ALRM
Alarm.com Holdings, Inc.51.85
+0.37+0.72%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
EnergyHub scale, guide organic lift
Q&A drilled into EnergyHub's scale, covering 50 million of 130 million North American meters at 5% enrollment, with RGS synergies deferred to 12-24 months and no EBITDA drag assumed this year. The SaaS guide raise blended RGS contributions and organic strength, while emerging segments—commercial, energy, international—eye 25-30% growth to claim a third of SaaS revenue. Tariffs passed through with no demand hit; ADT headwind lagged at ~25% transitioned. AI enhancements proceed cautiously for productivity. Management stays productive on R&D. Investors watch enrollment ramps and synergies. Q&A largely affirmed prepared remarks with added metrics.
Key Stats
Market Cap
2.59BP/E (TTM)
21.97Basic EPS (TTM)
2.36Dividend Yield
0%Recent Filings
8-K
Q4 beat, RGS buy
Alarm.com posted Q4 SaaS and license revenue of $180.2M, up 8.8%, with full-year $689.4M, up 9.2%; GAAP net income hit $131.6M. Acquired Resideo Grid Services to bolster EnergyHub's grid flexibility. Cash dipped to $960.6M amid $113M acquisitions. 2026 SaaS revenue guided $743M-$745M. Ops cash slowed sharply.
10-K
FY2025 results
Alarm.com drove FY2025 revenue to $1.01B, up 8% y/y, with SaaS/license up 9% to $689M on subscriber growth while hardware rose 4%. Q4 accelerated topline momentum amid acquisitions like RGS and CHeKT, boosting energy and video offerings, yet hardware margins compressed from tariffs. Net income hit $133M, up 7%, with adjusted EBITDA $206M. Cash at $961M funds $100M buybacks. Quarterly trends show SaaS stability at 95% renewal. IP suits loom.
8-K
Q3 SaaS up 10%, EBITDA jumps
Alarm.com posted Q3 SaaS and license revenue up 10.1% to $175.4 million, total revenue rising 6.6% to $256.4 million, yet GAAP net income dipped to $35.1 million from $36.5 million. Adjusted EBITDA surged 18.4% to $59.2 million. Cash pile hit $1.07 billion. EnergyHub bought Bridge to Renewables to bolster EV charging. Full-year SaaS guidance lifted to $685.2-685.4 million.
10-Q
Q3 FY2025 results
Alarm.com drove revenue up 7% y/y to $256.4M in Q3 ended September 30, 2025, with SaaS and license sales jumping 10% y/y to $175.4M while hardware held flat; operating income climbed 12% y/y to $37.0M as margins held steady. Q/q, revenue rose 3% (derived) from Q2, operating income up 9% (derived), fueled by Alarm.com segment growth (90% of sales) despite Other segment ramp-up costs. Cash sits at $1.07B after $250M in strategic buys like CHeKT ($23.6M cash, $23.6M goodwill) and BTR ($12.4M cash); $1.0B debt (convertible notes) due 2026/2029 with ample liquidity. Equity investments swelled to $198M. Patent suits drag on.
8-K
Q2 revenue beats, guidance up
Alarm.com posted Q2 SaaS and license revenue up 9.0% to $170.0 million, total revenue up 8.8% to $254.3 million, and GAAP net income up 5.2% to $34.2 million versus year-ago. Adjusted EBITDA climbed 13.0% to $48.4 million. Cash pile hit $1.02 billion. Raised full-year SaaS revenue guide to $681.0-$681.4 million. Strong margins persist.
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