NASDAQ$ALRM
Alarm.com Holdings Inc. · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
Alarm.com's financial performance in Q1 2022 showed revenue growth, but net income decreased due to increased shipping and inventory costs.
Alarm.com reported a 19.1% increase in total revenue to $205.4 million for Q1 2022. SaaS and license revenue increased by 14.8% to $123.2 million. However, GAAP net income decreased to $9.1 million, and non-GAAP adjusted EBITDA decreased to $29.9 million.
- Total revenue increased by 19.1% year-over-year to $205.4 million.
- SaaS and license revenue increased by 14.8% year-over-year to $123.2 million.
- GAAP net income attributable to common stockholders decreased to $9.1 million, or $0.18 per diluted share.
- Non-GAAP adjusted EBITDA decreased to $29.9 million.
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$205M
Revenue by segment
Alarm.com · $205M total across 2 segments · Q1 2022
- SaaS and license revenue$123M+14.7%60.0%
- Hardware and other revenue$82.2M+26.2%40.0%
Forward guidance
Alarm.com provided its outlook for SaaS and license revenue for the second quarter of 2022 and increased its revenue guidance for the full year of 2022.
Tailwinds
- SaaS and license revenue is expected to be in the range of $126.2 million to $126.4 million for the second quarter of 2022.
- SaaS and license revenue is expected to be in the range of $512.7 million to $513.3 million for the full year of 2022.
- Total revenue is expected to be in the range of $822.7 million to $853.3 million for the full year of 2022.
- Non-GAAP adjusted EBITDA is expected to be in the range of $149.0 million to $150.0 million for the full year of 2022.
- Non-GAAP adjusted net income attributable to common stockholders is expected to be in the range of $104.3 million to $105.0 million for the full year of 2022.
Headwinds
- Unusual geopolitical uncertainty.
- Continuing COVID-19 pandemic uncertainty.
- Significant global supply chain uncertainty.
- Further adverse developments in any of these areas could impact operating results.
- Actual results may differ materially.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2022
+0.6%
Avg return
Earnings day
+0.3%
Avg return
5 days after
+0.4%
Avg return
30 days after
52%
25 / 48 earnings
Positive
+22.7%
Q2 2023
Best reaction
-14.0%
Q3 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.3% | -9.9% | -3.4% | |
| Q4 2025 | +0.8% | +4.2% | -1.8% | |
| Q3 2025 | +5.8% | +6.4% | +10.5% | |
| Q1 2025 | +1.5% | +8.4% | +5.4% | |
| Q4 2024 | -1.7% | -4.5% | -6.6% | |
| Q3 2024 | +9.5% | +4.3% | +17.9% | |
| Q2 2024 | -5.0% | -6.1% | -14.9% | |
| Q1 2024 | -1.0% | -0.5% | -9.2% | |
| Q4 2023 | +4.3% | +9.3% | +5.9% | |
| Q3 2023 | +8.8% | +11.7% | +9.5% | |
| Q2 2023 | +22.7% | +16.5% | +17.8% | |
| Q1 2023 | +4.8% | +4.3% | +6.2% | |
| Q4 2022 | -2.0% | -2.1% | -4.8% | |
| Q3 2022 | -14.0% | +2.2% | -11.0% | |
| Q2 2022 | +3.6% | +4.9% | -3.4% | |
| Q1 2022 | -10.9% | -9.7% | +1.8% | |
| Q4 2021 | -1.1% | +0.5% | -1.1% | |
| Q3 2021 | +2.7% | +0.8% | -9.7% | |
| Q2 2021 | +7.4% | +3.5% | +1.3% | |
| Q1 2021 | -5.8% | -4.6% | -12.5% | |
| Q4 2020 | -5.4% | -1.9% | -6.2% | |
| Q3 2020 | +12.9% | +8.6% | +23.1% | |
| Q2 2020 | -0.2% | -2.7% | -2.7% | |
| Q1 2020 | +12.2% | +11.3% | +31.9% | |
| Q4 2019 | +3.9% | +4.4% | -8.2% | |
| Q3 2019 | -9.4% | -11.2% | -16.6% | |
| Q2 2019 | +5.3% | -2.1% | +1.2% | |
| Q1 2019 | -8.1% | -15.4% | -22.2% | |
| Q4 2018 | -8.8% | -9.0% | -0.2% | |
| Q3 2018 | +8.5% | +3.2% | +10.7% | |
| Q2 2018 | +8.4% | +13.0% | +23.9% | |
| Q1 2018 | -3.2% | -6.2% | +6.7% | |
| Q4 2017 | -6.3% | -3.1% | -2.2% | |
| Q3 2017 | -12.8% | -11.5% | -18.7% | |
| Q2 2017 | +5.7% | +4.0% | +13.8% | |
| Q1 2017 | -3.2% | -4.4% | +6.1% | |
| Q4 2016 | +3.8% | +8.9% | +2.5% | |
| Q3 2016 | -9.2% | -4.3% | -9.3% | |
| Q2 2016 | -2.8% | -9.1% | -17.1% | |
| Q1 2016 | -1.7% | — | — | |
| Q1 2015 | -1.7% | — | — | |
| Q4 2013 | +3.0% | — | — | |
| Q4 2015 | +3.0% | — | — | |
| Q3 2014 | -2.7% | — | — | |
| Q3 2015 | -2.7% | — | — | |
| Q2 2015 | +2.4% | — | — | |
| Q4 2014 | +2.4% | — | — | |
| Q2 2014 | +2.4% | — | — | |
| Q1 2014 | — | — | — | |
| Q3 2013 | — | — | — | |
| Q2 2013 | — | — | — | |
| Q1 2013 | — | — | — |
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