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Investor Relations14 Oct 2025
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Alarm.com (ALRM) investor relations material
Alarm.com Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
SaaS and license revenue grew 9% year-over-year to $170M in Q2 2025, with total revenue up 8.8% to $254.3M.
Adjusted EBITDA rose 13% to $48.4M; GAAP net income increased to $34.6M, with diluted EPS at $0.63.
Celebrated tenth anniversary as a public company, with annual revenue run rate now over $1B.
SaaS and license revenue renewal rate remained strong at 94% for the twelve months ended June 30, 2025.
Business diversity across North America, international, residential, commercial, and energy markets enhances durability.
Financial highlights
SaaS and license revenue was $170M for Q2 2025 (67% of total revenue); hardware and other revenue was $84.3M (33%).
Total revenue increased 8.8% year-over-year to $254.3M; gross profit up 9.4% to $166.8M.
Non-GAAP adjusted EBITDA for Q2 2025 was $48.4M; non-GAAP adjusted net income was $34.1M.
Cash and cash equivalents stood at $1.02B as of June 30, 2025; free cash flow for Q2 was $18.2M.
Operating income for Q2 2025 was $32.0M, up from $25.8M in Q2 2024.
Outlook and guidance
Q3 2025 SaaS and license revenue expected at $171.4M–$171.6M.
Full-year 2025 SaaS and license revenue guidance raised to $681M–$681.4M; total revenue projected at $990M–$996.4M.
Non-GAAP adjusted EBITDA for 2025 raised to $195M–$196.5M; adjusted net income to $136M–$136.5M.
Management expects capital expenditures of $4M–$7M for the remainder of 2025.
OBBBA tax law changes are anticipated to significantly reduce federal income tax cash outlays over the next several years.
Explain the decrease in cash flow.
Assess OpenEye's new AI impact.
How do Macroeconomic Conditions affect ALRM?
How will tariffs impact 2026 economics?
Assess sustainability of 25% growth rate.
Elaborate on long-term vision for Alarm.com.
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Next Alarm.com earnings date
Q3 20256 Nov, 2025
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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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