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US Interactive Security: ADT, Vivint and Comcast Brace for Competition with Big Tech Brands

Report Summary:

The number of interactive security subscribers in the US grew 20% in 2017 from 8.8 million at the end of 2016 to 10.6 million at the end of 2017. The top three firms accounted for 45% of all subscribers, but they face new competition from Google’s Nest and likely from Amazon which recently acquired Blink and Ring. These new participants are entering the market with innovative approaches and no-contract; low-cost offerings that we believe will attract many consumers.

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