Earnings summaries and quarterly performance for Alarm.com Holdings.
Executive leadership at Alarm.com Holdings.
Stephen Trundle
Detailed
Chief Executive Officer
CEO
DK
Daniel Kerzner
Detailed
President, Platforms Business
DR
Daniel Ramos
Detailed
Chief Legal and Compliance Officer and Senior Vice President, Corporate Operations
JB
Jeffrey Bedell
Detailed
President, Ventures Business and Corporate Strategy
KB
Kevin Bradley
Detailed
Chief Financial Officer
Board of directors at Alarm.com Holdings.
Research analysts who have asked questions during Alarm.com Holdings earnings calls.
Adam Tindle
Raymond James
6 questions for ALRM
Also covers: ARLO, CDW, CHKP +15 more
Jack Vander Aarde
Maxim Group
5 questions for ALRM
Also covers: AMPG, BKYI, BNAI +10 more
Adam Hotchkiss
Goldman Sachs
4 questions for ALRM
Also covers: ALKT, BL, CCC +15 more
Saket Kalia
Barclays Capital
4 questions for ALRM
Also covers: ADBE, ADSK, ALKT +26 more
DA
Darren Aftahi
Roth Capital Partners
3 questions for ALRM
Also covers: ABTC, ANTA, APLD +18 more
MM
Mason Marion
Jefferies
2 questions for ALRM
Also covers: CPT, PAYC
SS
Samad Samana
Jefferies
2 questions for ALRM
Also covers: ADP, AUDC, BILL +21 more
Stephen Sheldon
William Blair
2 questions for ALRM
Also covers: AGYS, CBRE, CIGI +9 more
Alyssa Lee
Barclays
1 question for ALRM
Also covers: CCCS
B
Bella
JPMorgan Chase & Co.
1 question for ALRM
BF
Billy Fitzsimmons
Jefferies
1 question for ALRM
Also covers: AUDC, BL, FIVN +7 more
ES
Ella Smith
JPMorgan Chase & Co.
1 question for ALRM
Also covers: IOT, NCNO, QTWO +1 more
MB
Matt Bullock
Bank of America Merrill Lynch
1 question for ALRM
Also covers: ASAN, BOX, BSY +4 more
MB
Matthew Bullock
Bank of America
1 question for ALRM
Also covers: DBX, IOT
MF
Matthew Filek
William Blair
1 question for ALRM
Also covers: AGYS, APEI, CIGI +2 more
Stephen Sheldon
William Blair & Company
1 question for ALRM
Also covers: AGYS, APEI, CBRE +11 more
SS
Steven Sheldon
William Blair & Company, L.L.C.
1 question for ALRM
Also covers: JLL, MH
Recent press releases and 8-K filings for ALRM.
Alarm.com Holdings Highlights Consistent Revenue Growth and High SaaS Margins in Investor Presentation
ALRM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Alarm.com Holdings offers intelligent cloud-based solutions including interactive security, video surveillance, energy management, and wellness solutions, powered by an Internet of Things ecosystem.
- The company has demonstrated consistent revenue growth, with SaaS & License Revenue projected to reach $689 million in 2025 and total revenue projected at $939,827 thousand for 2024.
- Alarm.com maintains high SaaS Gross Margins, projected at 86% through 2025, and a strong SaaS Revenue Retention Rate, projected at 95% for 2024 and 2025.
- The company shows a track record of profitability, with Non-GAAP Adjusted EBITDA projected to grow to $206 million in 2025 and diluted Net Income Attributable to Common Stockholders per share reported as $2.29 in 2024.
7 days ago
Alarm.com Reports Strong Q4 and Full Year 2025 Results, Issues 2026 Guidance
ALRM
Earnings
Guidance Update
M&A
- Alarm.com reported strong Q4 and full year 2025 results, with full year total revenue exceeding $1 billion and full year SaaS and license revenue growing 9.2% year-over-year to $689.4 million.
- Adjusted EBITDA for Q4 2025 grew 18.3% year-over-year to $54.9 million, and full year 2025 Adjusted EBITDA increased 16.9% year-over-year to $206 million.
- For full year 2026, the company expects SaaS and license revenue between $743 million and $745 million, total revenue between $1.058 billion and $1.065 billion, and non-GAAP adjusted EBITDA between $213 million and $215 million.
- Strategic growth was driven by commercial security and energy businesses, which contributed 25% of SaaS revenue in 2025 , and the acquisition of Resideo Grid Services (RGS) in late 2025 to expand the EnergyHub platform.
Feb 19, 2026, 9:30 PM
Alarm.com Reports Strong Q4 and Full-Year 2025 Results, Provides Upbeat 2026 Guidance
ALRM
Earnings
Guidance Update
M&A
- Alarm.com reported full-year 2025 SaaS and licensed revenue of $689.4 million, up 9.2% year-over-year, with total revenue exceeding $1 billion.
- For Q4 2025, non-GAAP EPS increased 24.1% to $0.72 per diluted share, and Adjusted EBITDA grew 18.3% to $54.9 million.
- The company provided full-year 2026 guidance, expecting SaaS and license revenue between $743 million and $745 million and total revenue between $1.058 billion and $1.065 billion. Adjusted EBITDA is projected to be between $213 million and $215 million.
- Adjacent markets, including commercial security and energy, contributed 25% of SaaS revenue in 2025 and grew about 25% year-over-year, with expectations for 25% to 30% growth in 2026.
- The RGS acquisition in 2025, costing $113 million, is contributing to the higher 2026 SaaS guidance, though it is not expected to contribute to Adjusted EBITDA in 2026.
Feb 19, 2026, 9:30 PM
Alarm.com Holdings Reports Strong Q4 and Full Year 2025 Results, Provides Upbeat 2026 Guidance
ALRM
Earnings
Guidance Update
M&A
- Alarm.com Holdings reported strong financial results for Q4 and full year 2025, with total annual revenue exceeding $1 billion and SaaS and license revenue growing 9.2% year-over-year to $689.4 million for the full year.
- For Q4 2025, SaaS and license revenue was $180 million, an 8.8% increase year-over-year, and non-GAAP EPS grew 24.1% to $0.72 per diluted share.
- The company provided an upgraded financial outlook for full year 2026, expecting SaaS and license revenue between $743 million and $745 million and total revenue between $1.058 billion and $1.065 billion.
- Strategic growth areas like EnergyHub, bolstered by the acquisition of Resideo Grid Services (RGS) in late 2025, and commercial initiatives are expected to drive significant growth, with these combined areas projected to grow between 25% and 30% in 2026.
- The company also retired $500 million of convertible notes that matured in January 2026, removing 3.4 million shares of potential dilution from future share counts.
Feb 19, 2026, 9:30 PM
Alarm.com Reports Fourth Quarter and Full Year 2025 Results and Provides 2026 Outlook
ALRM
Earnings
Guidance Update
M&A
- Alarm.com reported SaaS and license revenue of $180.2 million for the fourth quarter of 2025, an 8.8% increase compared to the fourth quarter of 2024, and $689.4 million for the full year 2025, up 9.2% from 2024.
- GAAP net income for the fourth quarter of 2025 increased to $34.6 million, and for the full year 2025, it rose to $131.6 million.
- Non-GAAP adjusted EBITDA increased to $54.9 million for Q4 2025 and $206.0 million for the full year 2025.
- The company's total cash and cash equivalents decreased to $960.6 million as of December 31, 2025, from $1.2207 billion as of December 31, 2024.
- For the full year 2026, Alarm.com expects total revenue to be in the range of $1.0580 billion to $1.0650 billion, and non-GAAP adjusted net income attributable to common stockholders per diluted share to be between $2.78 and $2.79.
Feb 19, 2026, 9:06 PM
Alarm.com Holdings Reports Q4 and Full Year 2025 Results, Provides 2026 Guidance
ALRM
Earnings
Guidance Update
- Alarm.com Holdings reported SaaS and license revenue of $180.2 million for the fourth quarter of 2025, an 8.8% increase compared to the fourth quarter of 2024, and $689.4 million for the full year 2025, a 9.2% increase compared to 2024.
- For the full year ended December 31, 2025, total revenue increased 7.6% to $1.0112 billion, with GAAP net income of $131.6 million and Non-GAAP adjusted EBITDA increasing 16.9% to $206.0 million.
- The company provided a financial outlook for the full year 2026, expecting total revenue between $1.0580 billion and $1.0650 billion and Non-GAAP adjusted EBITDA in the range of $213.0 million to $215.0 million.
Feb 19, 2026, 9:02 PM
Alarm.com Highlights Consistent Revenue Growth and Strong Profitability
ALRM
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Alarm.com (ALRM) reported consistent revenue growth through 2024, with SaaS & License revenue reaching $631 million and Hardware and Other revenue at $309 million.
- The company maintains high SaaS gross margins of 95% and a strong SaaS revenue retention rate of 86% in 2024.
- ALRM has a track record of profitability, with Adjusted EBITDA increasing to $176 million in 2024.
- Non-GAAP Adjusted Total Operating Expenses are projected at $113,116 thousand for Q3 2025, with Non-GAAP Adjusted Research and Development Expense projected at $61,779 thousand for the same period.
Nov 9, 2025, 11:00 PM
ALRM Reports Strong Q3 2025 Results, Raises FY 2025 Guidance, and Provides Initial 2026 Outlook
ALRM
Earnings
Guidance Update
Product Launch
- Alarm.com (ALRM) reported strong Q3 2025 financial results, with SaaS and license revenue growing 10.1% year-over-year to $175.4 million and Adjusted EBITDA increasing 18.4% year-over-year to $59.2 million. Non-GAAP EPS rose 22.6% year-over-year to $0.76 per diluted share.
- The company raised its full-year 2025 outlook, projecting SaaS and license revenue between $685.2 million and $685.4 million and non-GAAP adjusted EBITDA of $199 million. Initial 2026 estimates forecast SaaS and license revenue between $722 million and $724 million and non-GAAP adjusted EBITDA between $210 million and $212 million.
- Growth initiatives, including Commercial, International, and Energy Hub, continued to drive significant expansion, contributing 30% of total SaaS revenue in Q3 2025 with 20-25% year-over-year growth. Product developments include new video cameras, enhanced AI deterrence, expanded third-party camera support, and Energy Hub's expanded partnership with Tesla.
- Alarm.com ended the quarter with a strong balance sheet, holding $1.1 billion in cash and generating $65.9 million in free cash flow. The company's capital allocation strategy focuses on organic reinvestment and opportunistic M&A, with a federal tax bill expected to provide a cash flow tailwind by allowing immediate R&D expense deductions.
Nov 6, 2025, 9:30 PM
Alarm.com Reports Q3 2025 Results and Raises Full Year Guidance
ALRM
Earnings
Guidance Update
M&A
- Alarm.com reported SaaS and license revenue of $175.4 million for Q3 2025, a 10.1% increase compared to Q3 2024, with total revenue reaching $256.4 million, up 6.6%.
- Non-GAAP adjusted EBITDA for Q3 2025 increased 18.4% to $59.2 million, and non-GAAP adjusted net income attributable to common stockholders grew 20.6% to $42.4 million, or $0.76 per diluted share.
- The company increased its full year 2025 guidance for SaaS and license revenue to a range of $685.2 million to $685.4 million, and now expects total revenue of $1.00 billion. Full year 2025 Non-GAAP adjusted EBITDA is projected at $199.0 million, and non-GAAP adjusted net income attributable to common stockholders at $140.5 million, or $2.53 per diluted share.
- As of September 30, 2025, Alarm.com held $1.07 billion in total cash and cash equivalents.
Nov 6, 2025, 9:23 PM
Alarm.com Reports Third Quarter 2025 Results and Updates Full-Year Guidance
ALRM
Earnings
Guidance Update
M&A
- Alarm.com Holdings reported Q3 2025 SaaS and license revenue of $175.4 million, a 10.1% increase compared to Q3 2024, with total revenue reaching $256.4 million.
- Non-GAAP adjusted EBITDA increased 18.4% to $59.2 million in Q3 2025, while GAAP net income was $35.1 million.
- The company increased its full-year 2025 SaaS and license revenue guidance to a range of $685.2 million to $685.4 million.
- For the full year 2025, Alarm.com expects total revenue of $1.00 billion and non-GAAP adjusted EBITDA of $199.0 million.
- As of September 30, 2025, total cash and cash equivalents stood at $1.07 billion.
Nov 6, 2025, 9:05 PM
Quarterly earnings call transcripts for Alarm.com Holdings.
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