Finance Youtube Half Hour Video Declares ADT A "Dying Service Provider'

JH
John Honovich
Apr 30, 2023
IPVM

While these criticisms are not novel, he has put them together into a systematic presentation:

*** ********** **:

*** **** ** *** ** * timeless ***** ** *** ******* ********** are ********** *** ** ********** ** scale ** ******* **********. ******* * product, *** *** ************* **** *********** to ****** ** *** ******. **** you **** * *******, *** *** sell ** **** ******** ** *** want **** ** *** *** *** other *** ******. *** **** ***** in * **** **** ** ** sell ******* *** ** *** **** of **** ********, *** **** ******* are *** **** *** *********** *** products - *** *** ***** ******* providers **** ***.

**** ** *** ******** ********* *** rise ** *** ************ *** *** the ******** ***** ** *** ** now **** **** ***********, *.*. ********:

*** ******** ** *** *** ***** service ********* ** **** ******** ****** in ** *** ***** ********* **** unsophisticated *** *********** *** *** ********** - ** *** **** ** **** invasions, *****-***, *** ********** **** ********* and *** **** ******** ******** ** counter **** ******* **** *** ****-******* monitoring ************ ********** ** **********

** **** ******* *****, ***** ****, Google, ****, ***. *** ********* ********* them:

****** *** ***, ***** ****, ** a *******-**** ** ******* *** ******** market ** *** ***** ** ********* itself **** *** ******** *** ******* that * ********* ***** ** ******* to *** ***.

***** ** ******* *** ** "*****" no ******* ** **** ** ****** when *** **** ***. ***** ****** are * *** **** ** *** businesses *** *** ****** **** ***, so *** **** "***", ****** ******* that's * *****, ** *****, ** 300 ***** **, ** ****** *********.

* ***** *** ******** *** ***'* challenges ** **** *** **** ** essentially ******* ** *****. ***** **** scenario, *** **** **** **** ******** of ******** *** **** ***** ** come *** ** *** ******* ********* against *** *******, *** ******** ** how *** **** ************ **** (**** of *** ****** ** ******* ********* / ****** ** ***** *****, **** the ***** *********** ******'* ******* ********** *********** ********).

LJ
Lee Jones
May 01, 2023
Support Services Group

****… ****** *** ******* **** ******* video,” *** ****** ******** ** **** Security”. **** *** * ****** **** job ** ******** *** ******, ***********, fragmentation ** *** ******** ******, *** did *** ********* *** ************ (*** opportunities). **** ******* ***** ** **** we **** *********** *** ************ *** the *************. ** ***’* ** *** repetitive ****… **** *** *********. * reference *** ********, *** **** ***.

************:

~ ********* *** ***** ******** ****** about **** *** ******* *******… ********* incentive *** ********** ** ******** ****** monitored “*********” ***** ****** ** ********** high *********** **** ***** ****** *** rapid ******** ** ***** ****. ******* millions ** ******** ********* ******* *** receive **** ** ** ***** ******** due ** *** ** ** ***********.

~ *** ** ********** ********* ******** practices; **** *********/************ ******* *******; ****** all **** ******** ** ***********/***** ****** the **** ****** *****/****.

~ ********* ****** ***** ***** *****, but *********** ** *** ********** ** be *** ********** *******, **** ** be ****** *** *****. ******** $******** rebated ** ******* **************. **** ** follow.

~ ******* ***** ***** ************ ***** promoting *** ******** ****-******* ***** *********, which ** ********** * ***** ***** of *** *************, *** *********** ** credibility **** *** ***********.

~ **** ************ **** *******.

*************:

~ ****** *** ****** *********** ********** still ******* **** ******** ****-******** ** remote ********* ********* ******** *** **** threats. ********* * ***** *********** ** update ******** ** ******** ********* ** Verified ********, *** ****** $***. **** low **** ** *** ******* ***********, while ******* * ******* *********** ***** above.

~ ******** ********* ** ***** ****** for **** *** ********** **** ** determined ** ** *** *********** *********** for *** ****.

~ **** ************* **** *******

>***<

UI
Undisclosed Integrator #1
May 01, 2023

"...******, ******** *******....** ***** ** * fundamentally ****** ********....****** ***** ***** ** home ********..."

**** *** **** *** ***** *** what ** ****** ** ***, ******* *******. *** * **** ** ***, if ** *** *** **** ***** in *** *********** *****, *** *** there ** **** *********** ********** ** capitalize ** **** ******?

"...** **** ******** ******** *** ******* out * *** ** ** ******** without *****-**** **** ** *********..."

****, *** ******* **** **** ***** service ********* ******* *** * *** to **** * $**** ********* ******* locking *** **** * ********* ********.

****** ** ******** ****** **** ****** the **-***** **** ** ************ (** cell ***** ********) *** ** *** vast ******** ** ****** *** ******* to **** *** **-***** ***** **********, why ** ******** ** *** ******** for ********* ** ** * ******* option?

***********, *** **** ** "****** *****" in *** ***** * - * years ** * ******** ** ****** disingenuous. **'* **** ** ****** *** lost ***** ** * ***** ******** the ***** ** ****. ******* ******** is * ******** **** ***** **** other ****** ****** ** ** **.

* ** *** **** ** ***, but * *** ****** ***, **** are *** ***** - **** *** likely, **** *** **** ** **, doing ***** **** ** ******* ** a ***** ***** ** ******** ************ competitive. **** *** ***** ***** ***********, they ******** **** *******, *** **** my ***********, *** ***** ******** ** the ******.

(1)
LJ
Lee Jones
May 01, 2023
Support Services Group

** ***** **** *#* ***** *** ADT ****** ******** ******* ** ***** up ****** ********. *** ** ******* examples: ****** ********* *** **** ******** throughout *** ******** *** ******* ** gross “*********” **** ********** *** ** month ****. **% ** ********** *** 16% ** *** ** *******. ******* years *** *** *** **** **% gross ******** ***** *********. ****** ******* up **** * ********… ****** *** definition ** ********* **… “***** *************** *********”,***** *** ** *** ** ***********/******* to * ************* ****** *** **** increases ** ******** *********… ***** ********** the ****** ** ********* *********, *** impact ** *** **********. ******** ******** 12.6%gross ******* *********, but some of us believe it is still over 15% and growing, and disrupting.

Avatar
Darren Holder
May 08, 2023
IPVMU Certified

****** *** ******* **** ****.

** ** *********** ***** ***** ******/********** we **** ********** ** *** ***** product ************* ** ******* *** ******** model, ***** **** *** **’***’* ** other ******* ****** *** *******.

* ***** **** *** ******** **** a ******* ***** ***** ** *** as ********** “** *****” ******** ** manufacturers. *** ** * ***** ***** the ******* ***** ***** ** **** rewarding *** ** ***’* **** ** go **** ***** **** ** ** profitable. ******, **’** *** ****** ** conquer *** ***** **** ***/******/****** ******.

***** **** ****** ** * **** for ******* ***** *********, ********** **** it ***** ** ********* **************, *** thankfully *** ** ***** ******** ******* our ******** ** ********** “****** (**** and ****), ****, ****** *******, ********** cabling ***. *** ************ **** ****** as ********* **************.

***’* **** ** - *** ******* based ******** ** * ***** ** declining *** ** ********** **. **** check ***’*, ****** *******, *** ******** etc. ***** ******* ** *** ******* industry **** **** ** ****** - either ** ********** ** *********** *** product/service *********. * ***** ******* **** that *** ** **** ** **** their ********* ** ** *** *** contracted *****. * **** *** * fact **** **** *** **** ***** their *** ********** ********** **** **** used ** *** * ***** ****** this *****’* **** ** ** ********* in ********* ******* ******* **** *********** are *** *********.

*’** ********** **** ****** ** ******* as * ******* **** **** ******* years ************** ********* * **** **** in *** *********** ******. * ***** suspect **** **** **** ** *** to *** ***********. *** **’** **** been ****** ********* ***** ** ******* DIY *******.

* ***** **** ***** **** ***** to ******* *** **** **** ******* based ********* **** ********** ** **** industry **** - **** *** ***** pace ** ************* ******, *** ************ of ***** *** ********, *** ******** of ****** **** *** ****. *** only **********, ***** ******* ********** *** not ** “*****” *****, ******** *** in ** ********** ********* ****** ********* in ******* ****** ****’* ***** ******* and ******* ** *** ****** *** a ******* **** ****** ** ******, or ****** ** *******/******* **** ********* they **** **** **** *** ***** of*********** ******.

* ****** ** ***** *** ******** more ****** ******* ***** ************ **** there *** ****** ******* ***** ******* in **** ********? (* ***’* ****)

* ***** **** ***. “******* ** place” ** ***** *** *** ***** holders ******* ** *********** *** *** a **** ** ***** *** *** ADT ***** ** *** **** ******. I **** *** ******* ******* *** them ******* ** ** ****** ***** force *************, *** ** *** ****** out ** * ************ ******* ********** like *********, ****** ** ***** ******** areas **** *********** (* ***** ****** is ******* ********* ***), ** ****** the ***** ******* *** ******* ******* partner *** * *** ********** *** to ** ***** (**** ** * gamble ** ***’** ** ********) *** their ***** ** *** ****** ***** model ***** ** ********* ** * new ******* **** ****** ** **** rapid ****** *****.

* ****** **** ** ***** ******** to ****** *** ********* ** ** industry *** ** ******** *** ********. I’m ***** ****** *** ** ** threatened ******* ** *** ****** ******* to *******. ******* *** **** **** in *********** *** *** ******* **** of ******* *** ** *** *********** I’ve ********* ********** ****** **** *********** “essential ***************” ** *** ******** ********* - ***** **** **** ******* ***** systems, ******** ********* ******** *******, *** property ********** ****** **********/********** *******. ** with ******** ******, ** **** **** to ** ******** *** ****. ** won’t **** ********* ****** **********.

(2)
JH
John Honovich
May 09, 2023
IPVM

******* *** **** **** ** *********** and *** ******* **** ** ******* due ** *** *********** *’** ********* considered ****** **** *********** “********* ***************” to *** ******** *********

* ***** **** ***** *****, ******* to **** *** *** **** **** expanding *** **********. *** ******* ***** be **** ** *** **** *********** companies *** ** ****** **** *** "essential **************" ******, **** ****** ***** decline *** ** ***** ***** ** too **** ******* ******* *** *** buyers.

UM
Undisclosed Manufacturer #2
May 09, 2023

"******* ** *** * ******** ******** model." - ****** ** **** ******* thread.

*** ***** ********** **** * *** what ********* **** **** *** ***** competitors:

"*** ***** *******!"

Avatar
Darren Holder
May 09, 2023
IPVMU Certified

** * ***** ***** * ***** great ******* ** ********* ********* *** an **********. ** **** **** **** to ****** *** ************* ** * National/global *****. ***** *** *** **** factors ****** * ************ ******* ** manage **. * ******** **** ***** for *** *** ****** (****) *********

JH
John Honovich
May 09, 2023
IPVM

**** ********** ****** **** ** ** satisfied **** ******* * ***** ** regional ******** *** *** *** ****** to ***** ** *** / ********** / *** **** ******. ** **** end, * ** ***** **** *** logical ** ***** ** ******* ** bigger ********** *** ********** ******** **** shown * ******** ** *** * premium *** **** ***** ****** *********** often ******** ****.

Avatar
Darren Holder
May 09, 2023
IPVMU Certified

**** ** *** ****** *********** ******* are *** *** ********** ****** **** which ***’* **** *** ********* ******** to ****** ************. **** ******** ** a ******* ** **** ** **** sales **** *******, **** **** **** sales ********, **** ************** *****, *** maybe * ****** *********** ***** **********/******* techs. ****’** ******* ****** ** “*********** contractors” *** “*** *** *****” ** install ***** ******* *** ****. * can **** ** ***** ** ** these *********** *********** *** ******* ********** who **** ******* **** *** ******** over *** **** ******* *****. * think ***** ** * ******* ** competition **** *** ********** ****** *** not * ***** ** ***** **** been. **’* **** *** ********** ******* man, “**** **** **** **** **** all **** ****” *** *** ** get ** * *** ** **********. ADT ********** ******** ******* ** ********** One *** *** **** ******** ***** were ******* **** ******* ** *** space ** **** *********** ********* ** competition ** ***********

(1)
JH
John Honovich
May 09, 2023
IPVM

**** ******** ** * ******* ** door ** **** ***** **** *******, even **** **** ***** ********, **** administrative *****, *** ***** * ****** residential ***** **********/******* *****.

**** ***** *****. ****'* **** ****** been * ********* ***** ** ** even ****** **** *** ******** *** so ********* **** *** ****** *** approach ****** *** **** ********** / industrial ****.

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