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EBITDA $206.0M (+16.9% YoY); adj. diluted EPS $2.62 vs $2.28.","FY26 guidance: SaaS/license rev $743-745M; total rev $1.058-1.065B; adj. EBITDA $213-215M.","Acquired Resideo Grid Services; VDB775 doorbell launched; commercial video devices exceed 2M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":1011187000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120503,"accession_number":"0001459200-25-000022","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alarm.com Q3 SaaS rev +10.1% to $175.4M; raises FY2025 SaaS guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["SaaS and license revenue $175.4M (+10.1% YoY); total revenue $256.4M (+6.6%).","GAAP net income $35.1M ($0.65 diluted) vs $36.5M; non-GAAP adj. net income $42.4M ($0.76) up 20.6%.","Non-GAAP adjusted EBITDA $59.2M, up 18.4% from $50.0M.","FY2025 SaaS guidance raised to $685.2-685.4M (midpoint +$4.1M); Adj. EBITDA guidance $199M.","EnergyHub subsidiary acquires Bridge to Renewables for EV managed charging solution."],"consensus_eps_estimate":null,"consensus_eps_actual":1.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":749530000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137067,"accession_number":"0001459200-25-000016","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alarm.com Q2 SaaS revenue up 9% to $170M; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["SaaS and license revenue $170.0M (+9% YoY); total revenue $254.3M (+8.8% YoY).","GAAP net income $34.2M (+5.2%), diluted EPS $0.63; non-GAAP adj. EBITDA $48.4M (+13%).","FY2025 guidance raised: SaaS rev $681-681.4M, total rev $990-996.4M, adj. EBITDA $195-196.5M.","Six-month free cash flow $36.1M vs $67.8M in prior year period.","Launched OpenEye AI video analytics and new T25 smart thermostat."],"consensus_eps_estimate":null,"consensus_eps_actual":1.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":493130000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154349,"accession_number":"0001459200-25-000012","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Alarm.com stockholders approve 2025 Equity Incentive Plan and elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2025 Equity Incentive Plan approved: 29,945,524 for, 12,038,110 against.","Eight director nominees elected with support from over 37 million votes each.","Ratified PwC as independent auditor for FY2025: 46,672,034 for, 318,340 against.","Advisory say-on-pay approved: 39,736,667 for, 2,235,050 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154348,"accession_number":"0001459200-25-000007","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alarm.com Q1 2025: SaaS revenue up 9% to $163.8M; net income up 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["SaaS and license revenue $163.8M (+9.0% YoY); total revenue $238.8M (+7.0%).","GAAP net income $27.7M (+18.4%); diluted EPS $0.52 vs $0.44 a year ago.","Non-GAAP adjusted EBITDA $43.5M (+17.5%); adjusted EPS $0.54, up 8%.","Cash flow from ops $24.1M (down from $49.9M); free cash flow $17.9M ($46.8M Q1 2024).","Q2 2025 SaaS rev guidance $167.0-167.2M; FY 2025 SaaS rev $675.8-676.2M, adj. EBITDA $190-193M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":238822000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172933,"accession_number":"0001104659-25-025565","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Alarm.com promotes Kevin Bradley to CFO, effective March 14, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bradley joined Alarm.com in 2009, most recently VP of FP&A; replaces outgoing CFO Steve Valenzuela.","Compensation: base salary $396,200, target bonus $120,000, plus 25,000 RSUs and 25,000 options (5-yr vest).","He will lead finance including FP&A, accounting, tax, treasury, and investor relations.","Bradley holds BBA from Notre Dame and MSF from American University; previously at Morgan Stanley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172932,"accession_number":"0001459200-25-000003","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Alarm.com Q4 SaaS revenue up 11.7% to $165.7M; CFO to retire June 2025; acquires 81% of CHeKT","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 SaaS & license revenue $165.7M (+11.7% YoY); total revenue $242.2M (+7.1%); GAAP net income $30.1M.","Full-year 2024 SaaS revenue $631.2M (+10.9%); non-GAAP adjusted EBITDA $176.2M vs $154.0M in 2023.","Guidance: FY2025 SaaS revenue $671.2-671.8M; total revenue $978.2-980.8M; non-GAAP adj. EBITDA $188-192M.","CFO Steve Valenzuela to retire effective June 2, 2025; departure not due to any disagreement.","Acquired 81% of CHeKT on Feb 10, 2025, expanding remote video monitoring capabilities."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":939827000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189945,"accession_number":"0001459200-24-000024","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alarm.com Q3 SaaS rev +9.8% to $159.3M; GAAP net income +87.9% to $36.7M; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["SaaS & license revenue $159.3M (+9.8% YoY); total revenue $240.5M (+8.4% YoY).","GAAP net income $36.7M ($0.67 diluted) vs $19.5M ($0.37) a year ago; adjusted EBITDA $50.0M (+20.6%).","Cash and equivalents $1.17B; YTD operating cash flow $150.2M; free cash flow $142.3M.","Q4 SaaS rev guided $163.2-163.4M; FY2024 total rev $933.7-935.9M, adj. EBITDA $174-176M.","New products: OpenEye Cloud Cameras, Gen-AI deterrence, Smart Thermostat HQ with cellular hub."],"consensus_eps_estimate":null,"consensus_eps_actual":1.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":697587000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2186652438.1769934,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206450,"accession_number":"0001459200-24-000020","cik":1459200,"company_name":"Alarm.com Holdings, Inc.","ticker":"ALRM","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alarm.com Q2 SaaS revenue up 11%; GAAP net income doubles; raises FY24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["SaaS & license revenue $155.9M (+11% YoY); total revenue $233.8M (+4.4%).","GAAP net income $33.5M ($0.62 diluted EPS) vs $15.8M ($0.30) YoY, up 112%.","Non-GAAP adjusted EBITDA $42.8M (+17.8%); adjusted net income $32.0M ($0.58/share).","Issued $500M 2.25% convertible notes due 2029; repurchased 1.1M shares at $67.14.","Raised FY24 guidance: total revenue $920.8-931.2M, adj. EBITDA $165-167M, adj. 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