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Alarm.com (ALRM) investor relations material

Alarm.com Company Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Company Presentation summary9 Nov, 2025

Company overview

  • Operates a leading cloud-based SaaS platform for intelligent property management, serving both residential and commercial markets with advanced IoT solutions.

  • Founded in 2000, went public in 2015 (Nasdaq: ALRM), with approximately 12,000 service provider partners and 2,075 employees as of late 2024.

  • Recognized as a clear leader in large and growing markets, leveraging a recurring revenue SaaS model and continuous innovation.

Market opportunity

  • Over 500 million serviceable properties globally, with 140 million addressable in the US and Canada and 262 million internationally.

  • Commercial market includes 118 million properties, with a robust upgrade cycle from traditional to intelligent, unified security and video solutions.

  • International presence in 70+ countries, partnering with leading global security providers and expanding into emerging markets.

Platform and solutions

  • Provides a unified, cloud-based platform integrating security, video, access control, energy, water, and wellness management.

  • Offers AI-powered smart alerts, proactive protection, and patented security features for both residential and commercial users.

  • Advanced video analytics, perimeter guard, and AI deterrence features enhance security and awareness.

  • Commercial solutions drive higher ARPU and total business awareness through integrated security, video, and automation.

Commercial ARPU 2-6x residential. How to scale
AI integration: How does it differentiate products?
EnergyHub's VPP market: Growth strategy
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
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Eferix Drawings Google Play
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Frequently asked questions

Alarm.com helps property owners, in the United States and internationally, maximize the potential of their Internet-enabled security and fire protection systems. The company offers a comprehensive suite of cloud-based solutions, including DIY, Do it for me, or white label monitoring services suitable for single-family homes and apartment buildings.The company was formerly known as Alarm.com Holdings, Inc. and changed its name to Alarm.com Holdings, Inc. in June 2018. Alarm.com Holdings, Inc. was founded in 2000 and is based in Tysons, Virginia.

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