secwatch.observer — SEC 8-K summary
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Issuer:     Alarm.com Holdings, Inc. (ALRM)
CIK:        0001459200
Form:       8-K
Filed at:   2022-11-08T23:59:59+00:00
Accession:  0001459200-22-000031
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Alarm.com Q3 SaaS rev +12.8% YoY to $133.1M; Vivint dispute to cut Q4 rev by ~$6M
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- Q3 SaaS & license revenue $133.1M (+12.8% YoY); total revenue $216.1M (+12.4%).
- GAAP net income $18.3M ($0.35 diluted EPS) vs $13.5M ($0.26) a year ago.
- Vivint notified Alarm.com it will stop paying license fees under 2013 pact; arbitration filed.
- Quarterly SaaS & total revenue to be hit by ~$6.0M starting Q4, plus added legal costs.
- FY2022 guidance: SaaS rev $516.3M-$516.5M, adj. EBITDA $141.6M-$142.6M, adj. EPS $1.84-$1.85.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1459200/000145920022000031/0001459200-22-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1459200/000145920022000031/alrm-20221108.htm
  HTML page:      https://secwatch.observer/filing/0001459200-22-000031

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer