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Dec 31, 2025
Alarm.com Q4 2025 Earnings Report
Alarm.com reported strong fourth quarter 2025 results with significant increases in SaaS and license revenue and net income, alongside positive full-year performance.
Key Takeaways
Alarm.com Holdings, Inc. announced robust financial results for the fourth quarter and full year ended December 31, 2025. The company saw an 8.8% increase in SaaS and license revenue to $180.2 million and an 8.0% increase in total revenue to $261.7 million for Q4 2025 compared to Q4 2024. GAAP net income also rose to $34.6 million, up from $30.1 million in the prior year's quarter.
SaaS and license revenue for Q4 2025 increased by 8.8% to $180.2 million, demonstrating continued growth in core services.
Total revenue for Q4 2025 reached $261.7 million, an 8.0% increase from the previous year, indicating strong overall business performance.
GAAP net income for Q4 2025 grew to $34.6 million, up from $30.1 million in Q4 2024, reflecting improved profitability.
Non-GAAP adjusted EBITDA for Q4 2025 increased by 18.3% to $54.9 million, highlighting enhanced operational efficiency.
Revenue by Segment
Forward Guidance
Alarm.com provided a positive outlook for the first quarter and full year 2026, anticipating continued growth in SaaS and license revenue and strong non-GAAP adjusted EBITDA.
Positive Outlook
- SaaS and license revenue for Q1 2026 is expected to be between $175.8 million and $176.0 million, indicating steady growth.
- Full year 2026 SaaS and license revenue is projected to be in the range of $743.0 million to $745.0 million.
- Total revenue for full year 2026 is expected to be between $1.0580 billion and $1.0650 billion.
- Non-GAAP adjusted EBITDA for full year 2026 is anticipated to be in the range of $213.0 million to $215.0 million.
- Non-GAAP adjusted net income attributable to common stockholders for full year 2026 is expected to be $2.78 to $2.79 per diluted share.
Challenges Ahead
- The guidance is forward-looking and actual results may differ materially due to various risks and uncertainties.
- Unpredictable fluctuations in non-ordinary course litigation expense, acquisition-related expense, and tax adjustments could significantly impact GAAP financial results.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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