Education
About Us
Working with TipRanks
Follow Us
Alarm.com Holdings Inc. (ALRM)
NASDAQ:ALRM
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.52Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 8.41%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong growth in several segments, notably EnergyHub and commercial services, with a robust financial performance exceeding expectations. However, concerns regarding tariffs, supply chain issues, and slower residential market growth were noted. The company's overall outlook remains positive with raised guidance, despite some challenges in specific areas.Company Guidance
During the first quarter of 2025, Alarm.com reported financial results exceeding expectations, with SaaS and license revenue reaching $163.8 million, a 9% year-over-year increase, and adjusted EBITDA at $43.5 million, up 17.5%. Total revenue grew 7% to $238.8 million, while GAAP net income rose by 18.4% to $27.7 million. The company's revenue retention rate for commercial subscribers was notably high at 98%, surpassing the target range of 92-94%. For the second quarter, Alarm.com anticipates SaaS and license revenue of $167.2 million and projects full-year 2025 total revenue between $975.8 million and $991.2 million. The guidance also includes a projected non-GAAP adjusted EBITDA of $190 million to $193 million and non-GAAP adjusted net income of $131.5 million to $132.5 million.Strong Financial Performance
SaaS and license revenue grew to $163.8 million, a 9% year-over-year increase, exceeding guidance. Adjusted EBITDA was $43.5 million, a 17.5% year-over-year growth.
EnergyHub Growth
EnergyHub's enrollments exceeded expectations in Q1, contributing significantly to revenue growth. A strategic partnership with General Motors Energy was announced, integrating GM EVs into EnergyHub's platform.
Commercial Sector Expansion
Improved revenue retention of 98% for commercial subscribers, driven by increased adoption of Alarm.com's commercial services and innovations.
Video Solutions Success
Strong adoption of the 729 floodlight video camera, installed in nearly 4,000 properties per month, and high attachment rates for video analytics services.
Positive Financial Outlook
Raised full-year guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, reflecting confidence in continued growth.
---
ALRM Earnings History
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 |
|---|---|---|---|
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% |
Aug 08, 2024 | $65.60 | $61.15 | -6.78% |
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 Aug 06, 2025, TBA Not Confirmed.
What is Alarm.com Holdings Inc. (ALRM) earnings time?
Alarm.com Holdings Inc. (ALRM) earnings time is at Aug 06, 2025, TBA Not 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 (Q2) is 0.52.
---