Equity Profile

ALRM

Alarm.com Holdings, Inc.

Information TechnologyApplication Software$2.7B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Alarm.com Holdings, Inc. is a technology company that provides cloud-based services for security and automation systems....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.65

Revenue Growth

Revenue growth indicates how well the company is expanding its customer base and sales, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ALRM Q2-2026 Earnings Preview

Context

Company Snapshot

Alarm.com Holdings, Inc. is a technology company that provides cloud-based services for security and automation systems. With a market cap of $3 billion, it plays a significant role in the growing smart home and security industry, which is increasingly important as consumers seek more integrated and convenient solutions.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+56.79%

Avg Stock Reaction

+0.43%

Last Quarter Recap

In Q1 2026, Alarm.com reported an EPS of $0.65, significantly beating expectations by 39.19%. The stock reacted positively, gaining 3.43% the following day.

Management Promises & Guidance

Focus on expanding their product offerings.
Commitment to improving customer service.
Plans to enhance technology integration with existing systems.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Alarm.com's upcoming earnings, especially given its strong track record of beating EPS estimates.

Bull Case

If the company continues its trend of strong earnings surprises, it could indicate robust demand and effective cost management, leading to further stock appreciation.

Bear Case

On the other hand, any signs of slowing customer growth or increased competition could lead to a negative market reaction, particularly if the company fails to meet expectations.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.65

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

N/A

Revenue growth indicates how well the company is expanding its customer base and sales, which is crucial for long-term success.

Customer Growth

N/A

An increase in the number of customers can signal strong demand for Alarm.com's services and products.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the projected customer growth rate for the upcoming quarter?

Customer growth is critical for sustaining revenue and profitability, and any slowdown could raise concerns among investors.

How does management plan to address increasing competition in the smart home market?

Understanding the company's competitive strategy will help gauge its ability to maintain market share and profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Alarm.com's ability to expand its customer base despite competitive pressures, as evidenced by its strong historical performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options pricing suggests a significant move, reflecting investor uncertainty that may not align with the company's growth trajectory.

Key Risk

If customer growth comes in below 5%, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on customer growth and the company's ability to navigate a competitive landscape.

Bull Confirmed If

A customer growth rate exceeding 10% would confirm strong demand and support the bull case.

Bear Confirmed If

A customer growth rate below 5% would raise red flags about market competitiveness and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±17.23%

Historical Avg

±1.8%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±17.2% while ALRM has averaged ±1.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.2%

Calls (100)P/C Ratio: 0.25Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Alarm.com beats expectations, history suggests the stock could rise by about 0.43%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally as investors reassess future growth prospects.

Miss

If the company misses expectations, history suggests a potential drop of around 1.81%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and success rates.
2Any commentary on competitive pressures and how the company plans to respond.
3Insights into new product launches and their expected impact on revenue.
4Management's outlook on market trends in the smart home sector.
5Details on operational efficiencies and cost management initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Alarm.com Holdings, Inc. is a technology company that provides cloud-based services for security and automation systems....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.65

Revenue Growth

Revenue growth indicates how well the company is expanding its customer base and sales, which is crucial for long-term success.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

ALRM Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+56.79%

Avg Stock Reaction

+0.43%

Last Quarter Recap

In Q1 2026, Alarm.com reported an EPS of $0.65, significantly beating expectations by 39.19%. The stock reacted positively, gaining 3.43% the following day.

Management Promises & Guidance

Focus on expanding their product offerings.
Commitment to improving customer service.
Plans to enhance technology integration with existing systems.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Alarm.com's upcoming earnings, especially given its strong track record of beating EPS estimates.

Bull Case

If the company continues its trend of strong earnings surprises, it could indicate robust demand and effective cost management, leading to further stock appreciation.

Bear Case

On the other hand, any signs of slowing customer growth or increased competition could lead to a negative market reaction, particularly if the company fails to meet expectations.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.65

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue Growth

N/A

Revenue growth indicates how well the company is expanding its customer base and sales, which is crucial for long-term success.

Customer Growth

N/A

An increase in the number of customers can signal strong demand for Alarm.com's services and products.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the projected customer growth rate for the upcoming quarter?

Customer growth is critical for sustaining revenue and profitability, and any slowdown could raise concerns among investors.

How does management plan to address increasing competition in the smart home market?

Understanding the company's competitive strategy will help gauge its ability to maintain market share and profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Alarm.com's ability to expand its customer base despite competitive pressures, as evidenced by its strong historical performance.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating strong operational execution.

Options pricing suggests a significant move, reflecting investor uncertainty that may not align with the company's growth trajectory.

Key Risk

If customer growth comes in below 5%, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on customer growth and the company's ability to navigate a competitive landscape.

Bull Confirmed If

A customer growth rate exceeding 10% would confirm strong demand and support the bull case.

Bear Confirmed If

A customer growth rate below 5% would raise red flags about market competitiveness and demand.

Pre-Earnings Positioning

Options Market

Implied Move

±17.23%

Historical Avg

±1.8%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±17.2% while ALRM has averaged ±1.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

43.2%

Calls (100)P/C Ratio: 0.25Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Alarm.com beats expectations, history suggests the stock could rise by about 0.43%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line but management provides cautious commentary, the stock may react neutrally as investors reassess future growth prospects.

Miss

If the company misses expectations, history suggests a potential drop of around 1.81%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and success rates.
2Any commentary on competitive pressures and how the company plans to respond.
3Insights into new product launches and their expected impact on revenue.
4Management's outlook on market trends in the smart home sector.
5Details on operational efficiencies and cost management initiatives.