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Developments (6)
Multiple reports about the same development are grouped; each source is retained.- ADT withdraws guidance in Q3 results, pending Thrive dealoperating evidence
ADT reported Q3 2026 revenue of $1,349M (up 4%) and withdrew its guidance because of the pending Thrive Holdings acquisition. The release also lists AI programs ADT began before the deal, including AI-driven sales and service pilots and Origin AI presence sensing planned for 2027. The Thrive deal remains announced, not closed.
Thrive Holdings signed a definitive agreement to buy ADT for $10.00 a share in cash, about $7.6B in equity value and $15.3B in enterprise value, with financing committed solely by Apollo-managed funds. Announced, not closed: closing is expected in Q1 2027, subject to ADT shareholder and antitrust approval, and ADT may solicit other bids until Nov 28.
- Baldwin reports $21M in go-private costs as Sequence/DFO deal stays pendingoperating evidenceAnnounced
Baldwin's preliminary Q3 figures, as reported by Insurance Business, include $21M of go-private costs so far; the acquisition by Sequence Holdings and DFO Management is announced and still pending, with closing expected in Q1 2027.
Case study reports >50% of incoming tickets resolved autonomously.
OpenAI article reports drafting accuracy up to 97%.
Amex GBT agreement: $9.50/share cash, approximately $6.3bn transaction value.