Alarm.Com Holdings, Inc. (ALRM) — SEC Filings
Alarm.Com Holdings, Inc. (ALRM) — 25 SEC filings. Latest: 10-Q (Nov 6, 2025). Includes 7 8-K, 6 10-Q, 6 SC 13G/A.
View Alarm.Com Holdings, Inc. on SEC EDGAR
Overview
Alarm.Com Holdings, Inc. (ALRM) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 6, 2025: Alarm.com Holdings, Inc. reported total revenue of $256.4 million for the three months ended September 30, 2025, an increase of 6.6% from $240.5 million in the prior year period. SaaS and license revenue grew by 10.1% to $175.4 million, while hardware and other revenue remained relatively flat at $8
Sentiment Summary
Across 25 filings, the sentiment breakdown is: 2 bullish, 22 neutral, 1 mixed. The dominant filing sentiment for Alarm.Com Holdings, Inc. is neutral.
Filing Type Overview
Alarm.Com Holdings, Inc. (ALRM) has filed 6 10-Q, 7 8-K, 2 DEF 14A, 2 10-K, 6 SC 13G/A, 2 SC 13G with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (25)
Risk Profile
Risk Assessment: Of ALRM's 16 recent filings, 0 were flagged as high-risk, 2 as medium-risk, and 14 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $256.4M |
| Net Income | $35.3M |
| EPS | $0.65 |
| Cash Position | $1.07B |
| Operating Margin | 14.5% |
Key Executives
- David L. St. Pierre
- Daniel M. Stone
- Jeffrey C. Davis
Industry Context
Alarm.com operates in the competitive smart home and security industry, which is characterized by rapid technological advancements and increasing consumer adoption of connected devices. Key trends include the integration of AI, demand for enhanced cybersecurity, and the growth of DIY installation options. The company's platform-based approach and strong dealer network are key differentiators in this evolving landscape.
Top Tags
10-Q (4) · corporate-governance (3) · software (3) · IoT (2) · Smart Home (2) · Software Services (2) · annual-meeting (2) · financials (2) · financial-reporting (2) · 8-k (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Total Revenue | $256.4M | Increased 6.6% from $240.5M in Q3 2024 |
| SaaS and License Revenue | $175.4M | Increased 10.1% from $159.3M in Q3 2024 |
| Net Income Attributable to Common Stockholders | $35.3M | Decreased 3.7% from $36.7M in Q3 2024 |
| Diluted EPS | $0.65 | Decreased from $0.67 in Q3 2024 |
| Provision for Income Taxes | $15.2M | Increased 126% from $6.7M in Q3 2024 |
| Purchase of Investments in Unconsolidated Entities | $175.1M | Significant increase from $7.1M in prior nine-month period |
| Cash and Cash Equivalents | $1.07B | Decreased from $1.22B at Dec 31, 2024 |
| Operating Income | $37.0M | Increased from $33.2M in Q3 2024 |
| Income from Equity Method Investments, net | -$2.8M | New loss compared to zero in Q3 2024 |
| Net Income | $35.8M | Increased from $30.1M in Q2 2024, representing 19% growth. |
| License and Service Revenue | $150.3M | Increased from $135.7M in Q2 2024, highlighting recurring revenue strength. |
| Hardware and Other Revenue | $70.2M | Increased from $59.5M in Q2 2024, showing growth in product sales. |
| Total Revenue (YTD) | $430.1M | Increased from $380.9M in H1 2024, demonstrating strong year-to-date performance. |
| Reporting Period End Date | 2025-03-31 | Indicates the end of the financial quarter being reported. |
| Reporting Period Start Date | 2025-01-01 | Indicates the start of the financial quarter being reported. |
Forward-Looking Statements
- {"claim":"Other institutional investors may increase their positions in Alarm.com, following William Blair's lead.","entity":"Alarm.com Holdings, Inc.","targetDate":"Q2 2024","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Alarm.Com Holdings, Inc. (ALRM)?
Alarm.Com Holdings, Inc. has 25 recent SEC filings from Jan 2024 to Nov 2025, including 7 8-K, 6 10-Q, 6 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of ALRM filings?
Across 25 filings, the sentiment breakdown is: 2 bullish, 22 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Alarm.Com Holdings, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Alarm.Com Holdings, Inc. (ALRM) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Alarm.Com Holdings, Inc.?
Key financial highlights from Alarm.Com Holdings, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for ALRM?
The investment thesis for ALRM includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Alarm.Com Holdings, Inc.?
Key executives identified across Alarm.Com Holdings, Inc.'s filings include David L. St. Pierre, Daniel M. Stone, Jeffrey C. Davis.
What are the main risk factors for Alarm.Com Holdings, Inc. stock?
Of ALRM's 16 assessed filings, 0 were flagged high-risk, 2 medium-risk, and 14 low-risk.
What are recent predictions and forward guidance from Alarm.Com Holdings, Inc.?
Recent forward-looking statements from Alarm.Com Holdings, Inc. include guidance on {"claim":"Other institutional investors may increase their positions in Alarm.com, following William Blair's lead.","ent.