Earnings Releases·Nov 5, 2026, 4:11 PM ET

Alarm.com — Third Quarter 2026 Earnings Summary

**Financial Results:** Total and SaaS/license revenue grew 9.0% year-over-year to $279.4 million and $191.2 million respectively; Non-GAAP adjusted net income rose to $0.90 per diluted share from $0.71, while GAAP net income dipped slightly to $0.66 per share.
**Guidance Increase:** Full-year 2026 SaaS/license revenue guidance was raised to $756.1–$756.3 million, with Non-GAAP adjusted EBITDA and net income per share expectations also increased to $227.0–$229.0 million and $3.02–$3.04 respectively.
**Strategic Acquisitions & Product:** Completed acquisition of CellGate to expand fence and gate channel access; launched new AI video clip summaries and expanded hardware portfolio with 4MP indoor cameras and battery-powered doorbells.
**Capital Allocation & Balance Sheet:** Repurchased $58.5 million of treasury stock during the first nine months; total cash and equivalents decreased to $534.7 million from $960.6 million following the full settlement of $500.0 million in convertible senior notes in January 2026.