Subscriber Discussion

ADT / Apollo Stigma

LJ
Lee Jones
Sep 24, 2020
Support Services Group

Yes, Apollo (and followers) can be the big winner with ADT stock… BUT, not until ADT cuts off its big old rusty heavy anchor. We reference their several million “deterrent” type subscription customers that were told to expect rapid police response, but now only have expensive blue warning signs, and very slow or no site response. Not related to the pandemic issues, but systemic trend for several years. Expect very high attrition of future revenue and earnings, and related legal issues. Note, Monitronics bankruptcy for similar reasons. Question? is ADT still a leader with its heavy fragmentation and stigma(s)??

JH
John Honovich
Sep 24, 2020
IPVM

*** ** ****** ***** ** ** a *** ****** **** *** *****? Here's *** *****:

IPVM Image

** *** **** *** ******, ** spiked ** ** *** ****** *********** and **** **** **** **** ******* / ****** ********* **** **** selling ****.*% ** ***** ******. ** ****** thought *** *** ***********, *** **** now? ****'* ** ********** *** *** stock **** **** **%+ **** *** announced **.

* ***'* **** ****** ***** **** segment ** *********** **** * ************** but *** ***** ***** ***** ******** for *********.

LJ
Lee Jones
Sep 24, 2020
Support Services Group

****… **** ********. * ********** *** big ***** ** “*********” ********* (***** 2million+) *** ** ***** ** *******+ customers. *** ******** **** ** **** services, *** *** **** ** **** customers. *** *** *** ******** *** good, *** *** ***** ***** ****** attached. * ****** ******* ***** ** a ***** ******** *** *** *** stock ** ******.

New discussion

Ask questions and get answers to your physical security questions from IPVM team members and fellow subscribers.

Newest discussions