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    David Paige Papadogonas

    Senior Associate in Equity Research at RBC Capital Markets

    David Paige Papadogonas is a Senior Associate in Equity Research at RBC Capital Markets, focusing on business services and related sectors. He has covered specific companies such as ADT Inc, Clarivate PLC, Rollins Inc, and APi Group Corporation, participating actively in earnings calls and analytical coverage. Papadogonas began his career as an equity research analyst and joined RBC Capital Markets in the Research Division, contributing detailed sector insights and client-facing analysis since at least early 2024. He is professionally registered and credentialed for securities analysis through FINRA, ensuring compliance and expertise in public market research.

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

    David Paige Papadogonas's questions to ADT (ADT) leadership • Q1 2025

    Question

    David Paige Papadogonas of RBC Capital Markets requested an update on the State Farm partnership, including its pilot programs, and asked about the progress of ADT's AI initiatives related to virtual service and call center efficiencies.

    Answer

    CEO Jim DeVries reported continued progress with the State Farm partnership, with Q1 gross adds reaching 4,000, up from 3,200 in the prior year. On AI, he detailed significant advancements in customer care operations, with 90% of customer service chats being processed by AI agents and a goal to have 20% of voice calls fully contained by AI by year-end. He noted that material cost savings from these initiatives are expected to begin ramping up in 2026.

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    David Paige Papadogonas's questions to ADT (ADT) leadership • Q4 2024

    Question

    David Paige Papadogonas of RBC Capital Markets questioned the incremental growth opportunities, particularly in the small to medium-sized business (SMB) segment. He also asked for commentary on the health of the U.S. residential market and consumer, including new installs and the 'aging in place' opportunity.

    Answer

    CEO Jim DeVries identified SMB as an important incremental growth opportunity for 2025, noting a renewed focus with new leadership and products. He stated that while housing relocations impact new adds, the company sees a call option in the 'aging in place' adjacency. CFO Jeff Likosar added that the new flexible platform allows targeting of niche segments like pet owners or households with older relatives.

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    David Paige Papadogonas's questions to CLARIVATE (CLVT) leadership

    David Paige Papadogonas's questions to CLARIVATE (CLVT) leadership • Q1 2025

    Question

    David Paige Papadogonas asked for comments regarding a recent Reuters article that mentioned private equity interest in Clarivate's IP segment.

    Answer

    CFO Jonathan Collins declined to comment on the specific article but confirmed that the company is actively working with advisers to evaluate strategic options to maximize shareholder value and will provide updates when appropriate.

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    David Paige Papadogonas's questions to ROLLINS (ROL) leadership

    David Paige Papadogonas's questions to ROLLINS (ROL) leadership • Q1 2025

    Question

    David Paige Papadogonas, on for Ashish Sabadra, asked about the fleet refreshment cycle and how big-ticket, non-recurring items have historically performed during economic downturns.

    Answer

    CFO Ken Krause stated that while a precise number on fleet refreshment is difficult, they feel good about their position for 2025 and can keep trucks longer if needed. CEO Jerry Gahlhoff added they analyze cost trade-offs and explore alternative vehicles. Regarding downturns, Jerry Gahlhoff gave a practical example, stating that a homeowner with a significant pest issue will find a way to remediate it regardless of the economy, a process aided by Rollins' financing options.

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    David Paige Papadogonas's questions to EQUIFAX (EFX) leadership

    David Paige Papadogonas's questions to EQUIFAX (EFX) leadership • Q1 2025

    Question

    David Paige, on for Ashish Sabadra, asked for clarification on the amended SSA agreement, specifically whether the $50 million in revenue was additional or a total contract value.

    Answer

    CEO Mark Begor clarified that the agreement represents approximately $50 million in annual revenue from the amendment, which is part of a larger, previously extended contract. He framed it as a positive development that will begin contributing to revenue in the second quarter and demonstrates the new administration's recognition of TWIN's value.

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    David Paige Papadogonas's questions to CINTAS (CTAS) leadership

    David Paige Papadogonas's questions to CINTAS (CTAS) leadership • Q3 2025

    Question

    David Paige Papadogonas asked for more detail on the performance of the Uniform Direct Sales business and for an overview of capital allocation, including M&A valuations and the potential for share buybacks.

    Answer

    President and CEO Todd Schneider described the Uniform Direct Sale business as strategically important for generating cross-selling leads, despite some inherent lumpiness. On capital allocation, he reiterated the priorities: 1) reinvesting in the business, 2) strategic M&A, and 3) returning capital via dividends and opportunistic buybacks. He noted no buybacks occurred in Q3 but affirmed the balance sheet provides ample flexibility.

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    David Paige Papadogonas's questions to Ingram Micro Holding (INGM) leadership

    David Paige Papadogonas's questions to Ingram Micro Holding (INGM) leadership • Q4 2024

    Question

    David Paige Papadogonas of RBC Capital Markets asked for qualitative thoughts on how Ingram Micro is leveraging its Xvantage platform in 2025, especially in relation to hyperscalers like AWS.

    Answer

    CEO Paul Bay explained that they are building seamless integrations with hyperscaler marketplaces, highlighting recent work with AWS. He shared key platform metrics demonstrating progress: user engagement is up over 50% YoY, over 8,000 dormant customers have been reactivated, and self-service orders have more than doubled, indicating successful adoption and increased efficiency.

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    David Paige Papadogonas's questions to APi Group (APG) leadership

    David Paige Papadogonas's questions to APi Group (APG) leadership • Q4 2024

    Question

    David Paige Papadogonas of RBC Capital Markets inquired about the primary drivers for APi's expected EBITDA margin expansion to 13% and beyond.

    Answer

    President and CEO Russ Becker stated that margin expansion will be driven by the same consistent strategies: disciplined customer and project selection, increasing the revenue mix from inspection and service, pricing optimization, procurement savings, and realizing the remaining Chubb value capture. He also highlighted opportunities from shared services, strategic M&A, and general branch-level performance improvements.

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    David Paige Papadogonas's questions to AUTOMATIC DATA PROCESSING (ADP) leadership

    David Paige Papadogonas's questions to AUTOMATIC DATA PROCESSING (ADP) leadership • Q1 2025

    Question

    David Paige Papadogonas asked for details on the financial profile of the newly acquired WorkForce Software, including its revenue, growth, and margins.

    Answer

    CEO Maria Black emphasized the strategic rationale, highlighting WorkForce Software's marquee global clients and deep domain expertise. CFO Don McGuire provided financial details, stating the acquisition accounts for about half of the 1% increase in the consolidated revenue growth outlook. He noted the deal would pressure EBIT margin by about 0.5 points in fiscal 2025 due to integration costs, amortization, and interest expense, with accretion expected after a few quarters.

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    David Paige Papadogonas's questions to TD SYNNEX (SNX) leadership

    David Paige Papadogonas's questions to TD SYNNEX (SNX) leadership • Q3 2024

    Question

    Representing Ashish Sabadra, David Paige Papadogonas questioned the key drivers behind the strong growth in strategic technologies and sought an early outlook for fiscal '25.

    Answer

    CEO Patrick Zammit identified cloud, security, AI, and Hyve as the core components of strategic technologies. He highlighted that massive investments by hyperscalers, projected around $250 billion this year, are a significant tailwind for the Hyve business. This, combined with growth in distribution for hybrid cloud, security, and AI, is expected to continue driving the growth rate up.

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