Overview
Alarm.com Q3 SaaS and license rev grows 10.1% yr/yr to $175.4 mln
Adjusted EPS for Q3 beats analyst expectations
Company raises full-year 2025 revenue guidance, indicating positive outlook
Outlook
Company expects Q4 2025 SaaS and license revenue between $176.0 mln and $176.2 mln
Alarm.com raises 2025 full-year SaaS and license revenue guidance to $685.2 mln-$685.4 mln
Company anticipates 2025 total revenue to reach $1.00 bln
Result Drivers
SaaS AND LICENSE REVENUE - Increased 10.1% yr/yr to $175.4 mln, driving overall revenue growth
NEW PRODUCT LAUNCH - Introduction of outdoor Wi-Fi spotlight camera enhances surveillance capabilities
ACQUISITION IMPACT - EnergyHub's acquisition of Bridge to Renewables expands EV charging solutions
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Adjusted EPS | Beat | $0.76 | $0.61 (8 Analysts) |
Q3 EPS | $0.65 | ||
Q3 Net Income | $35.10 mln | ||
Q3 Adjusted EBITDA | Beat | $59.20 mln | $50.74 mln (8 Analysts) |
Q3 Operating Expenses | $131.82 mln | ||
Q3 Operating income | $37.02 mln | ||
Q3 Pretax Profit | $47.51 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 $69.00, about 30.9% above its November 5 closing price of $47.69
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 23 three months ago
Press Release: ID:nBw6Vn17fa
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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.)