Every material Form 8-K Alarm.Com has filed with the SEC since May 09, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
Alarm.com reported fourth quarter 2025 total revenue of $261.7 million, up 8.0%, and GAAP net income attributable to common stockholders of $0.66 per diluted share, up from $0.56 a year earlier. For full year 2026, the company guided to total revenue of $1.0580 billion to $1.0650 billion, compared with $1.0112 billion in 2025, and non-GAAP adjusted net income of $2.78 to $2.79 per diluted share. Cash flow from operations fell to $153.3 million in 2025 from $206.4 million in 2024.
Q4 2025 total revenue $261.7 million, up 8.0% from $242.2 million; SaaS and license revenue $180.2 million, up 8.8%
Q4 2025 GAAP net income attributable to common stockholders $34.7 million, or $0.66 per diluted share, versus $0.56 a year earlier
FY2026 guidance: total revenue $1.0580 billion to $1.0650 billion; non-GAAP adjusted EBITDA $213.0 million to $215.0 million
2025 cash flow from operations $153.3 million, down from $206.4 million in 2024; cash and equivalents $960.6 million at December 31, 2025
Alarm.com reported third-quarter 2025 results on November 6, 2025, with total revenue up 6.6% to $256.4 million and SaaS and license revenue up 10.1% to $175.4 million. GAAP net income fell slightly to $35.1 million, and diluted earnings per share were $0.65, down from $0.67 a year earlier. The company raised its full-year 2025 SaaS and license revenue guidance to $685.2 million to $685.4 million.
Q3 2025 total revenue rose 6.6% to $256.4 million, versus $240.5 million in Q3 2024.
GAAP net income was $35.1 million, compared with $36.5 million; diluted EPS was $0.65, compared with $0.67.
Non-GAAP adjusted EBITDA rose 18.4% to $59.2 million, compared with $50.0 million.
Full-year 2025 SaaS and license revenue guidance is now $685.2 million to $685.4 million, up $4.1 million from the prior midpoint.
Alarm.com reported second-quarter 2025 total revenue up 8.8% to $254.3 million and GAAP net income up 5.2% to $34.2 million, and it raised its full-year 2025 guidance. Cash flow from operating activities for the first six months fell to $46.8 million from $72.8 million a year earlier, and cash and cash equivalents declined to $1.02 billion from $1.22 billion at December 31, 2024.
Q2 2025 total revenue rose 8.8% to $254.3 million from $233.8 million; SaaS and license revenue rose 9.0% to $170.0 million.
GAAP diluted EPS was $0.63 versus $0.62 a year earlier; non-GAAP adjusted EBITDA rose 13.0% to $48.4 million.
Full-year 2025 total revenue is guided to $990.0 million to $996.4 million; non-GAAP adjusted EBITDA to $195.0 million to $196.5 million. The filing does not state the prior guidance ranges.
Six-month non-GAAP free cash flow was $36.1 million versus $67.8 million in the same period of 2024.
At its June 4, 2025 annual meeting, Alarm.com stockholders approved the 2025 Equity Incentive Plan, elected all eight director nominees, ratified PricewaterhouseCoopers LLP as auditor for fiscal 2025, and approved executive pay on an advisory basis. The equity plan drew 12,038,110 against votes, a large share of the votes cast, and the plan's terms are set out in the April 23, 2025 proxy statement.
Equity Incentive Plan approved: 29,945,524 for, 12,038,110 against, 109,889 abstain, 5,011,845 broker non-votes
Timothy McAdam received 4,229,318 against votes in the director election, the most against votes of any nominee
PricewaterhouseCoopers LLP ratified as independent auditor for fiscal year ending December 31, 2025: 46,672,034 for, 318,340 against
Advisory vote on executive compensation approved: 39,736,667 for, 2,235,050 against
Alarm.com reported first-quarter 2025 results for the period ended March 31, 2025, with total revenue up 7.0% to $238.8 million and GAAP net income up 18.4% to $27.7 million. Diluted EPS rose to $0.52 from $0.44, but operating cash flow fell to $24.1 million from $49.9 million. The company also issued full-year 2025 guidance, including total revenue of $975.8 million to $991.2 million.
Total revenue rose 7.0% to $238.8 million from $223.3 million; SaaS and license revenue rose 9.0% to $163.8 million.
GAAP net income rose 18.4% to $27.7 million; diluted EPS was $0.52 versus $0.44 a year earlier.
Operating cash flow was $24.1 million versus $49.9 million; non-GAAP free cash flow was $17.9 million versus $46.8 million.
Full-year 2025 guidance: total revenue of $975.8 million to $991.2 million and non-GAAP adjusted EBITDA of $190.0 million to $193.0 million.
Alarm.com appointed Kevin Bradley, a company employee since 2009 who most recently led financial planning and analysis, as chief financial officer effective March 14, 2025. The filing states that CFO Steve Valenzuela is outgoing and that Bradley will lead the finance organization, including investor relations, reporting to CEO Steve Trundle.
Bradley, age 40, was Vice President of Financial Planning and Analysis from May 2017 through March 2025.
Compensation includes a $396,200 annual base salary and a $120,000 annual target bonus.
Equity grant of 25,000 restricted stock units and 25,000 stock options, each vesting over five years.
If the company terminates Bradley before November 22, 2027, he vests in a portion of his November 2023 restricted stock unit grant.
Alarm.com reported fourth-quarter and full-year 2024 results, with full-year total revenue and GAAP net income higher than in 2023, and issued 2025 guidance above 2024 levels. Fourth-quarter GAAP net income and diluted earnings per share were slightly lower than a year earlier. The company also said Chief Financial Officer Steve Valenzuela will retire effective June 2, 2025, a date that may be extended to assist the transition to a new CFO.
Full-year 2024 total revenue rose 6.6% to $939.8 million; GAAP net income rose to $122.5 million from $80.3 million in 2023.
Fourth-quarter 2024 GAAP net income was $30.1 million, compared with $31.2 million, and diluted EPS was $0.56, compared with $0.58.
2025 guidance: total revenue of $978.2 million to $980.8 million and non-GAAP adjusted EBITDA of $188.0 million to $192.0 million.
CFO Steve Valenzuela announced on February 17, 2025 that he will retire effective June 2, 2025, not due to any disagreement with the company.
Alarm.com reported third-quarter 2024 results for the quarter ended September 30, 2024. Total revenue rose 8.4% to $240.5 million, and GAAP net income attributable to common stockholders rose 87.9% to $36.7 million, or $0.67 per diluted share. The company also increased its full-year 2024 guidance, which points to higher expected revenue and profitability for shareholders.
Q3 total revenue rose 8.4% to $240.5 million; SaaS and license revenue rose 9.8% to $159.3 million.
GAAP diluted earnings per share were $0.67, compared with $0.37 in the third quarter of 2023.
Full-year 2024 total revenue guidance is $933.7 million to $935.9 million; non-GAAP adjusted EBITDA guidance is $174.0 million to $176.0 million.
Cash and cash equivalents were $1.17 billion at September 30, 2024, helped by the May 2024 issuance of $500.0 million in convertible notes.
Alarm.com reported second-quarter 2024 results on August 8, 2024, with total revenue up 4.4% to $233.8 million and GAAP net income attributable to common stockholders up 112.1% to $33.5 million, or $0.62 per diluted share. The company raised its full-year 2024 guidance for total revenue, non-GAAP adjusted EBITDA and non-GAAP adjusted net income attributable to common stockholders, which points to higher expected results for shareholders.
Total revenue rose 4.4% to $233.8 million; SaaS and license revenue rose 11.0% to $155.9 million.
GAAP net income attributable to common stockholders rose to $33.5 million, or $0.62 per diluted share, from $15.8 million, or $0.30, a year earlier.
Full-year 2024 total revenue guidance is $920.8 million to $931.2 million; non-GAAP adjusted EBITDA guidance is $165.0 million to $167.0 million.
Third-quarter 2024 SaaS and license revenue is expected to be $157.3 million to $157.5 million.
Alarm.com completed a private offering of $500.0 million of 2.25% convertible senior notes due June 1, 2029, including the full exercise of the initial purchasers' $75.0 million option. The company received net proceeds of about $485.1 million, and it used part of them for capped call transactions and to repurchase $75.0 million of its common stock, which shareholders should weigh against potential dilution from the notes.
Notes: $500.0 million principal, 2.25% annual interest, maturing June 1, 2029, with interest paid semiannually from December 1, 2024
Initial conversion price of about $87.28 per share, a premium of about 30% to the May 28, 2024 closing price
Net proceeds of about $485.1 million; about $63.1 million went to capped call transactions and $75.0 million to share repurchases at $67.14 per share
Company may not redeem the notes before June 7, 2027
Alarm.com named Cecile B. Harper as a Class III director and a member of its Nominating and Corporate Governance Committee, effective May 17, 2024. Harper is currently CFO and COO of the College Foundation of the University of Virginia, and previously spent 26 years at Southeastern Asset Management; the filing describes her role as routine board appointment with standard non-employee director pay.
Cecile B. Harper appointed May 16, 2024 as Class III director, effective May 17, 2024
Joins Nominating and Corporate Governance Committee; board determined she meets independence requirements for that committee
Term expires at the 2024 Annual Meeting of Stockholders; she receives standard non-employee director compensation, prorated for 2024
Alarm.com reported first-quarter 2024 results on May 9, 2024, with GAAP net income attributable to common stockholders up 63.7% to $23.6 million, or $0.44 per diluted share, and SaaS and license revenue up 11.0% to $150.3 million. The company raised its full-year 2024 guidance for SaaS and license revenue, non-GAAP adjusted EBITDA and non-GAAP adjusted net income attributable to common stockholders, which points to higher expected results for shareholders.
GAAP net income attributable to common stockholders was $23.6 million, or $0.44 per diluted share, versus $14.4 million, or $0.28, a year earlier
Total revenue rose 6.5% to $223.3 million; non-GAAP adjusted EBITDA rose 21.2% to $37.0 million
Full-year 2024 SaaS and license revenue guidance is $624.5 million to $625.0 million, and non-GAAP adjusted EBITDA guidance is $164.0 million to $166.0 million
A $4.0 million credit loss reserve tied to a subordinated credit agreement with a service provider partner reduced first-quarter earnings
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