ADT Inc at Goldman Sachs Communacopia Conference (Virtual) Transcript

Sep 23, 2021 / 03:20PM GMT
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division - Research Analyst

Good morning everyone. Thank you all for joining us for today's session on ADT. I'm George Tong, and I cover business and info services at Goldman Sachs. I'm really pleased to be joined by Jim DeVries, President and CEO of ADT. Jim, thanks for joining us.

James D. DeVries - ADT Inc. - CEO, President & Director

Thanks for having me, George.

Keen Fai Tong - Goldman Sachs Group, Inc., Research Division - Research Analyst

Of course. So, Jim, before we dive into the questions, would you like to start by giving us an overview of ADT and a state of the union on the business?

James D. DeVries - ADT Inc. - CEO, President & Director

Sure. I'd be happy to. The business is generally performing as expected. The market for security and smart home is robust. George, as you know, we've talked about demand catalysts in de-urbanization, homebuilds and a macro trend around smart home adoption, all are

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