Key Highlights

  • Alarm.com reported second-quarter 2026 Revenue of $277.7 million, up 9.2%, with SaaS and license revenue up 11.1% to $188.8 million.
  • Cash and equivalents were $479.4 million at 30 June, down from $960.6 million in December 2025 after $500.0 million of 0% convertible notes were settled in January 2026.
  • The company raised full-year non-GAAP adjusted EBITDA guidance to $221.0 million to $223.0 million.

Where the latest reporting stands

Alarm.com Holdings (NASDAQ:ALRM) last reported results on 6 August 2026, for the quarter ended 30 June. No later company announcement has been identified, and no date for third-quarter results has been confirmed. Last year's third-quarter results were scheduled for 6 November 2025, but that is not a confirmed 2026 date.

Second-quarter results

Total revenue was $277.7 million, up 9.2% from $254.3 million a year earlier. The recurring line, SaaS and license revenue, rose 11.1% to $188.8 million, so recurring software is growing faster than the group as a whole. The mid-point of third-quarter guidance, about $189.9 million, would be only a small step up from the $188.8 million reported for the second quarter, which suggests management expects sequential growth to be modest. Hardware and other revenue makes up the balance and, on the company's own full-year guidance, is expected to total $325.0 million to $335.0 million for 2026.

Profitability showed a split. GAAP Net Income fell to $24.2 million from $34.2 million, and GAAP Diluted Earnings per Share fell to $0.48 from $0.63. Non-GAAP adjusted EBITDA, however, rose to $57.7 million from $49.9 million, and non-GAAP adjusted diluted earnings per share rose to $0.77 from $0.62. The company noted that prior-period non-GAAP figures were revised to exclude gains and losses on certain investments, so comparisons use the restated base.

Cash, notes and buybacks

Cash and equivalents were $479.4 million at 30 June, compared with $960.6 million at the end of December 2025. The release attributes the drop to the payment and full settlement in January 2026 of $500.0 million of 0% convertible notes, so the comparison with December is not like for like.

The company also bought back $45.0 million of stock in the six months to 30 June 2026. The release gives no second-quarter-only figure.

Guidance and operational notes

Management's guidance, which is a company expectation and not a reported result, is third-quarter SaaS and license revenue of $189.8 million to $190.0 million. For the full year it expects SaaS and license revenue of $754.0 million to $754.4 million, total revenue of $1.0790 billion to $1.0894 billion, and non-GAAP adjusted EBITDA of $221.0 million to $223.0 million, which it raised. Adjusted net income is guided at $156.0 million to $157.0 million, or $2.92 to $2.94 per diluted share.

The release also highlighted a Fire Communicator launched for the commercial fire market, and multi-partition capabilities added to its CHeKT remote video monitoring. Its EnergyHub unit dispatched 304 Demand response events across 31 states and Ontario over the July Fourth weekend, shifting 17.5 GWh of load.

What to watch

The next report should show whether SaaS and license revenue lands within the narrow third-quarter range of $189.8 million to $190.0 million, a spread of only $0.2 million, and whether hardware revenue stays consistent with the full-year range. Other points to watch are the gap between GAAP and non-GAAP earnings, which widened in the second quarter, and any update on repurchases now that the convertible notes are gone and cash was $479.4 million at the end of June 2026.