Alarm.com Holdings, Inc.

Overview (as of 2025)

Alarm.com provides a cloud-based platform and ecosystem for intelligently connected properties across residential, multi-family, small business, enterprise commercial, and energy markets. Its core offerings enable security, video surveillance and analytics, energy management, access control, grid-related services, personal safety, water management, and emergency response integration. Revenue is generated primarily through SaaS and licensing sold via a large network of service provider partners who resell, install, and support the solutions; hardware and other revenues are also earned mainly through these partners and distributors.

Platform and solutions

Residential Solutions

• Interactive Security: two-way cellular connection, integration with monitoring stations, control via Alarm.com apps and voice assistants, real-time alerts, and emergency response coordination.
• Video Monitoring and Analytics: indoor/outdoor cameras, doorbell cameras, video management software, and AI-driven analytics (e.g., Perimeter Guard, Familiar Vehicle/Face analytics).
• Remote Video Monitoring (RVM): AI-powered live video monitoring integrated into central station workflows for real-time incident verification and rapid response.
• AI Deterrence (AID): neural synthesized voice to deter intruders; available with RVM or as a standalone feature.
• Video Doorbells: Alarm.com 750/775/780B product lines with varying capabilities.
• Smart Integration: rules-based automation across devices; cell connectivity and compatibility with multiple devices; Cell Connector to extend coverage without separate cellular plans.
• Places: geo-location-based automation and notifications.
• Personal Safety and Awareness: Safety Button for emergencies.

Video Monitoring and Analytics (OpenEye and SDS)

• OpenEye: VSaaS with hybrid cloud-local storage for large-scale deployments, enterprise-grade analytics, and ecosystem integration.
• SDS (Shooter Detection Systems): gunshot detection integrated with Alarm.com for commercial properties and Noonlight emergency response integration.

Intelligent Automation and Energy Management

• Scenes and automation rules, smart thermostat scheduling, energy usage and solar monitoring, and HVAC monitoring.
• Places, remote temperature sensing, and zone-based comfort controls.
• Whole Home Water Safety: leak detection, shut-off, humidity management, and flood prevention.
• Energy Hub and Demand Response: utility-focused software for enrolling and aggregating distributed energy resources (DERs) to form virtual power plants (VPPs) for grid management.

Commercial Solutions (Alarm.com for Business)

• Integrated security, video, access control, and energy management for small to enterprise customers.
• Business Activity Analytics, Perimeter Guard, flexible enterprise dashboards, multi-site management, and connected fleet solutions.
• Temperature monitoring, occupancy analytics, and proactive protection for goods.
• OpenEye VSaaS and CloudConnect integration for enterprise-scale deployments.

Third-party integration and ecosystem

• Open APIs and device interoperability (Z-Wave, Wi‑Fi, cellular).
• OpenEye CloudConnect and Cloud Cameras with AI processing.

Service Provider Solutions

• Service Provider Portal for account activation, billing, and device management.
• Service Dashboard for operator metrics and efficiencies.
• Installation and support tools (MobileTech, Remote Toolkit) to streamline field work and remote configuration.
• Gopher Info chatbot for service technicians and support.
• Video Health Reports and Wi‑Fi Network Reliability tools for service providers and customers.
• Ambient Insights for Alarm Response and Visual Verification to assist central stations.

Web Services, Business Intelligence, Marketing, and Home Builder Program

• Web services for CRM and software integration.
• Business intelligence for subscriber metrics, adoption, attrition, and service quality.
• Training, marketing resources, and partner enablement.
• Home Builder Program to support deployments in new communities and model homes.

Global reach and partner ecosystem

• Global network of service providers across residential and commercial markets with emphasis on partner enablement and channel growth.

Scale, customers, and data

• Data and devices: 365+ billion data points processed in 2025; over 170 million connected devices.
• Subscriptions and customers: Revenue is largely driven by service provider partners who resell and manage subscriber accounts; subscribers are defined as residential or commercial properties receiving at least one solution.
  • The 10 largest revenue service provider partners/distributors accounted for about 45% of revenue in 2025.
  • ADT accounted for greater than 15% but not more than 20% of revenue across 2023–2025.
• International presence: Products localized and available in over 50 countries outside North America (examples include Argentina, Chile, Sweden, Turkey, United Kingdom).
• Affiliates: EnergyHub subsidiary runs demand response and DER-based programs (including batteries, EVs, thermostats) and builds virtual power plants for utilities.

Financial highlights (full-year 2025)

• Total revenue: $1.0112 billion (2025); $939.8 million (2024); $881.7 million (2023).
• SaaS and license revenue: $689.4 million in 2025 (10.1% CAGR since 2023).
• Net income attributable to common stockholders: $132.6 million in 2025; $124.1 million in 2024; $81.0 million in 2023.
• Non-GAAP adjusted EBITDA: $206.0 million in 2025; $176.2 million in 2024; $154.0 million in 2023.

Patents and IP

• 976 issued US utility patents, 1 US design patent, 373 issued international patents (as of 12/31/2025).
• 141 pending US utility patent applications, 125 pending international patent applications (and 6 PCT entries); 24 pending provisional US patent applications.

Employees

• Total full-time employees: 2,058 as of 12/31/2025.
  • Alarm.com segment: 1,768
  • Other segment: 290
  • By function (approximate): 607 in sales and marketing; 1,150 in research and development; 235 in general and administrative; 66 in hardware manufacturing.

Notable acquisitions and investments

• Protegger/Luxembourg Pronet: 20.3% stake acquired on 11/20/2025 for $30.1 million (Turkey).
• EBS (Poland): Acquired 100% of outstanding shares in 2023 to broaden international compatibility with legacy security panels.
• Kapacity.io (Finland): Acquired assets in 2024 to accelerate cloud-based demand response internationally (via EnergyHub).
• CHeKT (US): Acquired 81% in 2025 to expand RVM capabilities.
• Zona NewCo, LLC (US): Acquired 11/21/2025; acquired assets of Resideo Grid Services (RGS) for enhanced demand response offerings.
• Vintra (US): Acquired assets in 2023 to accelerate video analytics learning capabilities.
• Noonlight (US): Acquired 100% stake level by 2023, increasing to 99% by 12/31/2025; enhances connected safety and emergency response capabilities.
• OpenEye (US): Acquired in stages; a core enterprise video management partner.
• Shooter Detection Systems (US): Acquired 100% stake in 2022 to add gunshot detection; integrated with Noonlight in 2024–2025 workflows.

Capital structure and financing (selected items)

• 2026 Notes: $500 million issued in 2021; fully settled in January 2026 with cash on hand.
• 2029 Notes: $500 million issued in May 2024; initial 2.25% interest; convertible with potential cash settlement on conversion; managed with capped call transactions to reduce dilution.
• Ongoing considerations: potential dilution from conversions, capped calls, and hedging by counterparties.

Corporate information

• Principal offices: Tysons, Virginia (headquarters); additional U.S. offices in Minnesota, Massachusetts, California, New York, and other locations.
• Public listing: Nasdaq Global Select Market, ticker ALRM.
• CEO: Stephen Trundle.

Key takeaways

• Alarm.com operates a cloud-based ecosystem that integrates security, video, automation, energy management, and safety solutions for residential and commercial customers, delivered primarily through a large service-provider channel.
• The company reported over $1 billion in annual revenue in 2025, with a substantial SaaS and licensing contribution and strong non-GAAP adjusted EBITDA.
• Alarm.com maintains a global footprint, an extensive IP portfolio, and an active M&A program to broaden capabilities in video analytics, RVM, demand response, and energy management.