ALRM Earnings Prediction
The chart below shows how ALRM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ALRM sees a +2.48% change in stock price 10 days leading up to the earnings, and a +0.79% change 10 days following the report. On the earnings day itself, the stock moves by +0.17%. This data can give you a slight idea of what to expect for the next quarter's release.
ALRM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
240.50M
8.40%
2.86%
Gross Margin
61.60%
3.15%
-0.98%
Operating Margin
13.80%
89.30%
25.23%
Net Margin
15.16%
73.85%
8.99%
EPS
0.67
81.08%
8.06%
No Data Available
ALRM Earnings Analysis
Alarm.com Holdings, Inc. Corporation (ALRM.O) Earnings Conference Call
Positive
SaaS Revenue Increase: 1. Strong SaaS Revenue Growth: SaaS and license revenue reached $159.3 million in Q3 2024, reflecting a 9.8% increase year-over-year.
Customer Loyalty Improvement: 2. High Revenue Retention Rate: The revenue retention rate improved to 95%, surpassing the historical range and indicating strong customer loyalty.
Net Income Surge: 3. Significant Increase in Net Income: GAAP net income for Q3 2024 was $36.7 million, an impressive 88% increase from $19.5 million in the same quarter last year.
Gross Margin Improvement: 4. Improved Gross Margins: Total gross margin rose to 64.8% in Q3 2024, up from 63.3% in the prior year, showcasing enhanced operational efficiency.
Cash Position Improvement: 5. Strong Cash Position: The company ended Q3 2024 with $1.17 billion in cash and cash equivalents, a substantial increase from $697 million at the end of 2023.
Negative
SaaS Revenue Decline: 1. SaaS Growth Slowdown: The initial outlook for 2025 SaaS and license revenue growth is projected at 6.5%, a significant decline from the 10.5% growth expected for 2024.
ADT Transition Impact: 2. Headwinds from ADT Transition: The transition to ADT Google software is anticipated to create a 200 basis point headwind to SaaS revenue growth in 2025, impacting overall revenue projections.
Hardware Revenue Stagnation: 3. Flat Hardware Revenue Outlook: The early estimates for 2025 suggest flat growth in hardware revenue, indicating potential stagnation in this segment despite previous strong performance.
R&D Expense Increase: 4. Increased R&D Expenses: R&D expenses rose to $62.2 million in Q3 2024, up from $61 million in Q3 2023, reflecting ongoing investment without immediate returns in revenue growth.
Employee Headcount Increase: 5. Employee Headcount Growth: Total headcount increased to 2,055 employees, up from 1,986 in the previous year, indicating rising operational costs without a corresponding increase in revenue growth.
ALRM FAQs
How does ALRM typically perform around its earnings report dates?
Is AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
ALRM Earning Call Sentiment
AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Transcript
ALRM.O
-1.67%Positive
The earnings call summary shows strong financial performance, with increased revenue, improved margins, and high net income growth. The Q&A reveals positive sentiment towards the company's growth strategies and guidance, despite some uncertainties around competition and supply chain challenges. The absence of a shareholder return plan is a minor negative, but overall, the financial health and optimistic guidance suggest a positive stock price reaction. Given the market cap, the stock is likely to see a moderate positive movement.
