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Mar 31, 2025
Alarm.com Q1 2025 Earnings Report
Alarm.com reported its financial results for the first quarter ended March 31, 2025.
Key Takeaways
Alarm.com's first quarter 2025 results showed strong growth, with total revenue increasing 7.0% year-over-year to $238.8 million and GAAP net income rising 18.4% to $27.7 million. SaaS and license revenue also grew 9.0% to $163.8 million, and non-GAAP adjusted EBITDA increased 17.5% to $43.5 million.
SaaS and license revenue increased 9.0% to $163.8 million compared to the first quarter of 2024.
Total revenue increased 7.0% to $238.8 million compared to the first quarter of 2024.
GAAP net income increased 18.4% to $27.7 million compared to the first quarter of 2024.
Non-GAAP adjusted EBITDA increased 17.5% to $43.5 million compared to the first quarter of 2024.
Revenue by Segment
Forward Guidance
Alarm.com provided guidance for the second quarter and full year 2025, expecting continued growth in SaaS and license revenue, total revenue, non-GAAP adjusted EBITDA, and non-GAAP adjusted net income.
Positive Outlook
- Second quarter 2025 SaaS and license revenue expected between $167.0 million and $167.2 million.
- Full year 2025 SaaS and license revenue expected between $675.8 million and $676.2 million.
- Full year 2025 Total revenue expected between $975.8 million and $991.2 million.
- Full year 2025 Non-GAAP adjusted EBITDA expected between $190.0 million and $193.0 million.
- Full year 2025 Non-GAAP adjusted net income attributable to common stockholders expected between $131.5 million and $132.5 million, or $2.32 to $2.33 per diluted share.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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