Alarm.com Holdings, Inc. (ALRM) Q4 2025 Earnings Call Transcript
Seeking Alpha
February 20, 2026
AI-Generated Deep Dive Summary
**Alarm.com Holdings Reports Strong Q4 2025 Earnings, Driven by Revenue Growth and Beat EPS Expectations**
In a recent earnings call for Q4 2025, Alarm.com Holdings, Inc. (ALRM) delivered solid financial results, with an EPS of $0.72 that exceeded expectations by $0.08. The company also reported revenue of $261.66 million, marking an 8% year-over-year increase and surpassing forecasts by $10.90 million. These figures highlight Alarm.com's ability to maintain strong growth in a competitive market, with key drivers including expanding product offerings and robust demand for its smart home security solutions.
During the call, Steve Trundle, CEO of Alarm.com, emphasized the company's focus on innovation and strategic initiatives. The discussion highlighted the growing popularity ofAlarm.com's integrated smart home security systems, which are designed to provide convenience and peace of mind for homeowners. Additionally, Kevin Bradley, CFO, provided insights into the company's financial health, noting improvements in gross margins and operating efficiency. These advancements have contributed to the strong revenue growth and profitability seen in Q4.
The earnings call also featured notable participation from leading financial analysts, including Adam Tindle from Raymond James & Associates, Saket Kalia from Barclays Bank PLC, Stephen Sheldon from William Blair & Company, Adam Hotchkiss from Goldman Sachs Group, and Jack Vander Aarde from Maxim Group LLC. Their questions and comments reflected optimism about Alarm.com's future prospects, particularly in the smart home technology sector.
For investors, these results underscore Alarm.com's position as a leader in the rapidly evolving smart home security market. The company's ability to
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Originally published on Seeking Alpha on 2/20/2026