Alarm.com Holdings Inc
XMUN:3RL
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Alarm.com Holdings Inc
Alarm.com builds the software and connected devices that power remote security and automation systems for homes and businesses. Its platform connects alarms, cameras, locks, thermostats, lights, water sensors, and other devices so users can monitor and control them from an app or web portal. The company usually sells through security dealers, service providers, and other channel partners rather than directly to end users. The business makes money mainly from recurring subscription fees for access to its software platform, monitoring features, and related cloud services. It also earns revenue from the hardware and equipment that partners install at customer sites, such as control panels, sensors, cameras, and smart home devices. That mix gives Alarm.com both recurring service revenue and product sales tied to new installations and upgrades. What makes Alarm.com different is that it sits between the device maker, the installer, and the end customer. It does not just sell alarms; it supplies the connected platform that ties security, automation, and monitoring together. That makes it an important technology layer for the residential and small-business security market, especially for partners that want a ready-made system they can brand and support.
Alarm.com builds the software and connected devices that power remote security and automation systems for homes and businesses. Its platform connects alarms, cameras, locks, thermostats, lights, water sensors, and other devices so users can monitor and control them from an app or web portal. The company usually sells through security dealers, service providers, and other channel partners rather than directly to end users.
The business makes money mainly from recurring subscription fees for access to its software platform, monitoring features, and related cloud services. It also earns revenue from the hardware and equipment that partners install at customer sites, such as control panels, sensors, cameras, and smart home devices. That mix gives Alarm.com both recurring service revenue and product sales tied to new installations and upgrades.
What makes Alarm.com different is that it sits between the device maker, the installer, and the end customer. It does not just sell alarms; it supplies the connected platform that ties security, automation, and monitoring together. That makes it an important technology layer for the residential and small-business security market, especially for partners that want a ready-made system they can brand and support.
Beat and raise: Alarm.com said first-quarter results exceeded expectations, with SaaS and license revenue of $181.5 million, total revenue of $265.2 million, and adjusted EBITDA of $49.6 million.
Retention strength: Revenue retention was over 95% in the quarter, which management said was one of the highest readings in the past 10 years and the biggest driver of the SaaS beat.
Hardware headwinds: Management pointed to two hardware pressures for the rest of the year: lower tariff pass-through revenue after the Supreme Court ruling and rising memory costs tied to AI-related supply shifts.
AI momentum: OpenEye is seeing strong demand for AI-based features like Visual Check and AI Visual Search, with customers increasingly buying through an AI lens for both security and operational value.
Capital returns: The company repurchased 428,000 shares in the quarter and its board authorized up to $150 million of additional repurchases over the next 2 years.
Outlook raised: Alarm.com raised full-year 2026 SaaS and license revenue, total revenue, and adjusted EBITDA guidance, while keeping the implied adjusted EBITDA margin around 20.2%.
