Quite interesting. Wonder what will happen in areas where they have hardware overlap like cameras. Also makes you wonder what could have been with the Samsung/ADT relationship if it was managed better.
As part of the long-term investment — which is granting Google a 6.6% stake in ADT — the two companies will first attempt to reach more individual consumers and small businesses, and then work on building and selling next-generation smart home security offerings, they said.
Both companies have also committed $150 million each — provided they reach certain milestones — for co-marketing, product development, and investment in technology and employee training.
I think this is a clear recognition that “ring alarm“ has crushed “nest secure” in the consumer low cost security segment. This is a move by Google against Amazon echo as much as anything else.
Google is going to try to leapfrog the DIY segment and go straight to DIFM, with ADT installers a readymade network for that niche.
It doesn’t hurt from Google‘s point of view that those are typically wealthier consumers, also.
My prediction, which is totally a guess: look for a deal between Amazon echo/Ring and Xfinity home for a competing DIFM security product before the end of this year. I know logically Vivint would make more sense, and it’s possible they’ll do both. But Xfinity is a bigger name, and I think that will matter in this play as well.
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