ADT: "Hate That Company" Loses Billion On Amazon Ring Deal

By: John Honovich, Published on Mar 02, 2018

It has not been a good 2018 for ADT.

And this week has been even worse.

In the aftermath of Amazon acquiring Ring for a billion plus, ADT's market valuation dropped a billion, as investors fear Amazon beating ADT.

Indeed, on CNBC, investor Jason Calacanis declared ADT not only the big loser of the deal but that people 'absolutely hate that company', as shown in the video embedded below:

Is Calacanis just hot air? Does he hate ADT as much as many security professionals do?

First, on the positive side for ADT.

Positive ADT - Local Trucks and People

** *** *** **** a **** **** *** ADT.

*** **** **** *** been **** *****.

** *** ********* ******** ********* ******* * ******* ****, ADT's ****** ********* ******* a *******, ** ********* fear ****** ******* ***.

******, ** ****, ******** Jason ********* ******** *** not **** *** *** loser ** *** **** but **** ****** '********** hate **** *******', ******* ** *** ************* *****:

** ********* **** *** air? **** ** **** ADT ** **** ** many ******** ************* **?

*****, ** *** ******** side *** ***.

Positive *** - ***** ****** *** ******

[***************]

*** *** ************ ******** for ***, ******** ** Amazon ** ******, ***., is **** *** *** a ******* ******* ** trucks *** ***** ****** who *** ** ** a ********'* ****. **** is ** ***** ** terms ** ***** *** fixing ***** ** **** as ********* ****-**-****-*******. ** the ****** **** *** can ***** **** *****, in ***** ** ****** quality *** **** *********** for *********, *** **** companies **** ** ** a ************.

Risks *** *** - ***** ********* *** ********** ****** *******

***** *** ***** *** ADT. *** *******, *** did *** *** *** nicknames ********* '****** **** Twice' *** '******* **** Technician' *** *******. ** fairness, **** ** * 'new' *** *** *** has ****** ******** ********** in *** **** *** focused ** ********* *********.

*** ***** ***** ** how **** ******* *** be **** ********. *** more '***' ****** *** make **** ******** **** remote ****** ******* *** the ****, *** **** disruptive **** ***** **.

Amazon *******?

****** *** **** ******* up ***** *** ************ services ******* *** *******, ** ******* ****** is *** *** **** from ***** **** ** run ***** *** ************ services *** ******** *******. Amazon ***** ** '********' but ** ** *** clear ******* **** **** to ***** ** **** time *** ****** ** have ***** *** (** extensive *************) ***** ******** for ****.

ADT ***** **** ** ******** ******** ** **** *********

** ********** ** *** tech *********, *** ******* weakness ** ****** ***'* sales *** ********* *****. ADT, **** ****** *** residential ******** ******* *********, spend * **** *********** percentage ** ***** ***** on ***** *** ********* (e.g., ****** ******** *********** **** Economics). *** *******, ** a ******** ** ****** $40 *** *****, $** - $** ** ****** going ** ***** *** marketing ********.

**** ** ***** *** tech ********* ***** ** able ** ** **** better. ******, *** *******, already *** *** ******* Prime *******, **** ************* with * **** ****** of *********. **** ***** result ** **** ***** sales ***** *** ******** than ***, ******** ** offer **** ***** *******.

Will ******?

******** ****** *** ******** on **** ********** ******** systems *** ******* ** that *********. *******, **** Amazon ****** ****** ** being * **** ******** provider? *** **** ****, along **** ******'* ************** in ** **** ***** result ** ****-***** ****** against ****? ** ******* to ** ****.

** *** ********, *** pressure ********* ** ***** on *** ******* ***.

**** ** *** ***** the ****** ***** *** ADT?

Comments (24)

Undisclosed #1

03/02/18 04:33pm

**** ******* ******* *** is *** ***** ** residential ******** ******** ******** very *** *** ****** to *******. **** *** cases ***** *** ********* does *** **** ** do *** ************ (** is *********), *** ******** can ** ********* ** dozens ** ***** ********, A/V ****, ***** ******** kid, ***** ***'* ********.

**** **** ** ***** trucks *** ****** *** shift **** ***** * benefit ** ******** * liability.

Undisclosed Manufacturer #2

03/02/18 05:53pm

******** *** **** **** the **** ********* *** came ** **** ***** to ******* * ***** new **** ***** ******** phone ** **** *****? Me *******.

********** **** ** ** wizardry **** **** * trained ************ ***** *****, but ***** **** *******. Home ******** ** ********* the **** *****. * would *** **** ** be ******* ** ****** on *********** ** ***** business ********.

Avatar

Brian Rhodes

IPVMU Certified | 03/02/18 06:10pm

*** *** ***** ** not *** ****, ******. Earlier **** ****, ********** was **** ******** **** ****. *** **** ******* Ring **** ************ ******** for ***** *** ********* system **** *** *** paid $** ******* ** develop.

Avatar

Tom Sharples

03/02/18 06:36pm

*** ******* **** ** time ** ***. * no ****** **** ******** to **** *** **** when * *** *'* always *** * **% surcharge ** ***** *** hassle ** **********.

Undisclosed #3

In reply to Tom Sharples | 03/02/18 07:22pm

*'* ****** *** * **% ********* ** ***** *** ****** of **********.

+**/*, *** *****

;)

Undisclosed Manufacturer #4

03/05/18 02:14pm

* *** ** ***** (it's ******** ******) *** doesn't *** **** **** astronomical ****** ** ******** turnover? **** **% ***** 60 **** ** ********* crazy **** **** (***** - ***** ** ****** off). ********** *********, ******** and ******* *** *** reps *** *** ** be *********.

* ***** ******* **** a ***** ******* ** their "*********" ** ***** on *** ********** ********* door ** ****-******** ********* they ******. ** **** is *** ****, **** it ***** **** ***** that * ******* **** lower ****, ****** ************* and **** ** ******** without * ******** ***** make *** ****** * smart ********.

John Honovich

IPVM | In reply to Undisclosed Manufacturer #4 | 03/05/18 02:49pm

#*, ******** *** ********* been * *******. **** googling ****** ******** *********** **** ******* **** the *****. * **********'* ** ****** **** last ******* ***** **** **** general ********** ** ******** turnover ** * ********, I *** *** **** any *****. **'* * good ******** / *****. I **** ***'* **** enough ** **** *** light ** *** *** an ***** ** ******* (or ** ***).

Undisclosed Integrator #6

In reply to Undisclosed Manufacturer #4 | 03/05/18 05:41pm

*** ******* **** * left *** **** **% turn-over ** ***** ***** force ** **** *** they *** *** ** so ********* ** * half ***** ******. *** is *** **** *****' be ******* *** ***** verbiage ***** ***** * great ***** ** **** and ********* **** ******...

Rodney Thayer

03/05/18 02:41pm

**** *** ***** ** be ***** *********** *****. What ***** *** ****** customers... *** *** **** thing, ** **?

John Honovich

IPVM | In reply to Rodney Thayer | 03/05/18 02:45pm

******, **** (******/****) ** definitely *********** *******. ** for ****** *********, ****'* what ** **** ******** discussing *******'* '******' **** ***.

**'* * ****** **** spinning ***** ************ *** the ***** **** ***** and **** ** *** and *** **** *** trying ** ********* **** system ***********, * ************ extremely *** *** ********.

Undisclosed Manufacturer #5

03/05/18 02:59pm

*** ***** ** **** ***** ***** ********* ********, ******...**** ******, Family ******* *******, ***. **** ****** *** ********** *** ******* buyer **, ** *** *** *** *** ***** ****** ** check *** **-**** ********?

Avatar

Sean Nelson

Nelly Security | 03/05/18 03:07pm

**** *****'* *** ******* ******* ********** **** **?

Avatar

Brian Rhodes

IPVMU Certified | In reply to Sean Nelson | 03/05/18 03:16pm

*** **** ***** ********* and ******** *******, ******** that *** ****** **** they ******* ***** ********* alarm ******:**** ****** ******** ******

Avatar

Sean Nelson

Nelly Security | In reply to Brian Rhodes | 03/05/18 03:18pm

*** **. * ***** this ***** ** *** news *** ********** ** well.

Undisclosed Manufacturer #4

03/05/18 03:10pm

*** ****** ***** **** they ***, ** ******-**-*** has *** ** *** "ring" ******* ** *** house.....

**'* ******* *******....*** ******* it's * *** *******, but ** *** ****, because ** ******** *** user **** ******* *** rung *** ******** *** smartphone ***.....*** ***** **** happens **** *** **** the ****** *** ** your ***** *****.....(******* ****).

** ********** ** *****-*****.

Avatar

Ben Lucier

pofp.com | In reply to Undisclosed Manufacturer #4 | 03/05/18 06:24pm

** *** **** *** the ****** ** **** phone, ** ********. ** also ***** ** * regular ******** ** *** have *** ******. ** in *** **** ** your ***, *** *** add ** ** ******** chime.

Undisclosed Integrator #7

03/05/18 08:39pm

****'* *** *** ********* of "**** ** *** Bottom"?

* ****** ** *** late **'* ***** **'* they **** *** **** that ******* "****" *******.

* **** ****** **** they ******* ******** ***** Legislature *** **** ********* State ******* *********** (****) to ****** *** ***** guys.

**** **** **** *** Karma ******** * *****....

Avatar

Robert Baxter

03/06/18 08:02am

* ******* *** ******* that ******* *** **** alarms *** ******. *** acquired **** ***** ****** rebranded ***** ***** ******** to *********. *********** *** $2B *** **, ****.

****** **** **** *** RMR *** ****** ******* Sales *** **********? **** DIY ********* **** ***** cards ***** ** ***** chest. * *** ***** their *** *** *~***. Selling *** ******* *** month. **% ** ***** product ***** *** ******** when *** *** ******** they ***'* ******* **. High ********* **** +**%

John Honovich

IPVM | In reply to Robert Baxter | 03/06/18 12:30pm

****** **** **** *** RMR *** ****** ******* Sales *** **********?

******, **** **** ****'* Barnes **********, ******* ****** indicated **********'* *** *** $10M *** **** **** were ***** ******** ***********, see:********** ** '******* *** Doors ***'

*** *** **** ******** different ** *** **** this ****'* ****** **********?

Avatar

Robert Baxter

03/06/18 02:18pm

**** **** ***** *** a *** **** *** and ***** ********. * will ****** *** ****** a ***** **** *** presentation. *******, ** *** consolidated *** **** ******.

Avatar

Daniel Halenko

In reply to Robert Baxter | 04/28/18 07:52am

****** ******, *** *** **** **?

Avatar

Robert Baxter

04/28/18 06:39pm

*** * **** ** but ***'* **** ** figure *** *** ** upload *********, ********, ** videos ** **** ****.

Avatar

Brian Rhodes

IPVMU Certified | In reply to Robert Baxter | 04/28/18 06:52pm

* ** ***** ** help. ***** ** **: brian@ipvm.com *** *'** ****** and **** ** ****.

Avatar

Brian Rhodes

IPVMU Certified | 04/29/18 04:07pm

****** ****** ********* ***** slides ** ** **** this ****'* ****** ******** conference:

****** ******** ****** - MSO *** *** *******

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