The earnings call presented a robust financial performance with above-expectation results, significant growth in diverse revenue streams, and strong cash flow. However, there are concerns regarding tariff impacts and the ongoing weakness in new home sales. Overall, the positive aspects outweigh the challenges.

Company Guidance

During the Alarm.com Second Quarter 2025 Earnings Conference Call, the company provided a detailed financial outlook and highlighted key performance metrics. SaaS and license revenue grew by 9% year-over-year to $170 million, exceeding the midpoint of their guidance. Total revenue for the quarter increased by 8.8% to $254.3 million, marking the first quarter with an annual run rate surpassing $1 billion. Adjusted EBITDA was reported at $48.4 million, reflecting a 13% year-over-year growth. The company also raised its full-year 2025 SaaS and license revenue guidance to between $681 million and $681.4 million, and total revenue is now projected to be between $990 million and $996.4 million. Non-GAAP adjusted net income for the year is anticipated to be between $136 million and $136.5 million, with an EPS of $2.40 per diluted share. The company highlighted the significant contribution of its commercial, international, and EnergyHub businesses, which collectively contributed nearly 30% to consolidated SaaS revenue with a combined year-over-year growth rate of approximately 25%.

Above Expectation Financial Results

SaaS and license revenue grew to $170 million, and adjusted EBITDA reached $48.4 million in Q2, exceeding expectations.

10th Anniversary as a Public Company

Celebrated 10 years as a publicly traded company with significant growth, achieving a revenue run rate more than 5x greater than at IPO.

Diverse Revenue Streams

Growth driven by commercial, international, and EnergyHub businesses, collectively contributing to 30% of consolidated SaaS revenue with a combined year-over-year growth rate of 25%.

Strong Cash Flow and Balance Sheet

Ended the quarter with $1.02 billion in cash and cash equivalents, with $18.2 million in free cash flow.

Increased Financial Guidance for 2025

Raised expectations for 2025 SaaS and license revenue to between $681 million and $681.4 million, reflecting a $5.2 million increase over prior guidance.

Alarm (ALRM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.61 / -	0.62	―	―	―
Aug 07, 2025	2025 (Q2)	0.51 / 0.60	0.58	3.45% (+0.02)	―
May 08, 2025	2025 (Q1)	0.47 / 0.54	0.5	8.00% (+0.04)	―
Feb 20, 2025	2024 (Q4)	0.53 / 0.58	0.62	-6.45% (-0.04)	―
Nov 07, 2024	2024 (Q3)	0.49 / 0.62	0.56	10.71% (+0.06)	―
Aug 08, 2024	2024 (Q2)	0.49 / 0.58	0.49	18.37% (+0.09)	―
May 09, 2024	2024 (Q1)	0.49 / 0.50	0.41	21.95% (+0.09)	―
Feb 22, 2024	2023 (Q4)	0.47 / 0.62	0.53	16.98% (+0.09)	―
Nov 09, 2023	2023 (Q3)	0.42 / 0.56	0.55	1.82% (+0.01)	―
Aug 09, 2023	2023 (Q2)	0.36 / 0.49	0.49	0.00% (0.00)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALRM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$54.34	$54.41	+0.13%
May 08, 2025	$55.31	$56.04	+1.32%
Feb 20, 2025	$60.56	$59.55	-1.67%
Nov 07, 2024	$57.14	$63.51	+11.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alarm.com Holdings Inc. (ALRM) report earnings?

Alarm.com Holdings Inc. (ALRM) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Alarm.com Holdings Inc. (ALRM) earnings time?

Alarm.com Holdings Inc. (ALRM) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ALRM EPS forecast?

ALRM EPS forecast for the fiscal quarter 2025 (Q3) is 0.61.

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