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Alarm.com Holdings (ALRM) guidance and outlook

Alarm.com Holdings (ALRM) raised its guidance on Nov 5, 2026: Revenue $1.1B for FY2026; EBITDA $227M–$229M for FY2026; Net income $161M–$163M for FY2026; Tax rate 21% for FY2026. Alarm.com Holdings' 10-Q filed Nov 5, 2026 makes 19 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 5, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• We typically expect hardware and other revenue to fluctuate as a percentage of total revenue.
• The acquisition is expected to add a growing recurring revenue business with established distributor relationships, complementing our connected property offerings.
• The results of operations for the three and nine months ended September 30, 2026 are not necessarily indicative of the results that can be expected for our entire fiscal year ending December 31, 2026, which is increasingly true in periods of uncertainty, such as the uncertainty caused by the Macroeconomic Conditions.
• We exclude interest expense in calculating non-GAAP adjusted EBITDA because we believe the exclusion of interest expense will provide for more meaningful information about our financial performance.
• Our SaaS and license revenue renewal rate includes subscribers whose contract with their service provider reached the end of its contractual term during the measurement period, as well as subscribers whose contract with their service provider has not reached the end of its contractual term during the measurement period, and is not intended to estimate the rate at which our subscribers renew their contracts with…
• The decision whether to charge an activation fee is based in part on the expected number of subscribers to be added by our service provider partners and as a result, many of our largest service provider partners do not pay an activation fee.
• We may continue to hire new employees to support the projected future growth of our business.
• We expect to continue to invest in our sales and marketing activities to expand our business both domestically and internationally.
• Excluding intellectual property litigation and acquisition-related expense, we expect general and administrative costs to increase prospectively as our business grows.
• While somewhat unpredictable, we also expect to continue to incur costs related to litigation involving intellectual property.
• We will also continue to invest in efforts to extend our platforms to adjacent markets and internationally to maintain our leadership position in the development of intelligently connected property technology, and continued enhancement of our Partner Services Platform, a comprehensive suite of enterprise-grade business management solutions for our service provider partners.
• We expect in the near term that amortization and depreciation may fluctuate based on our acquisition activity, development of our platforms and capitalized expenditures.

Alarm.com Holdings' latest quarter

Questions

Did Alarm.com Holdings raise or lower its guidance?

Alarm.com Holdings (ALRM) raised its guidance on Nov 5, 2026: Revenue $1.1B for FY2026; EBITDA $227M–$229M for FY2026; Net income $161M–$163M for FY2026; Tax rate 21% for FY2026.

What does Alarm.com Holdings expect?

We typically expect hardware and other revenue to fluctuate as a percentage of total revenue. The acquisition is expected to add a growing recurring revenue business with established distributor relationships, complementing our connected property offerings. The results of operations for the three and nine months ended September 30, 2026 are not necessarily indicative of the results that can be expected for our entire fiscal year ending December 31, 2026, which is increasingly true in periods of uncertainty, such as the uncertainty caused by the Macroeconomic Conditions.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.