Short answer
Alarm.com Holdings, Inc. (ALRM) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $265M (up 11.0% year over year) with net income of $24M.
Q1 2026 key financials · XBRL
- Revenue
- $265M
- +11.0% YoY
- Net income
- $24M
- −15.6% YoY
- Operating margin
- 11.9%
- EPS (diluted)
- $0.47
- −9.6% YoY
Source: XBRL data from the Alarm.com Holdings, Inc. (ALRM) Q1 2026 10-Q on SEC EDGAR. USD.
Alarm.com Holdings, Inc. Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $265.2M, up 11% YoY from $238.8M; SaaS and license revenue $181.5M, up 11%
- SaaS and license revenue mix 68% vs 69% YoY; hardware and other revenue mix 32% vs 31%
- Net income $23.4M vs $27.7M YoY; adjusted EBITDA $49.6M vs $45.8M
- $500.0M 2026 Notes repayment; technology investment proceeds $5.4M
- Headwinds from tariffs, supply-chain disruption, inflation, interest rates and uncertain macroeconomic conditions
Risk Factors
- New tariff exposure triggered by 2025 U.S. tariff actions and 2026 Supreme Court invalidation, with hardware margins already affected
- Regulatory risk from expanded privacy, consumer-protection, licensing, sanctions, and import/export requirements across operating jurisdictions
- Competitive pressure from large technology, broadband, security, and managed-service providers targeting connected-property markets
- Partner concentration risk from substantial revenue dependence on a limited number of service-provider partners
- Cybersecurity and operational risk from potential breaches, outages, software defects, or network-operations-center failures
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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