Every material Form 8-K Alarm.Com filed with the SEC in 2025, 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 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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Alarm.Com filing is on SEC EDGAR ↗. 8-K briefs of other companies →