See CEPro: What Happens When Amazon Acquires a ‘Real’ Security Company Like Vivint, Guardian or Brink’s?
Acquiring a national alarm company could help Amazon increase recurring monthly revenue (RMR), but also pave the way for Amazon to become a chief security officer (CSO) and managed service provider for the home.
It is a thorough, long analysis of the potential benefits of Amazon acquiring an install / alarm monitoring company.
I do not have a guess what Amazon's thoughts are on such things nor can I think of any parallel for Amazon acquiring such a large installation business (closest might be their warehouse workers?).
Hey, given how far ADT's stock price has fallen, they should buy ADT (not sure if that is a joke or not).
What do you think?
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