Alarm.com highlights core business, not AI, in financial results

TYSONS, Va. — Alarm.com will continue leveraging technology to drive internal productivity gains and to augment its capabilities through products such as AI-based deterrence and monitoring solutions, said CEO Stephen Trundle during a recent earnings call. “However,” he added, “we do not see AI driving a change to our fundamental business model structure.” 

Instead, the company will continue to deploy its residential video and, increasingly, commercial technologies into new international markets, leveraging existing R&D investments to scale globally, Trundle said. 

 “As we've expanded our core video offering, our solutions, including remote video monitoring, are being increasingly introduced and adopted by our international partners,” he said. “In 2025, we saw a continued uptick in video attachment rates to 33%.” 

During Alarm.com’s recent Q4 EoY 2025 earnings call, Trundle highlighted the strength of the company’s core residential business serving the smart home security market in the U.S. and Canada. He described the platform as one built on breadth and scale, emphasizing that these services remain central as the company continues executing its platform strategy and expanding internationally. 

Trundle said Alarm.com’s core residential strategy centers on professionally installed and managed security solutions, where ongoing service relationships create opportunities to expand customer value over time – particularly through higher-tier video offerings and analytics-driven services.  

“We have consistently invested more in this market than our competitors,” he said. “Revenue growth in our core residential business continues to be driven primarily by ARPU (average revenue per unit) expansion. Our service providers are particularly effective with our residential video solutions, including video analytics and increasingly remote video monitoring augmented by the central station.” 

Full-year 2025 financial highlights 

• SaaS and license revenue increased 9.2% to $689.4 million, compared to $631.2 million. 
• Total revenue increased 7.6% to $1.0112 billion, compared to $939.8 million. 

Q4 2025 financial highlights 

• SaaS and license revenue increased 8.8% to $180.2 million, compared to $165.7 million. 
• Total revenue increased 8.0% to $261.7 million, compared to $242.2 million.