Alarm.com Holdings, Inc.

Alarm.com Holdings, Inc. earnings

ALRM

45 quarterly earnings reports from Q2 FY2015 to Q2 FY2026: Summary, reported figures, guidance, risks and SaaS KPIs.

Quarterly reports

Q2 FY2026
Quarter ended Jun 2026

Alarm.com's second quarter of fiscal year 2026 showed solid top-line growth but weaker GAAP profitability. Total revenue rose 9.2% year over year to $277.7 million, and year-to-date revenue climbed 10.1% to $542.9 million.

4 KPIs10 guidance items9 risks
$277.7M
Revenue · +9.2% YoY
Op. margin 11.7%
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Q1 FY2026
Quarter ended Mar 2026

Alarm.com opened fiscal 2026 with first-quarter revenue of $265.2 million, up 11.0% from $238.8 million in the prior-year quarter. Growth came from both recurring software and hardware.

3 KPIs11 guidance items9 risks
$265.2M
Revenue · +11.0% YoY
Op. margin 11.9%
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Q4 FY2025
Quarter ended Dec 2025

Alarm.com closed fiscal 2025 with total revenue of $261.7 million in the fourth quarter, up 8.0% from $242.2 million in the prior-year quarter. Full-year revenue reached $1.0112 billion, up 7.6% from $939.8 million.

4 KPIs9 guidance items13 risks
$261.7M
Revenue · +8.0% YoY
Op. margin 13.4%
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Q3 FY2025
Quarter ended Sep 2025

Alarm.com's fiscal 2025 third quarter showed steady top-line growth but weaker GAAP profit. Total revenue rose 6.6% to $256.4 million. Operating income climbed 11.5% to $37.0 million, and operating margin expanded to 14.4%, up 0.6 percentage points. Net income, however, fell 3.7% to $35.1 million.

5 KPIs10 guidance items14 risks
$256.4M
Revenue · +6.6% YoY
Op. margin 14.4%
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Q2 FY2025
Quarter ended Jun 2025

Alarm.com posted second quarter 2025 revenue of $254.3 million, up 8.8% from $233.8 million in the prior-year quarter. First-half revenue was $493.1 million, up 7.9% from $457.1 million. GAAP net income rose 5.2% to $34.2 million for the quarter and 10.7% to $61.9 million for the six months.

3 KPIs10 guidance items6 risks
$254.3M
Revenue · +8.8% YoY
Op. margin 12.6%
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Q1 FY2025
Quarter ended Mar 2025

Alarm.com Holdings reported first quarter fiscal 2025 total revenue of $238.8 million, up 7.0% from the prior-year quarter. Operating income rose 58.3% to $29.6 million, and net income increased 18.4% to $27.7 million. Diluted earnings per share came in at $0.52, up from $0.44 in the prior-year quarter.

4 KPIs11 guidance items12 risks
$238.8M
Revenue · +7.0% YoY
Op. margin 12.4%
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Q4 FY2024
Quarter ended Dec 2024

Alarm.com closed 2024 with fourth quarter total revenue of $242.2 million, up 7.1%. Operating income of $30.9 million rose 20.2%. Operating margin was 12.7%, up 1.4 percentage points. Net income attributable to common stockholders slipped 3.1% to $30.3 million, and diluted EPS fell 3.4% to $0.56.

4 KPIs13 guidance items12 risks
$242.2M
Revenue · +7.1% YoY
Op. margin 12.7%
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Q3 FY2024
Quarter ended Sep 2024

Alarm.com's third quarter of fiscal 2024 showed broad margin expansion on modest top-line growth. Total revenue for the quarter ended September 30, 2024, was $240.5 million, up 8.4% from the prior-year quarter. Operating income rose 105.3% to $33.2 million.

4 KPIs13 guidance items11 risks
$240.5M
Revenue · +8.4% YoY
Op. margin 13.8%
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Q2 FY2024
Quarter ended Jun 2024

Alarm.com reported second-quarter fiscal 2024 total revenue of $233.8 million, up 4.4% from $223.9 million in the prior-year quarter. Year-to-date revenue reached $457.1 million, up 5.4% from $433.6 million.

5 KPIs8 guidance items12 risks
$233.8M
Revenue · +4.4% YoY
Op. margin 11.0%
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Q1 FY2024
Quarter ended Mar 2024

Alarm.com opened fiscal 2024 with total revenue of $223.3 million for the first quarter, up 6.5% from $209.7 million in the prior-year quarter. Operating income reached $18.7 million, up from $8.8 million, and operating margin rose to 8.4% from 4.2%.

4 KPIs13 guidance items12 risks
$223.3M
Revenue · +6.5% YoY
Op. margin 8.4%
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Q4 FY2023
Quarter ended Dec 2023

Alarm.com closed fiscal 2023 with fourth-quarter revenue of $226.2 million, up 8.7% from $208.1 million in the prior-year quarter. Full-year revenue reached $881.7 million, up 4.6% from $842.6 million.

7 KPIs12 guidance items11 risks
$226.2M
Revenue · +8.7% YoY
Op. margin 11.3%
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Q3 FY2023
Quarter ended Sep 2023

Alarm.com posted third quarter 2023 total revenue of $221.9 million, up 2.6% from $216.1 million in the prior-year quarter. Operating income was $16.2 million, down 0.9% from $16.3 million. Operating margin slipped to 7.3% from 7.5%.

7 KPIs11 guidance items7 risks
$221.9M
Revenue · +2.6% YoY
Op. margin 7.3%
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Q2 FY2023
Quarter ended Jun 2023

Alarm.com's second quarter of 2023 produced total revenue of $223.9 million, up 5.2% from the prior-year quarter. SaaS and license revenue rose 8.5% to $140.4 million. Excluding Vivint license revenue from the prior-year quarter, non-GAAP adjusted SaaS and license revenue growth was 13.3%.

7 KPIs13 guidance items8 risks
$223.9M
Revenue · +5.2% YoY
Op. margin 7.2%
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Q1 FY2023
Quarter ended Mar 2023

Alarm.com reported first quarter 2023 revenue of $209.7 million, up 2.1% from the prior-year quarter. Operating income was $8.8 million, down 1.1%, and operating margin was 4.2%, down 0.1 percentage points. Net income attributable to common stockholders was $14.4 million, up 58.8%, and diluted EPS was $0.28, up $0.10.

6 KPIs11 guidance items12 risks
$209.7M
Revenue · +2.1% YoY
Op. margin 4.2%
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Q4 FY2022
Quarter ended Dec 2022

Alarm.com closed fiscal 2022 with fourth quarter total revenue of $208.1 million, up 6.6% from the prior-year quarter. Full year revenue reached $842.6 million, up 12.5%. Operating income for the quarter rose 34.5% to $14.5 million, but full year operating income fell 17.1% to $51.0 million.

7 KPIs13 guidance items7 risks
$208.1M
Revenue · +6.6% YoY
Op. margin 7.0%
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Q3 FY2022
Quarter ended Sep 2022

Alarm.com's third quarter update arrived with a legal fight attached. Vivint notified the company that it will stop paying license fees under the Patent Cross License Agreement the two signed in November 2013, an agreement under which Vivint has paid the required fees since execution.

3 KPIs10 guidance items9 risks
$216.1M
Revenue · +12.4% YoY
Op. margin 7.5%
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Q2 FY2022
Quarter ended Jun 2022

Alarm.com's second quarter of fiscal 2022 showed solid top-line momentum but weaker profitability. Total revenue for the quarter ended June 30, 2022 was $212.8 million, up 12.7% from $188.9 million in the prior-year quarter.

4 KPIs10 guidance items10 risks
$212.8M
Revenue · +12.7% YoY
Op. margin 5.3%
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Q1 FY2022
Quarter ended Mar 2022

Alarm.com's first quarter of fiscal 2022 showed a split picture. Total revenue rose 19.1% to $205.4 million. Operating income fell 40.6% to $8.9 million. Net income attributable to common stockholders was $9.1 million, down 38.8%, and diluted EPS was $0.18, down $0.11.

4 KPIs10 guidance items11 risks
$205.4M
Revenue · +19.1% YoY
Op. margin 4.3%
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Q4 FY2021
Quarter ended Dec 2021

Alarm.com closed fiscal 2021 with a stronger top line but softer profit. Fourth quarter total revenue rose 17.9% to $195.3 million from $165.6 million a year earlier. SaaS and license revenue, the recurring core of the business, climbed 15.4% to $121.7 million from $105.5 million.

6 KPIs9 guidance items8 risks
$195.3M
Revenue · +17.9% YoY
Op. margin 5.5%
Read report →
Q3 FY2021
Quarter ended Sep 2021

Alarm.com closed the third quarter of 2021 with revenue of $192.3 million, up 21.1% from $158.9 million in the prior-year quarter. SaaS and license revenue, the largest piece at 61% of the total, rose 17.9% to $118.1 million. Hardware and other revenue climbed 26% to $74.3 million.

4 KPIs7 guidance items8 risks
$192.3M
Revenue · +21.1% YoY
Op. margin 9.9%
Read report →
Q2 FY2021
Quarter ended Jun 2021

Alarm.com reported second quarter revenue of $188.9 million, up 33.3% from $141.6 million a year earlier. Revenue for the first six months of 2021 was $361.4 million, up 23.1% from $293.6 million. The growth came with a mix shift.

4 KPIs7 guidance items11 risks
$188.9M
Revenue · +33.3% YoY
Op. margin 8.9%
Read report →
Q1 FY2021
Quarter ended Mar 2021

Alarm.com Holdings reported first quarter fiscal 2021 results with total revenue of $172.5 million, up 13.5% from the prior-year quarter. GAAP operating income rose 52.1% to $15.0 million. Operating margin was 8.7%, up 2.2 percentage points from the prior-year quarter.

9 KPIs10 guidance items8 risks
$172.5M
Revenue · +13.5% YoY
Op. margin 8.7%
Read report →
Q4 FY2020
Quarter ended Dec 2020

Alarm.com continued to strengthen its position in the connected property market during FY2020 Q4, with substantial growth across its revenue lines amidst challenging global conditions.

4 KPIs2 risks
$165.6M
Revenue · +17.9% YoY
Op. margin 8.1%
Read report →
Q3 FY2020
Quarter ended Sep 2020

Alarm.com reported a strong third quarter for fiscal year 2020, marked by significant revenue growth and improved profitability, despite the ongoing challenges presented by the COVID-19 pandemic.

5 KPIs1 risks
$158.9M
Revenue · +24.2% YoY
Op. margin 11.4%
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Q2 FY2020
Quarter ended Jun 2020

Alarm.com delivered a solid financial performance in the second quarter ending June 30, 2020, demonstrating resilience despite the significant challenges posed by the COVID-19 pandemic.

1 risks
$141.6M
Revenue · +16.4% YoY
Op. margin 10.6%
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Q1 FY2020
Quarter ended Mar 2020

Alarm.com experienced a notable first quarter for fiscal year 2020 amid the challenges of the COVID-19 pandemic. The company's total revenue jumped 35% to $151.9 million compared to $112.3 million during the same period last year.

3 risks
$151.9M
Revenue · +35.3% YoY
Op. margin 6.5%
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Q4 FY2019
Quarter ended Dec 2019

Alarm.com has demonstrated a strong performance over the fiscal year 2019, with total revenue reaching $502.4 million, marking a 19% increase compared to 2018. The company's revenue growth has been driven primarily by an uptick in SaaS and license revenue, which rose by 16% to $337.4 million.

3 risks
$140.5M
Revenue · +26.1% YoY
Op. margin 10.6%
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Q3 FY2019
Quarter ended Sep 2019

Alarm.com presented a strong performance in the third quarter of fiscal year 2019, focusing on its position as a leader in the connected property market. The company's primary source of revenue stems from SaaS and licensing, which accounts for a significant portion of its income.

$127.9M
Revenue · +14.3% YoY
Op. margin 9.5%
Read report →
Q2 FY2019
Quarter ended Jun 2019

Alarm.com Holdings Inc.'s Q2 2019 financial disclosures provide a snapshot of healthy growth, though they also highlight some of the challenges faced by the company in the competitive SaaS market. The company reported total revenue of $121.7 million for the quarter, up 16% from $104.5 million a year earlier.

$121.7M
Revenue · +16.4% YoY
Op. margin 11.5%
Read report →
Q1 FY2019
Quarter ended Mar 2019

Alarm.com's performance in the first quarter of 2019 reflected solid growth across its main revenue streams, though some challenges and risks loom from external and internal factors. Revenue for the quarter increased by 21% to reach $112.3 million, a jump from $92.8 million in the same period last year.

2 risks
$112.3M
Revenue · +353.6% YoY
Op. margin 8.2%
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Q4 FY2018
Quarter ended Dec 2018

Alarm.com delivers a solid performance in FY2018, with a notable 23% increase in SaaS and license revenue, reaching $291.1 million. Overall revenue rose by 24%, culminating in $420.5 million.

1 KPIs1 risks
$111.4M
Revenue · +372.3% YoY
Op. margin 7.5%
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Q3 FY2018
Quarter ended Sep 2018

Alarm.com had a solid performance in Q3 FY2018, marked by considerable growth in its core SaaS and license revenues. Revenue from these segments rose by 20%, reaching $74.3 million compared to the same quarter last year.

3 risks
$111.8M
Revenue · +298.9% YoY
Op. margin -14.9%
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Q2 FY2018
Quarter ended Jun 2018

Alarm.com, a leading provider of connected property technology, reported strong financial performance in the second quarter of 2018. The company saw total revenue increase by 22%, reaching $104.5 million compared to $86.0 million during the same period in the previous year.

3 KPIs1 risks
$104.5M
Revenue · +286.1% YoY
Op. margin 8.1%
Read report →
Q1 FY2018
Quarter ended Mar 2018

Alarm.com had a strong Q1 FY 2018, seeing a 25% year-over-year increase in revenue, reaching $92.8 million up from $74.2 million in the comparable quarter last year. SaaS and license revenue showed even more impressive growth, climbing 35% from $50.2 million in Q1 2017 to $68.0 million in Q1 2018.

4 KPIs2 risks
$24.8M
Revenue · +3.3% YoY
Op. margin 48.4%
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Q4 FY2017
Quarter ended Dec 2017

Alarm.com ended fiscal year 2017 with a robust performance, achieving significant growth in both SaaS and license revenue, as well as overall revenue.

1 risks
$23.6M
Revenue · +3.0% YoY
Op. margin 53.4%
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Q3 FY2017
Quarter ended Sep 2017

Alarm.com continues to lead in the connected property market, leveraging its cloud-based solutions for smart homes and businesses. The company's financial performance in Q3 2017 was robust, with a 33% year-over-year increase in total revenue, reaching $90 million.

5 KPIs3 risks
$28.0M
Revenue · +20.8% YoY
Op. margin 37.1%
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Q2 FY2017
Quarter ended Jun 2017

Alarm.com has demonstrated a strong performance in the second quarter of 2017, with its total revenue increasing by 33% year-over-year to $86.0 million, up from $64.4 million in Q2 of 2016.

5 KPIs3 risks
$27.1M
Revenue · +20.7% YoY
Op. margin 21.8%
Read report →
Q1 FY2017
Quarter ended Mar 2017

Alarm.com had a strong first quarter of 2017, characterized by significant growth and strategic acquisitions. Revenues increased by 26% year-over-year, going from $59.0 million in Q1 2016 to $74.2 million in Q1 2017. SaaS and license revenue was a key driver, also climbing 26% from $40.0 million to $50.2 million.

3 KPIs3 risks
$24.0M
Revenue · +25.9% YoY
Op. margin 18.7%
Read report →
Q4 FY2016
Quarter ended Dec 2016

Alarm.com concluded its fiscal year 2016 with robust revenue growth, reflecting a 25% year-over-year increase from $208.9 million in 2015 to $261.1 million. SaaS and license revenue, which forms the backbone of its income, rose by 23% to $173.5 million.

3 KPIs2 risks
$22.9M
Revenue · +25.6% YoY
Op. margin 18.1%
Read report →
Q3 FY2016
Quarter ended Sep 2016

Alarm.com experienced strong revenue growth of 26% year-over-year in Q3 FY2016, reaching $67.8 million compared to $54.0 million in the prior year period. The company's SaaS and license revenue, a key indicator of its business model, also rose significantly by 23% to $44.6 million over the same period.

3 risks
$23.2M
Revenue · +30.1% YoY
Op. margin 12.2%
Read report →
Q2 FY2016
Quarter ended Jun 2016

Alarm.com showed solid year-over-year revenue growth in Q2 2016, growing from $51.9 million to $64.4 million, marking a 24% increase. This growth was mirrored in their SaaS and license revenue, which saw a 23% rise from $34.1 million to $42.0 million during the same period.

3 KPIs3 risks
$22.4M
Revenue · +25.8% YoY
Op. margin 12.5%
Read report →
Q1 FY2016
Quarter ended Mar 2016

Alarm.com, the leading platform for connected home technology, reported a solid first quarter for fiscal year 2016. Revenue grew by 28% year-over-year, reaching $59.0 million, up from $46.0 million in Q1 2015.

5 KPIs2 risks
$19.0M
Revenue
Op. margin 22.4%
Read report →
Q4 FY2015
Quarter ended Dec 2015

Alarm.com showcased a significant year-on-year revenue increase, marking 25% growth from $167.3 million in 2014 to $208.9 million in 2015. This growth indicates a strong demand for connected home solutions. SaaS and license revenue showed a robust increase of 26% over the same period, reaching $140.9 million in 2015.

1 KPIs2 risks
$18.2M
Revenue
Op. margin 23.3%
Read report →
Q3 FY2015
Quarter ended Sep 2015

Alarm.com, a leading platform solution for the connected home, reported a robust quarterly performance with notable revenue growth. Revenue jumped to $54.0 million in Q3 2015 from $42.8 million in the same quarter of 2014.

2 risks
$17.8M
Revenue
Op. margin 24.3%
Read report →
Q2 FY2015
Quarter ended Jun 2015

Alarm.com has been making significant strides in the connected home market, leveraging its SaaS platform to cater to both residential and commercial subscribers. The company reported an increase in revenue from $42.1 million in Q2 2014 to $51.9 million in Q2 2015, reflecting strong demand for its services.

$17.8M
Revenue
Op. margin 24.0%
Read report →

Summaries, guidance, risks and KPIs are generated from the company's SEC filings (10-Q / 10-K and the 8-K earnings release) and checked against the reported XBRL figures. They can contain errors; the filings are authoritative.