Brief: Alarm.com Q2 Revenue USD 169.993 Million Vs. IBES Estimate USD 244 Million

Alarm.com Holdings

07/08/2025 21:22

Overview

Adjusted EPS for Q2 beats estimates, indicating strong operational performance

Adjusted EBITDA for Q2 rises 13%, beating analyst expectations

Outlook

Alarm.com expects Q3 SaaS and license revenue between $171.4 mln and $171.6 mln

Alarm.com raises full-year SaaS and license revenue guidance to $681.0 mln-$681.4 mln

Full-year total revenue expected between $990.0 mln and $996.4 mln

Non-GAAP adjusted EBITDA for 2025 expected between $195.0 mln and $196.5 mln

Result Drivers

SaaS AND LICENSE REVENUE - Increased 9% to $170.0 mln, contributing to overall revenue growth

AI-DRIVEN VIDEO ANALYTICS - OpenEye's new AI-powered tools likely supported revenue by enhancing product offerings

SMART THERMOSTAT LAUNCH - New T25 thermostat may have contributed to revenue growth through expanded product line

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adjusted EPS
Beat
$0.6
$0.51 (8 Analysts)
Q2 EPS
$0.63
Q2 Net Income
$34.22 mln
Q2 Adjusted EBITDA
Beat
$48.40 mln
$43.20 mln (7 Analysts)
Q2 Operating Expenses
$134.82 mln
Q2 Operating income
$32.02 mln
Q2 Pretax Profit
$39.36 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Alarm.com Holdings Inc is $68.00, about 18% above its August 6 closing price of $55.77

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBwcc4LnMa

(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.)