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Revenue by Segment
Breaks down where Alarm earns its sales, exposing dependence on a single product, market, or customer group and identifying the company’s main growth drivers. A diversified segment mix reduces risk, while concentration or rapidly shifting segment shares can indicate strategic change or vulnerability to market swings.
Alarm.com’s growth is increasingly powered by sticky, recurring SaaS revenue with very high retention and upgraded SaaS guidance, while the ‘Other’ bucket (EnergyHub, OpenEye AI and recent M&A) is accelerating into a meaningful secondary growth engine. That mix underpins the company’s margin expansion and buyback capacity, but hardware volatility—memory cost inflation and the Supreme Court tariff ruling—plus near‑term integration drag in Other could create quarter-to-quarter noise; watch SaaS/Other mix and margin recovery as the clearest signals of durable upside.
ALRM Revenue by Segment
| Date | Other | Alarm.com | Intersegment/Alarm.com | Intersegment/Other |
|---|---|---|---|---|
| Jun 30, 2026 | $35.99M | $243.09M | -$951.00K | -$396.00K |
| Mar 31, 2026 | $28.15M | $238.42M | -$1.03M | -$347.00K |
| Dec 31, 2025 | $30.20M | $232.50M | -$781.00K | -$260.00K |
| Sep 30, 2025 | $25.85M | $231.59M | -$810.00K | -$231.00K |
| Jun 30, 2025 | $21.64M | $233.87M | -$663.00K | -$536.00K |
| Mar 31, 2025 | $18.04M | $221.70M | -$674.00K | -$243.00K |
| Dec 31, 2024 | $22.68M | $220.13M | -$406.00K | -$161.00K |
| Sep 30, 2024 | $19.57M | $221.92M | -$817.00K | -$169.00K |
| Jun 30, 2024 | $16.54M | $218.32M | -$860.00K | -$188.00K |
| Mar 31, 2024 | $13.88M | $210.22M | -$686.00K | -$137.00K |
| Dec 31, 2023 | $19.03M | $207.87M | -$522.00K | -$139.00K |
| Sep 30, 2023 | $16.00M | $207.05M | -$1.02M | -$173.00K |
| Jun 30, 2023 | $14.54M | $210.39M | -$881.00K | -$169.00K |
| Mar 31, 2023 | $11.46M | $199.15M | -$777.00K | -$115.00K |
| Dec 31, 2022 | $15.71M | $193.36M | -$765.00K | -$168.00K |
| Sep 30, 2022 | $12.45M | $204.85M | -$1.06M | -$105.00K |
| Jun 30, 2022 | $13.00M | $201.29M | -$1.34M | -$98.00K |
| Mar 31, 2022 | $10.18M | $196.57M | -$899.00K | -$414.00K |
| Dec 31, 2021 | $12.16M | $184.02M | -$558.00K | -$329.00K |
| Sep 30, 2021 | $11.33M | $182.48M | -$847.00K | -$643.00K |
| Jun 30, 2021 | $11.20M | $179.51M | -$779.00K | -$1.07M |
| Mar 31, 2021 | $8.14M | $165.53M | -$905.00K | -$266.00K |