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AI brief of an SEC Form 8-K · Alarm.Com (ALRM)

Alarm.com Q2 revenue up 9.2%; GAAP net income falls to $24.2 million, guidance raised

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyAlarm.Com (ALRM)
Form8-K, current report
Filed with the SECAug 6, 2026, 4:11 PM ET
Accession number0001459200-26-000014

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 August 06, 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.