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Alarm.com Holdings (ALRM) Q2 2025 earnings results (second quarter 2025)

10-Q filed Aug 7, 2025

Alarm.com Holdings (ALRM) reported revenue of $254M for the second quarter 2025 (Q2 2025), +9% from a year earlier and +6% from the quarter before. Operating margin was 12.6%, net earnings $34.6M (13.6% of revenue).

Revenue$254M
Year over year+9%
Quarter over quarter+6%
Operating margin12.6%
Net earnings$34.6M

Alarm.com Holdings, Q2 2025: revenue $254M (+9% year over year), operating margin 12.6%, net earnings $34.6M, operating cash flow $22.7M. The chart follows the revenue to costs, profit and cash.

Q2 2025AmountQ/QY/Y
Revenue$254M+6%+9%
Operating profit$32.0M+8%+24%
Net earnings$34.6M+24%+3%
Operating cash flow$22.7M-6%-1%
Free cash flow$18.2M—-13%

What changed

Revenue was $254.3M in Q2 2025, up 9% year over year and up 6% from the previous quarter. SaaS and license revenue was the largest line at 67% of revenue. SaaS and license revenue added $14.1M year over year (up 9%), 69% of the total change.

Operating profit was $32.0M, a 12.6% margin (up 1.6 points year over year). Of the extra revenue versus a year earlier, 30% reached operating profit, above the 11% margin then. Total costs grew 7% against revenue growth of 9%. The fastest-growing cost line was Sales & marketing (+12%). Net earnings were $34.6M, up 3% year over year ($34.2M including minority interests, which bore $335K of losses). The effective tax rate was 13.8%.

Operating cash flow was $22.7M (down 1% year over year), 66% of net earnings. Non-cash charges added back $7.5M of depreciation and amortization and $8.9M of share-based compensation. Working capital and other items used $28.0M. After itions to property and equipment ($4.6M), free cash flow as the company reports it was $18.2M.

Questions

What was Alarm.com Holdings' revenue in the second quarter 2025?

Alarm.com Holdings (ALRM) reported revenue of $254M for the second quarter 2025 (Q2 2025), +9% from a year earlier and +6% from the quarter before.

Was Alarm.com Holdings profitable in the second quarter 2025?

Operating profit was $32.0M (12.6% of revenue) and net earnings $34.6M.

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Source: Alarm.com Holdings 10-Q on SEC EDGAR.