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Bella

Research Analyst at JPMorgan Chase & Co.

Bella Camaj is a Research Analyst at JPMorgan Chase & Co., specializing in technology sector research with a focus on enterprise software and compliance solutions. She covers companies such as Intapp and engages on strategic topics including partnerships with Snowflake and regulatory changes like QC 1000. Camaj collaborates with senior colleagues like Alexey Gogolev, inquiring on behalf of the firm during Q4 2025 earnings discussions. Her professional credentials include active FINRA registrations typical for equity research analysts at major banks, though specific performance metrics and full career timeline details are not publicly detailed.

Bella's questions to Alarm.com Holdings (ALRM) leadership

Question · Q4 2025

Bella asked for incremental operating KPIs to frame EnergyHub's growth, such as total DER assets under management, gigawatts under control, or opt-in/retention rates.

Answer

CEO Steve Trundle highlighted two primary growth metrics for EnergyHub: the percentage of the North American market (130 million meters) they are positioned to service (currently 50 million meters), and the enrollment percentage of homes passed (currently 5%). He also mentioned the diversity of devices serviced as a key factor. Regarding thermostat penetration, Steve Trundle confirmed it's in the 30-40% range, driven by increased utility demand from electrification and data centers. He noted that while sales cycles are long, current supply shortages are helping to shorten them.

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