Alarm.com Holdings 2025 Q3 Earnings Beats Estimates with 24.3% EPS Beat

Alarm.com Holdings (ALRM) reported fiscal 2025 Q3 earnings on November 6, 2025, surpassing both revenue and EPS estimates. The company raised full-year SaaS revenue guidance, signaling confidence in operational scalability and market expansion.

Revenue

SaaS and license revenue grew 10.1% year-over-year to $175.4 million, contributing significantly to total revenue of $256.4 million, a 6.6% increase from $240.5 million in 2024 Q3. , .

Earnings/Net Income

, exceeding the $0.61 consensus estimate by 24.3%. , but non-GAAP adjusted EBITDA surged 18.4% to $59.2 million, reflecting strong operational efficiency. While EPS declined 4.1% year-over-year, the company’s margin expansion and strategic initiatives offset this.

Post-Earnings Price Action Review

, . Quarterly returns averaged 6.5%, , . This approach highlights reduced volatility and risk, aligning with conservative investment preferences.

CEO Commentary

, driven by intelligent video tools and the V730 camera. The acquisition of Bridge to Renewables expanded EnergyHub’s EV charging ecosystem, .

Guidance

, . Risks include macroeconomic headwinds and litigation uncertainties.

Additional News

Alarm.com’s recent acquisition of Bridge to Renewables bolsters its EV charging solutions, while the launch of the V730 outdoor camera enhances surveillance capabilities. The company also raised 2025 SaaS revenue guidance, reflecting optimism in its growth trajectory. These moves underscore strategic expansion in smart property technology and energy management, aligning with long-term market opportunities.