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Alarm.com (ALRM) investor relations material
Alarm.com Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview
Leading SaaS platform for intelligently connected residential and commercial properties, founded in 2000 and listed on Nasdaq since 2015.
Operates with approximately 12,000 service provider partners and over 2,000 employees as of December 2025.
Delivers a cloud-based IoT operating system enabling advanced property management and automation.
Market opportunity
Over 500 million serviceable properties globally, with 140 million addressable in US & Canada and 262 million internationally.
Commercial market includes 118 million serviceable businesses worldwide, with significant upgrade potential from legacy systems.
Present in 80+ countries, expanding with leading global security partners.
Platform and solutions
Unified platform integrates security, video, access, energy, wellness, and automation for both residential and commercial users.
AI-powered features include smart alerts, video analytics, proactive deterrence, and advanced monitoring.
Service providers benefit from enterprise tools, business intelligence, and remote diagnostics.
- Q2 revenue and EBITDA grew, guidance raised, but cash fell after $500M debt repayment.ALRM
Q2 2026 - Revenue up 11% to $265.2M, guidance raised, and strong cash flow despite lower net income.ALRM
Q1 2026 - Annual meeting to elect directors, ratify auditor, and hold a say-on-pay vote.ALRM
Proxy filing - Annual meeting covers director elections, auditor ratification, and say-on-pay, with strong governance focus.ALRM
Proxy filing - Channel-driven IoT platform leverages AI and diversification for scalable, recurring growth.ALRM
47th Annual Raymond James Institutional Investor Conference - Delivers robust SaaS growth and innovation in global property intelligence and automation.ALRM
Investor presentation - 2025 revenue exceeded $1.01B, with strong SaaS growth and positive 2026 guidance.ALRM
Q4 2025 - Q2 net income more than doubled and full-year guidance was raised amid robust SaaS growth.ALRM
Q2 2024 - Strong SaaS growth, high retention, and AI innovation drive expansion and stability.ALRM
BofA Securities 2024 Global Technology Conference
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