, alongside ADT repurchasing 29 million shares from Apollo for $211 million under its $1.5 billion share repurchase authorization.

• Q2 2026 total revenue rose 2.0% YoY to $1.312 billion, while net income totaled $153.85 million ($0.19 diluted EPS).
• Apollo Global Management fully divested its remaining ~102 million share position in May 2026, ending its sponsor relationship, with ADT repurchasing 29 million shares for $211 million.
• ADT closed the acquisition of Origin AI for $164 million in cash to integrate proprietary RF ambient sensing and presence detection technologies.

8-K Financial Filing Analysis for ADT (2026-08-31)

On August 28, 2026, ADT Inc. subsidiaries Prime Security Services Borrower, LLC and The ADT Security Corporation executed Incremental Assumption and Amendment Agreement No. 2 under their existing Term Loan Credit Agreement. Pursuant to this amendment, the borrowers incurred $100.0 million in aggregate principal amount of incremental first lien senior secured term A loans. The transaction elevates the total outstanding principal under the senior secured term A loan facility to $520,312,500. ADT plans to allocate the net proceeds toward general corporate purposes, augmenting near-term liquidity under borrowing terms consistent with its preexisting debt instruments.

• ADT subsidiaries entered into Amendment No. 2 to their Term Loan Credit Agreement, securing $100.0 million in incremental first lien senior secured term A loans.
• The transaction increased the total outstanding aggregate principal of first lien senior secured term A loans to $520,312,500.
• Proceeds will support general corporate purposes, with interest rates and covenants remaining consistent with existing term A loan terms.

Aura Launches Trusted Family Access to Help Families Protect Aging Loved Ones from Online Crime — Without Compromising Independence

Aura has launched Trusted Family Access, a new feature to help families protect aging loved ones from online crime while maintaining their independence. The announcement was made on September 17, 2026.

Investor Presentation Released: Aura

AI parsed presentation narrative: Aura is driving strong revenue growth and significantly narrowing its net losses through a scalable AI-powered identity security platform. The company is successfully expanding its subscriber base while executing a transformative global strategy, exemplified by the strategic acquisition of Qoria Limited to become a diversified leader in online safety. Key tailwinds mentioned: Subscriber Momentum, Strategic Consolidation.