Tag: Fourth Quarter (Q4)
AI, automation take center stage as ADT builds 'home of the future'
March 11, 2026Ken Showers
BOCA RATON, Fla. — On the heels of strong financial results in 2025, ADT is now turning its focus on helping to redefine the future of smart homes and expanding its subscriber base in 2026.
During its fourth quarter and full-year 2025 earnings call, executives highlighted the company’s financial performance while outlining plans for the year ahead, emphasizing artificial intelligence (AI) and smart home innovation...
Resideo finishes 2025 above guidance as video surveillance softens in Q4
March 4, 2026Ken Showers
SCOTTSDALE, Ariz. — Resideo closed out 2025 ahead of guidance, with steady growth in its Products & Solutions (P&S) segment offset slightly by a fourth quarter dip in video surveillance.
ADI Global Distribution President Rob Aarnes told investors that while multiple commercial, security, and professional A/V categories posted year over year gains, those results were “more than offset by a decline in the video surveillance category.”
“We...
ADT reports Q4 and full year 2025, announces new $1.5 billion share repurchase authorization
March 2, 2026SSN Staff
BOCA RATON, Fla. — ADT, a provider of security, interactive, and smart home solutions serving residential and small business customers in the U.S., has reported results for the fourth quarter and full year of 2025.
Financial highlights for the fourth quarter and full year are below with variances on a year-over-year basis unless otherwise noted. Results of the former commercial and solar businesses are presented as discontinued operations, except for cash flow measures.
Full Year 2025
Total...
Alarm.com highlights core business, not AI, in financial results
February 25, 2026Ken Showers
TYSONS, Va. — Alarm.com will continue leveraging technology to drive internal productivity gains and to augment its capabilities through products such as AI-based deterrence and monitoring solutions, said CEO Stephen Trundle during a recent earnings call. “However,” he added, “we do not see AI driving a change to our fundamental business model structure.”
Instead, the company will continue to deploy...
Misanthropic
February 25, 2026Ken Showers
We’re back to talking about artificial intelligence (AI) this week, and unfortunately the topic hasn’t changed much from my last blog, either, as we reckon with the fallout of the Ring/Flock Safety scandal.
I think scandal is the right word given the situation, because calling it an “issue” doesn’t quite convey the severity of the problem, and calling it a “debacle” makes it a footnote in a history book - and it is very much still a current event.
In...
Resideo announces Q4 and full year 2025 financial results, initiates 2026 outlook
February 24, 2026SSN Staff
SCOTTSDALE, Ariz. — Resideo Technologies, a leading global manufacturer, developer, and distributor of technology-driven sensing and controls products and solutions for residential and commercial end-markets, today announced financial results for the full year and fourth quarter ended December 31, 2025.
"In the fourth quarter, Resideo delivered strong results that either exceeded or were at the high end of our outlook range. In 2025, Resideo exceeded...
ASSA ABLOY sees signs of turnaround in residential market
February 13, 2026Ken Showers
STOCKHOLM — The worst may be over for the residential market, said ASSA ABLOY CEO Nico Delvaux during a recent earnings call.
“We definitely believe that the residential market has bottomed out and that, from here, we will start to see some recovery,” CEO Nico Delvaux told investors, pointing to early signs of improvement in select markets.
The company’s fourth quarter and full-year results were strong overall, but familiar trends persisted:...
Honeywell’s portfolio overhaul gains traction
February 4, 2026Ken Showers
CHARLOTTE, N.C. — Honeywell’s ongoing portfolio overhaul is beginning to show results, with strong aerospace demand and growing building automation revenue driving 2025 fourth‑quarter and full‑year performance, as the company makes progress with spin-offs and divestiture plans.
Aerospace on track for 2026
The company’s better-than-expected performance – fourth-quarter sales were up 6% year over year – was largely...
Allegion rides favorable Americas, ‘active pipeline’ into 2025
March 5, 2025Ken Showers
DUBLIN — Allegion’s fourth quarter results exceeded expectations thanks to a favorable bump in revenue for the Americas and strategic partnerships and acquisitions bolstering its non-residential business.
Allegion’s revenues in the Americas saw a 6.4% increase in Q4 (4.6% organic).
“Allegion delivered a record year in 2024 – a year marked by consistent, strong execution, solid margin expansion and balanced capital deployment,” said President...
Products and Solutions team drives success for Resideo
February 26, 2025Ken Showers
SCOTTSDALE, Ariz. — Resideo Technologies exceeded key metrics in the fourth quarter and is in a strong position going into 2025, company officials said during a recent webcast presentation.
CEO Jay Geldmacher attributed the company’s success to the ADI and Products and Solutions teams and their operational execution generating organic net revenue growth and leading to continued gross margin expansion, healthy adjusted EBITDA growth and record operating cash generation.
“Let...