NASDAQ$ALRM
Alarm.com Holdings Inc. · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Alarm.com reported steady Q4 2024 results with revenue and SaaS growth, though net income saw a slight decline.
Alarm.com reported a 7.1% increase in total revenue for Q4 2024, reaching $242.2 million, driven by an 11.7% rise in SaaS and license revenue. However, GAAP net income declined slightly to $30.1 million. Adjusted EBITDA remained stable at $46.4 million. The company continues to expand its AI-driven analytics and remote video monitoring solutions.
- Total revenue grew 7.1% year-over-year to $242.2 million.
- SaaS and license revenue increased 11.7% to $165.7 million.
- GAAP net income declined to $30.1 million from $31.2 million in Q4 2023.
- Non-GAAP EPS was $0.58, compared to $0.62 in Q4 2023.
Headline financials
Revenue & EPS history
Alarm.com · Revenue · Quarterly
$242M
Revenue by segment
Alarm.com · $222M total across 2 segments · Q3 2023
- SaaS and license revenue$145M+9.0%65.4%
- Hardware and other revenue$76.8M-7.5%34.6%
Forward guidance
Alarm.com expects steady revenue growth in 2025, particularly in SaaS and license segments, while macroeconomic conditions could impact hardware sales.
Tailwinds
- Q1 2025 SaaS and license revenue expected between $160.2M and $160.4M.
- FY 2025 SaaS and license revenue projected between $671.2M and $671.8M.
- FY 2025 total revenue expected to range from $978.2M to $980.8M.
- Continued expansion in remote video monitoring solutions with CHeKT acquisition.
- Strong demand for AI-driven analytics in commercial security.
Headwinds
- GAAP net income could be affected by rising operating expenses.
- Hardware revenue growth expected to remain flat.
- Macroeconomic uncertainty may impact customer spending on security solutions.
- Foreign exchange fluctuations could affect international revenue.
- Higher cost structure due to ongoing investments in AI and video analytics.
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 2024
+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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