The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Ashish Sabadra - RBC Capital Markets, Research Division - Analyst
: It's good to see the strong momentum in the business. I just wanted to better understand. Can you -- you obviously talked about multiple different
avenues to attract new customers. And -- but I was just wondering if you could comment on the underlying demand environment. Have you seen
any slowdown in the demand environment? And you obviously talked about month-to-month being consistently strong but have you seen a
better focus on certain selling strategies versus another?
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OCTOBER 26, 2023 / 12:30PM, ROL.N - Q3 2023 Rollins Inc Earnings Call
Question: Ashish Sabadra - RBC Capital Markets, Research Division - Analyst
: That's great color. And just maybe on my follow-up, I wanted to talk about the solid incremental margins that we've seen of 35%. As we think about
the modernization efforts that you've worked on, how should we think about the incremental margins going forward? Is that 30% to 40% sustainable
going forward?
Question: Ashish Sabadra - RBC Capital Markets, Research Division - Analyst
: That's great color and congrats on the solid quarter.
Question: Joshua K. Chan - UBS Investment Bank, Research Division - Analyst
: Congrats on a good quarter. I guess I wanted to ask about the customer acquisition split, I guess. You mentioned digital and door-to-door mostly
on this call but I guess of the ways that you acquire customers, could you just give us like a rough ballpark on how -- what channels they typically
come through in?
Question: Joshua K. Chan - UBS Investment Bank, Research Division - Analyst
: Yes, exactly.
Question: Joshua K. Chan - UBS Investment Bank, Research Division - Analyst
: Right. Right. That makes sense. Okay.
Question: Joshua K. Chan - UBS Investment Bank, Research Division - Analyst
: Right. And then I guess, on the restructuring side of things, is there a way to think about the payback period of the cost? And what kind of savings
you expect to generate from those efforts?
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