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
4 questions for ALRM
Also covers: ARLO, CDW, CHKP +14 more
DA
Darren Aftahi
Roth Capital Partners
3 questions for ALRM
Also covers: ANTA, APLD, BQ +17 more
Jack Vander Aarde
Maxim Group
3 questions for ALRM
Also covers: AMPG, BKYI, BNAI +10 more
Adam Hotchkiss
Goldman Sachs
2 questions for ALRM
Also covers: ALKT, BL, ETWO +12 more
MM
Mason Marion
Jefferies
2 questions for ALRM
Also covers: PAYC
Saket Kalia
Barclays Capital
2 questions for ALRM
Also covers: ADBE, ADSK, CCCS +24 more
Alyssa Lee
Barclays
1 question for ALRM
Also covers: CCCS
BF
Billy Fitzsimmons
Jefferies
1 question for ALRM
Also covers: AUDC, FIVN, OTEX +4 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, EXPI +1 more
SS
Samad Samana
Jefferies
1 question for ALRM
Also covers: ADP, AUDC, BILL +19 more
Stephen Sheldon
William Blair & Company
1 question for ALRM
Also covers: AGYS, APEI, CBRE +11 more
Stephen Sheldon
William Blair
1 question for ALRM
Also covers: AGYS, CIGI, COUR +6 more
Recent press releases and 8-K filings for ALRM.
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
Alarm.com Reports Strong Q4 and Full-Year 2024 Results, Issues 2025 Guidance, and Announces CFO Retirement
ALRM
Earnings
Guidance Update
CFO Change
- Alarm.com reported Q4 2024 SaaS and license revenue of $165.7 million, an 11.7% increase year-over-year, and full-year 2024 SaaS and license revenue of $631.2 million, up 10.9% over 2023. Total revenue for Q4 2024 was $242.2 million and for the full year was $939.8 million.
- The company provided full-year 2025 guidance, projecting SaaS and license revenue between $671.2 million and $671.8 million, total revenue between $978.2 million and $980.8 million, and adjusted EBITDA between $188 million and $192 million. Non-GAAP adjusted net income per diluted share is expected to be $2.28-$2.29.
- Growth initiatives, including commercial, international, and EnergyHub, generated 26% of total SaaS revenue in 2024 and grew nearly 25% year-over-year. The company also announced the acquisition of Chekt, an early-stage company expanding its position in the Remote Video Monitoring (RVM) space, which will contribute modestly to 2025 SaaS revenue.
- CFO Steve Valenzuela announced his retirement from Alarm.com, effective later in 2025, after serving since November 2016. The company expects a 200 basis point headwind to 2025 SaaS growth from the ADT Plus transition and another 200 basis point headwind from mostly flat license revenue.
Feb 20, 2025, 9:30 PM
Quarterly earnings call transcripts for Alarm.com Holdings.
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