In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation, and energy management solutions for smart homes and commercial real estate. This analysis is based on Alarm.com 2025 results, 19th February 2026, investor presentations, 2025 10K report and announcements throughout the year. We previously covered the company in March 2025. Alarm.com Profile Alarm.com, a Tysons, VA-based firm founded in 2000, became a Nasdaq public company in June 2015. Alarm.com’s cloud-based platform offers a suite of IoT solutions addressing opportunities in the residential, multi-family, small business, and enterprise commercial markets. Their solutions include video surveillance, video analytics, energy management, access control, electric utility grid management, indoor gunshot detection, water management, health and wellness and emergency response. Alarm.com goes to market through a network of over 12,000 service provider partners who install and maintain their systems in homes and businesses. The company has over 2,000 employees. In 2025, the company surpassed $1 billion […]
