Latest news with #Alarm.com's
Business Wire
28-05-2025
- Business
- Business Wire
Alarm.com to Participate in Upcoming Investor Conference
TYSONS, Va.--(BUSINESS WIRE)-- Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that management will host one-on-one investor meetings at the Jefferies Public Technology Conference on Thursday, May 29 th About Holdings, Inc. is the leading platform for the intelligently connected property. Millions of consumers and businesses depend on technology to manage and control their property from anywhere. Our platform integrates with a growing variety of Internet of Things (IoT) devices through our apps and interfaces. Our security, video, access control, intelligent automation, energy management, and wellness solutions are available through our network of thousands of professional service providers in North America and around the globe. common stock is traded on Nasdaq under the ticker symbol ALRM. For more information, please visit
Yahoo
28-05-2025
- Business
- Yahoo
Alarm.com to Participate in Upcoming Investor Conference
TYSONS, Va., May 28, 2025--(BUSINESS WIRE)-- Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that management will host one-on-one investor meetings at the Jefferies Public Technology Conference on Thursday, May 29th, 2025. About Holdings, Inc. is the leading platform for the intelligently connected property. Millions of consumers and businesses depend on technology to manage and control their property from anywhere. Our platform integrates with a growing variety of Internet of Things (IoT) devices through our apps and interfaces. Our security, video, access control, intelligent automation, energy management, and wellness solutions are available through our network of thousands of professional service providers in North America and around the globe. common stock is traded on Nasdaq under the ticker symbol ALRM. For more information, please visit View source version on Contacts Investor & Media Relations:Matt
Yahoo
08-05-2025
- Business
- Yahoo
Alarm.com (NASDAQ:ALRM) Beats Q1 Sales Targets
Home security and automation software provider (NASDAQ:ALRM) reported Q1 CY2025 results topping the market's revenue expectations , with sales up 7% year on year to $238.8 million. The company expects the full year's revenue to be around $983.5 million, close to analysts' estimates. Its non-GAAP profit of $0.54 per share was 13.8% above analysts' consensus estimates. Is now the time to buy Find out in our full research report. Revenue: $238.8 million vs analyst estimates of $234.3 million (7% year-on-year growth, 1.9% beat) Adjusted EPS: $0.54 vs analyst estimates of $0.47 (13.8% beat) Adjusted EBITDA: $43.54 million vs analyst estimates of $39.83 million (18.2% margin, 9.3% beat) The company slightly lifted its revenue guidance for the full year to $983.5 million at the midpoint from $979.5 million EBITDA guidance for the full year is $191.5 million at the midpoint, in line with analyst expectations Operating Margin: 12.4%, up from 8.4% in the same quarter last year Free Cash Flow Margin: 7.5%, down from 22.3% in the previous quarter Market Capitalization: $2.65 billion Founded in 2000 as a business unit within MicroStrategy, (NASDAQ:ALRM) is a software-as-a-service platform that enables users to control their security systems and smart home appliances from a single app. A company's long-term sales performance is one signal of its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Unfortunately, 6.9% annualized revenue growth over the last three years was weak. This fell short of our benchmark for the software sector and is a rough starting point for our analysis. This quarter, reported year-on-year revenue growth of 7%, and its $238.8 million of revenue exceeded Wall Street's estimates by 1.9%. Looking ahead, sell-side analysts expect revenue to grow 3.6% over the next 12 months, a deceleration versus the last three years. This projection doesn't excite us and implies its products and services will face some demand challenges. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. The customer acquisition cost (CAC) payback period measures the months a company needs to recoup the money spent on acquiring a new customer. This metric helps assess how quickly a business can break even on its sales and marketing investments. is extremely efficient at acquiring new customers, and its CAC payback period checked in at 15.3 months this quarter. The company's rapid recovery of its customer acquisition costs means it can attempt to spur growth by increasing its sales and marketing investments. We were impressed by how significantly blew past analysts' EBITDA expectations this quarter. We were also glad its full-year EBITDA guidance slightly exceeded Wall Street's estimates. Overall, we think this was a decent quarter with some key metrics above expectations. The stock remained flat at $55 immediately after reporting. So do we think is an attractive buy at the current price? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-05-2025
- Business
- Yahoo
Alarm.com (ALRM) Q1 Earnings Report Preview: What To Look For
Home security and automation software provider (NASDAQ:ALRM) will be announcing earnings results tomorrow afternoon. Here's what to expect. beat analysts' revenue expectations by 1.4% last quarter, reporting revenues of $242.2 million, up 7.1% year on year. It was a mixed quarter for the company, with a decent beat of analysts' billings estimates but full-year guidance of slowing revenue growth. Is a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting revenue to grow 4.9% year on year to $234.3 million, slowing from the 6.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.47 per share. Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. has only missed Wall Street's revenue estimates once over the last two years, exceeding top-line expectations by 1.9% on average. Looking at peers in the software-as-a-service segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Manhattan Associates delivered year-on-year revenue growth of 3.2%, beating analysts' expectations by 2.3%, and Pegasystems reported revenues up 44.1%, topping estimates by 33.1%. Manhattan Associates traded up 5.8% following the results while Pegasystems was also up 28.8%. Read our full analysis of Manhattan Associates's results here and Pegasystems's results here. There has been positive sentiment among investors in the software-as-a-service segment, with share prices up 17% on average over the last month. is up 6.3% during the same time and is heading into earnings with an average analyst price target of $69.88 (compared to the current share price of $52.68). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
Business Wire
21-04-2025
- Business
- Business Wire
Alarm.com to Announce 2025 First Quarter Results on May 8, 2025
TYSONS, Va.--(BUSINESS WIRE)-- Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today announced that it will report 2025 first quarter financial results after the market close on May 8, 2025. Management will host a conference call and webcast to discuss the company's financial results at 4:30 p.m. ET that same day. Please click here to pre-register for the conference call and obtain your dial-in number and individual passcode. You can also listen to the call via webcast on investor relations website. A recorded version will be available under the same link following the conclusion of the conference call. About Holdings, Inc. is the leading platform for the intelligently connected property. Millions of consumers and businesses depend on technology to manage and control their property from anywhere. Our platform integrates with a growing variety of Internet of Things (IoT) devices through our apps and interfaces. Our security, video, access control, intelligent automation, energy management, and wellness solutions are available through our network of thousands of professional service providers in North America and around the globe. common stock is traded on Nasdaq under the ticker symbol ALRM. For more information, please visit
