ALRM Alarm.com Holdings, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Cloud-based IoT platform for connected properties across residential, commercial, energy markets
• • Processed 365 billion data points in 2025 from over 170 million connected devices, demonstrating scale leadership
• • SaaS and license revenue $689.4M in 2025, up 9.1% YoY with 10.1% CAGR since 2023
• • Net income $132.6M in 2025, up from $124.1M in 2024; adjusted EBITDA $206.0M vs $176.2M prior year
• • Emphasis on long-term (3-5 year) service contracts with service provider partners enhancing recurring revenue stability

Risk Factors

• • Regulatory risk from privacy laws affecting IoT data from 170M devices, including compliance with GDPR and CCPA impacting data processing practices
• • Macroeconomic exposure to U.S. residential/commercial property markets with revenue from service provider contracts averaging 3-5 years
• • Operational risk due to reliance on independent service provider partners for sales, installation, and support of Alarm.com solutions
• • Competitive threat from video surveillance and gunshot detection tech by established firms impacting hardware sales, which represent 32% of 2025 revenue
• • Financial risk from SaaS revenue concentration: 68% of total revenue in 2025, with fluctuations in hardware and software license revenue impacting total revenue stability

Management Discussion & Analysis

• • Revenue $1,011M in 2025, up 8% YoY from $940M in 2024; Alarm.com segment $920M, Other $96M
• • Operating income $134M in 2025, up 23% YoY from $109M; operating margin 13.2% vs 11.6% in 2024
• • Best performing segment Alarm.com: operating income $142M vs worst, Other segment operating loss $8.2M in 2025
• • Cash & equivalents $961M in 2025 vs $1.22B in 2024; Capex $16.2M in 2025 for Alarm.com segment; acquisitions paid $191M in cash
• • Management expects capital expenditures $8M-$11M in next 12 months; macroeconomic uncertainties may impact liquidity and assumptions

What are the latest ALRM SEC filings in 2026?

Alarm.com Holdings, Inc. (ALRM) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on June 8, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ALRM file its most recent 10-K annual report?

Alarm.com Holdings, Inc. (ALRM) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ALRM 10-Q quarterly reports?

Alarm.com Holdings, Inc. (ALRM)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every ALRM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ALRM filed recently?

Alarm.com Holdings, Inc. (ALRM)'s most recent 8-K was filed on June 8, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ALRM insider trading activity (Form 4)?

SignalX aggregates every ALRM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ALRM file with the SEC?

Alarm.com Holdings, Inc. (ALRM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ALRM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Alarm.com Holdings, Inc. (ALRM).

What is ALRM's SEC CIK number?

Alarm.com Holdings, Inc. (ALRM)'s SEC CIK (Central Index Key) number is 1459200. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1459200 to look up all ALRM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ALRM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Alarm.com Holdings, Inc. (ALRM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.