Acquisition ********
*** ** ****** ~$*** million *** *** ****** of*** *********, ******:
********* ******* ***** *. Lindsey *** ******* *. Lindsey ******** ************* **.* million ****** ** *** common ***** *** ***% of ***** ********* ** Defenders
***'* ****** ***** ** ~$7.50 *****, ****** **.* million ****** ***** $*.** = ~$*** *******.
*** ****** *** '******** price' ** * **** higher "************* $*** *******" but **** ******** **** which, ** **********, **** a ******* ******** *******, they ******.
"Opportunistic" ***********
*************, *** ********** ********* the **** ** '*************':
************* *********** ******** ** be ******** **********...
**** ************* *********** ******* numerous
'*************'* ** ** ******** description *** ** ***********, defined **:
********** ******* ******* ** immediate ************* ******* ********* to * ******* **** or ***** *********.
** ******* *** *********** is **** *** *** not ****** ** **** to ******* ********* *** the '***********' ********* ******.
Low ***** ****?
*** * ******* **** claimed ** **$*** ******* ** ****** revenue ** ****** ***, **** ** * low *****. ***** *** Defenders **** *** ******** they ******* ** ***, historically **** *** * profitable ******** ** ***** so. ******, **** ***** have **** ***** ******** or **** **** ** others (*.*., ***'* ******).
****, *** ********* *** very ***** *** *** alarm ****** ********, *********** nearly * */*** ** giant's *** *********** ********* and ********* ****** *,*** employees.
** *** ********'* '*****************' exiting *** ******** *** just $*** ******* ** (volatile) *** ***** ** noteworthy.
Sign ** *** *****?
***** ** ** *** know **** ***** *** Defenders ** ** ****, the **** **** ****** the ******* ** ********* challenges *** *********** *********** alarm *********. **** *** way ****** *** *****, it ***** ** ****** for *** ********* ** exit *** ****** ****** become **** *****.
Upside *** ***
*** ****** *** *** is **** **** *** now ******** ******* * core ****** ** ***** residential ******* ********, ***** they ******** ** ** opportunistic *****.
*** ******** * **** of ******** ** *** deal, ***** ** **** to ** **********:

Downside *** ***
*** ***** ******** ** that ************ *** ********* being * ******** ******* helped ** ******** *** mitigate ********* *** ****** from *** ********'* ******** practices. ** ** ******** last ****, ******* ** ********** *************** *** ********'*:

**** *** **** ******** alarm ******** *********, ****'* quite *******.
***, ******** ******* ** The ********* ***** ******* will ******* ******** ** ADT, ***** **** **** be ***. *** ******** lawsuits ******* *** ********* are *** ***'* ******** plus **** *** ********* more ********** *** ******** publicity, ***** ***'* ****** size *** ********* *****.
** **** ** *********** to *** ** *** changed *** ********'* ***** practices ** ****** ***** risks. ** **, ** could ****** ******** ********** but ** **** ******** of ********* ********* *******.
Comments (10)
John Honovich
*** ********* * *** ** government ********** **** **** *******, including:
****, ***** ** **********'* ************ ***** *** deal, *** ******* ***** was ***'* ***** **** 'significant ****** ************* ************ seller's ********** ** ****** potential ** *** ******'. However, ***** ** ** discussion ** ******* ** other ********** *** ***** how '*************' **** **** is, ** ** ******** that **** *** *** Defenders **** ******. ***'* stock ** ********. ** 9 ******, ** ***** be ** $** *** it ***** ** **** to $* *********.
*** ***** *********** ********* *** ********'* ****** **** *** ******* The ********'* ****** $*** million ******** ** ***********:
****'* ***** * *** of ***** ********** ***** traditional ******** ************ ****** SimpliSafe's *********** *****.
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Larry Tracy
*********** *********** ****** ** getting ******** ** *** companies. ***** ********* *** seeing ******* **** ** equipment *****. ****** ***** has ******* ***********.
***** *** **** *** the ******** ************ ** push *** ********** ******.
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John Honovich
* *** ***** *****, ADT ***** ** **** 13% *** **, ** definition, ** *** ********'* purchase *****. *** ********'* founders ****** ********* *** some ****** *** **** be *********** ** *** where ** **** ** for ****.
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Undisclosed Manufacturer #1
*** ***** *** ******** had *** ****** ** "bullish" *** *** **'* a "*******" ******. ********** the ****-**** ********* (** months) *** **** ****** and *** **'* ****** as ****. **** ** improves.
* ****** *** ******** side **** ******* ** I ******* *** **** dynamics ********** ***** ******** market **** ********** ******* the ********** ******. ** fact, **'* ********* ***, just **** ******* ** channels *** *** ****** to ** ***.
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