Alarm.com (ALRM) Investor presentation summary

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.