Earning Analysis
Welcome to our in-depth analysis of Alarm.com Holdings Inc(ALRM) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Alarm.com Holdings Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-06 | After Hours | 0.61 | 0.76 | +24.59 | 251.14M | 256.40M | +2.09 | +5.79 | +6.41 |
| FY2025Q2 | 2025-08-07 | After Hours | 0.51 | 0.60 | +17.65 | 243.96M | 254.31M | +4.24 | +0.13 | +5.83 |
| FY2025Q1 | 2025-05-08 | After Hours | 0.47 | 0.54 | +14.89 | 234.29M | 238.82M | +1.93 | +1.32 | +8.41 |
| FY2024Q4 | 2025-02-20 | After Hours | 0.53 | 0.58 | +9.43 | 237.44M | 242.24M | +2.02 | -1.67 | -4.03 |
| FY2024Q2 | 2024-08-08 | After Hours | 0.49 | 0.58 | +18.37 | 227.33M | 233.81M | +2.85 | -6.78 | -8.05 |
| FY2024Q1 | 2024-05-09 | - | 0.31 | 0.35 | +12.90 | 219.67M | 223.28M | +1.64 | +0.26 | +2.10 |
| FY2023Q4 | 2024-02-22 | - | 0.30 | 0.47 | +56.67 | 224.93M | 226.24M | +0.58 | +1.51 | +8.98 |
| FY2023Q3 | 2023-11-09 | - | 0.19 | 0.40 | +110.53 | 223.40M | 221.85M | -0.69 | -1.04 | +12.69 |
| FY2023Q2 | 2023-08-09 | - | 0.16 | 0.33 | +106.25 | 214.28M | 223.88M | +4.48 | -1.11 | +15.76 |
| - | 2023-05-10 | - | 0.09 | 0.23 | +155.56 | - | - | - | +0.97 | +2.09 |
ALRM Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Alarm.com Holdings Inc reported performance for FY2025Q3, announced on 2025-11-06. The company achieved an EPS of 0.76, compared to analyst estimates of 0.61 by 24.59% . Revenue for the quarter reached 256.40M compared to expectations of 251.14M by 2.09% .
The stock price reacted with a 5.79% one-day change and a 6.41% five-day change following the earnings release. These movements reflect market reaction in Alarm.com Holdings Inc growth trajectory and strategic initiatives.
ALRM Earnings Forecast
Looking ahead, Alarm.com Holdings Inc(ALRM) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 250.63M and an EPS of 0.64.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.66%, while EPS estimates have been Revise Upward by 4.92%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.47% . These revisions correlate with a -8.83% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Alarm.com Holdings Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between ALRM's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.66%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+4.92%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.47%
In Past 3 Month
Stock Price
Go Down
-8.83%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:1.00B
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EPS Estimate-Annual FY 2025:2.48
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Stock Price51.92
ALRM Revenue and EPS Performance: A Historical Perspective
Alarm.com Holdings Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-06,After Hours):
EPS: 0.76 (Actual) vs.0.61 (Estimate) (24.59%)
Revenue: 256.40M (Actual) vs. 251.14M (Estimate) (2.09%)
Price Reaction: 5.79%(1-Day), 6.41%(5-Day)
FY2025Q2 (2025-08-07,After Hours):
EPS: 0.60 (Actual) vs.0.51 (Estimate) (17.65%)
Revenue: 254.31M (Actual) vs. 243.96M (Estimate) (4.24%)
Price Reaction: 0.13%(1-Day), 5.83%(5-Day)
FY2025Q1 (2025-05-08,After Hours):
EPS: 0.54 (Actual) vs.0.47 (Estimate) (14.89%)
Revenue: 238.82M (Actual) vs. 234.29M (Estimate) (1.93%)
Price Reaction: 1.32%(1-Day), 8.41%(5-Day)
Earnings Reaction
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 +1.41% change in stock price 10 days leading up to the earnings, and a +3.44% change 10 days following the report. On the earnings day itself, the stock moves by +0.21%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 5.79% on the day following the earnings release and then changed by 1.08% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Alarm.com Holdings Inc (ALRM) Q3 2025 Earnings Call Summary
Positive
2025-11-07
The earnings call reflects a positive sentiment with strong financial performance, increased guidance, and solid cash flow. The Q&A section indicates durable growth in EnergyHub and effective growth initiatives. Shareholder returns are supported by share buybacks and strong cash reserves. However, international growth and autonomous robotics lack clarity. Overall, the raised guidance and strong cash flow suggest a positive stock price movement over the next two weeks, likely in the range of 2% to 8%.
Alarm.com Holdings Inc (ALRM) Q2 2025 Earnings Call Summary
Positive
2025-08-07
The earnings call shows positive financial performance with revenue and EPS growth. The strategic partnership with GM Energy and sustained 25% growth across key business areas, supported by secular trends, are strong positives. Although retention rates slightly declined, they remain above historical averages. The lack of plans for price increases and stable hardware economics are neutral factors. The optimistic guidance, especially with raised revenue expectations, outweighs minor concerns, suggesting a positive stock price movement over the next two weeks.
Alarm.com Holdings Inc (ALRM) Q1 2025 Earnings Call Summary
Positive
2025-05-09
The earnings call summary indicates strong financial performance with record high revenue growth, strong liquidity, and positive ARPU trends. The Q&A section reveals optimistic guidance, with management highlighting growth opportunities in international markets and SaaS business. Despite some competitive challenges, the overall sentiment is positive, supported by the upward trend in subscriber growth and ARPU. Given the company's market cap, this positive sentiment is likely to result in a stock price increase of 2% to 8% over the next two weeks.
AvePoint, Inc. (ALRM) Q3 2024 Earnings Call Summary
Positive
2024-11-08
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.
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FAQ
What were the key highlights of ALRM’s latest earnings report for FY2025Q3?
How did ALRM’s stock price react after the FY2025Q3 earnings release?
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How does ALRM’s stock price correlate with earnings forecast revisions?
What should investors expect from ALRM’s next earnings report?