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    Jack Vander Aarde • Maxim Group

    Jack Vander Aarde's questions to Alarm.com Holdings Inc (ALRM) leadership

    Jack Vander Aarde's questions to Alarm.com Holdings Inc (ALRM) leadership • Q2 2025

    Question

    Jack Vander Aarde of Maxim Group asked about the outlook for new home sales, the prevalence of customers with multiple properties, potential SaaS price hikes, and the fastest-growing international regions.

    Answer

    CEO Steve Trundle noted a slightly more positive sentiment from service providers regarding home sales for the next 6-9 months and confirmed that a high percentage of commercial customers and a meaningful number of residential customers have multiple properties. He identified Latin America and the Middle East as fast-growing international regions. CFO Kevin Bradley clarified that there are no current plans for broad-based SaaS price increases, as the recent hardware price change was a pass-through of tariff costs.

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    Jack Vander Aarde's questions to Alarm.com Holdings Inc (ALRM) leadership • Q1 2025

    Question

    Jack Vander Aarde asked for general commentary on subscriber growth trends in Alarm.com's North American residential and commercial installed bases. He also requested an update on the competitive landscape and how it factors into the company's financial outlook.

    Answer

    CEO Stephen Trundle confirmed that the total number of subscribers continues to grow in both residential and commercial segments, though the definition of a 'subscriber' has evolved. Regarding competition, he noted the primary threat remains the proliferation of low-cost, direct-to-consumer video products from Asia, but emphasized that Alarm.com's focus on professionally installed, comprehensive security systems for serious customers has allowed them to thrive despite this long-standing trend.

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    Jack Vander Aarde's questions to Alarm.com Holdings Inc (ALRM) leadership • Q3 2024

    Question

    Jack Vander Aarde asked about the international growth strategy for 2025, specifically if the outlook includes adding new service providers or expanding into new countries, and what the growth assumptions are for existing international partners. He also requested a reiteration of the 2025 SaaS outlook range.

    Answer

    CEO Stephen Trundle explained that while the company continues to add smaller international service providers, the 2025 outlook does not assume the signing of new major logos or entry into new markets; these would represent potential upside. He noted there is a latency of one to two years before new partners meaningfully contribute to the P&L. CFO Steve Valenzuela then reiterated the preliminary 2025 SaaS and license revenue outlook of $668 million to $671 million.

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