Alarm.com Q1 revenue rises 11%

Alarm.com Holdings

07/05/2026 21:21

Overview

Connected property platform's Q1 revenue rose 11%, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Adjusted EBITDA for Q1 beat analyst expectations

Outlook

Alarm.com raises 2026 SaaS and license revenue outlook to $749.5 mln-$750.5 mln

Company sees Q2 SaaS and license revenue at $185.5 mln-$185.7 mln

Alarm.com expects 2026 total revenue of $1.0595 bln-$1.0705 bln and adjusted EBITDA of $215 mln-$216 mln

Result Drivers

PRODUCT INNOVATION - Co highlighted new AI video analytics and automation features as drivers of operational intelligence and user engagement

ENHANCED USER EXPERIENCE - Co said new automation and integration features are expected to simplify system configuration and increase user engagement

EMERGENCY RESPONSE FEATURES - Co launched Location Insights to provide real-time visibility during alarm events, aiming to support faster emergency response and reduce unnecessary dispatches

Company press release: ID:nBw9rHGqba

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$265.20 mln
$250.86 mln (7 Analysts)
Q1 Adjusted EPS
Beat
$0.65
$0.60 (7 Analysts)
Q1 EPS
$0.47
Q1 Net Income
$23.38 mln
Q1 Adjusted EBITDA
Beat
$49.60 mln
$46.75 mln (7 Analysts)
Q1 Operating Expenses
$143.04 mln
Q1 Operating income
$31.64 mln
Q1 Pretax Profit
$28.99 mln


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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)