ADT Inc at RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference (Virtual) Transcript
Good afternoon, everyone. Thanks for joining. I'm Ashish Sabadra, and I cover business and information services companies at RBC Capital. I'm really excited to have Jim, CEO of ADT, join us today. Jim, can you just kick it off, providing a quick overview as well as just talking about the last earnings call? And then we'll jump into Q&A.
Thanks, Ashish, for having me today. Thanks, everybody, for calling in. So a couple of introductory comments on the quarter. Of course, Ashish, we announced Sunpro. We're super excited about getting into the solar space and really excited in particular about this company. It provides an adjacent market for us, a large and growing TAM. It's a fragmented business. I imagine we'll spend some time during the question session talking about it. But we think that it is an absolute significant opportunity for us to accelerate our growth, capital-light lots to be excited about here. The Google partnership
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