Financial PerformanceALRM’s second quarter outperformed with about 11% year-over-year SaaS growth and expanding adjusted EBITDA margins.
Growth StrategyVideo remains a growth driver for ALRM, with approximately 55% of its subscribers adopting video-related services, up from around 35% a few years ago.
International ExpansionThe total addressable market (TAM) for ALRM and growth prospects should improve dramatically in geographies across the world, including Europe and Japan, once integration is complete.