ALRM · Alarm.com Holdings, Inc.
$55.57
-0.22 (-0.39%)
At close · Aug 14
Market Cap
$2.73B
Shares
49.09M
Alarm.com Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for Alarm.com Holdings, Inc. (ALRM) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲12.4%
$216.14M
$18.33M
'22 Q3
22-11-08
▲6.6%
$208.14M
$18.09M
'22 Q4
23-02-23
▲2.1%
$209.72M
$14.42M
'23 Q1
23-05-10
▲5.2%
$223.88M
$15.80M
'23 Q2
23-08-09
▲2.6%
$221.85M
$19.52M
'23 Q3
23-11-09
▲8.7%
$226.24M
$31.30M
'23 Q4
24-02-22
▲6.5%
$223.28M
$23.59M
'24 Q1
24-05-09
▲4.4%
$233.81M
$33.51M
'24 Q2
24-08-08
▲8.4%
$240.50M
$36.68M
'24 Q3
24-11-07
▲7.1%
$242.24M
$30.33M
'24 Q4
25-02-20
▲7%
$238.82M
$27.71M
'25 Q1
25-05-08
▲8.8%
$254.31M
$34.22M
'25 Q2
25-08-07
▲6.6%
$256.40M
$35.10M
'25 Q3
25-11-06
▲8%
$261.66M
$34.60M
'25 Q4
26-02-19
▲11%
$265.19M
$23.38M
'26 Q1
26-05-07
LATEST
▲9.2%
$277.73M
$24.21M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Alarm.com Q2 2026 Earnings Conference Call
Confident tone
Energy Hub & Utility Programs
Fire Communicator Launch
Capital Allocation & Buybacks
Revenue
$277.73M
▲ 9.2% YoY Diluted EPS
$0.48
▼ 23.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Alarm.com Holdings, Inc. Q1 FY2026 Earnings Call
Positive tone
Energy Hub Business and Growth
Q1 Results and Revenue Growth
Commercial Business and AI Capabilities
Revenue
$265.19M
▲ 11% YoY Diluted EPS
$0.47
▼ 9.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
Raymond James & Associates’ 47th Annual Institutional Investors Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-19
Alarm.com Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
EnergyHub / Energy business
Competitive landscape / ADT headwind
Commercial security growth
Revenue
$261.66M*
▲ 8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Alarm.com Holdings, Inc. Q3 FY2025 Earnings Call
Positive tone
EnergyHub and energy management
SaaS revenue and financial results
AI-driven video and deterrence
Revenue
$256.40M
▲ 6.6% YoY Diluted EPS
$0.65
▼ 3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Alarm.com Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
Growth initiatives (commercial, international, EnergyHub)
Tariffs and pricing
Hardware business model
Revenue
$254.31M
▲ 8.8% YoY Diluted EPS
$0.63
▲ 1.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
Alarm.com Holdings, Inc. Q1 FY2025 Earnings Call
Positive tone
Video solutions and product adoption
Residential market and housing headwinds
Commercial business momentum
Revenue
$238.82M
▲ 7% YoY Diluted EPS
$0.52
▲ 18.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Alarm.com Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Residential SaaS and ARPU
EnergyHub and grid management
CHeKT acquisition and Remote Video Monitoring
Revenue
$242.24M
▲ 7.1% YoY Diluted EPS
$0.56
▼ 3.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Alarm.com Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
AI-powered video and deterrence capabilities
OpenEye / enterprise cloud video
Profitability and EBITDA margins
Revenue
$240.50M
▲ 8.4% YoY Diluted EPS
$0.67
▲ 81.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Alarm.com Holdings, Inc. Q2 FY2024 Earnings Call
Confident tone
Commercial business growth
SaaS and license revenue
International expansion and Energy Hub
Revenue
$233.81M
▲ 4.4% YoY Diluted EPS
$0.62
▲ 106.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Alarm.com Holdings, Inc. Q1 FY2024 Earnings Call
Positive tone
International business growth
Commercial market expansion and Connected Fleet launch
AI and video analytics innovation
Revenue
$223.28M
▲ 6.5% YoY Diluted EPS
$0.44
▲ 57.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Alarm.com Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
Commercial market expansion
Video and AI analytics
International growth and EBS acquisition
Revenue
$226.24M
▲ 8.7% YoY Diluted EPS
$0.58
▲ 70.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-09
Alarm.com Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$221.85M
▲ 2.6% YoY Diluted EPS
$0.37
▲ 5.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Alarm.com Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$223.88M
▲ 5.2% YoY Diluted EPS
$0.30
▲ 42.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-10
Alarm.com Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$209.72M
▲ 2.1% YoY Diluted EPS
$0.28
▲ 55.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Alarm.com Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$208.14M
▲ 6.6% YoY Diluted EPS
$0.34
▲ 88.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
Alarm.com Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$216.14M
▲ 12.4% YoY Diluted EPS
$0.35
▲ 34.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-09
Alarm.com Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$212.84M
▲ 12.7% YoY Diluted EPS
$0.21
▼ 25% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Alarm.com Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$205.44M
▲ 19.1% YoY Diluted EPS
$0.18
▼ 37.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Alarm.com Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$195.29M
▲ 17.9% YoY Diluted EPS
$0.18
▼ 41.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-04
Alarm.com Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$192.32M
▲ 21.1% YoY Diluted EPS
$0.26
▼ 63.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Alarm.com Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$188.86M
▲ 33.3% YoY Diluted EPS
$0.28
▼ 17.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-04
Alarm.com Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$172.50M
▲ 13.5% YoY Diluted EPS
$0.29
▲ 61.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Alarm.com Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$165.58M
▲ 17.9% YoY Diluted EPS
$0.31
▲ 19.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Alarm.com Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$158.85M
▲ 24.2% YoY Diluted EPS
$0.71
▲ 102.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Alarm.com Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$141.64M
▲ 16.4% YoY Diluted EPS
$0.34
▲ 25.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Alarm.com Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$151.94M
▲ 35.3% YoY Diluted EPS
$0.18
▲ 0% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-25
Alarm.com Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$140.49M
▲ 26.1% YoY Diluted EPS
$0.26
▲ 62.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1459200
CUSIP
011642105
13F (30d)
290 filings
289 filers
Visit website
Investor relations