Flash FinanceUS
Market closed · weekend S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · Alarm.Com (ALRM)

Alarm.com Q1 revenue rises 11% to $265.2 million; full-year SaaS guidance raised

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyAlarm.Com (ALRM)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:18 PM ET
Accession number0001459200-26-000008

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 May 07, 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.