Alarm.com Holdings, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Alarm.com reported Q2 2026 SaaS/license revenue of $188.8M (+11.1% YoY), GAAP net income of $24.2M ($0.48 diluted EPS), and non-GAAP adjusted EBITDA of $57.7M. The company raised full-year 2026 SaaS/license revenue guidance by $10.2M to $754.0–$754.4M and increased non-GAAP adjusted EBITDA guidance to $221.0–$223.0M. Cash declined from $960.6M to $479.4M due to the January 14, 2026 full settlement of $500M convertible notes due 2026; H1 2026 free cash flow was $86.8M (+140% YoY).
Why this rating
Moderate event: revenue growth steady but modest (11%), guidance raised but modestly; debt refinancing complete and accretive; cash burn from debt repayment large but manageable relative to ~$1.9B market cap.
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