Alarm.com Holdings Inc

Alarm.com reported second-quarter results that exceeded expectations and raised its full-year guidance. Revenue grew 9.2% year on year to $277.7 million, beating analyst estimates of $264.8 million, while adjusted earnings per share of $0.77 came in 18.9% above the consensus of $0.65. The company lifted its full-year revenue guidance to $1.08 billion at the midpoint, up from $1.07 billion, and raised its adjusted EPS outlook to $2.93. Management attributed the strong performance to accelerating growth in commercial and energy segments, which collectively grew over 30% year over year, driven by enterprise demand for AI-enabled video surveillance and expanding utility programs through EnergyHub.

Alarm.com has launched its Fire Communicator, expanding its Alarm.com for Business platform into the commercial fire category alongside intrusion, video, and access control. The UL Listed, NFPA 72-compliant ADC-FC100 replaces legacy POTS fire communications with dual-path signaling over Broadband and LTE, working with both new and existing fire alarm control panels. Service providers can now manage fire, intrusion, access control, and video through a single portal, technician app, and billing system. The communicator was recognized with a 2026 ESX Innovation Award in the Fire Detection and Life Safety Systems category. It is entering general availability in the United States through Alarm.com for Business service provider partners, with expansion into Canada planned for a future release.

Alarm.com announced the ADC-V530, a premium indoor Wi-Fi camera with a built-in physical privacy shutter and color night vision. The 4MP HDR camera offers a 110-degree field of view, an integrated spotlight for color video at night, and updated Video Analytics that detect people, animals, vehicles, and business activity. It is priced lower than the previous generation indoor camera and supports encrypted local recording via microSD as well as 24/7 recording with Alarm.com Stream Video Recorders. The camera is available now through Alarm.com service providers and works with residential and commercial video service packages.

Alarm.com posted the biggest analyst estimate beat and highest full-year guidance raise among four tracked vertical software stocks in Q1. The company reported revenues of $265.2 million, up 11% year on year, exceeding analysts' expectations by 5.6%, with strong beats on billings and EBITDA. Manhattan Associates delivered revenues of $282.2 million, up 7.4% year on year and beating estimates by 3.3%, while Bentley Systems grew revenues 14.5% to $424.2 million but missed billings estimates significantly. Guidewire Software achieved the fastest revenue growth at 26.9% to $372.5 million, beating estimates by 4.7%, yet provided the weakest full-year guidance update and saw its stock fall 22.4%. As a group, the four companies beat revenue consensus by 3.7% and guided in line for the next quarter, but their average share price has declined 6.7% since reporting.