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    Alyssa Lee • Barclays

    Alyssa Lee's questions to Alarm.com Holdings Inc (ALRM) leadership

    Alyssa Lee's questions to Alarm.com Holdings Inc (ALRM) leadership • Q2 2025

    Question

    Alyssa Lee from Barclays, on for Saket Kalia, requested an update on customer retention rates for the quarter and the outlook for the second half of the year, including any differences between commercial and residential segments.

    Answer

    CFO Kevin Bradley reported that the consolidated retention rate was 94.1% in Q2, a slight decrease from Q1 but still at the high end of the historical range. He anticipates the rate will hover between 93.7% and 94% for the remainder of the year, with the housing market being the primary variable. The response did not provide a specific breakdown between commercial and residential retention.

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    Alyssa Lee's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Alyssa Lee's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q4 2024

    Question

    Alyssa Lee, on for Saket Kalia, asked about the margin differences between CCCS's emerging and established solutions and how that profile is expected to evolve in 2025.

    Answer

    CFO Brian Herb explained that the primary driver of 2025 margin pressure is the absorption of EvolutionIQ's moderate EBITDA loss. He noted that emerging solutions currently have a temporary drag on gross profit because they have not yet reached full revenue scale to offset depreciation costs. However, he stated that once at scale, the margin profile of emerging solutions is expected to be similar to that of established solutions.

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