Alarm.com

Alarm.com Holdings, Inc. engages in the provision of wireless and web-enabled security system technology. The firm offers security, video monitoring, and energy management solutions. It operates through the Alarm.com and Other segments. The Alarm.com segment represents cloud-based platform for the connected home and related connected home solutions. The Other segment focuses on the research and development of home and commercial automation, as well as energy management products and services. The company was founded by Jean-Paul Martin and Alison J. Slavin in 2000 and is headquartered in Tysons, VA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Alarm.com reports robust Q4 earnings amidst growth strategies and challenges

Alarm.com's Q4 2022 earnings call highlighted strong financial performance, strategic growth areas, and organizational changes to drive future success.
Despite challenges such as the Vivint dispute and inflation impact, the company remains resilient and focused on innovation and market expansion.
With a solid foundation, diverse revenue streams, and a positive outlook for 2023, Alarm.com is poised for continued growth and market leadership.

Alarm.com exceeds Q1 expectations, eyes growth in smart home market

Alarm.com delivered strong Q1 2023 results, with notable growth in revenue and key segments like access control and RMR creation.
The company's focus on efficiency, partnerships, and innovation positions it well for future growth and market expansion.
While facing challenges in segment mix projections and consumer trends, Alarm.com remains well-positioned to leverage opportunities in the smart home market and beyond.

Alarm.com exceeds Q2 expectations, poised for growth and innovation

Alarm.com delivered strong Q2 2023 results, surpassing expectations with notable revenue growth and solid adjusted EBITDA. The company's financial health, highlighted by a substantial cash position, positions it well for future growth and strategic investments.
While facing challenges in international expansion and margin optimization, Alarm.com's focus on innovation, customer support, and profitability sets a strong foundation for sustained success. Opportunities in market expansion, product development, and customer engagement present avenues for continued growth.
Overall, Alarm.com's performance reflects a resilient business model, strategic focus on customer-centricity, and a commitment to driving innovation in the smart home security industry. The company's ability to navigate challenges and capitalize on opportunities underscores its position as a leader in the market.

Alarm.com reports solid Q3 performance, eyes growth opportunities ahead

Alarm.com delivered a strong performance in Q3 2023, with robust revenue growth and profitability, supported by strategic initiatives and product enhancements.
While facing challenges in the commercial segment and scrutiny on financial metrics, the company remains well-positioned for future growth and market expansion.
Opportunities lie in diversifying revenue streams, expanding internationally, and capitalizing on new product offerings to drive continued success and shareholder value.

Alarm.com reports robust Q4 earnings, eyes international expansion for growth

Alarm.com delivered a strong financial performance in Q4 2023, with revenue growth and cash flow generation exceeding expectations.
The company's strategic focus on diversification, innovation, and international expansion positions them well for future growth opportunities.
While facing challenges like economic uncertainties and market sentiment, Alarm.com remains optimistic about its growth prospects and market positioning.

Alarm.com reports robust Q1 earnings, eyes market expansion and innovation

Alarm.com's Q1 2024 performance reflects strong revenue growth, profitability, and strategic positioning in key markets, supported by innovative product offerings and a solid financial foundation.
While facing competitive pressures and operational challenges, the company's focus on market diversification and margin improvement presents opportunities for sustained growth and market leadership.
With a robust cash position and positive guidance for 2024, Alarm.com is poised to capitalize on growth opportunities, drive innovation, and deliver value to shareholders.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

- Partnership maximizes residential and commercial customer hardware choice for participation in utility EV programs - NEW YORK , June 5, 2023 /PRNewswire/ -- EnergyHub, the industry's most experienced provider of distributed energy management systems (DERMS) continues to expand its electric vehicle platform EnergyHub EV with the addition of EvoCharge, a pioneer in Electric Vehicle Supply Equipment (EVSE) and cable management solutions. The integration of EvoCharge residential and commercial Level 2 charging equipment supports electric vehicle (EV) drivers looking to pair high-speed charging with affordability.

EnergyHub and EvoCharge Announce Integration with EnergyHub EV

CarMax

Akre Capital Management recently disclosed its 13F portfolio updates for the first quarter of 2023, which ended on March 31.

Akre Capital Slashes CarMax, Sells Alarm.com in 1st Quarter

Alarm.com Holdings, Inc. reported its Q1 2023 financial results on May 10, 2023. The firm provides a range of cloud-based security solutions for residential and commercial customers.

Alarm.com Guides To Lower 2023 Revenue Growth As Macro Clouds Loom

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM) announces that it has acquired EBS, a specialist in the design and manufacturing of smart communicators that are widely deployed in international markets. This acquisition amplifies Alarm.com's capabilities in delivering advanced security technologies across various international markets. EBS technology complements Alarm.com's software solutions. Integrating with EBS smart communicators will expand Alarm.com's support for legacy security co.

Alarm.com Acquires EBS, a Polish Security Communicator Manufacturer

-Faster charging that saves money for electric vehicle (EV) owners- NEW YORK , May 17, 2023 /PRNewswire/ -- A new partnership between EnergyHub, the industry's most experienced provider of distributed energy resource management systems (DERMS), and Emporia, a Colorado-based smart home energy management technology company, will provide utility customers access to a faster charging system that saves money and is compatible with all EV makes and models.  "EnergyHub is excited to roll out Emporia's technology in Dominion Energy's managed charging program this summer.

ENERGYHUB PARTNERS WITH EMPORIA TO MAXIMIZE UTILITY CUSTOMER HARDWARE CHOICE FOR EV MANAGED CHARGING PROGRAMS

Alarm.com Holdings, Inc. (NASDAQ:ALRM ) Q1 2023 Earnings Conference Call May 10, 2023 4:30 PM ET Company Participants Matt Zartman - Investor Relations Steve Trundle - Chief Executive Officer Steve Valenzuela - Chief Financial Officer Jeff Bedell - President, Ventures Business and Corporate Strategy Conference Call Participants Matt Bullock - Bank of America Saket Kalia - Barclays Matthew Pfau - William Blair Mark Cash - Raymond James Darren Aftahi - ROTH Jack Codera - Maxim Group Operator Good day and thank you for standing by. Welcome to the Alarm.com First Quarter 2023 Earnings Conference Call.

Alarm.com Holdings, Inc. (ALRM) Q1 2023 Earnings Call Transcript

Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.39 per share a year ago.

Alarm.com Holdings (ALRM) Surpasses Q1 Earnings and Revenue Estimates

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today reported financial results for its first quarter ended March 31, 2023. Alarm.com also provided its financial outlook for SaaS and license revenue for the second quarter of 2023 and increased its revenue, non-GAAP adjusted EBITDA and non-GAAP adjusted net income attributable to common stockholders guidance for the full year of 2023. “We're pleased to report.

Alarm.com Reports First Quarter 2023 Results

Johnson Controls

Investors with an interest in Security and Safety Services stocks have likely encountered both Johnson Controls (JCI) and Alarm.com Holdings (ALRM). But which of these two stocks presents investors with the better value opportunity right now?

JCI vs. ALRM: Which Stock Is the Better Value Option?

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced the acquisition of substantially all assets of Vintra, a software provider of award-winning AI-powered video analytics for the enterprise commercial market. Integrating Vintra's software capabilities and its experienced science and engineering teams will expand Alarm.com's deep learning program and accelerate deployment of advanced video analytics solutions for.

Alarm.com Expands AI Program with Asset Acquisition from Vintra, an AI-based Video Analytics Company

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that it will report 2023 first quarter financial results after the market close on May 10, 2023. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day. Please click here to pre-register for the conference call and obtain your dial in number and individual passcode.

Alarm.com to Announce 2023 First Quarter Results on May 10, 2023

Alarm.com Holdings, Inc. (NASDAQ:ALRM ) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ET Company Participants Matthew Zartman - VP, Strategic Communications & IR Stephen Trundle - CEO & Director Steve Valenzuela - CFO & Principal Accounting Officer Conference Call Participants Adam Tindle - Raymond James & Associates Darren Aftahi - ROTH MKM Partners Brian Ruttenbur - Imperial Capital Jack Aarde - Maxim Group Aditya Dagaonkar - Northland Capital Markets Operator Good day, and thank you for standing by, and welcome to the Alarm.com Fourth Quarter 2022 Earnings Conference Call. [Operator Instructions].

Alarm.com Holdings, Inc. (ALRM) Q4 2022 Earnings Call Transcript

Alarm.com (ALRM) delivered earnings and revenue surprises of 23.26% and 0.35%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

Alarm.com Holdings (ALRM) Q4 Earnings and Revenues Surpass Estimates

TYSONS, Va.--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today reported financial results for its fourth quarter and full year ended December 31, 2022. Alarm.com also provided its financial outlook for SaaS and license revenue for the first quarter of 2023 and guidance for the full year 2023.

Alarm.com Reports Fourth Quarter and Full Year 2022 Results

TYSONS, Va.--( BUSINESS WIRE )--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that it will report 2022 fourth quarter and full year financial results after the market close on Thursday, February 23, 2023. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day.

Alarm.com to Announce 2022 Fourth Quarter and Full Year Financial Results on February 23, 2023

Alarm.com is, relative to the global smart home market, a minor player with its 2.0% share. I believe that the company is slightly overvalued right now, but a SaaS model is historically associated with investors willing to pay more.

Alarm.com: A SaaS Story To Keep On The Radar

Alphabet

Lockheed Martin

MetLife

PayPal

Redfin

Robert Half Int.

Direxion Work From Home ETF

With the benchmark equities index recently falling to around 20% below parity, investors have begun earnestly researching topics related to a stock market outlook for 2023. To be sure, publicly broadcasting predictions can either make one look like a genius or a complete clown.

Stock Market Outlook for 2023: 7 Things for Investors to Expect

TYSONS, Va.--( BUSINESS WIRE )--Alarm.com today announced Smart Arming, a new feature that intelligently auto-arms and disarms Alarm.com powered home security systems based on user activity. The first-to-market feature, which was named a CES® 2023 Innovation Awards Honoree, goes beyond scheduled arming and disarming to intelligently adapt to daily routines. Smart Arming is quick and intuitive to set up; users choose the time of day they typically want their system armed at night (e.g., after 11 p.m.) and disarmed in the morning (e.g., at 7 a.m.), and then simply go about their daily routines. When the system detects inside activity or motion (such as when an early riser goes downstairs ahead of schedule at 6:15 a.m.), the system automatically disarms. Users can also choose a window of time to auto-disarm when activity is detected (e.g., between 5 a.m. and 12 p.m.), without a scheduled time to disarm. This intelligent adaptability reduces the risk of false alarms and makes home security significantly more convenient. Smart Arming is free for Alarm.com customers and is available globally.

Alarm.com Announces First-to-Market Smart Arming Feature

Alarm.com Holdings, Inc. (NASDAQ:ALRM ) Q3 2022 Earnings Conference Call November 8, 2022 4:30 PM ET Company Participants Matthew Zartman - Vice President-Investor Relations Steve Trundle - President & Chief Executive Officer Steve Valenzuela - Chief Financial Officer Conference Call Participants Brian Ruttenbur - Imperial Capital Saket Kalia - Barclays Mark Cash - Raymond James Dillon Heslin - ROTH Willow Miller - William Blair Jack Codera - Maxim Group Operator Thank you for standing by, and welcome to the Alarm.com Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Alarm.com Holdings, Inc. (ALRM) Q3 2022 Earnings Call Transcript

Alarm.com Reports Third Quarter 2022 Results

- Utilities and their customers partnered to keep the lights on this summer - NEW YORK , Nov. 3, 2022 /PRNewswire/ -- As extreme heat put electrical infrastructure to the test across North America again this summer, utilities and their customers showed they can step up and support grid reliability when it matters most. EnergyHub Records 83% Increase in Demand Response Events Shifting 8.5 GWh Off Peak This Summer Households and businesses across the continent worked with EnergyHub client utilities to manage 1.3 GW of flexibility from 900,000+ devices, reducing grid load at critical times.

EnergyHub Records 83% Increase in Demand Response Events Shifting 8.5 GWh Off Peak This Summer

Alarm.com Announces Business Update, Preliminary 2022 Third Quarter Financial Results, and Earnings Release Date

Alarm.com Acquires Noonlight, A Next Generation Connected Safety Platform

With such a notable background in its industry, investors might want to own ADT stock in their portfolio because security and protection services are never going out of style.

Will ADT Stock Add Some Security to Your Portfolio?

Applied Materials

AeroVironment

Coursera

Fiverr

Spotify

VirTra

Circumstances have not panned out favorably for growth stocks this year, let's be honest. For instance, while the benchmark S&P 500 is down more than 12% since the beginning of 2022, the tech-centric Nasdaq shed 20% in the same frame.

News for Alarm.com Stock (ALRM)