I haven't seen anyone posting, but on the ADT investors relations website there is a presentation [1] and [2] webcast outlying the M&A rationale.

Briefly speaking, it is to be expected product integration (starting with Google Cloud for ADT video) and in the future some 'automation' and newer products.

By the way, can there be any 'synergies' between ADT and Fitbit?

[1] https://s22.q4cdn.com/631128414/files/doc_presentations/2020...

[2] https://investor.adt.com/events-and-presentations/events-cal...