secwatch.observer — SEC 8-K summary
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Issuer:     Alarm.com Holdings, Inc. (ALRM)
CIK:        0001459200
Form:       8-K
Filed at:   2026-08-06T20:11:04+00:00
Accession:  0001459200-26-000014
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Alarm.com Q2 SaaS revenue up 11% to $188.8M; raises FY2026 guidance
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- SaaS and license revenue $188.8M (+11.1% YoY); total revenue $277.7M (+9.2%).
- GAAP net income $24.2M ($0.48 diluted EPS) vs $34.2M ($0.63) YoY; non-GAAP adj. EBITDA $57.7M vs $49.9M.
- Non-GAAP adj. diluted EPS $0.77 vs $0.62 YoY; operating cash flow $92.5M (6mo) vs $46.8M.
- FY2026 SaaS/license revenue guidance raised to $754.0M-$754.4M (up $10.2M from prior midpoint); adj. EBITDA guidance raised to $221M-$223M.
- Cash $479.4M (down from $960.6M due to $500M convertible note settlement); launched Commercial Fire Solution.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1459200/000145920026000014/0001459200-26-000014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1459200/000145920026000014/alrm-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001459200-26-000014

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