NASDAQ$ALRM
Alarm.com Holdings Inc. · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Alarm.com reported solid results for Q4 2020, with SaaS and license revenue increasing 17% year-over-year and total revenue increasing 18% year-over-year.
Alarm.com reported solid financial results for the fourth quarter of 2020. SaaS and license revenue increased by 17% year-over-year, and total revenue increased by 18% year-over-year. GAAP net income attributable to common stockholders increased to $16.0 million.
- SaaS and license revenue increased 17% year-over-year to $105.5 million.
- Total revenue increased 18% year-over-year to $165.6 million.
- GAAP net income attributable to common stockholders increased to $16.0 million, compared to $13.0 million for the fourth quarter 2019.
- Non-GAAP adjusted EBITDA increased 8% year-over-year to $32.4 million, compared to $30.0 million for the fourth quarter 2019.
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$166M
Revenue by segment
Alarm.com · $166M total across 2 segments · Q4 2020
- SaaS and license revenue$106M+17.1%63.7%
- Hardware and other revenue$60.1M+19.2%36.3%
Forward guidance
Alarm.com provided its outlook for SaaS and license revenue for the first quarter of 2021 and its guidance for the full year 2021 based upon current management expectations in light of the ongoing COVID-19 pandemic.
Tailwinds
- SaaS and license revenue is expected to be in the range of $104.8 million to $105.0 million for the first quarter of 2021.
- SaaS and license revenue is expected to be in the range of $440.5 million to $441.5 million for the full year 2021.
- Total revenue is expected to be in the range of $660.5 million to $671.5 million for the full year 2021, which includes anticipated hardware and other revenue in the range of $220.0 million to $230.0 million.
- Non-GAAP adjusted EBITDA is expected to be in the range of $120.0 million to $130.0 million for the full year 2021.
- Non-GAAP adjusted net income attributable to common stockholders is expected to be in the range of $84.0 million to $90.0 million for the full year 2021, based on an estimated tax rate of 21.0%.
Headwinds
- The general economic situation remains fluid.
- It remains challenging to predict the full scope and duration of the impacts of the COVID-19 pandemic.
- Actual results may differ materially.
- The guidance provided above is forward-looking in nature.
- Alarm.com undertakes no obligation to update guidance after such date.
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 2020
+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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