Dec 11, 2019 / 04:30PM GMT
Jeffrey Ted Kessler - Imperial Capital, LLC, Research Division - MD
Good day. Well, hello -- we might as well start. Hello, everyone. I'm Jeff Kessler. I'm just a moderator here, and I'll be asking some questions. I'm here -- I'm sitting here with Jim DeVries, who is the CEO of ADT. I guess most of you know what ADT does, so I'm not going to go through a long introduction on it.
We recently had, and I mentioned this at lunch, we recently had a group of investors out to the ADT national accounts monitoring facility in Texas. I think people were -- the investors were kind of wowed by what they saw and why they see a real transformation going on in this company that the old post-Tyco spin, if you want to go a macro thesis about ADT hasn't come to pass yet. It's actually getting a lot better. And with that -- then there's a lot of reasons for that. We have the better management. The market is changing. People are beginning to realize what ADT is doing, and ADT is actually both externally and internally, doing things to essentially create a better marketplace for the professionally installed and even
ADT Inc at Imperial Capital Security Investor Conference Transcript
Feb 09, 2024
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