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Jun 30, 2025
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.
Revenue by Segment
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.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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