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Alarm.com Holdings, Inc. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-20 13:30
Achieved a $1 billion annual revenue milestone, validating a business model centered on long-term service provider partnerships rather than seat-based SaaS pricing. Performance attribution shifted toward ARPU expansion in the core residential segment, driven by higher-tier video analytics and remote monitoring adoption. Diversification efforts reached a critical mass, with commercial and energy businesses now contributing 25% of total SaaS revenue and growing 25% year-over-year. EnergyHub's growth w ...