Alarm.com Q4 revenue rises 8% to $261.7 million; 2026 guidance set above 2025
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.
Key points
- 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
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:38 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.