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NASDAQ:ALRM
Alarm.com Holdings Stock Earnings Reports
$58.36
-0.130 (-0.222%)
At Close: Mar 17, 2025
Alarm.com Holdings Earnings Calls
Q4 2024
Beat
$0.580 (9.43%)
| Release date | Feb 20, 2025 |
| EPS estimate | $0.530 |
| EPS actual | $0.580 |
| EPS Surprise | 9.43% |
| Revenue estimate | 237.443M |
| Revenue actual | 242.24M |
| Revenue Surprise | 2.02% |
Q3 2024
Beat
$0.620 (26.53%)
| Release date | Nov 07, 2024 |
| EPS estimate | $0.490 |
| EPS actual | $0.620 |
| EPS Surprise | 26.53% |
| Revenue estimate | 237.443M |
| Revenue actual | 240.497M |
| Revenue Surprise | 1.29% |
Q2 2024
Beat
$0.580 (18.37%)
| Release date | Aug 08, 2024 |
| EPS estimate | $0.490 |
| EPS actual | $0.580 |
| EPS Surprise | 18.37% |
| Revenue estimate | 227.09M |
| Revenue actual | 233.807M |
| Revenue Surprise | 2.96% |
Q1 2024
Beat
$0.500 (2.04%)
| Release date | May 09, 2024 |
| EPS estimate | $0.490 |
| EPS actual | $0.500 |
| EPS Surprise | 2.04% |
| Revenue estimate | 219.46M |
| Revenue actual | 223.283M |
| Revenue Surprise | 1.74% |
Last 4 Quarters for Alarm.com Holdings
Below you can see how ALRM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Q1 2024
Beat
| Release date | May 09, 2024 |
| Fiscal end date | Mar 31, 2024 |
| Price on release | $68.79 |
| EPS estimate | $0.490 |
| EPS actual | $0.500 |
| EPS surprise | 2.04% |
| Date | Price |
|---|---|
| May 03, 2024 | $68.27 |
| May 06, 2024 | $70.25 |
| May 07, 2024 | $69.80 |
| May 08, 2024 | $68.61 |
| May 09, 2024 | $68.79 |
| May 10, 2024 | $67.93 |
| May 13, 2024 | $68.01 |
| May 14, 2024 | $68.26 |
| May 15, 2024 | $70.05 |
| 4 days before | 0.762% |
| 4 days after | 1.83% |
| On release day | -1.25% |
| Change in period | 2.61% |
Q2 2024
Beat
| Release date | Aug 08, 2024 |
| Fiscal end date | Jun 30, 2024 |
| Price on release | $65.60 |
| EPS estimate | $0.490 |
| EPS actual | $0.580 |
| EPS surprise | 18.37% |
| Date | Price |
|---|---|
| Aug 02, 2024 | $65.95 |
| Aug 05, 2024 | $63.96 |
| Aug 06, 2024 | $64.96 |
| Aug 07, 2024 | $64.37 |
| Aug 08, 2024 | $65.60 |
| Aug 09, 2024 | $61.15 |
| Aug 12, 2024 | $59.37 |
| Aug 13, 2024 | $60.46 |
| Aug 14, 2024 | $60.03 |
| 4 days before | -0.531% |
| 4 days after | -8.49% |
| On release day | -6.78% |
| Change in period | -8.98% |
Q3 2024
Beat
| Release date | Nov 07, 2024 |
| Fiscal end date | Sep 30, 2024 |
| Price on release | $57.14 |
| EPS estimate | $0.490 |
| EPS actual | $0.620 |
| EPS surprise | 26.53% |
| Date | Price |
|---|---|
| Nov 01, 2024 | $53.42 |
| Nov 04, 2024 | $53.91 |
| Nov 05, 2024 | $56.00 |
| Nov 06, 2024 | $58.00 |
| Nov 07, 2024 | $57.14 |
| Nov 08, 2024 | $63.51 |
| Nov 11, 2024 | $61.37 |
| Nov 12, 2024 | $60.50 |
| Nov 13, 2024 | $60.95 |
| 4 days before | 6.96% |
| 4 days after | 6.67% |
| On release day | 11.15% |
| Change in period | 14.10% |
Q4 2024
Beat
| Release date | Feb 20, 2025 |
| Fiscal end date | Dec 31, 2024 |
| Price on release | $60.56 |
| EPS estimate | $0.530 |
| EPS actual | $0.580 |
| EPS surprise | 9.43% |
| Date | Price |
|---|---|
| Feb 13, 2025 | $63.82 |
| Feb 14, 2025 | $62.97 |
| Feb 18, 2025 | $61.54 |
| Feb 19, 2025 | $60.75 |
| Feb 20, 2025 | $60.56 |
| Feb 21, 2025 | $59.55 |
| Feb 24, 2025 | $60.33 |
| Feb 25, 2025 | $59.11 |
| Feb 26, 2025 | $57.86 |
| 4 days before | -5.11% |
| 4 days after | -4.46% |
| On release day | -1.67% |
| Change in period | -9.34% |
Alarm.com Holdings Earnings Call Transcript Summary of Q4 2024
Q4 Financial Results
Adjusted EBITDA for Q4 was $46.4 million.
- Total revenue for Q4 was $242.2 million, a 7.1% increase from the previous year.
- GAAP net income was $30.1 million; adjusted net income was $32.6 million ($0.58 per share).
Full Year 2024 Results
- Total SaaS and license revenue was $631.2 million, up 10.9% year-over-year.
- Total revenue for the year was $939.8 million, reflecting a 6.6% increase.
- GAAP net income increased to $122.5 million.
- Cash and cash equivalents at year-end stood at $1.22 billion.
Business Performance Insights
- Strong growth in commercial security and EnergyHub segments, contributing to roughly 26% of total SaaS revenue.
- The residential business remained robust, driven by demand for professional smart home security solutions.
- Introduction of the pro-thermostat HQ, which operates independently of WiFi, is targeted at residential rental markets.
- The commercial business generated over $80 million in SaaS revenue, and the OpenEye enterprise video business achieved nearly $20 million in SaaS revenue.
- EnergyHub now exceeds $50 million in SaaS revenue, positioned for future growth in energy management solutions.
Acquisition of CHeKT
- Acquisition aimed at enhancing capabilities in remote video monitoring services (RVM), allowing for more effective video surveillance and control room operations.
- Seen as a strategic fit to expand offerings in the commercial market.
2025 Financial Outlook
- Q1 2025 SaaS and license revenue guidance: $160.2 million to $160.4 million.
- Full-year 2025 guidance: SaaS and license revenue of $671.2 million to $671.8 million, with total revenue projected at $978.2 million to $980.8 million.
- Non-GAAP adjusted net income for 2025 expected to be between $130 million to $131 million ($2.28 to $2.29 per diluted share).
Strategic Direction
- Continued investment in and focus on growth areas, including commercial, international markets, and EnergyHub.
- Acknowledgment of competitive pressures, particularly in the residential sector, with an emphasis on enhancing product offerings to maintain competitive edge.
- Plans to further diversify international revenue through local service provider partnerships.
Management Updates
- Steve Valenzuela, CFO, announced his retirement but will assist in the transition to a new CFO.
- Strong appreciation expressed for his contributions during significant growth in company revenue.
Conclusion
Alarm.com reported solid growth in both residential and commercial sectors, enhanced by strategic acquisitions and innovative product offerings. 2025 is projected to continue this upward trend, driven by sustained demand for smart home technologies and energy management solutions. The company is focused on executing its strategy while maintaining profitability and addressing competitive challenges.
Alarm.com Holdings Earnings History
Earnings Calendar
FAQ
When is the earnings report for ALRM?
Alarm.com Holdings (ALRM) has scheduled its earnings report for May 08, 2025 after the markets close.
What is the ALRM price-to-earnings (P/E) ratio?
ALRM P/E ratio as of Mar 17, 2025 (TTM) is 23.27.
What is the ALRM EPS forecast?
The forecasted EPS (Earnings Per Share) for Alarm.com Holdings (ALRM) for the first fiscal quarter 2025 is $0.480.
What are Alarm.com Holdings's retained earnings?
On its balance sheet, Alarm.com Holdings reported retained earnings of $242.24 million for the latest quarter ending Dec 31, 2024.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
