Description

Alarm.com Is Opening Its Video Stack to Third-Party Cameras — A Hardware-Light Strategy to Scale Camera Counts and Revenue!

Alarm.com reported strong financial results for the third quarter of 2025, surpassing expectations and demonstrating resilience and growth across different sectors of its business. SaaS and license revenue growth was notable, reaching $175.4 million, with adjusted EBITDA at $59.2 million. The company’s energy segment, especially through its EnergyHub platform, has been a significant growth driver. EnergyHub, which orchestrates distributed energy resources, contributed to a SaaS revenue growth of approximately 20% to 25% year-over-year, accounting for 30% of total SaaS revenue. Alarm.com continues to expand its offerings and market reach through strategic product releases and integrations. An emphasis on video technology is central to its platform strategy, enhancing system functionality and customer engagement. This quarter saw the launch of new video camera models and intelligent video-based deterrence capabilities, leveraging AI to enhance security solutions. Commercial video solutions have also expanded, with integrations allowing Alarm.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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