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    David Page Papadogonas

    Research Analyst at RBC Capital Markets

    David Page Papadogonas is an Equity Research Analyst covering industrial and business services companies at RBC Capital Markets, where he provides analysis on firms such as ADT and APi Group. Known for his participation in earnings calls and in-depth sector coverage, Papadogonas has cultivated a reputation for insightful questioning and detailed financial analysis, though specific public performance metrics or rankings are not reported. His career in equity research spans several years, having joined RBC Capital Markets after building foundational experience within the financial sector, with his tenure at RBC starting prior to 2024. Papadogonas holds a relevant finance degree and is believed to maintain standard analyst registrations and securities licenses that are typical for senior research professionals at a leading investment bank.

    David Page Papadogonas's questions to ADT (ADT) leadership

    David Page Papadogonas's questions to ADT (ADT) leadership • Q3 2024

    Question

    David Page Papadogonas from RBC Capital Markets asked for an update on ADT's partnerships, particularly with Google, and questioned the longer-term potential from these collaborations and associated new product rollouts.

    Answer

    Chairman, President and CEO Jim DeVries confirmed the Google partnership is progressing well, citing a recent $7.5 million in success funds and collaboration on the 'Trusted Neighbor' product. Chief Business Officer Wayne Thorsen elaborated on AI initiatives, including pilots with Google Cloud for virtual agents and with sierra.ai for conversational AI, both showing positive early results.

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