Alarm.com reported third-quarter 2026 total revenue of $279.4 million, up 9.0% from a year earlier, and GAAP diluted EPS of $0.66 versus $0.65. GAAP net income slipped to $34.3 million from $35.1 million. The company raised its full-year 2026 guidance for SaaS and license revenue and non-GAAP adjusted EBITDA, which matters to shareholders because it sets a higher expected range for the year.
Total revenue rose 9.0% to $279.4 million; SaaS and license revenue rose 9.0% to $191.2 million.
GAAP diluted EPS was $0.66 versus $0.65; GAAP net income was $34.3 million versus $35.1 million.
Full-year 2026 SaaS and license revenue guidance is $756.1 million to $756.3 million, up $12.2 million from the midpoint given in February 2026.
Full-year 2026 non-GAAP adjusted EBITDA guidance was raised to $227.0 million to $229.0 million.
Alarm.com reported second-quarter 2026 total revenue up 9.2% to $277.7 million, but GAAP net income fell to $24.2 million from $34.2 million. The company raised its full-year 2026 SaaS and license revenue and adjusted EBITDA guidance, which points to stronger expected operating results for shareholders even as GAAP profit declined in the quarter.
Total revenue rose 9.2% to $277.7 million; SaaS and license revenue rose 11.1% to $188.8 million
GAAP diluted EPS was $0.48 versus $0.63 a year earlier; GAAP net income was $24.2 million versus $34.2 million
Full-year 2026 SaaS and license revenue guidance is now $754.0 million to $754.4 million, up $10.2 million from the February 2026 midpoint
Non-GAAP adjusted EBITDA guidance raised to $221.0 million to $223.0 million; cash and equivalents were $479.4 million at June 30, 2026 after repaying $500.0 million of convertible notes in January
Alarm.com reported first-quarter 2026 total revenue of $265.2 million, up 11.0% from a year earlier, and raised its full-year 2026 SaaS and license revenue guidance by $6.0 million at the midpoint. GAAP net income fell to $23.4 million from $27.7 million, and GAAP diluted EPS fell to $0.47 from $0.52, while non-GAAP adjusted EBITDA rose to $49.6 million. Cash and cash equivalents fell to $497.4 million after the company repaid $500.0 million of 0% convertible notes in January.
Total revenue rose 11.0% to $265.2 million; SaaS and license revenue rose 10.8% to $181.5 million.
GAAP net income was $23.4 million versus $27.7 million; GAAP diluted EPS was $0.47 versus $0.52.
Full-year 2026 SaaS and license revenue guidance is now $749.5 million to $750.5 million; non-GAAP adjusted EBITDA guidance is $215.0 million to $216.0 million.
Cash and cash equivalents were $497.4 million at March 31, 2026, down from $960.6 million at December 31, 2025, mainly due to the January 14, 2026 repayment of $500.0 million in convertible notes.
Alarm.com said Jeff Bedell, its President of Venture Businesses and Corporate Strategy, will temporarily relinquish those duties effective March 12, 2026, citing a personal family issue. He remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer. The filing describes a temporary, administrative change in responsibilities and does not name a replacement or report any financial effect.
Effective March 12, 2026, Jeff Bedell temporarily relinquishes his duties as President, Venture Businesses and Corporate Strategy
The change is due to a personal family issue that requires substantial focus, according to the filing
Bedell remains a full-time employee and will serve as a senior advisor to the Chief Executive Officer
The filing does not name a successor or give a return date
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