The earnings call reflected strong performance in SaaS and license revenue, particularly driven by EnergyHub and commercial segments. New product launches and AI integrations were also positive highlights. However, challenges were noted in hardware margins due to tariffs and international growth lagging behind expectations. Residential market conditions also presented headwinds. Despite these challenges, the overall financial performance was robust.

Company Guidance

During Alarm.com's Third Quarter 2025 Earnings Conference Call, the company reported financial results that exceeded expectations, specifically noting SaaS and license revenue growth to $175.4 million and adjusted EBITDA of $59.2 million. The growth initiatives, including commercial, international, and EnergyHub, contributed significantly, driving SaaS revenue growth in the 20% to 25% year-over-year range and accounting for 30% of total SaaS revenue. EnergyHub, in particular, showed strong performance, benefiting from its platform strategy in the North American residential market. The company also discussed new product releases and AI applications, highlighting a 30% increase in their commercial access control subscriber base. For the full year 2025, Alarm.com raised its SaaS and license revenue outlook to between $685.2 million and $685.4 million, forecasting a total revenue slightly above $1 billion. Looking ahead to 2026, the preliminary estimate for SaaS and license revenue is between $722 million and $724 million, with adjusted EBITDA anticipated to range from $210 million to $212 million.

SaaS and License Revenue Growth

SaaS and license revenue grew 10.1% year-over-year to $175.4 million, exceeding the midpoint of guidance.

EnergyHub's Strong Performance

EnergyHub delivered a particularly strong quarter, driving SaaS revenue growth of roughly 20% to 25% year-over-year and expanded its partnership with Tesla.

Commercial Access Control Subscriber Growth

The commercial access control subscriber base increased approximately 30% year-over-year.

Adjusted EBITDA and Cash Flow

Adjusted EBITDA grew 18.4% year-over-year to $59.2 million, with free cash flow amounting to $65.9 million.

New Product Launches

New products, including enhanced video capabilities and AI-driven solutions, were successfully introduced.

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
Feb 19, 2026	2025 (Q4)	0.64 / -	0.58	―	―	―
Nov 06, 2025	2025 (Q3)	0.61 / 0.76	0.62	22.58% (+0.14)
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)	―

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
Nov 06, 2025	$47.13	$49.86	+5.79%
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%

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 Feb 19, 2026, After Close (Confirmed).

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

Alarm.com Holdings Inc. (ALRM) earnings time is at Feb 19, 2026, 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 (Q4) is 0.64.

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