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Alarm.com Holdings, Inc.: Business Overview, Financials & Competitive Analysis

Alarm.com Holdings, Inc. scores 7/10 on the AskCyborg Cyborg Score (Solid). Recurring SaaS-driven security and energy platform with consistent earnings beats, positioned for mid-single digit growth targeting higher-value software revenue. 2025 SaaS and license revenue reached $689.4M and adjusted EBITDA $206M, with 2026 SaaS guidance of $743M–$745M and total revenue guidance of $1.058B–$1.065B. Company demonstrates consistent growth in high-margin SaaS.

What is Alarm.com Holdings, Inc.'s industry? Alarm.com Holdings, Inc. (alarm.com) operates in IoT Software & Smart Property Technology / Cloud-Based Security & Automation Platforms. AskCyborg classifies Alarm.com Holdings, Inc. under IoT Software & Smart Property Technology / Cloud-Based Security & Automation Platforms in its company registry.

Alarm.com provides Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally. In February 2026, the company reported f...

7/ 10Solid

Cyborg Score thesis

Recurring SaaS-driven security and energy platform with consistent earnings beats, positioned for mid-single digit growth...

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Industry IoT Software & Smart Property Technology / Cloud-Based Security & Automation Platforms
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 14, 2026
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What's in This Report
Alarm.com Holdings, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Alarm.com Holdings, Inc. Overview

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Alarm.com provides Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally. In February 2026, the company reported full-year revenue past $1.01 billion alongside higher earnings per share.

Strategic Profile

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Management outlined plans to keep investing in its EnergyHub and AI-enabled SaaS platforms, while selectively pursuing acquisitions to reinforce growth. Investors need to believe in its recurring SaaS engine and its role at the center of connected security and energy management.

Competitive Landscape

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Alarm.com operates in fragmented smart home security and IoT markets. Competitive pressure in smart home security and automation exists. The company differentiates through professional installer networks, enterprise-grade solutions, AI-powered capabilities, and integrated energy management via EnergyHub platform.

Industry Context

Alarm.com Holdings, Inc. operates in IoT Software & Smart Property Technology / Cloud-Based Security & Automation Platforms.

Key facts

Founded: 1997 · Headquarters: Tysons, Virginia · Revenue: $1.01B · Market cap: ~$2.5B

What the analysts stress-tested

The top findings that survived the multi-agent debate for Alarm.com Holdings, Inc..

  • Alarm.com has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 2.4% on average.
  • Growth runway is expected to come from higher value software, including EnergyHub and AI powered services, rather than hardware.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 20262025 full-year revenue surpassed $1.01 billion with 2026 guidance of $1.058B-$1.065B; 2026 SaaS revenue guided to $743M-$745M
  • December 2025Alarm.com partnered with Everon to launch full stack security solution for enterprise customers
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Smart Home Security PlatformProfessional security monitoring and smart home solutions→Cloud-Based Video SurveillanceConsumer-focused smart home and security devices→Access Control & Video ManagementCloud-based physical security infrastructure→Smart Building IoT PlatformHome automation and smart property solutions→

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Industry context

Alarm.com Holdings, Inc. operates in IoT Software & Smart Property Technology / Cloud-Based Security & Automation Platforms. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Alarm.com Holdings, Inc. do?+
Alarm.com provides Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally. In February 2026, the company reported f...
What is Alarm.com Holdings, Inc.'s Cyborg Score?+
Alarm.com Holdings, Inc. has a Cyborg Score of 7/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Alarm.com Holdings, Inc.'s main competitors?+
Named competitors include Smart Home Security Platform, Cloud-Based Video Surveillance, Access Control & Video Management, Smart Building IoT Platform. The full competitive landscape is in the AskCyborg report.
How can I get the full Alarm.com Holdings, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Alarm.com Holdings, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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