Alarm.com Holdings, Inc. builds a cloud platform for intelligently connected properties, combining security, video, access control, energy management, water management, personal safety and related IoT services. The company sells primarily through independent service provider partners that install, monitor and support the solutions for residential, multi-family, small business, enterprise commercial and energy customers. Its platform processed more than 365 billion data points from over 170 million connected devices in 2025, which underscores the scale of its recurring software and services model. In addition to the core Alarm.com platform, the company also develops adjacent automation and energy-management offerings through its Other segment and expands capabilities through acquisitions and partner integrations.
16,3 %
66,1 %
13,0 %
+7,6 %
1.92
1.78
| % | |
|---|---|
| Alarm.com cloud platform | 68% Recurring SaaS services and software access for connected residential and commercial properties. |
| Software platform licensing | 2% Non-hosted software licenses and related platform fees sold to service providers on a per-subscriber basis. |
| Hardware products | 30% Devices and related hardware sold through partners to enable security, automation and monitoring solutions. |
| Partner support services | 0% Business management, web services, analytics, marketing and training tools that help service providers sell and support the platform. |
Alarm.com sells mainly to independent service provider partners, not directly to end property owners, and those...
Independent dealers and installers that buy platform access, software, hardware and partner tools so they can sell, install and support connected-property solutions.
Homeowners and renters who subscribe through partners for interactive security, video, automation, personal safety and related services.
Small business and commercial property owners that buy access control, video, automation and monitoring solutions to improve security and operations.
Apartment and multi-unit property owners that use connected-property solutions to manage access, safety and resident experience.
Customers in energy, utility, HVAC, property management and insurance-related channels that adopt specialized automation or monitoring offerings.
Alarm.com describes its business as global, but the filing does not provide a country-by-country revenue split in the...
Alarm.com’s strategy centers on expanding the installed base of connected properties by helping service provider...
The business depends on service providers to acquire, install and support subscribers, so better partner tools improve growth and retention.
Adding video, access, energy and water-management capabilities increases platform relevance and raises revenue per property.
International partner development can extend the recurring model into new markets without building a direct-sales organization.
Targeted acquisitions can accelerate product breadth and strengthen the platform in adjacent categories.
Alarm.com’s revenue is highly dependent on its service provider partner network, so weak partner sales execution,...
Substantially all revenue is generated through partners that sell, install and support the platform, so partner underperformance directly reduces subscriber growth and recurring fees.
The company operates cloud and data infrastructure across core and acquired businesses, and weaker systems in acquired entities can increase breach risk and remediation costs.
A limited number of service provider partners account for a significant portion of revenue, increasing sensitivity to the loss or slowdown of a major partner.
The company competes with other connected-property platforms, direct security providers and large technology firms that can bundle products or undercut pricing.
Growth outside the U.S. depends on building local partner relationships and adapting to market-specific requirements, which can slow scaling.
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: 11/08/2026