Alarm.com Holdings, Inc. filings document the public-company disclosures of a Nasdaq-listed connected-property software and technology provider. Recent Form 8-K reports furnish quarterly and annual operating results, including SaaS and license revenue, total revenue, net income, adjusted EBITDA measures and financial outlook commentary tied to the Alarm.com platform.
The company’s proxy materials describe annual meeting matters, stockholder voting procedures and corporate governance disclosures for its common stock. Other material-event filings cover officer and compensatory-arrangement disclosures, registered security information and formal Exchange Act reporting items relevant to Alarm.com’s governance, capital structure and operating updates.
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.
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.
Alarm.com Holdings, Inc. reports full-year 2025 results showing continued growth in its connected property platform business. Total revenue reached $1.0112 billion in 2025, up from $939.8 million in 2024 and $881.7 million in 2023, driven mainly by expanding Software-as-a-Service and license sales through its global network of service provider partners.
SaaS and license revenue grew to $689.4 million in 2025 from $631.2 million in 2024 and $569.2 million in 2023, reflecting increasing subscriber adoption across residential, commercial and energy markets. Net income attributable to common stockholders rose to $132.6 million in 2025, compared with $124.1 million in 2024 and $81.0 million in 2023, while non-GAAP adjusted EBITDA increased to $206.0 million from $176.2 million and $154.0 million in the prior two years.
The company highlights its scale in the connected property market, processing more than 365 billion data points from over 170 million connected devices during 2025. Alarm.com continues to invest in AI-driven video analytics, commercial solutions, and its EnergyHub demand response and virtual power plant platform, while selectively expanding internationally through investments and acquisitions. As of February 12, 2026, Alarm.com had 49,666,158 shares of common stock outstanding.
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.
Disciplined Growth Investors, Inc. filed Amendment No. 5 to a Schedule 13G reporting its beneficial ownership of Alarm.com Holdings, Inc. common stock. The firm reports beneficial ownership of 3,417,517 shares, representing 6.9% of the class as of the event date.
Disciplined Growth Investors has sole power to vote 3,059,598 shares and sole power to dispose of 3,417,517 shares, with no shared voting or dispositive power. The holder certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Alarm.com.
Alarm.com Holdings, Inc. officer (President, Ventures Business and Corporate Strategy) reported an option exercise and share sale. On 12/16/2025, the insider exercised an employee stock option for 22,727 shares of common stock at an exercise price of $15.02 per share and acquired these shares. On the same date, the insider sold 22,727 shares of common stock at a weighted average price of $51.82 per share in multiple transactions between $51.60 and $52.04.
After these transactions, the insider beneficially owned 505,805 shares of Alarm.com common stock directly and held 0 derivative securities from this option grant. The option was reported as immediately exercisable and fully vested.
Alarm.com Holdings reported that one of its officers, the President, Ventures Business and Corporate Strategy, exercised employee stock options and sold shares on December 12, 2025. He exercised 2,273 options at an exercise price of $15.02 per share, receiving the same number of common shares, and then sold 2,273 shares at a weighted average price of $52.51, with individual sale prices ranging from $52.50 to $52.54.
After these transactions, the officer directly owns 505,805 shares of Alarm.com common stock and holds 22,727 remaining employee stock options with a $15.02 exercise price that are immediately exercisable and fully vested, expiring on February 14, 2026.
Alarm.com Holdings, Inc. reported an insider stock sale by a director. On 12/12/2025, the director sold 1,154 shares of Alarm.com common stock in an open market transaction coded as a sale.
The weighted average sale price was $52.27 per share, with individual trades executed between $52.27 and $52.28. After this transaction, the director beneficially owns 6,123 shares of Alarm.com common stock, held directly. This filing is a Form 4 submitted by a single reporting person to disclose changes in insider ownership.
Alarm.com Holdings, Inc. (ALRM) Chief Executive Officer and director entered into multiple open-market purchases of common stock over three consecutive days. On 11/18/2025, an affiliated LLC bought 3,531 shares at a weighted average price of $48.57. On 11/19/2025, the LLC purchased 12,469 shares at a weighted average price of $48.53, and on 11/20/2025 it acquired 9,900 shares at a weighted average price of $48.06, plus a separate purchase of 100 shares at $48.66. Following these transactions, the LLC held 1,315,343 shares indirectly, while the reporting person also held 268,859 shares directly and additional shares through family trusts. The reporting person agreed to voluntarily disgorge to the company all statutory “profits” under Section 16(b) that resulted from these transactions.
Alarm.com Holdings (ALRM) reported Q3 2025 results with total revenue of $256,400, driven by SaaS and license revenue of $175,372 and hardware and other revenue of $81,028. Operating income was $37,021, and net income attributable to common stockholders was $35,338, or $0.65 diluted EPS ($0.71 basic).
Gross profit rose as costs were contained relative to revenue, while operating expenses reflected continued investment in R&D and go‑to‑market. Interest income of $11,274 and other income of $3,538 supported pre‑tax income of $47,507. Cash and cash equivalents were $1,066,583 as of September 30, 2025, and stockholders’ equity was $827,190.
The company closed acquisitions of CHeKT (81% stake; developed technology $9,412, customer relationships $486, trade names $814, goodwill $23,579) and Bridge to Renewables. Equity method investments expanded, including Safe Haven and All Access, with income from equity method investments of $2,793 in the quarter. Convertible senior notes were recorded at $499,068 current and $488,922 noncurrent. Shares outstanding were 49,879,680 as of October 30, 2025.