NASDAQ$ALRM
Alarm.com Holdings Inc. · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Alarm.com's Q4 2021 financial results were reported, with revenue increasing but net income decreasing. The company launched new products and expanded its ecosystem.
Alarm.com reported a 17.9% increase in total revenue for Q4 2021, reaching $195.3 million. SaaS and license revenue grew by 15.4% to $121.7 million. However, GAAP net income attributable to common stockholders decreased by 42.7% to $9.1 million.
- Total revenue increased 17.9% year-over-year to $195.3 million.
- SaaS and license revenue increased 15.4% year-over-year to $121.7 million.
- GAAP net income attributable to common stockholders decreased 42.7% to $9.1 million.
- Non-GAAP adjusted EBITDA decreased 3.3% to $31.3 million.
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$195M
Revenue by segment
Alarm.com · $195M total across 2 segments · Q4 2021
- SaaS and license revenue$122M+15.4%62.3%
- Hardware and other revenue$73.5M+22.4%37.7%
Forward guidance
Alarm.com provided its outlook for SaaS and license revenue for the first quarter of 2022 and its guidance for the full year of 2022 based upon current management expectations.
Tailwinds
- SaaS and license revenue is expected to be in the range of $121.0 million to $121.2 million for the first quarter of 2022.
- SaaS and license revenue is expected to be in the range of $508.0 million to $509.0 million for the full year 2022.
- Total revenue is expected to be in the range of $808.0 million to $819.0 million for the full year 2022.
- Non-GAAP adjusted EBITDA is expected to be in the range of $149.0 million to $150.0 million for the full year 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 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 our operating results and our guidance.
- 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 Q4 2021
+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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