Kevin Bradley
On March 13, 2025, the Board of Directors of Alarm.com Holdings, Inc. (the “Company”) appointed Kevin Bradley as the Company’s Chief Financial Officer, effective as of March 14, 2025.
Highest-materiality recent filing
Alarm.com Reports Q1 2026 Results: SaaS Revenue Up 10.8%, Raises Full-Year Guidance
SaaS and license revenue increased 10.8% to $181.5 million compared to $163.8 million in Q1 2025.
Alarm.com Q4 SaaS rev $180.2M (+8.8%), GAAP EPS $0.66, FY26 guide rev $1.058-1.065B
Q4 total revenue $261.7M (+8% YoY); SaaS/license revenue $180.2M (+8.8% YoY).
Alarm.com Q3 SaaS rev +10.1% to $175.4M; raises FY2025 SaaS guidance
SaaS and license revenue $175.4M (+10.1% YoY); total revenue $256.4M (+6.6%).
Alarm.com Q2 SaaS revenue up 9% to $170M; raises FY2025 guidance
SaaS and license revenue $170.0M (+9% YoY); total revenue $254.3M (+8.8% YoY).
Alarm.com Q1 2025: SaaS revenue up 9% to $163.8M; net income up 18%
SaaS and license revenue $163.8M (+9.0% YoY); total revenue $238.8M (+7.0%).
Alarm.com promotes Kevin Bradley to CFO, effective March 14, 2025
Bradley joined Alarm.com in 2009, most recently VP of FP&A; replaces outgoing CFO Steve Valenzuela.
Alarm.com Q4 SaaS revenue up 11.7% to $165.7M; CFO to retire June 2025; acquires 81% of CHeKT
Q4 SaaS & license revenue $165.7M (+11.7% YoY); total revenue $242.2M (+7.1%); GAAP net income $30.1M.
Alarm.com Q3 SaaS rev +9.8% to $159.3M; GAAP net income +87.9% to $36.7M; raises FY2024 guidance
SaaS & license revenue $159.3M (+9.8% YoY); total revenue $240.5M (+8.4% YoY).
Alarm.com Q2 SaaS revenue up 11%; GAAP net income doubles; raises FY24 guidance
SaaS & license revenue $155.9M (+11% YoY); total revenue $233.8M (+4.4%).
Alarm.com closes $500M 2.25% convertible notes due 2029; repurchases $75M stock
Issued $500M aggregate principal of 2.25% Convertible Senior Notes due June 1, 2029, including full greenshoe.
Alarm.com Q1 SaaS rev +11% to $150.3M, net income +64%; raises FY2024 guidance
SaaS & license revenue $150.3M (+11% YoY); total revenue $223.3M (+6.5%).
Alarm.com Q4 SaaS rev $148.3M (+10.3%), net income $31.3M; FY2024 guide $622.5-623.5M SaaS
Q4 SaaS and license revenue $148.3M (+10.3% YoY); total revenue $226.2M (+8.7%).
Alarm.com settles all litigation with Vivint, enters long-term IP license agreement
Alarm.com and Vivint resolved all outstanding litigation and entered a long-term IP license agreement.
Alarm.com Q3 SaaS rev up 8.9% to $145M; raises 2023 guidance
GAAP net income $19.5M ($0.37/diluted) vs $18.3M ($0.35) in Q3 2022; non-GAAP adjusted net income $30.6M ($0.56/diluted).
Alarm.com Q2 SaaS revenue up 8.5% to $140.4M; raises full-year guidance
GAAP net income $15.8M ($0.30/diluted) vs $10.8M ($0.21) YoY; non-GAAP adjusted EBITDA $36.4M vs $37.1M.
Alarm.com Q1 SaaS revenue $135.4M (+9.9% YoY); raises full-year 2023 guidance
SaaS and license revenue $135.4M (+9.9% YoY); excl. Vivint, growth 14.9%.
Alarm.com Q4 SaaS revenue up 10.5% to $134.6M; full-year net income up 7.8%
Q4 total revenue $208.1M (+6.6% YoY); SaaS & license revenue $134.6M (+10.5%).
Alarm.com Q3 SaaS rev +12.8% YoY to $133.1M; Vivint dispute to cut Q4 rev by ~$6M
Q3 SaaS & license revenue $133.1M (+12.8% YoY); total revenue $216.1M (+12.4%).
Vivint notifies Alarm.com it will stop paying license fees under 2013 Patent Cross License Agreement; Alarm.com disputes, files for arbitration.
Alarm.com Q2 SaaS rev $129.5M (+14.4% YoY); GAAP EPS $0.21; raises FY revenue guidance
SaaS and license revenue $129.5M, up 14.4% YoY; total revenue $212.8M, up 12.7%.
Alarm.com Q1 revenue rises 19% to $205.4M; GAAP net income falls to $9.1M; raises FY revenue view
Total revenue $205.4M (+19.1% YoY); SaaS/license revenue $123.2M (+14.8% YoY).
Alarm.com Q4 revenue up 17.9% to $195.3M; GAAP net income down 42.7%, non-GAAP adj EBITDA down 3.3%
Q4 SaaS & license revenue $121.7M (+15.4% YoY); total revenue $195.3M (+17.9% YoY).
Alarm.com Q3 revenue up 21% to $192.3M, raises full-year SaaS revenue guidance
Q3 SaaS & license revenue $118.1M (+17.9% YoY); total revenue $192.3M (+21.1% YoY).
Alarm.com Q2 revenue up 33% to $188.9M; GAAP net income down 13%; raises FY2021 guidance
SaaS & license rev $113.2M (+18.3% YoY); total rev $188.9M (+33.3%).
On March 13, 2025, the Board of Directors of Alarm.com Holdings, Inc. (the “Company”) appointed Kevin Bradley as the Company’s Chief Financial Officer, effective as of March 14, 2025.
On February 17, 2025, Steve Valenzuela, the Chief Financial Officer of the Company, announced his retirement from the Company effective June 2, 2025, which may be extended to assist in the transition to a new Chief Financial Officer.
On May 16, 2024, Alarm.com Holdings, Inc. (the “Company”) appointed Cecile B. Harper to serve as a Class III director on the Company’s Board of Directors
Daniel Kerzner – President, Platforms Business
Daniel Ramos – Chief Legal and Compliance Officer; Senior Vice President, Corporate Operations
Stephen Trundle, who had previously been President and Chief Executive Officer, will remain as the Company’s Chief Executive Officer
Jeffrey Bedell – President, Ventures Business and Corporate Strategy
On August 30, 2021, Alarm.com Holdings, Inc. (the “Company”) appointed Timothy J. Whall to serve on the Company’s Board of Directors (the “Board”) effective as of August 30, 2021.
Max materiality 0.85 · Median 0.75 · Most common event earnings