Guided Q3 SaaS and license revenue at USD 189.8 million to USD 190 million; raised full-year SaaS and license revenue outlook to USD 754 million to USD 754.4 million.
Cash position
Cash and cash equivalents totaled USD 479.4 million at June 30, down from year-end, primarily due to settling USD 500 million of 0% convertible senior notes.
Q2 revenue and earnings
Alarm.com posted Q2 2026 revenue up 9.2% to USD 277.7 million, led by SaaS and license revenue up 11.1% to USD 188.8 million.
GAAP net income fell to USD 24.2 million, with diluted EPS of USD 0.48.
Non-GAAP adjusted EBITDA climbed to USD 57.7 million, while non-GAAP adjusted net income attributable to common stockholders rose to USD 41.1 million, or USD 0.77 per share.