Alarm.com Holdings, Inc. (ALRM) Q4 2025 Earnings Call Transcript

SA Transcripts158.51K FollowersFollow5ShareSaveCommentsQ4: 2026-02-19 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $0.72 beats by $0.08 | Revenue of $261.66M (8.02% Y/Y) beats by $10.90M Alarm.com Holdings, Inc. (ALRM) Q4 2025 Earnings Call February 19, 2026 4:30 PM EST Company Participants Matthew Zartman - Vice President of Strategic Communications & Investor RelationsStephen Trundle - CEO & DirectorKevin Bradley - Chief Financial Officer Conference Call Participants Adam Tindle - Raymond James & Associates, Inc., Research DivisionSaket Kalia - Barclays Bank PLC, Research DivisionStephen Sheldon - William Blair & Company L.L.C., Research DivisionAdam Hotchkiss - Goldman Sachs Group, Inc., Research DivisionJack Vander Aarde - Maxim Group LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Alarm.com Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised today's conference is being recorded. I would now like to hand the conference over to your speaker today, Matthew Zartman, Vice President, Investor Relations. Please go ahead. Matthew ZartmanVice President of Strategic Communications & Investor Relations Thank you. Good afternoon, everyone, and welcome to Alarm.com's fourth quarter and full year 2025 earnings conference call. Please note, this call is being recorded. Joining us today are Steve Trundle, our CEO; and Kevin Bradley, our CFO. During today's call, we will be making forward-looking statements, which are predictions, projections, estimates and other statements about future events. These statements are based on current expectations and assumptions that are subject to risks and uncertainties that may cause actual results to differ materially from our current expectations. We refer you to the risk factors discussed in our annual report on Form 10-K and our Form 8-K both of which will be filed shortly with the SEC, along with the associated press release. The call is subject to these risk factors, and we encourage you to review them. Alarm.com assumes no obligation to update forward-looking statements or other information that speak as of their respective dates.