NASDAQ$ALRM
Alarm.com Holdings Inc. · Q4 2019 earnings
Q4 2019 earnings · · Investor relations
Briefing
Alarm.com reported solid results for Q4 2019, driven by the performance of service provider partners and the Alarm.com team.
Alarm.com's total revenue for Q4 2019 was $140.5 million, a 26% increase year-over-year. SaaS and license revenue increased 16% to $90.1 million. GAAP net income attributable to common stockholders increased to $13.0 million, or $0.26 per diluted share. Non-GAAP adjusted EBITDA increased 44% year-over-year to $30.0 million.
- SaaS and license revenue increased 16% year-over-year to $90.1 million.
- Total revenue increased 26% year-over-year to $140.5 million.
- GAAP net income attributable to common stockholders increased to $13.0 million, compared to $7.9 million for the fourth quarter 2018.
- Non-GAAP adjusted EBITDA increased 44% year-over-year to $30.0 million, compared to $20.9 million for the fourth quarter 2018.
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$140M
Revenue by segment
Alarm.com · $140M total across 2 segments · Q4 2019
- SaaS and license revenue$90.1M+15.7%64.1%
- Hardware and other revenue$50.4M+50.2%35.9%
Forward guidance
Alarm.com is providing its outlook for SaaS and license revenue for the first quarter of 2020 and its guidance for the full year 2020.
Tailwinds
- SaaS and license revenue is expected to be in the range of $89.9 million to $90.1 million for the first quarter of 2020.
- SaaS and license revenue is expected to be in the range of $382.0 million to $382.5 million for the full year 2020.
- Total revenue is expected to be in the range of $547.0 million to $557.5 million for the full year 2020, which includes anticipated hardware and other revenue in the range of $165.0 million to $175.0 million.
- Non-GAAP adjusted EBITDA is expected to be in the range of $107.0 million to $110.0 million for the full year 2020.
- Non-GAAP adjusted net income attributable to common stockholders is expected to be in the range of $74.9 million to $75.4 million, based on an estimated tax rate of 21.0% for the full year 2020.
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 Q4 2019
+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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