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Alarm.com Holdings, Inc. 8-K Filings

ALRM NASDAQ

Every 8-K that Alarm.com Holdings, Inc. (ALRM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ALRM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ALRM filings page.

Rhea-AI Summary

Alarm.com Holdings, Inc. reported second quarter 2026 results with SaaS and license revenue up 11.1% to $188.8 million and total revenue up 9.2% to $277.7 million compared with the same quarter of 2025. Non-GAAP adjusted EBITDA increased to $57.7 million from $49.9 million, while GAAP net income declined to $24.2 million from $34.2 million.

GAAP diluted earnings per share were $0.48, versus $0.63 a year earlier, but non-GAAP adjusted net income attributable to common stockholders rose to $41.1 million, or $0.77 per diluted share, from $35.2 million, or $0.62. For the six months ended June 30, 2026, cash flows from operating activities were $92.5 million and non-GAAP free cash flow was $86.8 million.

Cash and cash equivalents were $479.4 million as of June 30, 2026, reflecting payment and full settlement of a $500.0 million principal amount of 0% convertible senior notes in January 2026. The company raised its 2026 outlook, now expecting SaaS and license revenue of $754.0–$754.4 million, total revenue of $1.0790–$1.0894 billion, non-GAAP adjusted EBITDA of $221.0–$223.0 million, and non-GAAP adjusted diluted EPS of $2.92–$2.94.

Rhea-AI Summary

Alarm.com Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Shareholders elected eight directors, including Donald Clarke, Rear Admiral (Ret.) Stephen Evans, and Simone Wu, to serve until the 2027 annual meeting and until their successors are elected and qualified.

Stockholders also approved the ratification of PricewaterhouseCoopers LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 44,914,540 votes for, 281,962 against, and 66,749 abstentions. In addition, shareholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers.

Rhea-AI Summary

Alarm.com Holdings, Inc. reported first quarter 2026 revenue of $265.2 million, up 11.0% from $238.8 million a year earlier. SaaS and license revenue grew 10.8% to $181.5 million, reflecting continued subscription expansion.

GAAP net income was $23.4 million, down from $27.7 million, while non-GAAP adjusted EBITDA rose to $49.6 million from $45.8 million. Non-GAAP adjusted net income attributable to common stockholders was $34.7 million, or $0.65 per diluted share, compared to $32.2 million, or $0.57 per diluted share.

Cash and cash equivalents were $497.4 million as of March 31, 2026, versus $960.6 million at year-end, mainly after repaying $500.0 million of 0% convertible senior notes. Operating cash flow increased to $50.6 million from $24.1 million, and non-GAAP free cash flow was $49.7 million, up from $17.9 million.

For the second quarter of 2026, the company expects SaaS and license revenue between $185.5 million and $185.7 million. For full-year 2026, it now guides SaaS and license revenue to $749.5 million to $750.5 million, total revenue to $1.0595 billion to $1.0705 billion, non-GAAP adjusted EBITDA to $215.0 million to $216.0 million, and non-GAAP adjusted net income attributable to common stockholders to $151.5 million to $152.0 million, or $2.81 to $2.82 per diluted share based on 56.9 million diluted shares.

Rhea-AI Summary

Alarm.com Holdings, Inc. announced that, effective March 12, 2026, Jeff Bedell will temporarily step away from his role as President, Venture Businesses and Corporate Strategy due to a personal family issue requiring substantial focus. He will remain a full-time employee and serve as a senior advisor to the Chief Executive Officer, providing continuity of his experience and knowledge for the business.

Rhea-AI Summary

Alarm.com Holdings, Inc. reported solid growth for the fourth quarter and full year 2025. Q4 SaaS and license revenue rose 8.8% to $180.2 million and total revenue grew 8.0% to $261.7 million. GAAP net income increased to $34.6 million, or $0.66 per diluted share, with non-GAAP adjusted EBITDA up to $54.9 million.

For 2025, SaaS and license revenue grew 9.2% to $689.4 million and total revenue rose 7.6% to $1.0112 billion. GAAP net income reached $131.6 million, while non-GAAP adjusted EBITDA increased 16.9% to $206.0 million. Cash from operations decreased to $153.3 million and cash and cash equivalents fell to $960.6 million. For 2026, the company expects SaaS and license revenue of $743.0–$745.0 million, total revenue of $1.0580–$1.0650 billion, non-GAAP adjusted EBITDA of $213.0–$215.0 million and non-GAAP adjusted net income attributable to common stockholders of $150.5–$151.0 million.

Rhea-AI Summary

Alarm.com Holdings, Inc. (ALRM) furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The results were released via a press release furnished as Exhibit 99.1 under Item 2.02.

The company stated the information is furnished, not filed, which means it is not subject to Section 18 liability. The report was signed by CFO Kevin Bradley on November 6, 2025.