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The NextMarket Report — ADT

About Those IControl Acquisition Rumors

Mike Wolf ADT Alarm.com Comcast IControl Vivint Zonoff

This past week Stacey Higginbotham had a good piece about the possible sale of IControl to Comcast and Alarm.com  The rumors of IControl getting acquired or split up have been floating around since early spring, and what I read in the piece echoed much of what I've heard in what appears to be an imminent transaction.  A few more details of what will likely happen: Comcast would buy the Zigbee-related platforms targeted around smart home automation and security for cable providers. This includes the Converge (monitored) and Touchstone (self-installed, self-monitored) platforms that powers security and smart home services sold by cable providers under their own brand....

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How Marwan Fawaz, Cable and Home Security Exec, Could Reshape Nest And The Entire Smart Home Market

Mike Wolf ADT Google Nest Tony Fadell

Friday's announcement by Tony Fadell that he was leaving Nest shook the foundations of not only the smart home space, but the broader tech industry. And with good reason. While I will probably write a longer post at some point looking at the long arc of Fadell's Nest story, for now I'll look at who Marwan Fawaz is and what his arrival means for Nest and the broader smart home space. Be forewarned, this is a long post, but for those TLDR types, basically I will argue that this move marks a big change for Nest, possibly Google, and perhaps the biggest...

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Smart Home Weekly: ADT Acquired, Amazon Hiring Like Crazy In Smart Home

Mike Wolf ADT Alexa Alljoyn Amazon Canopy Dash Echo IoTivity

This past week was a big one in connected home. The acquisition of ADT by Apollo and the merger between the two leading IoT standards showed we are in a stage of heavy transition across the broader connected home space. With the ADT news, we saw the biggest player in home security get acquired, possibly setting off a period of greater consolidation in home security at a time of huge market disruption resulting from new smart home and IoT technologies. On the standards front, a huge bombshell dropped last week with the launch of the Open Connectivity Foundation, an organization backed by both Intel and...

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Analysis: ADT Acquisition Comes At Critical Point in Home Security Market Evolution

Mike Wolf ADT Canopy Vivint

Last week's announced acquisition of ADT by private equity firm Apollo Global Management was big news for the home security industry. In ADT, Apollo got the industry's largest overall player, with a total subscriber count that is approximately 4X bigger than the next biggest competitor in Protection 1, a company also owned by Apollo. Apollo plans to combine ADT and Protection 1 into a unified company, with the new combined company operating under the ADT brand. Combined, ADT and Protection 1 will be almost six to seven times the size of the next biggest competitor. What does Apollo get in ADT? Beyond netting the biggest and most recognized name...

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Speculating On Zonoff and ADT

Mike Wolf ADT Alarm.com Icontrol Zonoff

Following on to last week's news about ADT's standalone DIY security and home automation appliance, Julie Jacobson had a good piece talking about who would be the backend provider for the system. She speculates that it could be Zonoff, and I think she's probably on to something. The bigger question may ultimately be if whether Zonoff is also going to insert itself as the home automation cloud for ADT's Pulse service, and I think there's also a good chance there might be some truth to that as well. Part of the reason I think this might be true is the...

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