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Jun 30
Alarm.com Q2 2025 Earnings Report
Alarm.com reported its second quarter 2025 financial results, showing increases in SaaS and license revenue, total revenue, GAAP net income, and non-GAAP adjusted EBITDA compared to the second quarter of 2024.
Key Takeaways
Alarm.com delivered a strong second quarter in 2025, with significant growth across key financial metrics. SaaS and license revenue, total revenue, GAAP net income, and non-GAAP adjusted EBITDA all saw healthy increases year-over-year, demonstrating robust performance in its core business and overall financial health.
SaaS and license revenue increased by 9.0% to $170.0 million, up from $155.9 million in Q2 2024.
Total revenue grew by 8.8% to $254.3 million, compared to $233.8 million in the prior year's second quarter.
GAAP net income rose by 5.2% to $34.2 million, an increase from $32.5 million in Q2 2024.
Non-GAAP adjusted EBITDA saw a 13.0% increase, reaching $48.4 million from $42.8 million in the second quarter of 2024.
Alarm.com
Alarm.com
Alarm.com Revenue by Segment
Revenue by Segment
SaaS and License Revenue
CapyFin.comHardware and Other Revenue
CapyFin.com Forward Guidance
Alarm.com provided an optimistic outlook for the third quarter and increased its full-year 2025 guidance for SaaS and license revenue, total revenue, non-GAAP adjusted EBITDA, and non-GAAP adjusted net income attributable to common stockholders.
Positive Outlook
- SaaS and license revenue for Q3 2025 is expected to be between $171.4 million and $171.6 million.
- Full-year 2025 SaaS and license revenue guidance increased to a range of $681.0 million to $681.4 million.
- Total revenue for full-year 2025 is projected to be between $990.0 million and $996.4 million.
- Non-GAAP adjusted EBITDA for full-year 2025 is expected to be in the range of $195.0 million to $196.5 million.
- Non-GAAP adjusted net income attributable to common stockholders for full-year 2025 is anticipated to be between $136.0 million and $136.5 million, or $2.40 per diluted share.
Challenges Ahead
- The guidance is forward-looking and actual results may differ materially due to various risks and uncertainties.
- Macroeconomic conditions, including public health crises, geopolitical upheaval, supply chain disruptions, interest rates, tariffs, and inflation, could impact demand.
- The company's ability to retain service provider partners and subscribers, manage growth, and integrate acquired assets could affect results.
- Increased competition and evolving technologies pose potential challenges.
- Dependence on suppliers and potential loss of key suppliers could impact product delivery and costs.