Alarm.com Holdings, Inc.
alarm.comWhat Do They Do?
Sells connected-property software and devices to residential and commercial property owners, and grid-management software to utilities.
10-K for FY2025, filed Feb 19, 2026Alarm.com primarily generates SaaS and license revenue through our service provider partners, who resell our services and pay us monthly…View ↗
The Alarm.com platform enables our service provider partners to address the needs of a broad range of residential and commercial customers.…View ↗
Our EnergyHub subsidiary provides clean energy software and services that help utilities significantly reduce costs and address grid…View ↗
How Do They Make Money?
Service providers pay monthly per-subscriber fees for platform access, billed before each month of service; service providers and distributors buy hardware, typically paying within 30 days of shipment. Utilities also pay annual fees for demand-response services.
10-K for FY2025, filed Feb 19, 2026Under the terms of our contractual arrangements with our service provider partners, we bill a monthly fee to our service provider partners…View ↗
Amounts due from the sale of hardware are payable in accordance with the terms of our agreements with our service provider partners or…View ↗
We also generate SaaS and license revenue from the fees paid to us when we license our intellectual property to third parties for use of…View ↗
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10-K for FY2025, filed Feb 19, 2026
FY2025 revenue by product or service ↗
$1B
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10-K for FY2025, filed Feb 19, 2026
$1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
SaaS and license revenue
Mix
10-K for FY2025, filed Feb 19, 2026 |
68%
FY2022: 62%
|
SaaS and license revenue, FY2025
$689.4M Sources
|
Mix |
|
Hardware and other revenue
|
32%
FY2022: 38%
|
Hardware and other revenue, FY2025
$321.8M Sources
|
Who Are Their Customers?
Service providers resell and support platform services for residential and commercial property owners; distributors resell hardware to service providers, and utilities use EnergyHub's grid software.
10-K for FY2025, filed Feb 19, 2026Alarm.com has established a global network of trusted service provider partners who distribute our solutions to their customers. Our…View ↗
Alarm.com primarily generates SaaS and license revenue through our service provider partners, who resell our services and pay us monthly…View ↗
Our EnergyHub subsidiary provides clean energy software and services that help utilities significantly reduce costs and address grid…View ↗
We derive our revenue from three primary sources: the sale of cloud-based SaaS services on our integrated Alarm.com platform, the sale of…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 13 cents of every revenue dollar as net income in FY2025 and turned 14 cents into free cash flow.
10-K for FY2025, filed Feb 19, 2026
$133.6MView ↗
10-K for FY2025, filed Feb 19, 2026
$131.6MView ↗
10-K for FY2025, filed Feb 19, 2026
$137MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 6, 2026
Open tableView ↗
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Aug 6, 2026
Raised full-year SaaS and license revenue guidance
The 2026 outlook increased by $10.2 million from the midpoint of guidance provided in February 2026.
Sources
8-K, filed Aug 6, 2026
SaaS and license revenue is now expected to be in the range of $754.0 million to $754.4 million, up $10.2 million from the midpoint of the…View ↗
Growing. Revenue grew 35% in 4 years, from $749M in FY2021 to $1B in FY2025, about 8% a year.
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