Alarm.com Holdings Raises FY2025 Adj EPS Guidance from $2.40 to Around $2.53 vs $2.38 Est; Raises FY2025 Sales Guidance from $990.000M-$996.400M to Around $1B vs $993.630M Est

Financial Outlook

Alarm.com is providing its outlook for SaaS and license revenue for the fourth quarter of 2025 and increasing its guidance for the full year of 2025 based upon current management expectations.

For the fourth quarter of 2025:

• SaaS and license revenue is expected to be in the range of $176.0 million to $176.2 million.

For the full year 2025:

• SaaS and license revenue is now expected to be in the range of $685.2 million to $685.4 million, up $4.1 million from the midpoint of the full year 2025 SaaS and license revenue guidance provided last quarter.
• Total revenue is expected to be $1.00 billion, which includes anticipated hardware and other revenue in the range of $315.0 million to $316.0 million.
• Non-GAAP adjusted EBITDA is expected to be $199.0 million.
• Non-GAAP adjusted net income attributable to common stockholders is expected to be $140.5 million, based on an estimated tax rate of 21.0%.
• Based on an expected 58.9 million weighted average diluted shares outstanding, non-GAAP adjusted net income attributable to common stockholders is expected to be $2.53 per diluted share.