ALRM

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Alarm.com Holdings has turned in a solid recent rebound, yet the stock is still working through a 31.4% decline over the past five years, while a Discounted Cash Flow (DCF) intrinsic value estimate points to the shares trading at a sizeable discount to that underlying calculation. At the same time, broader valuation checks and market multiples point to a picture that looks closer to fairly priced than obviously cheap. Over the last five years, Alarm.com Holdings shares have declined 31.4%, which raises the question of whether current pricing already reflects past setbacks or still underestimates the business. Recent revenue momentum in areas like commercial security and energy management can support expectations for future cash flows, while any slowdown in these segments may quickly challenge the case that the current discount to intrinsic value is justified. Alarm.com Holdings scores 4 out of 6 on the broader valuation checks, which points to a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether the current share price already reflects the recovery story at Alarm.com Holdings or if the DCF-based intrinsic value estimate suggests there is still meaningful upside left. Alarm.com Holdings delivered 5.7% returns over the last year. See how this stacks up to the rest of the Software industry. The Discounted Cash Flow (DCF) model values Alarm.com Holdings using its projected future free cash flows. On this view, the company’s latest twelve month free cash flow of about $184 million is treated as growing further over time, then tapering as the business matures. Those cash flows, discounted back, point to an estimated intrinsic value of about $94 per share. Set against the current market price, that DCF estimate implies Alarm.com Holdings trades at about a 39.0% discount, which screens as undervalued on cash flow terms. Because the Q2 2026 update raised the full year outlook and highlighted strong contributions from Commercial and EnergyHub, the current gap between price and cash flow based value suggests the market may still be cautious despite healthier fundamentals. On balance, the DCF workup indicates Alarm.com Holdings stock currently looks undervalued. Our Discounted Cash Flow (DCF) analysis suggests Alarm.com Holdings is undervalued by 39.0%. Track this in your watchlist or portfolio, or discover 52 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Alarm.com Holdings. The P/E ratio is a useful lens for Alarm.com Holdings because the company currently reports positive earnings that can be compared directly with its share price. Right now the stock trades on a P/E of about 24.0x, which is below the broader Software industry average of 32.5x and also below a peer group average of about 40.7x. The tailored fair P/E for Alarm.com Holdings is estimated at roughly 23.9x, which is almost identical to where the stock trades today. That small gap suggests the current price already reflects the company’s earnings profile, sector, size and risk without a clear discount or premium built in. On this P/E check, Alarm.com Holdings appears to be priced roughly in line with what its earnings profile would suggest. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives pick up where the valuation checks for Alarm.com Holdings leave off. They describe which paths for Alarm.com Holdings' growth, margins and earnings would need to occur for the stock to be worth materially more or less than today's price. Each scenario's fair value is used as a thesis about the business that can be revisited over time, rather than being treated as a one-off snapshot. You can add your voice to the Simply Wall St community by sharing a Narrative on Alarm.com Holdings that sets out a clear, number driven case for the stock and tracks how it holds up as new results come through. If you have a view on whether Alarm.com Holdings' raised outlook and recent commercial platform expansion really support today's pricing, this is your chance to put it on the record. Do you think there's more to the story for Alarm.com Holdings? Head over to our Community to see what others are saying! For Alarm.com Holdings, the Discounted Cash Flow (DCF) work suggests the stock trades at a sizeable discount to intrinsic value, while the earnings based multiples sit closer to about right. That mix points to a situation where cash flow assumptions and timing matter more than simple peer comparisons. The crux for investors is whether the current cash generation and segment momentum can be sustained enough for the DCF case to play out. If that holds, the present discount could look like an opportunity rather than a value trap, but any stumble in execution or growth expectations would support the more cautious multiple view. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ALRM. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance exceeded expectations driven by broad-based execution across residential, commercial, and energy segments, with SaaS and license revenue growing 11% year-over-year. The commercial business benefited from strong enterprise demand for video surveillance, particularly for AI-enabled services that transition video from a security tool to an operational data gathering tool. EnergyHub delivered healthy growth as utilities increasingly rely on distributed energy resource programs to maintain grid reliability during periods of extreme heat and high demand. International operations reached a milestone of 1 million active subscriber accounts across 70 countries, validating long-term investments in platform localization and partner network development. The launch of a new commercial fire communicator targets an addressable market of 4 million to 5 million existing fire panels in the U.S. and Canada, leveraging existing cellular infrastructure. Hardware gross margins expanded by 180 basis points due to a favorable mix of enterprise hardware sales and increased activity in EnergyHub's low-carbon fuel credit business. Management raised the full-year 2026 SaaS and license revenue guidance to between $754 million and $754.4 million, reflecting second-quarter outperformance. The company remains on a steady path toward achieving a 21% adjusted EBITDA margin exit rate by the end of 2027. Growth initiatives, including EnergyHub and Commercial, are expected to represent approximately 35% of total revenue for the full year, growing at a 25% to 30% rate. Strategic focus for 2027 involves scaling the commercial fire offering to establish a steady-state demand profile among the estimated 3,000 service providers active in that segment. Future ARPU expansion is expected to be driven by Remote Video Monitoring (RVM) and specialized sensors, such as gunshot detection, in both residential and commercial markets. Revenue retention remained stable in the 95% range for the third consecutive quarter, providing a durable foundation for the residential business. GAAP net income declined year-over-year primarily due to lower interest income following the retirement of $500 million in convertible notes in January. The company repurchased 570,000 shares for $25 million during the quarter, continuing to utilize the $150 million buyback authorization to offset dilution. EnergyHub's revenue model includes facilitating the sale of low-carbon transportation credits from EV charging data, which introduces seasonal dynamics to the growth profile. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management views the energy sector as a 'rising tide' market where high demand from data centers and EVs makes EnergyHub's grid-harvesting technology more cost-effective than building new supply. The solution is currently only 2% penetrated in the North American TAM, suggesting significant headroom for growth as utilities integrate more variable solar and wind power. The product was developed in response to dealer demand and leverages existing R&D from the universal communicator to minimize incremental investment. The business model mirrors residential with hardware sales and monthly recurring fees, though fire hardware is sold at near-neutral margins to drive higher-ARPU service adoption. Reaching the first 1 million international subscribers required significant infrastructure and localization work, similar to the early 'slog' of the core North American business. Management anticipates the next 1 million international subscribers will be acquired faster now that critical infrastructure and partner momentum are established. Strength in the commercial segment is currently skewed toward enterprise customers who are 'future-proofing' with AI-powered video solutions. AI is shifting the value proposition from simple surveillance to operational intelligence, allowing customers to use video for non-security business questions.

This article first appeared on GuruFocus. SaaS and License Revenue: $188.8 million, up 11% year-over-year. Adjusted EBITDA: $57.7 million, up 15.7% year-over-year. Adjusted EBITDA Margin: 20.8%, up approximately 115 basis points year-over-year. Hardware and Other Revenue: Approximately $89 million, up 5.5% year-over-year. Hardware Gross Margin: Expanded 180 basis points year-over-year. GAAP Net Income: Approximately $24.2 million, or $0.48 per diluted share. Non-GAAP Adjusted Net Income: $41.1 million, up approximately 17% year-over-year. Non-GAAP EPS: $0.77 per diluted share, up 24% year-over-year. Free Cash Flow: $37 million in the quarter. Cash Position: $479.4 million at quarter end. Revenue Retention: Remained in the 95% range for the third consecutive quarter. Commercial and EnergyHub Growth: Collectively grew more than 30% year-over-year. International Subscribers: Surpassed 1 million active subscriber accounts. Share Repurchases: Approximately 570,000 shares for $25 million during the quarter. Warning! GuruFocus has detected 4 Warning Sign with ALRM. Is ALRM fairly valued? Test your thesis with our free DCF calculator. Release Date: August 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. SaaS and license revenue grew 11% year-over-year to $188.8 million, exceeding guidance by $3.2 million. Adjusted EBITDA grew 15.7% year-over-year to $57.7 million, with margin expansion of 115 basis points. Commercial and EnergyHub initiatives collectively grew more than 30% year-over-year, contributing to diversified growth. International business surpassed 1 million active subscriber accounts, a key milestone for global expansion. Launched new Fire Communicator product, addressing a large addressable market of 4-5 million fire panels in the US and Canada. GAAP net income declined to $24.2 million from $34.6 million a year ago, partly due to lower interest income after retiring convertible notes. Third-quarter SaaS and license revenue growth is expected to slow to approximately 8.3% year-over-year, down from 11% in Q2. Hardware and other revenue growth was modest at 5.5% year-over-year, with hardware gross margins lower for the new Fire Communicator. Free cash flow in Q2 was affected by working capital timing, though full-year conversion is still expected at 90%. The Fire Communicator is a new product with uncertain adoption, and management expects it will take time to scale and size up steady-state demand. Q: Could you provide more detail on the EnergyHub market? Is this a rising tide market given utility trends, or is EnergyHub taking market share?A: Steve Trundle (CEO) stated that the overall market is growing due to energy supply shortages, data center demand, and electrification. Utilities must choose between expensive build-outs or solutions like EnergyHub that harvest supply off the grid. The value of the solution increases as supply variability grows with more wind and solar. EnergyHub is benefiting as the market leader, expanding from thermostat demand response to include EVs, chargers, and batteries. The company is only about 2% penetrated in the North American TAM, leaving significant headroom for growth. Q: How much of the recent acceleration in SaaS revenue is from EnergyHub versus the broader emerging solutions?A: Kevin Bradley (CFO) explained it is a mix of both, but more so EnergyHub. The growth initiatives collectively represent about 35% of revenue and grew over 30% year-over-year in Q2, contributing roughly 900 basis points of growth. EnergyHub's growth rate impact is accelerating the quickest, while commercial is also contributing to an accelerating growth rate due to its weighting. International is contributing a steady growth rate. Q: Why launch the Fire Communicator now, and what is the advantage versus incumbents? How does the business model compare to residential?A: Steve Trundle (CEO) said the launch was driven by dealer demand as the partner base has shifted more commercial. The company leveraged R&D from its Universal Communicator to create the fire product with minimal incremental investment. The advantage is efficiency for service providers managing on the Alarm.com platform and a single pane of glass for customers. Kevin Bradley (CFO) added that the delivery model is channel-based like residential, with hardware sold at a gross profit neutral level and services representing roughly 2 times the ARPU of a typical residential account. Q: With international surpassing 1 million subscribers, will the next million come faster, similar to the core business trajectory?A: Steve Trundle (CEO) acknowledged the first million in the core business was a long process, and he hopes the same applies internationally. The company has built critical infrastructure, localized the product for 70 markets, and developed a partner base. While there have been ups and downs, including partner change-of-control events, the company now has momentum and knowledge of what works. He expects the next million to come more easily and faster than the first. Q: Where are you seeing outsized strength in commercial video, and how are you enabling the sales force to sell newer offerings?A: Steve Trundle (CEO) noted strength was more on the enterprise side with larger video deployments. Customers are installing AI-powered products to future-proof their businesses, and there is a shift from video as surveillance to video as an operational data-gathering tool. The mix includes both new logos and ongoing demand from existing customers adding facilities. The company has worked to enable cross-selling opportunities and align sales efforts. Q: How should we think about the cadence of sales and marketing hiring and margin leverage going forward?A: Kevin Bradley (CFO) said the base case is that S&M as a percentage of revenue will stay roughly flat. Total employees have been flat since mid-2024, growing at a CAGR of about 0.4%. Leverage is coming from G&A and, to a smaller extent, R&D. Over the next year or two, total employees will likely remain roughly flat, with a slight shift in complexion towards sales and marketing spend. Q: Can you frame the addressable market for the Fire Communicator and how meaningful it could become to growth?A: Steve Trundle (CEO) estimated the addressable market of commercial buildings in North America at $4 million to $5 million. About 3,000 of the company's service providers are engaged in commercial fire and could deploy the product. Since launch, nearly 1,000 units are in the ground. The company will use 2027 to size up steady-state demand and better estimate long-term market capture. Q: What does the current M&A pipeline look like, and how are you thinking about share repurchases after the stock rally?A: Kevin Bradley (CFO) said the company was aggressive in buybacks at a 12 PE, which is rare for SaaS. They will remain active at a minimum to offset stock-based compensation dilution. Steve Trundle (CEO) added that the M&A process is active, with opportunities being evaluated in the energy and commercial security markets, ranging from tuck-ins to sizable deals, though nothing is ready to announce. Q: What are the new potential residential and commercial ARPU drivers outside of commercial fire?A: Steve Trundle (CEO) identified remote video monitoring (RVM) as the biggest near-term driver on the residential side, where live operators can respond to events like an arson attempt before they escalate. On the commercial side, RVM and active shooter detection sensors are key ARPU drivers. Longer term, the company will partner with players bringing autonomous devices, including drones, to the security market. Q: Can you confirm the growth initiatives (international, commercial, EnergyHub) are accelerating, and are the numbers around 35% of revenue growing 30% plus correct?A: Kevin Bradley (CFO) confirmed the numbers are correct. He noted that for the full year 2026, the prior guidance of 35% of revenue growing 25% to 30% is about right. EnergyHub's revenue is annual and recurring, creating seasonal dynamics. Q2 happens to be a faster-growing quarter because programs launched in Q2 are growing faster, which explains the acceleration. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in Alarm.com Holdings, Inc.? Here are five stocks we like better. Alarm.com exceeded second-quarter expectations, with SaaS and license revenue rising 11.1% to $188.8 million and adjusted EBITDA increasing 15.7% to $57.7 million. Commercial initiatives and EnergyHub grew more than 30% year over year, while residential retention remained around 95%. The company is expanding growth opportunities through OpenEye commercial video, its new Fire Communicator product and EnergyHub demand-response programs. EnergyHub dispatched more than 300 events during the quarter, while Alarm.com’s international business surpassed 1 million active subscriber accounts. Alarm.com raised its 2026 outlook, projecting SaaS and license revenue of $754 million to $754.4 million, total revenue of $1.079 billion to $1.089 billion and adjusted EBITDA of $221 million to $223 million. The company also repurchased approximately 570,000 shares for $25 million during the quarter. Is Vimeo worth another look as it turns profitable? Alarm.com (NASDAQ:ALRM) reported second-quarter results that exceeded its expectations, supported by growth in its SaaS and license business, commercial video operations and EnergyHub utility programs. The company also raised its full-year revenue and profitability outlook. SaaS and license revenue rose 11.1% year over year to $188.8 million, exceeding the midpoint of management’s guidance by about $3.2 million. Adjusted EBITDA increased 15.7% to $57.7 million, while adjusted EBITDA margin expanded 115 basis points from the prior-year period to 20.8%. → 3 Drone Stocks That Should Soar After the Summer Slump Chief Executive Officer Stephen Trundle said the company saw performance above plan in most parts of the business. Residential operations remained steady, aided by revenue retention in the 95% range for a third consecutive quarter. Commercial initiatives and EnergyHub collectively grew more than 30% year over year, according to Chief Financial Officer Kevin Bradley. Alarm.com said its OpenEye commercial business generated strong SaaS and hardware revenue as enterprise customers expanded video-surveillance deployments. Trundle said those customers increasingly adopted more advanced AI-enabled services. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth During the quarter, the company launched a Fire Communicator for commercial customers. The product transmits alarm signals to monitoring stations while also sending notifications to designated users through Alarm.com applications and services. Trundle said the product is designed to work with most new and existing fire panels and relies on Alarm.com’s cellular communications infrastructure and back-end platform. Fire communicators are often replaced independently from fire alarm control panels, particularly when legacy equipment fails testing or loses network support as cellular networks change. → Jersey Mike's Serves Fresh Gains After IPO Stumble Management estimates the addressable market includes 4 million to 5 million fire panels across the U.S. and Canada. Trundle said roughly 3,000 of Alarm.com’s service providers are involved in the commercial fire business to some extent and could potentially deploy the offering. The company had nearly 1,000 units installed within the first two to three weeks after launch, though Trundle said adoption will take time to develop through the service-provider channel. Bradley said the Fire Communicator’s delivery model is channel-based, similar to Alarm.com’s residential offerings. The company expects hardware gross margin for the product to be neutral to slightly positive, while recurring service revenue could be about twice the average revenue per user of a typical residential account. EnergyHub continued to grow as utilities expanded distributed energy resource and demand-response programs. Trundle said the market is benefiting from growing power demand, including demand related to data centers and vehicle electrification, as well as a more variable energy supply mix that includes wind and solar power. Over the July 4 weekend, utilities dispatched more than 300 demand-response events through EnergyHub across more than 30 states and Ontario, the company said. Those events shifted 17.5 gigawatt hours of electricity, which Trundle said was roughly equal to New York City’s total electricity consumption for more than two hours. Trundle said EnergyHub has expanded beyond thermostat-based demand-response programs to include electric vehicles, EV chargers and batteries. He estimated the company is currently about 2% penetrated in the North American total addressable market, with somewhat higher penetration among utilities that already have EnergyHub programs. Bradley said EnergyHub is the growth initiative contributing most rapidly to the company’s accelerating SaaS growth rate. International, commercial and EnergyHub businesses represented about 35% of revenue in the second quarter and grew by more than 30% year over year, though the company expects those operations to account for roughly 35% of revenue and grow 25% to 30% for the full year. Alarm.com’s international business surpassed 1 million active subscriber accounts during the quarter. The company operates with service-provider partners in more than 70 countries. Trundle said the business has established critical infrastructure and localized products across its markets, and he expects the next 1 million international accounts to come faster than the first, though he did not predict an exact pace. Hardware and other revenue increased 5.5% to about $89 million. The company cited strong enterprise demand in commercial video as well as increased activity in EnergyHub’s low-carbon and renewable-fuel credit business. The sales mix contributed to a 180-basis-point year-over-year expansion in hardware gross margin. GAAP net income attributable to common stockholders declined to $24.2 million, or $0.48 per diluted share, from $34.6 million a year earlier. Bradley said lower interest income following the January retirement of $500 million in convertible notes was a key contributor to the decline. Non-GAAP adjusted net income rose about 17% to $41.1 million, while non-GAAP diluted earnings per share increased 24% to $0.77. Alarm.com ended the quarter with $479.4 million in cash and generated $37 million in free cash flow. The company repurchased about 570,000 shares for $25 million during the quarter, bringing repurchases since the beginning of 2025 to 1.8 million shares. It continues to operate under a $150 million share-buyback authorization. For the third quarter, Alarm.com forecast SaaS and license revenue of $189.8 million to $190 million, representing growth of about 8.3% at the midpoint. For full-year 2026, the company raised its SaaS and license revenue outlook to $754 million to $754.4 million, up about $4.2 million from its May forecast. The updated range implies approximately 9.4% annual growth at the midpoint. Total revenue is projected at $1.079 billion to $1.089 billion. Hardware and other revenue is expected to be $325 million to $335 million, up about $15 million at the midpoint from prior guidance. Adjusted EBITDA is forecast at $221 million to $223 million, an increase of about $6.5 million at the midpoint. Non-GAAP adjusted net income is projected at $156 million to $157 million, or $2.92 to $2.94 per diluted share. Bradley said the updated outlook reflects second-quarter outperformance and keeps the company on track toward its previously stated goal of exiting 2027 with a 21% adjusted EBITDA margin. Alarm.com Holdings, Inc provides a cloud-based software platform for connected properties, enabling residential and commercial customers to monitor, manage and control security, energy and home automation solutions. The company's interactive services connect security systems, smart thermostats, door locks, lights and video cameras through cellular, broadband and Z-Wave networks, offering real-time alerts and remote access via mobile and web applications. Through its platform, Alarm.com delivers an integrated suite of products that includes intrusion detection, video monitoring and cloud recording, energy management features such as smart thermostat scheduling, and home automation controls for lighting, garage doors and connected appliances. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Alarm.com Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

-- SaaS and license revenue increased 11.1% to $188.8 million -- -- GAAP net income was $24.2 million -- -- Non-GAAP adjusted EBITDA was $57.7 million -- TYSONS, Va., August 06, 2026--(BUSINESS WIRE)--Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for intelligently connected properties, today reported financial results for its second quarter ended June 30, 2026. Alarm.com also provided its financial outlook for SaaS and license revenue for the third quarter of 2026 and increased its guidance for the full year of 2026. Second Quarter 2026 Financial Results as Compared to Second Quarter 2025 SaaS and license revenue increased 11.1% to $188.8 million, compared to $170.0 million. Total revenue increased 9.2% to $277.7 million, compared to $254.3 million. GAAP net income was $24.2 million, compared to $34.2 million. GAAP net income attributable to common stockholders was $24.2 million, or $0.48 per diluted share, compared to $34.6 million, or $0.63 per diluted share. Non-GAAP adjusted EBITDA(*) was $57.7 million, compared to $49.9 million(^). Non-GAAP adjusted net income attributable to common stockholders(*) was $41.1 million, or $0.77 per diluted share, compared to $35.2 million(^), or $0.62 per diluted share(^). Balance Sheet and Cash Flow Total cash and cash equivalents was $479.4 million as of June 30, 2026, compared to $960.6 million as of December 31, 2025. The decrease in cash and cash equivalents was primarily due to the payment and full settlement of the $500.0 million aggregate principal amount of the 0% convertible senior notes on January 14, 2026. For the six months ended June 30, 2026, cash flows from operating activities was $92.5 million, compared to $46.8 million for the six months ended June 30, 2025. For the six months ended June 30, 2026, non-GAAP free cash flow(*) was $86.8 million, compared to $36.1 million for the six months ended June 30, 2025. Recent Business Highlights Launched Commercial Fire Solution: Alarm.com launched its new Fire Communicator, extending the commercial platform into the commercial fire market. Compatible with most new and existing fire alarm control panels, the solution gives Alarm.com’s service provider partners a cost-effective path to modernize fire communications while consolidating account management, billing and support on the Alarm.com platform. EnergyHub Delivered Grid-Scale Flexibility During July Heat Wave: Over the July Fourth weekend, utilities across 31 states and Ontario, dispatched 304 demand response events through the EnergyHub platform. The events shifted 17.5 gigawatt-hours of load during periods of peak demand. EnergyHub's growing scale demonstrates the critical role that distributed energy resources play in helping utilities manage peak demand and support long-term grid reliability. Expanded CHeKT Remote Video Monitoring (RVM) Capabilities for Complex Commercial Environments: Alarm.com's subsidiary, CHeKT, introduced advanced system partitioning capabilities that enable multiple independent RVM partitions for larger and more complex commercial deployments. Financial Outlook Alarm.com is providing its outlook for SaaS and license revenue for the third quarter of 2026 and increasing its guidance for the full year of 2026 based upon current management expectations. For the third quarter of 2026: SaaS and license revenue is expected to be in the range of $189.8 million to $190.0 million. For the full year of 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 full year of 2026 SaaS and license revenue guidance provided in February 2026. Total revenue is expected to be in the range of $1.0790 billion to $1.0894 billion, which includes anticipated hardware and other revenue in the range of $325.0 million to $335.0 million. Non-GAAP adjusted EBITDA expectations are being increased to a range of $221.0 million to $223.0 million. Non-GAAP adjusted net income attributable to common stockholders is expected to be in the range of $156.0 million to $157.0 million, based on an estimated tax rate of 21.0%. Based on an expected 56.3 million weighted average diluted shares outstanding, non-GAAP adjusted net income attributable to common stockholders is expected to be $2.92 to $2.94 per diluted share. The 2026 guidance provided above is forward-looking in nature. Actual results may differ materially. See the cautionary note regarding "Forward-Looking Statements" below. The guidance provided above is based on expectations as of the date of this press release and Alarm.com undertakes no obligation to update guidance after such date. Conference Call and Webcast Information Alarm.com will host a conference call to discuss its second quarter 2026 financial results and its outlook for the third quarter and full year of 2026. A live audio webcast is scheduled to begin at 4:30 p.m. ET on August 6, 2026. To participate on the live call, analysts and investors should pre-register to obtain a dial-in number and individual passcode by visiting: https://register-conf.media-server.com/register/BI629d63124541492bbb6e5150f212c2c0. Alarm.com will also offer a live and archived webcast of the conference call accessible on Alarm.com’s Investor Relations website at http://investors.alarm.com. The information contained on any referenced website is not incorporated herein. About Alarm.com Holdings, Inc. Alarm.com is the leading platform for intelligently connected properties. Millions of homeowners and businesses rely on Alarm.com's technology to secure, monitor and manage their environments from anywhere. Our comprehensive suite of solutions — including security, video surveillance, access control, active shooter detection, intelligent automation, energy management and wellness — is delivered exclusively through a trusted network of thousands of professional service providers and commercial integrators across North America and worldwide. Alarm.com's common stock is traded on Nasdaq under the ticker symbol ALRM. Alarm.com delivers serious security for serious people. To learn more, visit www.alarm.com. (*) Reconciliations of the non-GAAP measures are set forth at the end of this press release. (^) During the first quarter of 2026, the Company revised its definition of certain non-GAAP metrics to exclude gains and losses on investments with readily determinable fair value. Comparable information for the prior periods presented has been updated to conform to the current presentation. Further details are set forth at the end of this press release. Non-GAAP Financial Measures To supplement our consolidated selected financial data presented on a basis consistent with GAAP, this press release contains certain non-GAAP financial measures, including non-GAAP adjusted EBITDA, non-GAAP adjusted net income, non-GAAP adjusted net income attributable to common stockholders, non-GAAP adjusted net income attributable to common stockholders per share and non-GAAP free cash flow. We have included non-GAAP measures in this press release because they are financial, operating or liquidity measures used by our management to (i) understand and evaluate our core operating performance and trends and generate future operating plans, (ii) make strategic decisions regarding the allocation of capital and investments in initiatives that are focused on cultivating new markets for our solutions and (iii) provide useful information to management about the amount of cash generated by the business after necessary capital expenditures. We also use non-GAAP adjusted EBITDA as a performance measure under our executive bonus plan. Further, we believe that these non-GAAP measures of our financial results provide useful information to investors and others in understanding and evaluating our results of operations, business trends and financial condition. While we believe the use of these non-GAAP measures provides useful information to investors and management in analyzing our financial performance, non-GAAP measures have inherent limitations in that they do not reflect all of the amounts and transactions that are included in our financial statements prepared in accordance with GAAP. Non-GAAP measures do not serve as an alternative to GAAP nor do we consider our non-GAAP measures in isolation. Accordingly, we present non-GAAP financial measures only in connection with GAAP results. We urge investors to consider non-GAAP measures only in conjunction with our GAAP financials and to review the reconciliation of our non-GAAP financial measures to the most directly comparable GAAP financial measures, which are included in this press release. We consider non-GAAP free cash flow to be a liquidity measure, which we define as cash flows from operating activities less purchases of property and equipment. With respect to our expectations under "Financial Outlook" above, reconciliation of non-GAAP adjusted EBITDA and non-GAAP adjusted net income attributable to common stockholders guidance to the closest corresponding GAAP measure is not available without unreasonable efforts on a forward-looking basis due to the high variability, complexity and low visibility with respect to the charges excluded from these non-GAAP measures. In particular, non-ordinary course litigation expense, acquisition-related expense and tax adjustments can have unpredictable fluctuations based on unforeseen activity that is out of our control and/or cannot reasonably be predicted. We expect the above charges to have a significant and potentially highly variable impact on our future GAAP financial results. We exclude one or more of the following items from non-GAAP financial and operating measures: Interest expense: We record interest expense primarily related to the January 2021 issuance of $500.0 million aggregate principal amount of 0% convertible senior notes due January 15, 2026, or the 2026 Notes, and the May 2024 issuance of $500.0 million aggregate principal amount of 2.25% convertible senior notes due June 1, 2029, or the 2029 Notes. We exclude interest expense in calculating our non-GAAP adjusted EBITDA. For non-GAAP adjusted net income, non-GAAP adjusted net income attributable to common stockholders and non-GAAP adjusted net income attributable to common stockholders per share, basic and diluted, we do not exclude interest expense other than the interest expense related to the amortization of debt issuance costs related to the 2026 Notes and 2029 Notes as discussed below. Interest income and certain activity within other expense, net: We exclude interest income as well as certain activity within other expense, net including gains, losses or impairments on investments with readily determinable fair values and without readily determinable fair values and on other assets, gains on settlement fees as well as losses on the early extinguishment of the debt, when applicable, from our non-GAAP financial measures because we do not consider it part of our ongoing results of operations. Provision for income taxes: We exclude the impact related to our provision for income taxes from our non-GAAP adjusted EBITDA calculation. We do not consider this tax adjustment to be part of our ongoing results of operations. Income from equity method investments, net: We exclude income from equity method investments, net from our non-GAAP financial measures because we do not consider it part of our ongoing results of operations. Amortization expense: GAAP requires that operating expenses include the amortization of acquired intangible assets, which principally include acquired customer relationships, developed technology and trade names. We exclude amortization of intangibles from our non-GAAP financial measures because we do not consider amortization expense when we evaluate our ongoing business operations, nor do we factor amortization expense into our evaluation of potential acquisitions, or our measurement of the performance of those acquisitions. We believe that the exclusion of amortization expense enables the comparison of our performance to other companies in our industry as other companies may be more or less acquisitive than we are and therefore, amortization expense may vary significantly by company based on their acquisition history. Although we exclude amortization of acquired intangible assets from our non-GAAP financial measures, management believes that it is important for investors to understand that such intangible assets were recorded as part of purchase accounting and contribute to revenue generation. Depreciation expense: We record depreciation primarily for investments in property and equipment. We exclude depreciation in calculating non-GAAP adjusted EBITDA because we do not consider depreciation when we evaluate our ongoing business operations. For non-GAAP adjusted net income, non-GAAP adjusted net income attributable to common stockholders and non-GAAP adjusted net income attributable to common stockholders per share, basic and diluted, we do not exclude depreciation. Amortization of debt issuance costs: We record amortization of debt issuance costs related to the 2026 Notes and 2029 Notes as interest expense. We exclude amortization of debt issuance costs from our non-GAAP adjusted net income, non-GAAP adjusted net income attributable to common stockholders and non-GAAP adjusted net income attributable to common stockholders per share, basic and diluted, because we believe that the exclusion of this non-cash interest expense will provide for more meaningful information about our financial performance. Stock-based compensation expense: We exclude stock-based compensation expense, which relates to restricted stock units and other forms of equity incentives primarily awarded to employees of Alarm.com, because they are non-cash charges that we do not consider when assessing the operating performance of our business. Additionally, the determination of stock-based compensation expense can be calculated using various methodologies and is dependent upon subjective assumptions and other factors that vary on a company-by-company basis. Therefore, we believe that excluding stock-based compensation expense from our non-GAAP financial measures improves the comparability of our results to the results of other companies in our industry. Acquisition-related expense: Included in operating expenses are incremental costs directly related to business and asset acquisitions as well as changes in the fair value of contingent consideration liabilities, when applicable. We exclude acquisition-related expense from our non-GAAP financial measures because we believe that the exclusion of this expense allows us to better provide meaningful information about our operating performance, facilitates comparisons to our historical operating results, improves the comparability of our results to the results of other companies in our industry, and ultimately, we believe helps investors better understand the acquisition-related expense and the effects of the transaction on our results of operations. Litigation expense: We exclude non-ordinary course litigation expense because we do not consider legal costs and settlement fees incurred and received in litigation and litigation-related matters of non-ordinary course lawsuits and other disputes, particularly costs incurred in ongoing intellectual property litigation, to be indicative of our core operating performance. We do not adjust for ordinary course legal expenses, including those expenses resulting from maintaining and enforcing our intellectual property portfolio and license agreements. Forward-Looking Statements This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by their use of terms and phrases such as "anticipate," "believe," "continue," "designed," "enable," "ensure," "expect," "intend," "will," and other similar terms and phrases, and such forward-looking statements include, but are not limited to, the statements regarding the Company’s opportunities, positioning, the benefits of recently launched offerings, acquisitions and investments, and the Company’s guidance for the third quarter and full year of 2026 described under "Financial Outlook" above and key assumptions related thereto. The events described in these forward-looking statements involve known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from the results anticipated by these forward-looking statements, including, but not limited to: impact of the global economic uncertainty and financial market conditions caused by significant worldwide events, including public health crises, and geopolitical upheaval (including the ongoing conflicts in Ukraine and in the Middle East and surrounding areas), disruptions to global supply chains, fluctuations in interest rates, tariffs, risk of recession and inflation (collectively, the Macroeconomic Conditions) on the Company's business, results of operations and financial condition, including on the Company's hardware sales and Software-as-a-Service, or SaaS, and license revenue growth rate; the Company's business strategy, plans and objectives for future operations; continued enhancements of the Company's platform and offerings; the potential impact of trade policies and new or increased tariffs on the Company's cost of hardware revenue and hardware revenue margins; and the Company's future financial and business performance; and other risks and uncertainties discussed in the "Risk Factors" section of the Company’s Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2026 and other subsequent filings the Company makes with the Securities and Exchange Commission from time to time, including its Form 10-Q for the quarter ended June 30, 2026. In addition, the forward-looking statements included in this press release represent the Company’s views and expectations as of the date hereof and are based on information currently available to the Company. The Company anticipates that subsequent events and developments may cause the Company’s views to change. However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so except as required by law. These forward-looking statements should not be relied upon as representing the Company’s views as of any date subsequent to the date hereof. View source version on businesswire.com: https://www.businesswire.com/news/home/20260806709773/en/ Contacts Investor & Media Relations: Matthew [email protected]

Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +18.46%. A quarter ago, it was expected that this security service company would post earnings of $0.6 per share when it actually produced earnings of $0.65, delivering a surprise of +8.33%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Alarm.com, which belongs to the Zacks Security and Safety Services industry, posted revenues of $277.73 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.87%. This compares to year-ago revenues of $254.31 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Alarm.com shares have added about 11.1% since the beginning of the year versus the S&P 500's gain of 12.8%. While Alarm.com has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Alarm.com was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $265.63 million in revenues for the coming quarter and $2.82 on $1.07 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security and Safety Services is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, Cycurion, Inc. (CYCU), has yet to report results for the quarter ended June 2026. This company is expected to post quarterly loss of $0.56 per share in its upcoming report, which represents a year-over-year change of +87.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Cycurion, Inc.'s revenues are expected to be $3.62 million, down 6.9% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alarm.com Holdings, Inc. (ALRM) : Free Stock Analysis Report Cycurion, Inc. (CYCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Alarm.com Holdings (ALRM). This company, which is in the Zacks Security and Safety Services industry, shows potential for another earnings beat. This security service company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.71%. For the most recent quarter, Alarm.com was expected to post earnings of $0.6 per share, but it reported $0.65 per share instead, representing a surprise of 8.33%. For the previous quarter, the consensus estimate was $0.66 per share, while it actually produced $0.72 per share, a surprise of 9.09%. For Alarm.com, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Alarm.com has an Earnings ESP of +1.54% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss. Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alarm.com Holdings, Inc. (ALRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Looking back on vertical software stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Alarm.com (NASDAQ:ALRM) and its peers. Software is eating the world, and while a large number of solutions such as project management or video conferencing software can be useful to a wide array of industries, some have very specific needs. As a result, vertical software, which addresses industry-specific workflows, is growing and fueled by the pressures to improve productivity, whether it be for a life sciences, education, or banking company. The 4 vertical software stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.7% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.7% since the latest earnings results. Processing over 325 billion data points annually from more than 150 million connected devices, Alarm.com (NASDAQ:ALRM) provides cloud-based platforms that enable residential and commercial property owners to remotely monitor and control their security, video, energy, and other connected devices. Alarm.com reported revenues of $265.2 million, up 11% year on year. This print exceeded analysts’ expectations by 5.6%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ billings and EBITDA estimates. Alarm.com pulled off the biggest analyst estimate beat and highest full-year guidance raise of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 2.2% since reporting and currently trades at $45.98. Is now the time to buy Alarm.com? Access our full analysis of the earnings results here, it’s free. Built on a "versionless" cloud architecture that delivers quarterly updates to all customers, Manhattan Associates (NASDAQ:MANH) develops cloud-based software that helps retailers, wholesalers, and manufacturers manage their supply chains, inventory, and omnichannel operations. Manhattan Associates reported revenues of $282.2 million, up 7.4% year on year, outperforming analysts’ expectations by 3.3%. The business had a strong quarter with full-year EPS guidance beating analysts’ expectations and a decent beat of analysts’ revenue estimates. The market seems content with the results as the stock is up 3.2% since reporting. It currently trades at $139.24. Is now the time to buy Manhattan Associates? Access our full analysis of the earnings results here, it’s free. Pioneering the concept of "digital twins" for infrastructure projects long before it became an industry buzzword, Bentley Systems (NASDAQ:BSY) provides software solutions that help engineers design, build, and operate infrastructure projects across sectors including roads, bridges, utilities, mining, and industrial facilities. Bentley Systems reported revenues of $424.2 million, up 14.5% year on year, exceeding analysts’ expectations by 1.2%. Still, it was a slower quarter as it posted a significant miss of analysts’ billings estimates. Bentley Systems delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 5.3% since the results and currently trades at $30.37. Read our full analysis of Bentley Systems’s results here. With its systems powering the operations of hundreds of insurance brands across 42 countries, Guidewire Software (NYSE:GWRE) provides a technology platform that helps property and casualty insurance companies manage their core operations, digital engagement, and analytics. Guidewire Software reported revenues of $372.5 million, up 26.9% year on year. This number topped analysts’ expectations by 4.7%. It was a strong quarter as it also put up a solid beat of analysts’ billings estimates and an impressive beat of analysts’ revenue estimates. Guidewire Software scored the fastest revenue growth but had the weakest full-year guidance update among its peers. The stock is down 22.4% since reporting and currently trades at $117.33. Read our full, actionable report on Guidewire Software here, it’s free. Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. 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Alarm.com’s first quarter results reflected broad-based growth across its portfolio, with management crediting robust customer retention and growth in its commercial and energy businesses as key drivers. CEO Steve Trundle highlighted a revenue retention rate of 95.4%, which he described as “unusually high versus our traditional range,” and noted that the EnergyHub business provided a notable tailwind by pulling forward some revenue from later in the year. The quarter was not without challenges: Trundle cited weather-related disruptions impacting installation activity early in the quarter, as well as supply chain volatility tied to increased memory costs for hardware products driven by shifts in the semiconductor market. Despite these headwinds, management emphasized that nearly every business area performed at or above internal plans, and new AI-powered features in commercial video solutions are seeing rapid adoption. Is now the time to buy ALRM? Find out in our full research report (it’s free). Revenue: $265.2 million vs analyst estimates of $251 million (11% year-on-year growth, 5.6% beat) Adjusted EPS: $0.65 vs analyst estimates of $0.60 (7.6% beat) Adjusted Operating Income: $46.56 million vs analyst estimates of $28.97 million (17.6% margin, 60.7% beat) The company slightly lifted its revenue guidance for the full year to $1.07 billion at the midpoint from $1.06 billion Management slightly raised its full-year Adjusted EPS guidance to $2.82 at the midpoint EBITDA guidance for the full year is $215.5 million at the midpoint, in line with analyst expectations Operating Margin: 11.9%, in line with the same quarter last year Billings: $267.2 million at quarter end, up 11.4% year on year Market Capitalization: $2.09 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Adam Hotchkiss (Goldman Sachs) asked what drove the SaaS and license revenue beat and whether headwinds from legacy ADT relationships remained. CEO Steve Trundle pointed to high retention and a one-time EnergyHub revenue timing benefit, while noting ADT impact was not apparent in current results. Adam Hotchkiss (Goldman Sachs) followed up on AI adoption in OpenEye, asking if customers are waiting for advanced features or choosing first movers. Trundle explained that customers increasingly view AI as essential and are prioritizing providers that deliver business value through AI-driven insights. Matthew Filek (RBC Capital Markets) questioned gross margin sustainability as growth segments expand. CFO Kevin Bradley detailed expected margin profiles, with SaaS margins steady in the high 80% range and EnergyHub stabilizing near 65-70% as the mix shifts. Jack Vander Aarde (Maxim Group) inquired about EnergyHub’s growth composition and cross-sell synergy with security products. Trundle described a mix of expanding within current utilities, winning new ones, and leveraging residential channel overlap, noting synergy is still early but growing. Eleanor Smith (BofA Securities) asked about operating leverage and R&D spending. Bradley said R&D will remain roughly flat as a percentage of revenue, and that operating leverage will come as newer segments scale and market volatility is addressed. In the coming quarters, our analyst team will monitor (1) adoption rates and customer enrollment within EnergyHub’s utility partners, (2) the pace at which commercial clients adopt new AI-powered video analytics, and (3) the actual impact of hardware pricing adjustments in response to memory cost inflation. Additionally, we will track any signs of margin stabilization as hardware and SaaS mix evolves, and watch for new strategic channel partnerships or geographic expansion in commercial and energy segments. Alarm.com currently trades at $41.87, down from $47 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it’s free for active Edge members). WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don't just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week - FREE. Get Our Top 9 Market-Beating Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.