ADT Inc.
ADT Inc is a provider of security, interactive, and smart home solutions serving consumer and small business customers in the United States (U.S.). The Company conducts business under the ADT brand name. The company segments include Consumer and Small Business (CSB).www.adt.com
390
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118
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Search complete. 390 mentions across 118 episodes found for "ADT Inc.".
Nov 6, 2026
Patrick BoyleHOST
While aligning executives' incentives with those of equity investors had reinvigorated American business culture and had driven huge growth since the stock market doldrums of the 1970s, too much of an emphasis on stock price alone had by the late 1990s driven crooked executives like Denis Kozlowski to engage in fraud to push the stock price higher.
Patrick BoyleHOST
In the late 1990s, Tyco began ordering dealers for ADT Security Services, one of their subsidiaries, to venture into drug-infested slums to sign up any customer with a pulse for their security systems, regardless of the customer's ability to even make one payment.
Patrick BoyleHOST
This was full-on fraud to pump the stock price.
Patrick BoyleHOST
It's not obvious how best to pay executives like Elon Musk, whose attentions are torn between the multiple companies he owns.
Charlie LeykumHOST
Maybe one deal that you could kind of speak to from those years you were most proud of in Europe? Yeah.
Ted BerkGUEST
There were many, you know, for me, the deal that I I keep coming back to as one that was not only a lot of fun, but but but also very impactful was was our investment in a business called it was called at the time Secure Task Direct and it became Verishore, which was Europe's leading home automation and home protection business, similar to what ADT is in the United States, but much better.
Ted BerkGUEST
And it was a business that was a tremendous business model, but just with so much operational and strategic potential that it was yet to be unlocked in terms of how it took advantage of its scale across all of Europe versus operating in individual country silos, where it was appropriate to be pan-European versus local, how to actually market the product as a consumer product.
Ted BerkGUEST
which is what it is, service to consumers.
Seth JohnsonHOST
Probably not.
Seth JohnsonHOST
Speaking of AI, probably not helping, ADT is being acquired by Thrive Holdings in an all-cash deal valued at $7.6 billion.
Seth JohnsonHOST
If it closes expected in the first quarter of 2027, ADT will be private.
Seth JohnsonHOST
I guess, so Thrive Holdings, it's founded last year as an offshoot of Thrive Capital Management, and TechCrunch has described it as kind of a private equity play for AI, where they go and buy traditional businesses and apply AI to their workflows.
Seth JohnsonHOST
So that should be great.
Seth JohnsonHOST
ADT is getting some AI.
TJ HuddlestonHOST
Hey, if anybody needs stripped parts, it's ADT.
TJ HuddlestonHOST
So I'm fine with this.
ChrisHOST
You
Jason SavageHOST
mean ADT?
ChrisHOST
That's what I meant.
ChrisHOST
Yeah, sorry.
Jason SavageHOST
This is a different animal altogether.
Jason SavageHOST
Yeah.
ChrisHOST
this is ADT, uh, you know, basically the, um, the CE pro, uh, top one integrator quote unquote in air quotes that might, you know, people might get butthurt about that.
ChrisHOST
Um, which we've, we've talked about on the show a lot.
Christophe ArnaudGUEST
So that's for HTEC.
Christophe ArnaudGUEST
On top of that, There is a second, the second vertical where we are providing very specific radio and battery managed IoTs as part of the complete alarm pack systems that are operated by giants like ADT, very short, companies like that.
Christophe ArnaudGUEST
We develop some key solutions with patents to improve the security at home when you are At home overnight or when you are leaving your home or your apartment or your small business because you go on holidays as an example.
Christophe ArnaudGUEST
This is where, again, you just mentioned in your introduction the jamming detection.
Andrew ThreadgoldGUEST
There's loads.
Andrew ThreadgoldGUEST
So you'll find what we hear from our customers in security is that you end up getting into, you get sold by one of the big players like Chubb or ADT, you know, the national brands.
Andrew ThreadgoldGUEST
Because for us, Each customer we acquire typically costs us about three and a half grand to acquire them through advertising or whatever it is.
Andrew ThreadgoldGUEST
Chobo ADT will say, we'll stick your fire alarm in for 200 quid.
Andrew ThreadgoldGUEST
And we can't compete with that.
Andrew ThreadgoldGUEST
Okay.
speaker_6NARRATOR
Despite that, there are also signs that Andrea's killer tried to cover their tracks.
speaker_21SOUNDBITE_SPEAKER
She had an ADT home security system.
speaker_7SOUNDBITE_SPEAKER
But somebody had removed a lot of the components of that system.
speaker_16SOUNDBITE_SPEAKER
all of the security cameras and equipment was gone.
MayaHOST
I think it's the largest drop.
MayaHOST
And then finally, we're going to be talking about the Thrive Holdings and ADT deal.
MayaHOST
Thrive Holdings is a holdings company where they took ADT private.
MayaHOST
And their whole plan is to automate a lot of the things that ADT, the security company, does on the inside.
MayaHOST
We're going to go into the strategy behind this and why it would be beneficial and why they think they can make a bunch of money from this.
PriyaHOST
Yeah, we can start with Binance.
29 MINS LATER
PriyaHOST
who uses them? I mean, everyone's just doing the same thing.
PriyaHOST
except Thrive Holdings so we can get into that everyone's doing that
Glenn OngHOST
That's so cool.
Glenn OngHOST
ADT, the home security company, is being acquired by Thrive, the investment company formed by Josh Kushner for $7.6 billion.
Glenn OngHOST
Many people were quite surprised by this.
Glenn OngHOST
I don't even know who's Thrive, actually.
Tess MenziesHOST
I can't remember the name of it, though.
Tess MenziesHOST
ADT.
Tess MenziesHOST
Yeah.
Tess MenziesHOST
And their signs probably look sort of.
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