Alarm.com Holdings (ALRM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earning ...

Financial Data and Key Metrics Changes - SaaS and license revenue for Q4 2024 was $165.7 million, an increase of 11.7% year-over-year [7][36] - Adjusted EBITDA for Q4 2024 was $46.4 million, compared to $45.6 million in Q4 2023 [40] - Total revenue for Q4 2024 was $242.2 million, growing 7.1% from Q4 2023 [37] - Full year 2024 total revenue reached $939.8 million, a 6.6% increase from 2023 [41] - GAAP net income for 2024 was $122.5 million, up from $80.3 million in 2023 [41] Business Line Data and Key Metrics Changes - The commercial business generated over $80 million in SaaS revenue in 2024, with significant growth in physical security solutions [14] - EnergyHub, a venture business, is now over a $50 million SaaS business, growing nicely [24] - OpenEye, part of the commercial business, generated nearly $20 million in SaaS revenue in 2024 [16] Market Data and Key Metrics Changes - International revenue accounted for 6% of total revenue in 2024, up from 5% in previous quarters [22][52] - The North American residential business remains the largest component of the company's diversified business [9] Company Strategy and Development Direction - The company is focused on expanding its commercial, international, and EnergyHub businesses, which collectively contributed 26% of total SaaS revenue in 2024 [13] - The acquisition of CHeKT is expected to enhance the company's position in remote video monitoring [19] - The company aims to grow its support for regional and local service providers to diversify international revenue streams [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining a high revenue retention rate of 95% due to stable consumer demand and the stickiness of newer customers [41][85] - The company anticipates SaaS and license revenue for Q1 2025 to be between $160.2 million and $160.4 million, with full year 2025 guidance of $671.2 million to $671.8 million [42] Other Important Information - The CFO, Steve Valenzuela, announced his retirement, having contributed to significant revenue growth during his tenure [28][34] - The company ended 2024 with $1.22 billion in cash and cash equivalents, up from $697 million at the end of 2023 [41] Q&A Session Summary Question: What drove the acceleration in SaaS and license revenue growth in Q4? - Management attributed the acceleration to strong performance from EnergyHub and OpenEye, as well as increased international contributions [51][52] Question: What is the potential impact of tariffs on the hardware business? - Management indicated minimal exposure to tariffs due to manufacturing being primarily outside of China [56][57] Question: What are the growth expectations for the growth businesses in 2025? - Management expects similar growth rates as seen in 2024, with contributions from the acquisition of CHeKT included in the guidance [66] Question: How is the company addressing churn and net revenue retention? - Management believes the high retention rate will hold due to the stickiness of newer customers and higher average revenue per user (ARPU) from recent subscribers [85] Question: What is the outlook for international growth? - Management is optimistic about expanding service provider partnerships internationally, aiming for higher growth rates compared to the overall business [105][108]

Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.45%. A quarter ago, it was expected that this security service company would post earnings of $0.49 per share when it actually produced earnings of $0.62, delivering a surprise of 26.53%.Over the last four qua ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37461 ALARM.COM HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 26-4247032 (State or other jurisdicti ...

Exhibit 99.1 Alarm.com Reports Fourth Quarter and Full Year 2024 Results -- Fourth quarter SaaS and license revenue increased to $165.7 million, compared to $148.3 million for the fourth quarter of 2023 -- TYSONS, VA., February 20, 2025 -- Alarm.com Holdings, Inc. (Nasdaq: ALRM), the leading platform for the intelligently connected property, today reported financial results for its fourth quarter and full year ended December 31, 2024. Alarm.com also provided its financial outlook for SaaS and license revenu ...

Investors in Alarm.com Holdings Inc. (ALRM) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 20, 2024 $75.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It coul ...

Here are two stocks with buy rank and strong momentum characteristics for investors to consider today, November 19:Victory Capital Holdings, Inc. (VCTR) : This asset management company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 1.5% over the last 60 days.Victory Capital's shares gained 23.7% over the last three months compared with the S&P 500’s advanced of 5.2%. The company possesses a Momentum Score of A.Alarm.com Holdings, Inc. (ALRM) : This In ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Imperial Brands PLC (IMBBY) : This tobacco company has seen the Zacks Consensus Estimate for its current year earnings increasing 13.5% over the last 60 days.Alarm.com Holdings, Inc. (ALRM) : This Internet of Things (IoT) solutions provider has seen the Zacks Consensus Estimate for its current year earnings increasing 1% over the last 60 days.Dropbox, Inc. (DBX) : This content collaboration platform provider has seen the Zacks Consensus ...

AvePoint, Inc. (NASDAQ:ALRM) Q3 2024 Earnings Call November 7, 2024 4:30 PM ET Company Participants Matthew Zartman - Vice President, Investor Relations Steve Trundle - Chief Executive Officer Steve Valenzuela - Chief Financial Officer Conference Call Participants Adam Tindle - Raymond James Mason Marion - Jefferies Adam Hotchkiss - Goldman Sachs Matt Filek - William Blair Darren Aftahi - ROTH Jack Vander Aarde - Maxim Group Operator Good day and thank you for standing by. Welcome to the Alarm.com Third Qua ...

Alarm.com Holdings (ALRM) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 26.53%. A quarter ago, it was expected that this security service company would post earnings of $0.49 per share when it actually produced earnings of $0.58, delivering a surprise of 18.37%.Over the last four qu ...