Highlights

  • Alarm.com Holdings has no newer company announcement than its second-quarter 2026 results, published on 6 August.
  • For the quarter ended 30 June 2026, SaaS and licence revenue was $188.8 million, up 11.1% from $170.0 million.
  • GAAP net income fell to $24.2 million from $34.2 million, while non-GAAP adjusted net income per diluted share rose to $0.77 from $0.62.
  • Cash and cash equivalents were $479.4 million at 30 June, compared with $960.6 million at 31 December 2025, a fall of about $481 million, which is close to the size of the repayment.

Alarm.com (NASDAQ:ALRM) Holdings has no newer company announcement than its second-quarter 2026 results, published on 6 August. Those results came with a higher full-year outlook, which remains the most recent formal guidance we could verify. The shares were quoted at $57.84 at 9.56am Eastern Time on Thursday 15 October, up 2.05% on a prior close of $56.68, according to delayed data on StockAnalysis.com. That is an intraday quote rather than a closing price.

Inside the Latest Results

For the quarter ended 30 June 2026, SaaS and licence revenue was $188.8 million, up 11.1% from $170.0 million. Total revenue was $277.7 million, up 9.2% from $254.3 million, so hardware and other revenue grew more slowly than the recurring software line. SaaS and licence revenue is the subscription-style portion of the business and is the line management emphasises in its guidance.

Profit measures were mixed. GAAP net income fell to $24.2 million from $34.2 million, while non-GAAP adjusted net income per diluted share rose to $0.77 from $0.62. Adjusted EBITDA increased to $57.7 million from $49.9 million. The company's own release does not break out buybacks for the quarter alone, but shows $45.0 million of treasury stock purchases in the first six months of 2026.

Balance sheet and capital allocation

Cash and cash equivalents were $479.4 million at 30 June, compared with $960.6 million at 31 December 2025, a fall of about $481 million, which is close to the size of the repayment. The decline mainly reflects, as the release explains, repayment of $500.0 million of convertible notes in January 2026, which also helps explain lower interest income and the year-on-year fall in GAAP net income that management described on its first-quarter call.

That call, reported by Nasdaq.com in May, also covered a board authorisation to repurchase up to $150 million of stock over two years. Management said it was changing its non-GAAP definitions to exclude mark-to-market movements on treasury equity holdings, which lowered the recast 2025 adjusted EBITDA to $201.3 million from the $206.0 million previously reported.

Guidance and operating pressures

Alarm.com guided to third-quarter SaaS and licence revenue of $189.8 million to $190.0 million. For 2026 it now expects SaaS and licence revenue of $754.0 million to $754.4 million, total revenue of $1.0790 billion to $1.0894 billion, and adjusted EBITDA of $221.0 million to $223.0 million. It also guided to non-GAAP adjusted net income of $156.0 million to $157.0 million, or $2.92 to $2.94 per diluted share. These are management forecasts, not reported figures.

The first-quarter commentary flagged several pressures. Management cited higher memory costs linked to artificial intelligence chip demand and said it expected to raise prices on memory-based products, without yet knowing the effect on demand. It also referred to a February 2026 Supreme Court ruling on tariffs and planned to lower pass-through fees, trimming second-half pass-through revenue by about $5 million versus its prior outlook. Those remarks predate the second-quarter release, so they should be read as dated context.

Valuation context and what to watch

At the quoted price the market capitalisation was about $2.84 billion, and the 52-week range was $41.49 to $58.15, so the shares sat close to the top of that band. We have not verified which indices, if any, include the stock, so the Nasdaq Composite is used here only as a general benchmark for Nasdaq-listed technology companies.

Alarm.com has not announced a third-quarter reporting date in the sources reviewed. When it does, investors are likely to focus on whether SaaS and licence growth holds near the guided level, how hardware margins respond to component costs and pricing, and how cash is deployed after the convertible repayment. Readers should rely on primary filings for the latest figures, particularly given the changed non-GAAP definitions.