Alarm.com Holdings, Inc. reported its second-quarter 2025 earnings on August 7, 2025, with total revenue reaching $254.3 million, an 8.8% increase year-over-year, surpassing estimates. Non-GAAP EPS was $0.60, beating the $0.51 consensus.
SaaS and license revenue, the company's recurring business, grew 9.0% year-over-year, driven by new deployments and retention in commercial segments. Adjusted EBITDA (non-GAAP) rose 13.0% to $48.4 million, reflecting margin expansion.
The company raised its full-year 2025 guidance, projecting SaaS and license revenue between $681.0 million and $681.4 million, and total revenue from $990.0 million to $996.4 million. However, management signaled a slowdown in SaaS and license revenue growth to mid-single-digit percentages in the second half of 2025, attributed to unusually strong first-half results not expected to recur.
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