David Page Papadogonas's questions to ADT Inc (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.