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)

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

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

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

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

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

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

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

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

;)

* *** ** ***** (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 ********.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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