)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Alarm.com
Alarm.com (ALRM) investor relations material
Alarm.com Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue rose 9% YoY to $279.4M; SaaS and license revenue increased 9% to $191.2M, and adjusted EBITDA reached $66.2M.
Recurring revenue growth, retention and cash generation remained strong; FY2026 SaaS and license revenue and adjusted EBITDA guidance increased.
CellGate added connected gate-access and video-intercom offerings; expected 2027 SaaS and license revenue is $15M–$20M.
Financial highlights
Q3 total revenue was $279.4M vs. $256.4M; SaaS and license revenue was $191.2M vs. $175.4M, and hardware and other revenue was $88.3M vs. $81.0M.
GAAP net income attributable to common stockholders was $34.4M, or $0.66 diluted EPS, vs. $35.3M, or $0.65; adjusted net income was $48.3M, or $0.90 diluted EPS, vs. $39.5M, or $0.71.
Adjusted EBITDA grew 19.3% to $66.2M from $55.5M; adjusted EBITDA margin was 23.7%, up ~200 bps YoY, partly due to temporary tariff-related benefits.
Gross profit increased 10.6% to $186.8M; hardware gross margin was 28.4%, up ~650 bps YoY, including ~$3.8M of temporary tariff-related cost recoveries.
9M revenue increased 10% to $822.4M; adjusted EBITDA was $173.5M vs. $151.2M, and GAAP net income attributable to common stockholders was $82.3M vs. $97.8M.
Outlook and guidance
Q4 2026 SaaS and license revenue outlook is $194.6M–$194.8M, implying ~8% growth at the midpoint.
FY2026 SaaS and license revenue guidance is $756.1M–$756.3M; total revenue is projected at $1.1011B–$1.1113B, including $345M–$355M of hardware and other revenue.
FY2026 adjusted EBITDA guidance increased to $227M–$229M; adjusted net income is projected at $161.2M–$162.6M, or $3.02–$3.04 diluted EPS.
Preliminary 2027 outlook: SaaS and license revenue $815M–$820M, total revenue $1.175B–$1.19B and adjusted EBITDA $240M–$245M, with ~20.5% margin at midpoint.
A 2027 adjusted EBITDA margin near the 21% exit target depends on hardware margins, cost pass-throughs and reinvestment; formal guidance is expected with Q4 2026 results.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Alarm.com
- Global SaaS leader in property intelligence, driving growth with high margins and recurring revenue.ALRM
Investor presentation - Q2 revenue and EBITDA grew, guidance raised, but cash fell after $500M debt repayment.ALRMQ2 2026
- Revenue up 11% to $265.2M, guidance raised, and strong cash flow despite lower net income.ALRMQ1 2026
- Annual meeting to elect directors, ratify auditor, and hold a say-on-pay vote.ALRMProxy filing
- Annual meeting covers director elections, auditor ratification, and say-on-pay, with strong governance focus.ALRMProxy filing
- Channel-driven IoT platform leverages AI and diversification for scalable, recurring growth.ALRM47th Annual Raymond James Institutional Investor Conference
- Delivers robust SaaS growth and innovation in global property intelligence and automation.ALRMInvestor presentation
- 2025 revenue exceeded $1.01B, with strong SaaS growth and positive 2026 guidance.ALRMQ4 2025
- Q2 net income more than doubled and full-year guidance was raised amid robust SaaS growth.ALRMQ2 2024
Next Alarm.com earnings date
Q4 202618 Feb, 2027
Alarm.com
Next Alarm.com earnings date
Q4 202618 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
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.