ALARM.COM HOLDINGS, INC., 10-Q filed on 5/7/2026
Quarterly Report
v3.26.1
Cover Page - shares
 3 Months Ended
Mar. 31, 2026
Apr. 30, 2026
Cover [Abstract]    
Document Type 10-Q  
Document Quarterly Report true  
Document Period End Date Mar. 31, 2026  
Document Transition Report false  
Entity File Number 001-37461  
Entity Registrant Name ALARM.COM HOLDINGS, INC.  
Entity Incorporation, State or Country Code DE  
Entity Tax Identification Number 26-4247032  
Entity Address, Address Line One 8281 Greensboro Drive  
Entity Address, Address Line Two Suite 100  
Entity Address, City or Town Tysons  
Entity Address, State or Province VA  
Entity Address, Postal Zip Code 22102  
City Area Code 877  
Local Phone Number 389-4033  
Title of 12(b) Security Common Stock, $0.01 par value per share  
Trading Symbol ALRM  
Security Exchange Name NASDAQ  
Entity Current Reporting Status Yes  
Entity Interactive Data Current Yes  
Entity Filer Category Large Accelerated Filer  
Entity Small Business false  
Entity Emerging Growth Company false  
Entity Shell Company false  
Entity Common Stock, Shares Outstanding (in shares)   49,460,583
Entity Central Index Key 0001459200  
Current Fiscal Year End Date --12-31  
Document Fiscal Year Focus 2026  
Document Fiscal Period Focus (Q1,Q2,Q3,FY) Q1  
Amendment Flag false  
v3.26.1
Condensed Consolidated Statements of Operations - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Revenue:    
Total revenue $ 265,193 $ 238,822
Cost of revenue:    
Total cost of revenue [1] 90,511 78,234
Operating expenses:    
Sales and marketing 34,434 28,549
General and administrative 27,454 27,001
Research and development 72,059 68,367
Amortization and depreciation 9,092 7,024
Total operating expenses 143,039 130,941
Operating income 31,643 29,647
Interest expense (3,672) (4,314)
Interest income 4,931 12,371
Other expense, net (3,909) (2,660)
Income before income taxes 28,993 35,044
Provision for income taxes 5,856 7,307
(Income) / loss from equity method investments, net (245) 25
Net income 23,382 27,712
Net loss attributable to redeemable noncontrolling interests 201 238
Net income attributable to common stockholders $ 23,583 $ 27,950
Net income attributable to common stockholders per share:    
Basic (in dollars per share) $ 0.48 $ 0.56
Diluted (in dollars per share) $ 0.47 $ 0.52
Weighted average common shares outstanding:    
Basic (in shares) 49,599,698 49,659,741
Diluted (in shares) 56,322,662 60,077,247
SaaS and license revenue    
Revenue:    
Total revenue $ 181,524 $ 163,800
Cost of revenue:    
Total cost of revenue [1] 27,895 21,568
Hardware and other revenue    
Revenue:    
Total revenue 83,669 75,022
Cost of revenue:    
Total cost of revenue [1] $ 62,616 $ 56,666
[1] Exclusive of amortization and depreciation shown in operating expenses below.
v3.26.1
Condensed Consolidated Statements of Comprehensive Income - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Statement of Comprehensive Income [Abstract]    
Net income $ 23,382 $ 27,712
Other comprehensive (loss) / income    
Foreign currency translation adjustment (560) 829
Total other comprehensive (loss) / income (560) 829
Comprehensive income 22,822 28,541
Comprehensive loss attributable to redeemable noncontrolling interests 201 238
Comprehensive income attributable to common stockholders $ 23,023 $ 28,779
v3.26.1
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Current assets:    
Cash and cash equivalents $ 497,449 $ 960,584
Accounts receivable, net of allowance for credit losses of $6,113 and $5,171, and net of allowance for product returns of $2,080 and $2,140 as of March 31, 2026 and December 31, 2025, respectively 141,221 141,852
Inventory 95,132 94,429
Other current assets, net of allowance for credits losses of $749 as of March 31, 2026 and December 31, 2025 67,192 75,646
Total current assets 800,994 1,272,511
Property and equipment, net 62,819 64,799
Intangible assets, net 93,421 99,352
Goodwill 224,708 224,987
Deferred tax assets 149,463 152,255
Operating lease right-of-use assets 51,880 52,636
Investments in unconsolidated entities 219,850 226,931
Other assets, net of allowance for credit losses of $0 as of March 31, 2026 and December 31, 2025 40,502 43,120
Total assets 1,643,637 2,136,591
Current liabilities:    
Accounts payable, accrued expenses and other current liabilities 106,522 107,195
Accrued compensation 23,021 31,126
Deferred revenue 18,088 16,428
Convertible senior notes, net 0 499,867
Operating lease liabilities 7,624 8,524
Total current liabilities 155,255 663,140
Deferred revenue 13,755 13,456
Convertible senior notes, net, noncurrent 490,365 489,641
Operating lease liabilities 68,740 67,609
Other liabilities 11,732 11,735
Total liabilities 739,847 1,245,581
Commitments and contingencies (Note 12)
Redeemable noncontrolling interests 43,978 42,847
Stockholders’ equity    
Preferred stock, $0.001 par value, 10,000,000 shares authorized; no shares issued and outstanding as of March 31, 2026 and December 31, 2025 0 0
Common stock, $0.01 par value, 300,000,000 shares authorized; 53,723,295 and 53,540,939 shares issued; and 49,385,005 and 49,630,714 shares outstanding as of March 31, 2026 and December 31, 2025, respectively 538 536
Additional paid-in capital 558,532 549,913
Treasury stock, at cost; 4,338,290 and 3,910,225 shares as of March 31, 2026 and December 31, 2025, respectively (247,847) (227,852)
Accumulated other comprehensive income 2,130 2,690
Retained earnings 546,459 522,876
Total stockholders’ equity 859,812 848,163
Total liabilities, redeemable noncontrolling interests and stockholders’ equity $ 1,643,637 $ 2,136,591
v3.26.1
Condensed Consolidated Balance Sheets (Parenthetical) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Statement of Financial Position [Abstract]    
Accounts receivable, allowance for credit losses $ 6,113 $ 5,171
Allowance for product returns 2,080 2,140
Other current assets, allowance for credit loss 749 749
Other assets, allowance for credit loss $ 0 $ 0
Preferred stock, par value ( in dollars per share) $ 0.001 $ 0.001
Preferred stock, shares authorized (in shares) 10,000,000 10,000,000
Preferred stock, shares issued (in shares) 0 0
Preferred stock, shares outstanding (in shares) 0 0
Common stock, par value ( in dollars per share) $ 0.01 $ 0.01
Common stock, shares authorized (in shares) 300,000,000 300,000,000
Common stock, shares issued (in shares) 53,723,295 53,540,939
Common stock, shares outstanding (in shares) 49,385,005 49,630,714
Treasury stock, shares repurchased (in shares) 4,338,290 3,910,225
v3.26.1
Condensed Consolidated Statements of Cash Flows - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Cash flows from operating activities:    
Net income $ 23,382 $ 27,712
Adjustments to reconcile net income to net cash flows from operating activities:    
Provision for credit losses on accounts receivable 1,167 977
Reserve for product returns 381 425
Amortization and depreciation 9,092 7,024
Amortization of debt issuance costs 857 1,498
Amortization of operating leases 3,726 3,903
Deferred income taxes 2,792 (8,791)
Stock-based compensation 8,049 9,458
Distributions on investments in unconsolidated entities 2,668 0
Loss from investments in unconsolidated entities 3,620 2,313
Other adjustments 305 (123)
Changes in operating assets and liabilities (net of business acquisitions):    
Accounts receivable (904) 6,283
Inventory (776) (1,859)
Other current and non-current assets 6,758 (8,768)
Accounts payable and other current liabilities (8,373) (12,749)
Deferred revenue 1,959 965
Operating lease liabilities (4,072) (3,474)
Other liabilities 4 (737)
Cash flows from operating activities 50,635 24,057
Cash flows from / (used in) investing activities:    
Business acquisitions, net of cash acquired 0 (23,412)
Additions to property and equipment (912) (6,115)
Issuances of notes receivable (1,462) (21,500)
Receipt of payments on notes receivable 41 29
Capitalized software development costs (212) (408)
Proceeds from sale of investments in unconsolidated entities 6,012 0
Purchase of investments in unconsolidated entities (1,062) (3,773)
Cash flows from / (used in) investing activities 2,405 (55,179)
Cash flows used in financing activities:    
Repayments of convertible senior notes (500,000) 0
Payments of deferred consideration for acquisitions (300) 0
Purchases of treasury stock, including transaction costs (19,995) (5,059)
Issuances of common stock from equity-based plans 2,059 1,583
Cash flows used in financing activities (518,236) (3,476)
Effect of exchange rate changes on cash, cash equivalents and restricted cash (36) (118)
Net decrease in cash, cash equivalents and restricted cash (465,232) (34,716)
Cash, cash equivalents and restricted cash at beginning of the period 968,807 1,229,132
Cash, cash equivalents and restricted cash at end of the period 503,575 1,194,416
Reconciliation of cash, cash equivalents and restricted cash:    
Cash and cash equivalents 497,449 1,186,195
Restricted cash included in other current assets and other assets 6,126 8,221
Total cash, cash equivalents and restricted cash $ 503,575 $ 1,194,416
v3.26.1
Condensed Consolidated Statements of Equity - USD ($)
$ in Thousands
Total
Common Stock
Additional Paid-In Capital
Treasury Stock
Accumulated Other Comprehensive Income / (Loss)
Retained Earnings
Beginning balance at Dec. 31, 2024 $ 44,747          
Increase (Decrease) in Temporary Equity [Roll Forward]            
Noncontrolling interest assumed through acquisition 6,352          
Accretion adjustments of redeemable noncontrolling interest to redemption value 1,724          
Net income / (loss) attributable to common stockholders (238)          
Ending balance at Mar. 31, 2025 52,585          
Beginning balance (in shares) at Dec. 31, 2024   52,756,000        
Beginning balance at Dec. 31, 2024 726,546 $ 528 $ 521,192 $ (186,291) $ 815 $ 390,302
Beginning balance (in shares) at Dec. 31, 2024       3,138,000    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Common stock issued in connection with equity-based plans (in shares)   148,000        
Common stock issued in connection with equity-based plans 1,583 $ 1 1,582      
Purchase of treasury stock, including transaction costs and excise tax $ (5,062)   (3) $ (5,059)    
Purchase of treasury stock, including transaction costs and excise tax (in shares) 86,400     86,000    
Stock-based compensation expense $ 9,481   9,481      
Accretion adjustments of redeemable noncontrolling interest to redemption value (1,724)   (1,724)      
Net income / (loss) attributable to common stockholders 27,950         27,950
Other comprehensive income (loss) 829       829  
Ending balance (in shares) at Mar. 31, 2025   52,904,000        
Ending balance at Mar. 31, 2025 759,603 $ 529 530,528 $ (191,350) 1,644 418,252
Ending balance (in shares) at Mar. 31, 2025       3,224,000    
Beginning balance at Dec. 31, 2025 42,847          
Increase (Decrease) in Temporary Equity [Roll Forward]            
Accretion adjustments of redeemable noncontrolling interest to redemption value 1,332          
Net income / (loss) attributable to common stockholders (201)          
Ending balance at Mar. 31, 2026 $ 43,978          
Beginning balance (in shares) at Dec. 31, 2025 53,540,939 53,541,000        
Beginning balance at Dec. 31, 2025 $ 848,163 $ 536 549,913 $ (227,852) 2,690 522,876
Beginning balance (in shares) at Dec. 31, 2025 3,910,225     3,910,000    
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Common stock issued in connection with equity-based plans (in shares)   182,000        
Common stock issued in connection with equity-based plans $ 2,059 $ 2 2,057      
Purchase of treasury stock, including transaction costs and excise tax $ (20,150)   (155) $ (19,995)    
Purchase of treasury stock, including transaction costs and excise tax (in shares) 428,065     428,000    
Stock-based compensation expense $ 8,049   8,049      
Accretion adjustments of redeemable noncontrolling interest to redemption value (1,332)   (1,332)      
Net income / (loss) attributable to common stockholders 23,583         23,583
Other comprehensive income (loss) $ (560)       (560)  
Ending balance (in shares) at Mar. 31, 2026 53,723,295 53,723,000        
Ending balance at Mar. 31, 2026 $ 859,812 $ 538 $ 558,532 $ (247,847) $ 2,130 $ 546,459
Ending balance (in shares) at Mar. 31, 2026 4,338,290     4,338,000    
v3.26.1
Organization
 3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization Organization
Alarm.com Holdings, Inc. (referred to herein as Alarm.com, the Company, or we) is the leading platform for intelligently connected properties. Our cloud-based platform offers an expansive suite of Internet of Things, or IoT, solutions addressing global opportunities in the residential, multi-family, small business, enterprise commercial and energy markets. Alarm.com’s solution suite includes security, video surveillance and video analytics, energy management, access control, electric utility grid management, active shooter detection, water management, personal safety and data-rich emergency response. Our solutions are delivered through an established network of trusted service provider partners, who are experts at selling, installing and supporting our solutions. We derive revenue from the sale of our cloud-based Software-as-a-Service, or SaaS, services, license fees, software, hardware, activation fees and other revenue. Our fiscal year ends on December 31.
v3.26.1
Basis of Presentation and Summary of Significant Accounting Policies
 3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Basis of Presentation and Summary of Significant Accounting Policies Basis of Presentation and Summary of Significant Accounting Policies
Basis of Presentation

The accompanying unaudited condensed consolidated financial statements include our accounts and those of our majority-owned and controlled subsidiaries after elimination of intercompany accounts and transactions.

These unaudited condensed consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States, or GAAP, for interim financial information and the applicable rules and regulations of the Securities and Exchange Commission, or SEC. Accordingly, they do not include all the information and footnotes required by GAAP for annual financial statements. They should be read together with our audited consolidated financial statements and related notes thereto for the year ended December 31, 2025 included in our Annual Report on Form 10-K filed with the SEC on February 19, 2026, or the Annual Report. The condensed consolidated balance sheet as of December 31, 2025 was derived from our audited financial statements but does not include all disclosures required by GAAP for annual financial statements.

In the opinion of management, these condensed consolidated financial statements include all normal recurring adjustments necessary for a fair statement of the results of operations, financial position and cash flows for the periods presented. However, the global economy, credit markets and financial markets have and may continue to experience significant volatility as a result of significant worldwide events, including public health crises, and geopolitical upheaval (including the ongoing conflicts in Ukraine, and in the Middle East and surrounding areas), disruptions to global supply chains, fluctuations in interest rates, tariffs, risk of recession and inflation (collectively, the Macroeconomic Conditions). These Macroeconomic Conditions have and may continue to create supply chain disruptions, inventory disruptions, and fluctuations in economic growth, including fluctuations in employment rates, inflation, tariffs, energy prices and consumer sentiment. It remains difficult to assess or predict the ultimate duration and economic impact of the Macroeconomic Conditions. The results of operations for the three months ended March 31, 2026 are not necessarily indicative of the results that can be expected for our entire fiscal year ending December 31, 2026, which is increasingly true in periods of uncertainty, such as the uncertainty caused by the Macroeconomic Conditions. Prolonged uncertainties could cause further economic slowdown or cause other unpredictable events, each of which could adversely affect our business, results of operations or financial condition.

Reclassifications

Certain previously reported amounts in the condensed consolidated statements of operations for the three months ended March 31, 2025 have been reclassified to conform to our current presentation to reflect (income) / loss from equity method investments, net, as a separate line item, which was previously included in other expense, net. Certain previously reported amounts in the condensed consolidated statement of cash flows for the three months ended March 31, 2025 have been reclassified to conform to our current presentation, including the addition of other adjustments as a separate line item within the adjustments to reconcile net income to net cash flows from the operating activities section.

Significant Accounting Policies and Use of Estimates

There have been no material changes to our significant accounting policies or our use of estimates during the three months ended March 31, 2026 from those disclosed in our Annual Report.

Recent Accounting Pronouncements

Adopted

During the three months ended March 31, 2026, we did not adopt any new accounting pronouncements.
Not Yet Adopted

On November 5, 2024, the FASB issued ASU 2024-03, "Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)," which requires more detailed information about the types of expenses included in certain expense captions presented on the consolidated statements of operations, including purchases of inventory, employee compensation, depreciation, amortization and depletion. Additionally, this amendment requires the disclosure of a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively and the disclosure of the total amount of selling expenses and, on an annual basis, an entity's definition of selling expenses. The amendment is effective for annual periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Early adoption is permitted. This amendment should be applied either on a prospective basis or a retrospective basis to any or all prior periods presented. We are currently assessing the impact this pronouncement will have on our consolidated financial statement disclosures.

On September 18, 2025, the FASB issued ASU 2025-06, "Intangibles—Goodwill and Other—Internal-Use Software (Subtopic 350-40)," to align the accounting for software costs with the evolution of software development, including the shift from using a prescriptive and sequential development method to using an incremental and iterative development method. This amendment clarifies that capitalization of internal-use software costs begins when (i) management has authorized and committed to funding the software project, and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. Additionally, this amendment supersedes the website development costs guidance and it clarifies certain disclosure requirements for internal-use software costs. The amendment is effective for annual periods beginning after December 15, 2027, and interim periods within those annual reporting periods. Early adoption is permitted as of the beginning of an annual reporting period. This amendment should be applied either on a (i) prospective basis, (ii) retrospective basis to any or all prior periods presented, or (iii) modified transition basis that is based on the status of the project and whether software costs were capitalized before the date of adoption. We are currently assessing the impact this pronouncement will have on our consolidated financial statements and related disclosures.
v3.26.1
Revenue from Contracts with Customers
 3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenue from Contracts with Customers Revenue from Contracts with Customers
Contract Assets

Our assets related to costs incurred to obtain or fulfill a contract primarily consist of capitalized commission costs, upfront payments made to customers and costs incurred on contracts with an outstanding performance obligation. The current portion of capitalized commission costs, upfront payments made to customers and costs incurred on contracts with an outstanding performance obligation is included in other current assets within our condensed consolidated balance sheets. The non-current portion of capitalized commission costs, upfront payments made to customers and costs incurred on contracts with an outstanding performance obligation is reflected in other assets within our condensed consolidated balance sheets. The changes in our contract assets are as follows (in thousands):
Three Months Ended
March 31,
20262025
Beginning of period balance$17,947 $12,088 
Additions to contract assets
3,827 3,184 
Amortization or satisfaction of outstanding performance obligation of capitalized contract assets
(3,477)(2,125)
End of period balance$18,297 $13,147 

Contract Liabilities

Contract liabilities include payments received in advance of performance under the contract and are realized with the associated revenue recognized under the contract. The changes in our contract liabilities are as follows (in thousands):
Three Months Ended
March 31,
20262025
Beginning of period balance$29,884 $26,559 
Revenue deferred in period11,409 8,266 
Revenue recognized from amounts included in contract liabilities(9,450)(7,301)
End of period balance$31,843 $27,524 
v3.26.1
Accounts Receivable, Net
 3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Accounts Receivable, Net Accounts Receivable, Net
The components of accounts receivable, net are as follows (in thousands):
March 31,
2026		December 31,
2025
Accounts receivable$149,414 $149,163 
Allowance for credit losses(6,113)(5,171)
Allowance for product returns(2,080)(2,140)
Accounts receivable, net$141,221 $141,852 

For the three months ended March 31, 2026 and March 31, 2025, we recorded a reserve for product returns of $0.4 million in our hardware and other revenue. Historically, we have not experienced write-offs for uncollectible accounts or sales returns that have differed significantly from our estimates.

Allowance for Credit Losses - Accounts Receivable

We identified the following two portfolio segments for our accounts receivable: (i) outstanding accounts receivable balances within Alarm.com and certain subsidiaries and (ii) outstanding accounts receivable balances within all other subsidiaries. There were no changes to our portfolio segments for our accounts receivable during the three months ended March 31, 2026, and no changes to our policies or practices that influenced our estimate of expected credit losses for accounts receivable. Additionally, there were no significant changes in the amount of accounts receivable write-offs during the three months ended March 31, 2026, as compared to historical periods.

The changes in our allowance for credit losses for accounts receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries		 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries
Beginning of period balance$(4,931)$(240)$(3,777)$(93)
Provision for expected credit losses(1,160)(7)(946)(31)
Write-offs204 21 123 3 
End of period balance$(5,887)$(226)$(4,600)$(121)
v3.26.1
Inventory
 3 Months Ended
Mar. 31, 2026
Inventory Disclosure [Abstract]  
Inventory Inventory
The components of inventory are as follows (in thousands):
March 31,
2026		December 31,
2025
Raw materials$20,055 $18,238 
Work-in-process271 372 
Finished goods74,806 75,819 
Total inventory$95,132 $94,429 
v3.26.1
Acquisitions
 3 Months Ended
Mar. 31, 2026
Business Combination, Asset Acquisition, Transaction between Entities under Common Control, and Joint Venture Formation [Abstract]  
Acquisitions Acquisitions
On November 21, 2025, EnergyHub, Inc., or EnergyHub, one of our wholly-owned subsidiaries, acquired 100% of the issued and outstanding shares of capital stock of Zona NewCo, LLC, which acquired substantially all of the assets and liabilities of Resideo Grid Services, or RGS, from Resideo Technologies, Inc. Pursuant to the terms of the stock purchase agreement, following the preliminary determination of the working capital of RGS as of the closing date, the purchase price increased by $1.6 million. The working capital adjustment was finalized during the second quarter of 2026 and $1.6 million was paid to stockholders of RGS at that time. The purchase price allocation was not finalized as of the filing date of this Quarterly Report on Form 10-Q and is primarily pending the final determination of the tax adjustments and the valuation of the acquired customer relationships.
v3.26.1
Goodwill and Intangible Assets, Net
 3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Intangible Assets, Net Goodwill and Intangible Assets, Net
The changes in goodwill by reportable segment are outlined below (in thousands):
Alarm.comOtherTotal
Balance as of January 1, 2026
$178,598 $46,389 $224,987 
Measurement period adjustments— (26)(26)
Foreign currency translation adjustment (253)— (253)
Balance as of March 31, 2026$178,345 $46,363 $224,708 

The following table reflects changes in the net carrying amount of the components of intangible assets (in thousands):
Customer
Relationships		Developed
Technology		Trade NameCapitalized Software Development Costs
Other
Total
Balance as of January 1, 2026
$55,024 $39,621 $1,302 $3,359 $46 $99,352 
Capitalized software development costs — — — 212 — 212 
Amortization(2,661)(3,199)(80)(203)— (6,143)
Balance as of March 31, 2026$52,363 $36,422 $1,222 $3,368 $46 $93,421 

We recorded $6.0 million of amortization related to our intangible assets for the three months ended March 31, 2026, as compared to $4.5 million for the same period in the prior year. There were no impairments of long-lived intangible assets during the three months ended March 31, 2026 and 2025.

The following tables reflect the weighted average remaining life and carrying value of finite-lived intangible assets (in thousands, except weighted-average remaining life):
 March 31, 2026
 Gross
Carrying
Amount		Accumulated
Amortization		Net
Carrying
Value		Weighted-
Average
Remaining Life
(in years)
Customer relationships$162,400 $(110,037)$52,363 10.8
Developed technology89,714 (53,292)36,422 4.9
Trade name5,532 (4,310)1,222 4.8
Capitalized software development costs4,246 (878)3,368 3.2
Other
46 — 46 5.0
Total intangible assets$261,938 $(168,517)$93,421 8.1
 December 31, 2025
 Gross
Carrying
Amount		Accumulated
Amortization		Net
Carrying
Value		Weighted-
Average
Remaining Life
(in years)
Customer relationships$162,400 $(107,376)$55,024 10.8
Developed technology89,714 (50,093)39,621 5.2
Trade name5,532 (4,230)1,302 5.0
Capitalized software development costs4,034 (675)3,359 3.8
Other
46 — 46 5.0
Total intangible assets$261,726 $(162,374)$99,352 8.3
v3.26.1
Investments in Unconsolidated Entities
 3 Months Ended
Mar. 31, 2026
Equity Method Investments and Joint Ventures [Abstract]  
Investments in Unconsolidated Entities Investments in Unconsolidated Entities
On February 24, 2026, a technology partner in which we previously invested was acquired by an unrelated third party. As a result of the sale, we received proceeds of $5.4 million in exchange for all of our shares of the technology partner stock after deducting $0.1 million related to an agreed holdback. As a result of the sale, we recorded a loss of $0.2 million within other expense, net, in our condensed consolidated statements of operations during the three months ended March 31, 2026.

Summary of Investments in Unconsolidated Entities

Our investments in unconsolidated entities are as follows (in thousands):
March 31, 2026December 31, 2025
Ownership Percentage
Carrying Value
Excess Carrying Value of Investment Over Proportionate Share of Net Assets
Carrying Value
Excess Carrying Value of Investment Over Proportionate Share of Net Assets
Safe Haven(1) and All Access(2)
32.5 %$139,308 $140,957 $141,205 $143,134 
SafeStreets(3)
24.7 28,418 31,226 29,436 31,144 
Pronet(4)
20.3 30,675 9,566 30,142 — 
Other unconsolidated entities
21,449 704 26,148 707 
Total
$219,850 $182,453 $226,931 $174,985 
_______________________
(1) Safe Haven Security Services, LLC, or Safe Haven
(2) All Access Holdings, LLC, or All Access
(3) SafeStreets USA, LLC, or SafeStreets
(4) Protegger Luxembourg S.à r.l, or Pronet

Equity method income from our investments in unconsolidated entities are as follows (in thousands):
Three Months Ended
March 31,
20262025
(Income) / loss from equity method investments, net$(245)$25 

Other related party transactions and balances outstanding with our equity method investees for activity subsequent to our investments are as follows (in thousands):
Three Months Ended
March 31,
20262025
Revenue from equity method investees
$7,603 $137 
Interest income from equity method investees
373 5 
Distributions received from equity method investees
2,668 — 

March 31, 2026December 31, 2025
Outstanding principal from loans to equity method investees
$21,906 $21,947 
Interest receivable from equity method investees
325 381 
Accounts receivable from equity method investees
2,441 1,774 
Total amounts receivable from equity method investees
$24,672 $24,102 
v3.26.1
Other Assets
 3 Months Ended
Mar. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Other Assets Other Assets
Loan to SafeStreets

On January 30, 2025, we entered into a senior secured loan agreement with SafeStreets, under which a term loan was provided to them in the original principal amount of $21.5 million, which loan is collateralized by the assets of SafeStreets. Quarterly principal payments begin in the second quarter of 2027. Interest on the outstanding principal accrues at a rate per annum equal to the overnight financing rate published by the Federal Reserve Bank of New York for a period of three months, plus 3.0%. For the first two years of the loan, monthly interest payments can be payable in kind at the election of the borrower. The maturity date of the loan is January 30, 2030. As of March 31, 2026 and December 31, 2025, $21.5 million of principal was outstanding from SafeStreets under the loan agreement.

Loan to a Service Provider Partner

In July 2020, we entered into a loan agreement with a service provider partner, under which we agreed to loan the service provider partner up to $2.5 million, collateralized by the assets of the service provider partner. Interest on the outstanding principal accrues at a rate per annum equal to 9.0% and monthly interest and principal payments began in April 2021. The maturity date of the loan was July 24, 2025. In July 2025, we learned that this service provider partner may have a lien placed on its property that may have a priority over our security interest. Based on the information provided by the service provider partner, during the three months ended June 30, 2025, we recorded a credit loss expense of $0.7 million in general and administrative expense and we placed this loan in nonaccrual status as of June 30, 2025. As of March 31, 2026 and December 31, 2025, $0.9 million of principal was outstanding from the service provider partner under the loan agreement.

For the three months ended March 31, 2026 and 2025, we recognized less than $0.1 million of revenue from the service provider partner associated with this loan.

Allowance for Credit Losses - Notes Receivable

We identified one portfolio segment, loan receivables, for our notes receivable. There were no changes to our policies or practices involving the issuance of notes receivable, customer acquisitions or any other factors that influenced our estimate of expected credit losses for notes receivable during the three months ended March 31, 2026.

The changes in our allowance for credit losses for notes receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
Beginning of period balance$(749)$(1)
Provision for expected credit losses
— — 
Write-offs— — 
End of period balance$(749)$(1)

We manage our notes receivables using delinquency as a key credit quality indicator. The following tables reflect the current and delinquent notes receivable by class of financing receivables and by year of origination (in thousands):
March 31, 2026
Loan Receivables:20262025202420232022PriorTotal
Current$1,000 $23,062 $500 $406 $1,500 $— $26,468 
30-59 days past due— — — — — — — 
60-89 days past due— — — — — — — 
90-119 days past due— — — — — — — 
120+ days past due— — — — — 943 943 
Total$1,000 $23,062 $500 $406 $1,500 $943 $27,411 
December 31, 2025
Loan Receivables:20252024202320222021PriorTotal
Current$22,600 $500 $447 $1,500 $— $— $25,047 
30-59 days past due— — — — — — — 
60-89 days past due— — — — — — — 
90-119 days past due— — — — — — — 
120+ days past due— — — — — 943 943 
Total$22,600 $500 $447 $1,500 $— $943 $25,990 

There was one note receivable placed on nonaccrual status as of March 31, 2026 and December 31, 2025. During the three months ended March 31, 2026 and 2025, there was no interest income recognized related to notes receivable that were in nonaccrual status.

As of March 31, 2026 and December 31, 2025, there were $0.2 million notes receivable placed in nonaccrual status for which there was not a related allowance for credit losses. As of March 31, 2026 and December 31, 2025, there were no notes receivable that were 90 days or greater past due for which we continued to accrue interest income.

Prepaid Expenses

As of March 31, 2026 and December 31, 2025, $23.1 million and $19.4 million of prepaid expenses were included in other current assets, respectively, primarily related to software licenses, long lead-time parts related to our inventory and insurance.
v3.26.1
Fair Value Measurements
 3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
The following tables present our assets and liabilities measured at fair value on a recurring basis (in thousands):
Fair Value Measurements on a Recurring Basis
Assets:Level 1Level 2Level 3Total
Money market accounts as of March 31, 2026
$479,892 $— $— $479,892 
Money market accounts as of December 31, 2025
941,134 — — 941,134 
Equity securities with readily determinable fair value as of March 31, 2026
10,597 — — 10,597 
Equity securities with readily determinable fair value as of December 31, 2025
14,858 — — 14,858 

As of March 31, 2026, $473.9 million of our money market accounts was included in cash and cash equivalents, $4.1 million was included in other assets and $1.9 million was included in other current assets in our condensed consolidated balance sheets. As of December 31, 2025, $933.0 million of our money market accounts was included in cash and cash equivalents, $6.1 million was included in other assets and $2.0 million was included in other current assets in our condensed consolidated balance sheets. Our assets from money market accounts are valued using quoted prices in active markets. Our equity securities with readily determinable fair value represent our investments in publicly traded companies, which are valued using quoted prices in active markets. During the three months ended March 31, 2026, we recorded a loss on equity securities of $3.7 million, as compared to a loss of $2.3 million for the same period in the prior year. Our investments in public entities are recorded at fair value within other current assets in our condensed consolidated balance sheets and changes in fair value of the investments are recorded within other expense, net within our condensed consolidated statements of operations. See Note 12 for the carrying amount and estimated fair value of our existing convertible senior notes as of March 31, 2026 and December 31, 2025.

We monitor the availability of observable market data to assess the appropriate classification of financial instruments within the fair value hierarchy. Changes in economic conditions or model-based valuation techniques may require the transfer of financial instruments from one fair value level to another. There were no transfers into or out of Level 3 or reclassifications between levels of the fair value hierarchy during the three months ended March 31, 2026 and 2025.
v3.26.1
Liabilities
 3 Months Ended
Mar. 31, 2026
Payables and Accruals [Abstract]  
Liabilities Liabilities
The components of accounts payable, accrued expenses and other current liabilities are as follows (in thousands):
March 31,
2026		December 31,
2025
Accounts payable$28,007 $22,200 
Accrued expenses44,301 51,360 
Income taxes payable 571 1,785 
Holdback and working capital liabilities from business combinations, asset acquisitions and investments in unconsolidated entities
13,413 13,713 
Contingent consideration liability from acquisition
1,233 1,223 
Other current liabilities18,997 16,914 
Accounts payable, accrued expenses and other current liabilities$106,522 $107,195 
v3.26.1
Debt, Commitments and Contingencies
 3 Months Ended
Mar. 31, 2026
Debt, Commitments and Contingencies Disclosure [Abstract]  
Debt, Commitments and Contingencies Debt, Commitments and Contingencies
The debt, commitments and contingencies described below would require us, or our subsidiaries, to make payments to third parties under certain circumstances.

Convertible Senior Notes - 2026 Notes

On January 20, 2021, we issued $500.0 million aggregate principal amount of 0% convertible senior notes due January 15, 2026, in a private placement to qualified institutional buyers, or the 2026 Notes. On January 14, 2026, we paid $500.0 million in aggregate principal amount to holders of the 2026 Notes, fully settling the outstanding balance in accordance with the repayment terms.

As of December 31, 2025, the fair value of our 2026 Notes was $499.1 million. The fair value was determined based on the quoted price of the 2026 Notes in an inactive market on the last traded day of the quarter and was classified as Level 2 in the fair value hierarchy.

Convertible Senior Notes - 2029 Notes

On May 31, 2024, we issued $500.0 million aggregate principal amount of 2.25% convertible senior notes due June 1, 2029, in a private placement to qualified institutional buyers, or the 2029 Notes.

As of March 31, 2026 and December 31, 2025, the fair value of our 2029 Notes was $461.6 million and $477.3 million, respectively. The fair value was determined based on the quoted price of the 2029 Notes in an inactive market on the last traded day of the quarter and has been classified as Level 2 in the fair value hierarchy. Based on the closing price of our common stock of $43.19 on the last trading day of the quarter, the if-converted value of the 2029 Notes did not exceed the principal amount of $500.0 million as of March 31, 2026.

The net carrying amount of the liability component of the 2029 Notes is as follows (in thousands):
March 31,
2026		December 31,
2025
Principal$500,000 $500,000 
Unamortized debt issuance costs(9,635)(10,359)
Net carrying amount$490,365 $489,641 
Interest expense related to the 2029 Notes is as follows (in thousands):
Three Months Ended
March 31,
20262025
Interest expense
$2,813 $2,813 
Amortization of debt issuance costs724 704 
Total interest expense$3,537 $3,517 

Commitments and Contingencies

Indemnification Agreements

We have various agreements that may obligate us to indemnify the other party to the agreement with respect to certain matters. Generally, these indemnification provisions are included in contracts arising in the normal course of business. Although we cannot predict the maximum potential amount of future payments that may become due under these indemnification agreements, we do not believe any potential liability that might arise from such indemnity provisions is probable or material.

Legal Proceedings

On January 10, 2022, EcoFactor, Inc., or EcoFactor, filed a lawsuit against us in U.S. District Court, District of Oregon, alleging Alarm.com’s products and services directly and indirectly infringe five U.S. patents owned by EcoFactor. EcoFactor is seeking a permanent injunction, enhanced damages and attorneys' fees. EcoFactor had previously asserted two of the same patents against us in an October 2019 complaint with the U.S. International Trade Commission, or ITC. In July 2021, the ITC found in favor of Alarm.com. EcoFactor appealed the decision but withdrew its appeal in December 2021. We moved to dismiss the Oregon case for failure to state a claim on March 28, 2022. On April 18, 2022, the district court stayed the case at the request of the parties pending the disposition of other proceedings involving the asserted patents. These proceedings include four ex parte reexamination proceedings at the U.S. Patent and Trademark Office and one inter partes review. Three of the patents were found unpatentable in reexamination. The decision with respect to one of the patents was affirmed by the United States Court of Appeals for the Federal Circuit, or Federal Circuit, on January 21, 2026, EcoFactor filed an appeal of the decision with respect to the second patent with the Federal Circuit on November 20, 2025, and EcoFactor is appealing the rejection of the third patent to the Patent Trial and Appeal Board, or PTAB, having filed its appeal brief on June 10, 2024. Ex parte reexamination of a fourth patent concluded on August 23, 2023 after the claims were amended. On April 18, 2022, all claims of a fifth patent were found unpatentable by the PTAB in inter partes review, and all claims were canceled on February 1, 2024.

Should EcoFactor prevail in its lawsuit we could be required to pay damages and/or a reasonable royalty for sales of our solution, we could be enjoined from making, using and selling our solution if a license or other right to continue selling such elements is not made available to us, and we could be required to pay ongoing royalties and comply with unfavorable terms if such a license is made available to us. While we believe we have valid defenses to EcoFactor’s claims, the outcome of these legal claims cannot be predicted with certainty and any of these outcomes could result in an adverse effect on our business. Based on currently available information, we have determined a loss is not probable or reasonably estimable at this time.

On July 22, 2021, Causam Enterprises, Inc., or Causam, filed a lawsuit against us in U.S. District Court, Western District of Texas, alleging that Alarm.com’s smart thermostats infringe four U.S. patents owned by Causam. Causam voluntarily dismissed its case on March 5, 2026 prior to any decision.

On July 3, 2025, SkyBell Technologies, Inc., or SkyBell, filed a lawsuit against us in U.S. District Court, Eastern District of Virginia, alleging that Alarm.com misappropriated SkyBell’s trade secrets relating to video doorbells. SkyBell is seeking injunctive relief, enhanced damages, attorneys’ fees, a constructive trust, and an order that Alarm.com assign to SkyBell the alleged trade secrets. On March 18, 2026, we filed an answer to the complaint denying any misappropriation of trade secrets. Discovery closes on July 27, 2026. No trial date has been set.

Should SkyBell prevail in its lawsuit, we could be required to pay damages and/or a reasonable royalty for sales of our solution, we could be enjoined from making, using and selling our solution if a license or other right to continue selling such elements is not made available to us, we could be required to pay ongoing royalties and comply with unfavorable terms if such a license is made available to us, and we could be required to assign, transfer, and return any SkyBell trade secret that we are found to improperly possess. While we believe we have valid defenses to SkyBell’s claims, the outcome of these legal claims cannot be predicted with certainty, and any of these outcomes could result in an adverse effect on our business. Based on currently available information, we have determined a loss is not probable or reasonably estimable at this time.
In addition to the matters described above, we may be required to provide indemnification to certain of our service provider partners for certain claims regarding our solutions.

We may also be a party to litigation and subject to claims incident to the ordinary course of business. Although the results of litigation and claims cannot be predicted with certainty, we currently believe that the final outcome of these ordinary course matters will not have a material adverse effect on our business.

Other than the preceding matters, we are not a party to any lawsuit or proceeding that, in the opinion of management, is reasonably possible or probable of having a material adverse effect on our financial position, results of operations or cash flows. We reserve for contingent liabilities based on ASC 450, "Contingencies," when it is determined that a liability, inclusive of defense costs, is probable and reasonably estimable. Litigation is subject to many factors that are difficult to predict, so there can be no assurance that, in the event of a material unfavorable result in one or more claims, we will not incur material costs.
v3.26.1
Stockholders' Equity
 3 Months Ended
Mar. 31, 2026
Equity [Abstract]  
Stockholders' Equity Stockholders' Equity
Stock Repurchase Programs

On May 24, 2024, our board of directors authorized the repurchase of our common stock in connection with the issuance of the 2029 Notes and also authorized a stock repurchase program, effective May 31, 2024, under which we are authorized to purchase up to an aggregate of $100.0 million of our outstanding common stock during the two-year period ending May 31, 2026. During the three months ended March 31, 2026, we repurchased 428,065 shares of our common stock under this program for $20.0 million, which includes applicable commissions and fees. During the three months ended March 31, 2025, we repurchased 86,400 shares of our common stock under this program for $5.1 million, which includes applicable commissions and fees. See Note 19 for details on the cancellation of the remaining balance of this program and the authorization of a new stock repurchase program by the board of directors on May 4, 2026.

We are subject to a 1.0% excise tax on the value of net corporate stock repurchases under the Inflation Reduction Act of 2022. When applicable, the excise tax will be included as part of the cost basis of shares acquired and is presented within stockholders’ equity in the condensed consolidated balance sheets.
v3.26.1
Stock-Based Compensation
 3 Months Ended
Mar. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Stock-Based Compensation Stock-Based Compensation
Stock-based compensation expense is included in the following line items in the condensed consolidated statements of operations (in thousands):
 Three Months Ended
March 31,
 20262025
Sales and marketing$742 $480 
General and administrative3,056 2,972 
Research and development4,251 6,006 
Total stock-based compensation expense$8,049 $9,458 
v3.26.1
Earnings Per Share
 3 Months Ended
Mar. 31, 2026
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
Basic and Diluted Earnings Per Share

The components of basic and diluted earnings per share are as follows (in thousands, except share and per share amounts):
 Three Months Ended
March 31,
Numerator: 20262025
Net income$23,382 $27,712 
Net loss attributable to redeemable noncontrolling interests201 238 
Net income attributable to common stockholders - basic (A)23,583 27,950 
Add back total interest expense, net of tax, attributable to convertible senior notes
2,662 3,245 
Net income attributable to common stockholders - diluted (B)$26,245 $31,195 
Denominator:
Weighted average common shares outstanding — basic (C)49,599,698 49,659,741 
Dilutive effect of convertible senior notes, stock options and restricted stock units6,722,964 10,417,506 
Weighted average common shares outstanding — diluted (D)56,322,662 60,077,247 
Net income attributable to common stockholders per share:
Basic (A/C)$0.48 $0.56 
Diluted (B/D)$0.47 $0.52 

The following securities have been excluded from the calculation of diluted weighted average common shares outstanding as the inclusion of these securities would have an anti-dilutive effect:
 Three Months Ended
March 31,
 20262025
Stock options798,027 614,178 
Restricted stock units11,300 — 

Our redeemable noncontrolling interests relate to our 89% equity ownership interest in OpenEye, our 99% equity ownership interest in Noonlight and our 81% equity ownership interest in CHeKT.

We use the treasury stock method when calculating the dilutive impact of the stock options and restricted stock units on net income per share. We use the if-converted method when calculating the dilutive impact of the 2026 Notes and 2029 Notes on net income per share. Prior to the repayment of the 2026 Notes, after August 15, 2025, we were required to pay cash to satisfy the principal portion of our conversion obligation and deliver shares to satisfy any excess conversion value.

The following securities have been included in the calculation of diluted weighted average common shares outstanding:
 Three Months Ended
March 31,
 20262025
2026 Notes — 3,396,950 
2029 Notes 5,728,550 5,728,550 

The denominator for diluted net income per share does not include any effect from the capped call transactions we entered into concurrently with the issuance of the 2029 Notes, as this effect would be anti-dilutive. In the event of conversion of the 2029 Notes, shares delivered to us under the capped call will offset the dilutive effect of the shares that we would issue under the 2029 Notes. See Note 12 for further details on our 2029 Notes.
v3.26.1
Significant Service Providers and Distributors
 3 Months Ended
Mar. 31, 2026
Risks and Uncertainties [Abstract]  
Significant Service Providers and Distributors Significant Service Providers and Distributors
During the three months ended March 31, 2026, our 10 largest revenue service provider partners or distributors accounted for 43% of our consolidated revenue, as compared to 46% for the same period in the prior year. One of our service provider partners within the Alarm.com segment individually represented greater than 15% but not more than 20% of our revenue for the three months ended March 31, 2026 and 2025.

No service provider partners represented more than 10% of accounts receivable as of March 31, 2026 and December 31, 2025.
v3.26.1
Income Taxes
 3 Months Ended
Mar. 31, 2026
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
For purposes of interim reporting, our annual effective income tax rate is estimated in accordance with ASC 740-270, "Interim Reporting." This rate is applied to income before income taxes, including (income) / loss from equity method investments, net of the entities expected to be benefited during the year. Discrete items that impact the tax provision are recorded in the period incurred.

For the three months ended March 31, 2026, we recorded a provision for income taxes of $5.9 million, resulting in an effective income tax rate of 20.2%. For the three months ended March 31, 2025, we recorded a provision for income taxes of $7.3 million, resulting in an effective income tax rate of 20.9%. For the three months ended March 31, 2026, our effective tax rate was below the 21.0% statutory rate primarily due to the impact of 2026 research and development tax credits claimed and the foreign derived deduction eligible income deduction, partially offset by the impact of state taxes, foreign withholding taxes, a shortfall from employee stock-based compensation and other nondeductible expenses. For the three months ended March 31, 2025, our effective tax rate was below the 21.0% statutory rate primarily due to 2025 research and development tax credits claimed and the foreign derived intangible income deduction, partially offset by the impact of state taxes, foreign withholding taxes and other nondeductible expenses.

We recognize a valuation allowance if, based on the weight of available evidence, both positive and negative, it is more likely than not that some portion, or all, of net deferred tax assets will not be realized. Our valuation allowance for state research and development tax credit carryforwards, net deferred tax assets of our EBS subsidiary, state net operating losses and an unrealized U.S. federal capital loss was $5.6 million as of March 31, 2026 and December 31, 2025.

We apply guidance for uncertainty in income taxes that requires the application of a more likely than not threshold to the recognition and de-recognition of uncertain tax positions. If the recognition threshold is met, this guidance permits us to recognize a tax benefit measured at the largest amount of the tax benefit that, in our judgment, is more likely than not to be realized upon settlement. We recorded a net increase to the unrecognized tax benefits liability of $0.3 million primarily due to a liability for research and development tax credits claimed during the three months ended March 31, 2026. We recorded a net increase to the unrecognized tax benefits liability of $0.6 million primarily due to a liability for research and development tax credits claimed during the three months ended March 31, 2025.

Our condensed consolidated balance sheets included an accrual for total interest expense related to unrecognized tax benefits and penalties of $1.3 million and $1.2 million as of March 31, 2026 and December 31, 2025, respectively. We recognize interest and penalties related to unrecognized tax benefits as a component of income tax expense.

Our tax returns are subject to on-going review and examination by various tax authorities. Tax authorities may not agree with the treatment of items reported in our tax returns, and therefore the outcome of tax reviews and examinations can be unpredictable.
As of March 31, 2026, we did not have material undistributed foreign earnings. We have not historically recorded a deferred tax liability on the undistributed earnings from our foreign subsidiaries, as such earnings are considered to be indefinitely reinvested. During the three months ended September 30, 2025, we changed this assertion with respect to a portion of the 2024 and 2025 current earnings of our Canadian business to begin providing deferred taxes on such earnings, the tax impact of which was not material.
v3.26.1
Segment Information
 3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Segment Information Segment Information
We have two reportable segments:

•Alarm.com segment

•Other segment
Our chief operating decision maker is our chief executive officer. Management determined the operational data used by the chief operating decision maker is that of the two reportable segments. Management bases strategic goals and decisions on these segments and the data presented below is used to measure financial results.

Our Alarm.com segment represents our cloud-based platform and licenses and services on our non-hosted software platform for intelligently connected properties and related solutions that contributed 90% of our revenue, net of intersegment eliminations, for the three months ended March 31, 2026, as compared to 93% for the same period in the prior year. Our Other segment is focused on researching, developing and offering residential and commercial automation solutions and energy management products and services in adjacent markets. Inter-segment revenue includes sales of hardware between our segments.

Management evaluates the performance of its segments and allocates resources to them based on operating income / (loss) as compared to prior periods and current performance levels. The reportable segment operational data is presented in the tables below (in thousands):
Three Months Ended March 31, 2026
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
SaaS and license revenue$157,392 $24,132 $— $— $181,524 
Hardware and other revenue
81,024 4,018 (1,026)(347)83,669 
Total revenue
238,416 28,150 (1,026)(347)265,193 
Cost of SaaS and license revenue18,159 9,736 96 (96)27,895 
Cost of hardware and other revenue60,909 3,142 (1,054)(381)62,616 
Total cost of revenue79,068 12,878 (958)(477)90,511 
Selling and marketing expense26,655 7,779 — — 34,434 
General and administrative expense25,566 1,888 — — 27,454 
Research and development expense61,315 10,744 — — 72,059 
Amortization and depreciation expense7,412 1,680 — — 9,092 
Total operating expenses120,948 22,091 — — 143,039 
Operating income / (loss)
$38,400 $(6,819)$(68)$130 $31,643 
Reconciliation of operating income to income before income taxes
Operating income$31,643 
Interest expense(3,672)
Interest income4,931 
Other expense, net(3,909)
Income before income taxes$28,993 
Three Months Ended March 31, 2025
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
SaaS and license revenue$147,647 $16,153 $— $— $163,800 
Hardware and other revenue
74,050 1,889 (674)(243)75,022 
Total revenue
221,697 18,042 (674)(243)238,822 
Cost of SaaS and license revenue16,784 4,784 83 (83)21,568 
Cost of hardware and other revenue55,885 1,766 (658)(327)56,666 
Total cost of revenue72,669 6,550 (575)(410)78,234 
Selling and marketing expense22,467 6,082 — — 28,549 
General and administrative expense24,837 2,164 — — 27,001 
Research and development expense60,684 7,683 — — 68,367 
Amortization and depreciation expense6,728 296 — — 7,024 
Total operating expenses114,716 16,225 — — 130,941 
Operating income / (loss)
$34,312 $(4,733)$(99)$167 $29,647 
Reconciliation of operating income to income before income taxes
Operating income$29,647 
Interest expense(4,314)
Interest income12,371 
Other expense, net(2,660)
Income before income taxes$35,044 
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
Total assets as of March 31, 2026
$1,695,687 $180,471 $(232,471)$(50)$1,643,637 
Total assets as of December 31, 2025
2,181,210 190,095 (234,681)(33)2,136,591 

Cash additions to property and equipment for our segments are as follows (in thousands):
 Three Months Ended
March 31,
 20262025
Alarm.com$745 $6,112 
Other167 3 

We derived substantially all revenue from North America for the three months ended March 31, 2026 and 2025. Substantially all of our long-lived assets were in North America as of March 31, 2026 and December 31, 2025.
v3.26.1
Subsequent Event
 3 Months Ended
Mar. 31, 2026
Subsequent Events [Abstract]  
Subsequent Event Subsequent Event
On May 4, 2026, our board of directors authorized the cancellation of the balance under the stock repurchase program ending May 31, 2026 and the adoption of a new stock repurchase program, under which we are authorized to purchase up to an aggregate of $150.0 million of our outstanding common stock during the two-year period ending May 4, 2028.
v3.26.1
Insider Trading Arrangements
 3 Months Ended
Mar. 31, 2026
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Basis of Presentation and Summary of Significant Accounting Policies (Policies)
 3 Months Ended
Mar. 31, 2026
Accounting Policies [Abstract]  
Basis of Presentation
Basis of Presentation

The accompanying unaudited condensed consolidated financial statements include our accounts and those of our majority-owned and controlled subsidiaries after elimination of intercompany accounts and transactions.

These unaudited condensed consolidated financial statements have been prepared in accordance with accounting principles generally accepted in the United States, or GAAP, for interim financial information and the applicable rules and regulations of the Securities and Exchange Commission, or SEC. Accordingly, they do not include all the information and footnotes required by GAAP for annual financial statements. They should be read together with our audited consolidated financial statements and related notes thereto for the year ended December 31, 2025 included in our Annual Report on Form 10-K filed with the SEC on February 19, 2026, or the Annual Report. The condensed consolidated balance sheet as of December 31, 2025 was derived from our audited financial statements but does not include all disclosures required by GAAP for annual financial statements.

In the opinion of management, these condensed consolidated financial statements include all normal recurring adjustments necessary for a fair statement of the results of operations, financial position and cash flows for the periods presented. However, the global economy, credit markets and financial markets have and may continue to experience significant volatility as a result of significant worldwide events, including public health crises, and geopolitical upheaval (including the ongoing conflicts in Ukraine, and in the Middle East and surrounding areas), disruptions to global supply chains, fluctuations in interest rates, tariffs, risk of recession and inflation (collectively, the Macroeconomic Conditions). These Macroeconomic Conditions have and may continue to create supply chain disruptions, inventory disruptions, and fluctuations in economic growth, including fluctuations in employment rates, inflation, tariffs, energy prices and consumer sentiment. It remains difficult to assess or predict the ultimate duration and economic impact of the Macroeconomic Conditions. The results of operations for the three months ended March 31, 2026 are not necessarily indicative of the results that can be expected for our entire fiscal year ending December 31, 2026, which is increasingly true in periods of uncertainty, such as the uncertainty caused by the Macroeconomic Conditions. Prolonged uncertainties could cause further economic slowdown or cause other unpredictable events, each of which could adversely affect our business, results of operations or financial condition.
Reclassifications
Reclassifications

Certain previously reported amounts in the condensed consolidated statements of operations for the three months ended March 31, 2025 have been reclassified to conform to our current presentation to reflect (income) / loss from equity method investments, net, as a separate line item, which was previously included in other expense, net. Certain previously reported amounts in the condensed consolidated statement of cash flows for the three months ended March 31, 2025 have been reclassified to conform to our current presentation, including the addition of other adjustments as a separate line item within the adjustments to reconcile net income to net cash flows from the operating activities section.
Recent Accounting Pronouncements
Recent Accounting Pronouncements

Adopted

During the three months ended March 31, 2026, we did not adopt any new accounting pronouncements.
Not Yet Adopted

On November 5, 2024, the FASB issued ASU 2024-03, "Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40)," which requires more detailed information about the types of expenses included in certain expense captions presented on the consolidated statements of operations, including purchases of inventory, employee compensation, depreciation, amortization and depletion. Additionally, this amendment requires the disclosure of a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively and the disclosure of the total amount of selling expenses and, on an annual basis, an entity's definition of selling expenses. The amendment is effective for annual periods beginning after December 15, 2026, and interim periods within annual reporting periods beginning after December 15, 2027. Early adoption is permitted. This amendment should be applied either on a prospective basis or a retrospective basis to any or all prior periods presented. We are currently assessing the impact this pronouncement will have on our consolidated financial statement disclosures.

On September 18, 2025, the FASB issued ASU 2025-06, "Intangibles—Goodwill and Other—Internal-Use Software (Subtopic 350-40)," to align the accounting for software costs with the evolution of software development, including the shift from using a prescriptive and sequential development method to using an incremental and iterative development method. This amendment clarifies that capitalization of internal-use software costs begins when (i) management has authorized and committed to funding the software project, and (ii) it is probable that the project will be completed and the software will be used to perform the function intended. Additionally, this amendment supersedes the website development costs guidance and it clarifies certain disclosure requirements for internal-use software costs. The amendment is effective for annual periods beginning after December 15, 2027, and interim periods within those annual reporting periods. Early adoption is permitted as of the beginning of an annual reporting period. This amendment should be applied either on a (i) prospective basis, (ii) retrospective basis to any or all prior periods presented, or (iii) modified transition basis that is based on the status of the project and whether software costs were capitalized before the date of adoption. We are currently assessing the impact this pronouncement will have on our consolidated financial statements and related disclosures.
Allowance for Credit Losses
Allowance for Credit Losses - Accounts Receivable

We identified the following two portfolio segments for our accounts receivable: (i) outstanding accounts receivable balances within Alarm.com and certain subsidiaries and (ii) outstanding accounts receivable balances within all other subsidiaries. There were no changes to our portfolio segments for our accounts receivable during the three months ended March 31, 2026, and no changes to our policies or practices that influenced our estimate of expected credit losses for accounts receivable. Additionally, there were no significant changes in the amount of accounts receivable write-offs during the three months ended March 31, 2026, as compared to historical periods.
Allowance for Credit Losses - Notes Receivable

We identified one portfolio segment, loan receivables, for our notes receivable. There were no changes to our policies or practices involving the issuance of notes receivable, customer acquisitions or any other factors that influenced our estimate of expected credit losses for notes receivable during the three months ended March 31, 2026.
Income Taxes
We recognize a valuation allowance if, based on the weight of available evidence, both positive and negative, it is more likely than not that some portion, or all, of net deferred tax assets will not be realized. Our valuation allowance for state research and development tax credit carryforwards, net deferred tax assets of our EBS subsidiary, state net operating losses and an unrealized U.S. federal capital loss was $5.6 million as of March 31, 2026 and December 31, 2025.
We apply guidance for uncertainty in income taxes that requires the application of a more likely than not threshold to the recognition and de-recognition of uncertain tax positions. If the recognition threshold is met, this guidance permits us to recognize a tax benefit measured at the largest amount of the tax benefit that, in our judgment, is more likely than not to be realized upon settlement.
v3.26.1
Revenue from Contracts with Customers (Tables)
 3 Months Ended
Mar. 31, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Contract Assets and Contract Liabilities The changes in our contract assets are as follows (in thousands):
Three Months Ended
March 31,
20262025
Beginning of period balance$17,947 $12,088 
Additions to contract assets
3,827 3,184 
Amortization or satisfaction of outstanding performance obligation of capitalized contract assets
(3,477)(2,125)
End of period balance$18,297 $13,147 
The changes in our contract liabilities are as follows (in thousands):
Three Months Ended
March 31,
20262025
Beginning of period balance$29,884 $26,559 
Revenue deferred in period11,409 8,266 
Revenue recognized from amounts included in contract liabilities(9,450)(7,301)
End of period balance$31,843 $27,524 
v3.26.1
Accounts Receivable, Net (Tables)
 3 Months Ended
Mar. 31, 2026
Receivables [Abstract]  
Schedule of Components of Accounts Receivable
The components of accounts receivable, net are as follows (in thousands):
March 31,
2026		December 31,
2025
Accounts receivable$149,414 $149,163 
Allowance for credit losses(6,113)(5,171)
Allowance for product returns(2,080)(2,140)
Accounts receivable, net$141,221 $141,852 
Schedule of Changes in Allowance for Credit Losses for Accounts Receivable
The changes in our allowance for credit losses for accounts receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries		 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries
Beginning of period balance$(4,931)$(240)$(3,777)$(93)
Provision for expected credit losses(1,160)(7)(946)(31)
Write-offs204 21 123 3 
End of period balance$(5,887)$(226)$(4,600)$(121)
The changes in our allowance for credit losses for notes receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
Beginning of period balance$(749)$(1)
Provision for expected credit losses
— — 
Write-offs— — 
End of period balance$(749)$(1)
v3.26.1
Inventory (Tables)
 3 Months Ended
Mar. 31, 2026
Inventory Disclosure [Abstract]  
Schedule of Components of Inventory
The components of inventory are as follows (in thousands):
March 31,
2026		December 31,
2025
Raw materials$20,055 $18,238 
Work-in-process271 372 
Finished goods74,806 75,819 
Total inventory$95,132 $94,429 
v3.26.1
Goodwill and Intangible Assets, Net (Tables)
 3 Months Ended
Mar. 31, 2026
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill
The changes in goodwill by reportable segment are outlined below (in thousands):
Alarm.comOtherTotal
Balance as of January 1, 2026
$178,598 $46,389 $224,987 
Measurement period adjustments— (26)(26)
Foreign currency translation adjustment (253)— (253)
Balance as of March 31, 2026$178,345 $46,363 $224,708 
Schedule of Intangible Assets
The following table reflects changes in the net carrying amount of the components of intangible assets (in thousands):
Customer
Relationships		Developed
Technology		Trade NameCapitalized Software Development Costs
Other
Total
Balance as of January 1, 2026
$55,024 $39,621 $1,302 $3,359 $46 $99,352 
Capitalized software development costs — — — 212 — 212 
Amortization(2,661)(3,199)(80)(203)— (6,143)
Balance as of March 31, 2026$52,363 $36,422 $1,222 $3,368 $46 $93,421 
The following tables reflect the weighted average remaining life and carrying value of finite-lived intangible assets (in thousands, except weighted-average remaining life):
 March 31, 2026
 Gross
Carrying
Amount		Accumulated
Amortization		Net
Carrying
Value		Weighted-
Average
Remaining Life
(in years)
Customer relationships$162,400 $(110,037)$52,363 10.8
Developed technology89,714 (53,292)36,422 4.9
Trade name5,532 (4,310)1,222 4.8
Capitalized software development costs4,246 (878)3,368 3.2
Other
46 — 46 5.0
Total intangible assets$261,938 $(168,517)$93,421 8.1
 December 31, 2025
 Gross
Carrying
Amount		Accumulated
Amortization		Net
Carrying
Value		Weighted-
Average
Remaining Life
(in years)
Customer relationships$162,400 $(107,376)$55,024 10.8
Developed technology89,714 (50,093)39,621 5.2
Trade name5,532 (4,230)1,302 5.0
Capitalized software development costs4,034 (675)3,359 3.8
Other
46 — 46 5.0
Total intangible assets$261,726 $(162,374)$99,352 8.3
v3.26.1
Investments in Unconsolidated Entities (Tables)
 3 Months Ended
Mar. 31, 2026
Equity Method Investments and Joint Ventures [Abstract]  
Schedule of Investments in Unconsolidated Entities
Our investments in unconsolidated entities are as follows (in thousands):
March 31, 2026December 31, 2025
Ownership Percentage
Carrying Value
Excess Carrying Value of Investment Over Proportionate Share of Net Assets
Carrying Value
Excess Carrying Value of Investment Over Proportionate Share of Net Assets
Safe Haven(1) and All Access(2)
32.5 %$139,308 $140,957 $141,205 $143,134 
SafeStreets(3)
24.7 28,418 31,226 29,436 31,144 
Pronet(4)
20.3 30,675 9,566 30,142 — 
Other unconsolidated entities
21,449 704 26,148 707 
Total
$219,850 $182,453 $226,931 $174,985 
_______________________
(1) Safe Haven Security Services, LLC, or Safe Haven
(2) All Access Holdings, LLC, or All Access
(3) SafeStreets USA, LLC, or SafeStreets
(4) Protegger Luxembourg S.à r.l, or Pronet

Equity method income from our investments in unconsolidated entities are as follows (in thousands):
Three Months Ended
March 31,
20262025
(Income) / loss from equity method investments, net$(245)$25 

Other related party transactions and balances outstanding with our equity method investees for activity subsequent to our investments are as follows (in thousands):
Three Months Ended
March 31,
20262025
Revenue from equity method investees
$7,603 $137 
Interest income from equity method investees
373 5 
Distributions received from equity method investees
2,668 — 

March 31, 2026December 31, 2025
Outstanding principal from loans to equity method investees
$21,906 $21,947 
Interest receivable from equity method investees
325 381 
Accounts receivable from equity method investees
2,441 1,774 
Total amounts receivable from equity method investees
$24,672 $24,102 
v3.26.1
Other Assets (Tables)
 3 Months Ended
Mar. 31, 2026
Deferred Costs, Capitalized, Prepaid, and Other Assets Disclosure [Abstract]  
Schedule of Changes in Allowance for Credit Losses for Accounts Receivable
The changes in our allowance for credit losses for accounts receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries		 Alarm.com
and Certain
Subsidiaries		All Other
Subsidiaries
Beginning of period balance$(4,931)$(240)$(3,777)$(93)
Provision for expected credit losses(1,160)(7)(946)(31)
Write-offs204 21 123 3 
End of period balance$(5,887)$(226)$(4,600)$(121)
The changes in our allowance for credit losses for notes receivable are as follows (in thousands):
Three Months Ended
March 31, 2026		Three Months Ended
March 31, 2025
Beginning of period balance$(749)$(1)
Provision for expected credit losses
— — 
Write-offs— — 
End of period balance$(749)$(1)
Schedule of Financing Receivable Credit Quality Indicators
We manage our notes receivables using delinquency as a key credit quality indicator. The following tables reflect the current and delinquent notes receivable by class of financing receivables and by year of origination (in thousands):
March 31, 2026
Loan Receivables:20262025202420232022PriorTotal
Current$1,000 $23,062 $500 $406 $1,500 $— $26,468 
30-59 days past due— — — — — — — 
60-89 days past due— — — — — — — 
90-119 days past due— — — — — — — 
120+ days past due— — — — — 943 943 
Total$1,000 $23,062 $500 $406 $1,500 $943 $27,411 
December 31, 2025
Loan Receivables:20252024202320222021PriorTotal
Current$22,600 $500 $447 $1,500 $— $— $25,047 
30-59 days past due— — — — — — — 
60-89 days past due— — — — — — — 
90-119 days past due— — — — — — — 
120+ days past due— — — — — 943 943 
Total$22,600 $500 $447 $1,500 $— $943 $25,990 
v3.26.1
Fair Value Measurements (Tables)
 3 Months Ended
Mar. 31, 2026
Fair Value Disclosures [Abstract]  
Schedule of Assets and Liabilities Measured at Fair Value on Recurring Basis
The following tables present our assets and liabilities measured at fair value on a recurring basis (in thousands):
Fair Value Measurements on a Recurring Basis
Assets:Level 1Level 2Level 3Total
Money market accounts as of March 31, 2026
$479,892 $— $— $479,892 
Money market accounts as of December 31, 2025
941,134 — — 941,134 
Equity securities with readily determinable fair value as of March 31, 2026
10,597 — — 10,597 
Equity securities with readily determinable fair value as of December 31, 2025
14,858 — — 14,858 
v3.26.1
Liabilities (Tables)
 3 Months Ended
Mar. 31, 2026
Payables and Accruals [Abstract]  
Schedule of Accounts Payable, Accrued Expenses and Other Current Liabilities
The components of accounts payable, accrued expenses and other current liabilities are as follows (in thousands):
March 31,
2026		December 31,
2025
Accounts payable$28,007 $22,200 
Accrued expenses44,301 51,360 
Income taxes payable 571 1,785 
Holdback and working capital liabilities from business combinations, asset acquisitions and investments in unconsolidated entities
13,413 13,713 
Contingent consideration liability from acquisition
1,233 1,223 
Other current liabilities18,997 16,914 
Accounts payable, accrued expenses and other current liabilities$106,522 $107,195 
v3.26.1
Debt, Commitments and Contingencies (Tables)
 3 Months Ended
Mar. 31, 2026
Debt, Commitments and Contingencies Disclosure [Abstract]  
Schedule of Carrying Values of Debt
The net carrying amount of the liability component of the 2029 Notes is as follows (in thousands):
March 31,
2026		December 31,
2025
Principal$500,000 $500,000 
Unamortized debt issuance costs(9,635)(10,359)
Net carrying amount$490,365 $489,641 
Interest expense related to the 2029 Notes is as follows (in thousands):
Three Months Ended
March 31,
20262025
Interest expense
$2,813 $2,813 
Amortization of debt issuance costs724 704 
Total interest expense$3,537 $3,517 
v3.26.1
Stock-Based Compensation (Tables)
 3 Months Ended
Mar. 31, 2026
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock-Based Compensation Expense
Stock-based compensation expense is included in the following line items in the condensed consolidated statements of operations (in thousands):
 Three Months Ended
March 31,
 20262025
Sales and marketing$742 $480 
General and administrative3,056 2,972 
Research and development4,251 6,006 
Total stock-based compensation expense$8,049 $9,458 
v3.26.1
Earnings Per Share (Tables)
 3 Months Ended
Mar. 31, 2026
Earnings Per Share [Abstract]  
Schedule of Components of Basic and Diluted EPS
The components of basic and diluted earnings per share are as follows (in thousands, except share and per share amounts):
 Three Months Ended
March 31,
Numerator: 20262025
Net income$23,382 $27,712 
Net loss attributable to redeemable noncontrolling interests201 238 
Net income attributable to common stockholders - basic (A)23,583 27,950 
Add back total interest expense, net of tax, attributable to convertible senior notes
2,662 3,245 
Net income attributable to common stockholders - diluted (B)$26,245 $31,195 
Denominator:
Weighted average common shares outstanding — basic (C)49,599,698 49,659,741 
Dilutive effect of convertible senior notes, stock options and restricted stock units6,722,964 10,417,506 
Weighted average common shares outstanding — diluted (D)56,322,662 60,077,247 
Net income attributable to common stockholders per share:
Basic (A/C)$0.48 $0.56 
Diluted (B/D)$0.47 $0.52 
Schedule of Securities Excluded from Calculation of Diluted Weighted Average Common Shares Outstanding Due to Anti-dilutive Effect
The following securities have been excluded from the calculation of diluted weighted average common shares outstanding as the inclusion of these securities would have an anti-dilutive effect:
 Three Months Ended
March 31,
 20262025
Stock options798,027 614,178 
Restricted stock units11,300 — 
Schedule of Weighted Average Number of Shares
The following securities have been included in the calculation of diluted weighted average common shares outstanding:
 Three Months Ended
March 31,
 20262025
2026 Notes — 3,396,950 
2029 Notes 5,728,550 5,728,550 
v3.26.1
Segment Information (Tables)
 3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of Reportable Segment Operational Data The reportable segment operational data is presented in the tables below (in thousands):
Three Months Ended March 31, 2026
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
SaaS and license revenue$157,392 $24,132 $— $— $181,524 
Hardware and other revenue
81,024 4,018 (1,026)(347)83,669 
Total revenue
238,416 28,150 (1,026)(347)265,193 
Cost of SaaS and license revenue18,159 9,736 96 (96)27,895 
Cost of hardware and other revenue60,909 3,142 (1,054)(381)62,616 
Total cost of revenue79,068 12,878 (958)(477)90,511 
Selling and marketing expense26,655 7,779 — — 34,434 
General and administrative expense25,566 1,888 — — 27,454 
Research and development expense61,315 10,744 — — 72,059 
Amortization and depreciation expense7,412 1,680 — — 9,092 
Total operating expenses120,948 22,091 — — 143,039 
Operating income / (loss)
$38,400 $(6,819)$(68)$130 $31,643 
Reconciliation of operating income to income before income taxes
Operating income$31,643 
Interest expense(3,672)
Interest income4,931 
Other expense, net(3,909)
Income before income taxes$28,993 
Three Months Ended March 31, 2025
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
SaaS and license revenue$147,647 $16,153 $— $— $163,800 
Hardware and other revenue
74,050 1,889 (674)(243)75,022 
Total revenue
221,697 18,042 (674)(243)238,822 
Cost of SaaS and license revenue16,784 4,784 83 (83)21,568 
Cost of hardware and other revenue55,885 1,766 (658)(327)56,666 
Total cost of revenue72,669 6,550 (575)(410)78,234 
Selling and marketing expense22,467 6,082 — — 28,549 
General and administrative expense24,837 2,164 — — 27,001 
Research and development expense60,684 7,683 — — 68,367 
Amortization and depreciation expense6,728 296 — — 7,024 
Total operating expenses114,716 16,225 — — 130,941 
Operating income / (loss)
$34,312 $(4,733)$(99)$167 $29,647 
Reconciliation of operating income to income before income taxes
Operating income$29,647 
Interest expense(4,314)
Interest income12,371 
Other expense, net(2,660)
Income before income taxes$35,044 
Alarm.comOtherIntersegment Alarm.comIntersegment OtherTotal
Total assets as of March 31, 2026
$1,695,687 $180,471 $(232,471)$(50)$1,643,637 
Total assets as of December 31, 2025
2,181,210 190,095 (234,681)(33)2,136,591 

Cash additions to property and equipment for our segments are as follows (in thousands):
 Three Months Ended
March 31,
 20262025
Alarm.com$745 $6,112 
Other167 3 
v3.26.1
Revenue from Contracts with Customers (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Contract Assets    
Beginning of period balance $ 17,947 $ 12,088
Additions to contract assets 3,827 3,184
Amortization or satisfaction of outstanding performance obligation of capitalized contract assets (3,477) (2,125)
End of period balance 18,297 13,147
Contract Liabilities    
Beginning of period balance 29,884 26,559
Revenue deferred in period 11,409 8,266
Revenue recognized from amounts included in contract liabilities (9,450) (7,301)
End of period balance $ 31,843 $ 27,524
v3.26.1
Accounts Receivable, Net - Schedule of Components of Accounts Receivable (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Receivables [Abstract]    
Accounts receivable $ 149,414 $ 149,163
Allowance for credit losses (6,113) (5,171)
Allowance for product returns (2,080) (2,140)
Accounts receivable, net $ 141,221 $ 141,852
v3.26.1
Accounts Receivable, Net - Narrative (Details)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
USD ($)
portfolio_segment
Mar. 31, 2025
USD ($)
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Reserve for product returns $ 381 $ 425
Accounts receivable, number of portfolio segments | portfolio_segment 2  
Hardware and other revenue    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Reserve for product returns $ 400 $ 400
v3.26.1
Accounts Receivable, Net - Schedule of Credit Losses (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Accounts Receivable, Allowance for Credit Loss [Roll Forward]    
Beginning of period balance $ (5,171)  
Provision for expected credit losses (1,167) $ (977)
End of period balance (6,113)  
Alarm.com and Certain Subsidiaries    
Accounts Receivable, Allowance for Credit Loss [Roll Forward]    
Beginning of period balance (4,931) (3,777)
Provision for expected credit losses (1,160) (946)
Write-offs 204 123
End of period balance (5,887) (4,600)
All Other Subsidiaries    
Accounts Receivable, Allowance for Credit Loss [Roll Forward]    
Beginning of period balance (240) (93)
Provision for expected credit losses (7) (31)
Write-offs 21 3
End of period balance $ (226) $ (121)
v3.26.1
Inventory (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Inventory Disclosure [Abstract]    
Raw materials $ 20,055 $ 18,238
Work-in-process 271 372
Finished goods 74,806 75,819
Total inventory $ 95,132 $ 94,429
v3.26.1
Acquisitions (Details) - RGS - USD ($)
$ in Millions
 3 Months Ended
Nov. 21, 2025
Jun. 30, 2026
Business Combination [Line Items]    
Percentage of business acquired 100.00%  
Purchase price adjustment, increase (decrease) $ 1.6  
Forecast    
Business Combination [Line Items]    
Cash paid to acquire business   $ 1.6
v3.26.1
Goodwill and Intangible Assets, Net - Schedule of Goodwill (Details)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
USD ($)
Goodwill [Roll Forward]  
Beginning balance $ 224,987
Measurement period adjustments (26)
Foreign currency translation adjustment (253)
Ending balance 224,708
Alarm.com  
Goodwill [Roll Forward]  
Beginning balance 178,598
Measurement period adjustments 0
Foreign currency translation adjustment (253)
Ending balance 178,345
Other  
Goodwill [Roll Forward]  
Beginning balance 46,389
Measurement period adjustments (26)
Foreign currency translation adjustment 0
Ending balance $ 46,363
v3.26.1
Goodwill and Intangible Assets, Net - Schedule of Net Carrying Amount of Intangible Assets (Details)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
USD ($)
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance $ 99,352
Capitalized software development costs 212
Amortization (6,143)
Ending balance 93,421
Customer Relationships  
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance 55,024
Capitalized software development costs 0
Amortization (2,661)
Ending balance 52,363
Developed Technology  
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance 39,621
Capitalized software development costs 0
Amortization (3,199)
Ending balance 36,422
Trade Name  
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance 1,302
Capitalized software development costs 0
Amortization (80)
Ending balance 1,222
Capitalized Software Development Costs  
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance 3,359
Capitalized software development costs 212
Amortization (203)
Ending balance 3,368
Other  
Finite-lived Intangible Assets [Roll Forward]  
Beginning balance 46
Capitalized software development costs 0
Amortization 0
Ending balance $ 46
v3.26.1
Goodwill and Intangible Assets, Net - Narrative (Details) - USD ($)
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]    
Amortization $ 6,000,000.0 $ 4,500,000
Impairment of long-lived assets $ 0 $ 0
v3.26.1
Goodwill and Intangible Assets, Net - Schedule of Weighted Average Remaining Life and Carrying Value of Finite-Lived Intangible Assets (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 261,938 $ 261,726
Accumulated Amortization (168,517) (162,374)
Net Carrying Value $ 93,421 $ 99,352
Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 8 years 1 month 6 days 8 years 3 months 18 days
Customer Relationships    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 162,400 $ 162,400
Accumulated Amortization (110,037) (107,376)
Net Carrying Value $ 52,363 $ 55,024
Customer Relationships | Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 10 years 9 months 18 days 10 years 9 months 18 days
Developed Technology    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 89,714 $ 89,714
Accumulated Amortization (53,292) (50,093)
Net Carrying Value $ 36,422 $ 39,621
Developed Technology | Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 4 years 10 months 24 days 5 years 2 months 12 days
Trade Name    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 5,532 $ 5,532
Accumulated Amortization (4,310) (4,230)
Net Carrying Value $ 1,222 $ 1,302
Trade Name | Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 4 years 9 months 18 days 5 years
Capitalized Software Development Costs    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 4,246 $ 4,034
Accumulated Amortization (878) (675)
Net Carrying Value $ 3,368 $ 3,359
Capitalized Software Development Costs | Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 3 years 2 months 12 days 3 years 9 months 18 days
Other    
Finite-Lived Intangible Assets [Line Items]    
Gross Carrying Amount $ 46 $ 46
Accumulated Amortization 0 0
Net Carrying Value $ 46 $ 46
Other | Weighted average    
Finite-Lived Intangible Assets [Line Items]    
Weighted- Average Remaining Life (in years) 5 years 5 years
v3.26.1
Investments in Unconsolidated Entities - Narrative (Details) - Technology Partner - USD ($)
$ in Millions
 3 Months Ended
Feb. 24, 2026
Mar. 31, 2026
Schedule of Equity Method Investments [Line Items]    
Proceeds from sale of investment projects $ 5.4  
Proceeds from sale of investment, holdback amount $ 0.1  
Loss on sale of investment   $ 0.2
v3.26.1
Investments in Unconsolidated Entities - Schedule of Investments in Unconsolidated Entities (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Carrying Value    
Carrying value, other unconsolidated entities $ 21,449 $ 26,148
Carrying value, total 219,850 226,931
Excess Carrying Value of Investment Over Proportionate Share of Net Assets    
Excess carrying value of investment over proportionate share of net assets, other unconsolidated entities 704 707
Excess carrying value of investment over proportionate share of net assets, total $ 182,453 174,985
Safe Haven and All Access    
Schedule of Equity Method Investments [Line Items]    
Ownership Percentage 32.50%  
Carrying Value    
Carrying value, equity method investments $ 139,308 141,205
Excess Carrying Value of Investment Over Proportionate Share of Net Assets    
Excess carrying value of investment over proportionate share of net assets, equity method investments $ 140,957 143,134
SafeStreets    
Schedule of Equity Method Investments [Line Items]    
Ownership Percentage 24.70%  
Carrying Value    
Carrying value, equity method investments $ 28,418 29,436
Excess Carrying Value of Investment Over Proportionate Share of Net Assets    
Excess carrying value of investment over proportionate share of net assets, equity method investments $ 31,226 31,144
Pronet    
Schedule of Equity Method Investments [Line Items]    
Ownership Percentage 20.30%  
Carrying Value    
Carrying value, equity method investments $ 30,675 30,142
Excess Carrying Value of Investment Over Proportionate Share of Net Assets    
Excess carrying value of investment over proportionate share of net assets, equity method investments $ 9,566 $ 0
v3.26.1
Investments in Unconsolidated Entities - Schedule of Equity Method Income of Investments (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Equity Method Investments and Joint Ventures [Abstract]    
(Income) / loss from equity method investments, net $ (245) $ 25
v3.26.1
Investments in Unconsolidated Entities - Schedule of Related Party Transactions and Balances Outstanding (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Schedule of Equity Method Investments [Line Items]      
Revenue from equity method investees $ 265,193 $ 238,822  
Interest income from equity method investees 4,931 12,371  
Distributions received from equity method investees 2,668 0  
Accounts receivable from equity method investees 149,414   $ 149,163
Equity method investees      
Schedule of Equity Method Investments [Line Items]      
Revenue from equity method investees 7,603 137  
Interest income from equity method investees 373 $ 5  
Outstanding principal from loans to equity method investees 21,906   21,947
Interest receivable from equity method investees 325   381
Accounts receivable from equity method investees 2,441   1,774
Total amounts receivable from equity method investees $ 24,672   $ 24,102
v3.26.1
Other Assets - Loan to Safe Streets (Details) - SafeStreets - Loans Receivable - USD ($)
$ in Millions
Jan. 30, 2025
Mar. 31, 2026
Dec. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]      
Loan balance $ 21.5 $ 21.5 $ 21.5
Basis spread on variable rate 3.00%    
Debt term, interest payments in kind 2 years    
v3.26.1
Other Assets - Loan to a Service Provider Partner (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2025
Jul. 31, 2020
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Revenue (less than) $ 265,193   $ 238,822    
Service Provider | Loans Receivable          
Accounts, Notes, Loans and Financing Receivable [Line Items]          
Notes receivable, maximum available         $ 2,500
Debt instrument, interest rate         9.00%
Provision for credit losses on notes receivable   $ 700      
Outstanding principal from loans to equity method investees 900     $ 900  
Revenue (less than) $ 100   $ 100    
v3.26.1
Other Assets - Allowance for Credit Losses - Notes Receivable - Narrative (Details)
 3 Months Ended
Mar. 31, 2026
USD ($)
contract
portfolio_segment
Mar. 31, 2025
USD ($)
Dec. 31, 2025
USD ($)
contract
Financing Receivable, Nonaccrual [Line Items]      
Number of portfolio segments | portfolio_segment 1    
Nonaccrual notes receivable, number of contracts | contract 1   1
Interest income recognized for notes receivables in nonaccrual status $ 0 $ 0  
Prepaid expense 23,100,000   $ 19,400,000
Notes Receivable      
Financing Receivable, Nonaccrual [Line Items]      
Nonaccrual notes receivable without related allowance for credit loss 200,000   200,000
Notes receivable 90 days or more past due still accruing $ 0   $ 0
v3.26.1
Other Assets - Schedule of Notes Receivable Credit Losses (Details) - Loans Receivable - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Financing Receivable, Allowance for Credit Loss [Roll Forward]    
Beginning of period balance $ (749) $ (1)
Provision for expected credit losses 0 0
Write-offs 0 0
End of period balance $ (749) $ (1)
v3.26.1
Other Assets - Schedule of Credit Quality Indicators (Details) - Loans Receivable - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year $ 1,000 $ 22,600
Originated one year before current fiscal year 23,062 500
Originated two years before current fiscal year 500 447
Originated three years before current fiscal year 406 1,500
Originated four years before current fiscal year 1,500 0
Prior 943 943
Total 27,411 25,990
Current    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year 1,000 22,600
Originated one year before current fiscal year 23,062 500
Originated two years before current fiscal year 500 447
Originated three years before current fiscal year 406 1,500
Originated four years before current fiscal year 1,500 0
Prior 0 0
Total 26,468 25,047
30-59 days past due    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year 0 0
Originated one year before current fiscal year 0 0
Originated two years before current fiscal year 0 0
Originated three years before current fiscal year 0 0
Originated four years before current fiscal year 0 0
Prior 0 0
Total 0 0
60-89 days past due    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year 0 0
Originated one year before current fiscal year 0 0
Originated two years before current fiscal year 0 0
Originated three years before current fiscal year 0 0
Originated four years before current fiscal year 0 0
Prior 0 0
Total 0 0
90-119 days past due    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year 0 0
Originated one year before current fiscal year 0 0
Originated two years before current fiscal year 0 0
Originated three years before current fiscal year 0 0
Originated four years before current fiscal year 0 0
Prior 0 0
Total 0 0
120+ days past due    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Originated in fiscal year 0 0
Originated one year before current fiscal year 0 0
Originated two years before current fiscal year 0 0
Originated three years before current fiscal year 0 0
Originated four years before current fiscal year 0 0
Prior 943 943
Total $ 943 $ 943
v3.26.1
Fair Value Measurements - Schedule of Assets and Liabilities Measured at Fair Value on Recurring Basis (Details) - Recurring - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Money market accounts $ 479,892 $ 941,134
Equity securities with readily determinable fair value 10,597 14,858
Level 1    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Money market accounts 479,892 941,134
Equity securities with readily determinable fair value 10,597 14,858
Level 2    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Money market accounts 0 0
Equity securities with readily determinable fair value 0 0
Level 3    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Money market accounts 0 0
Equity securities with readily determinable fair value $ 0 $ 0
v3.26.1
Fair Value Measurements - Narrative (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]      
Cash and cash equivalents $ 497,449 $ 1,186,195 $ 960,584
Other assets 40,502   43,120
Other current assets 67,192   75,646
Gain (loss) on equity securities (3,700) $ (2,300)  
Money market accounts      
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]      
Cash and cash equivalents 473,900   933,000
Other assets 4,100   6,100
Other current assets $ 1,900   $ 2,000
v3.26.1
Liabilities (Details) - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Payables and Accruals [Abstract]    
Accounts payable $ 28,007 $ 22,200
Accrued expenses 44,301 51,360
Income taxes payable 571 1,785
Holdback and working capital liabilities from business combinations, asset acquisitions and investments in unconsolidated entities 13,413 13,713
Contingent consideration liability from acquisition 1,233 1,223
Other current liabilities 18,997 16,914
Accounts payable, accrued expenses and other current liabilities $ 106,522 $ 107,195
v3.26.1
Debt, Commitments and Contingencies - Narrative - Convertible Senior Notes (Details) - USD ($)
 3 Months Ended
Jan. 14, 2026
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
May 31, 2024
Jan. 20, 2021
Debt Instrument [Line Items]            
Repayments of convertible senior notes   $ 500,000,000 $ 0      
Share price (in dollars per share)   $ 43.19        
Convertible Senior Notes Due 2026 | Senior Notes            
Debt Instrument [Line Items]            
Aggregate principal amount           $ 500,000,000.0
Debt instrument, interest rate           0.00%
Repayments of convertible senior notes $ 500,000,000.0          
Debt instrument, fair value       $ 499,100,000    
Convertible Senior Notes Due 2029 | Senior Notes            
Debt Instrument [Line Items]            
Aggregate principal amount   $ 500,000,000.0     $ 500,000,000.0  
Debt instrument, interest rate         2.25%  
Debt instrument, fair value   $ 461,600,000   $ 477,300,000    
v3.26.1
Debt, Commitments and Contingencies - Schedule of Carrying Amount of Liability Component (Details) - Convertible Senior Notes Due 2029 - USD ($)
$ in Thousands
Mar. 31, 2026
Dec. 31, 2025
Debt Instrument [Line Items]    
Principal $ 500,000 $ 500,000
Unamortized debt issuance costs (9,635) (10,359)
Net carrying amount $ 490,365 $ 489,641
v3.26.1
Debt, Commitments and Contingencies - Schedule of Interest Expense (Details) - Convertible Senior Notes Due 2029 - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Debt Instrument [Line Items]    
Interest expense $ 2,813 $ 2,813
Amortization of debt issuance costs 724 704
Total interest expense $ 3,537 $ 3,517
v3.26.1
Debt, Commitments and Contingencies - Narrative - Legal Proceedings (Details)
 1 Months Ended
Apr. 18, 2022
proceeding
Jan. 10, 2022
patent
Jul. 22, 2021
patent
Oct. 31, 2019
patent
EcoFactor, Inc. vs. Alarm.com Holdings, Inc. | Pending Litigation        
Loss Contingencies [Line Items]        
Number of patents allegedly infringed upon by the company | patent   5   2
Number of reexamination proceedings | proceeding 4      
Number of reexamination proceedings, unpatentable | proceeding 3      
Causam Enterprises, Inc vs Alarm.com Holdings, Inc        
Loss Contingencies [Line Items]        
Number of patents allegedly infringed upon by the company | patent     4  
v3.26.1
Stockholders' Equity (Details) - USD ($)
 3 Months Ended
May 31, 2024
Mar. 31, 2026
Mar. 31, 2025
Equity [Abstract]      
Authorized repurchase amount $ 100,000,000.0    
Stock repurchase program, period 2 years    
Purchases of treasury stock (in shares)   428,065 86,400
Purchases of treasury stock, excluding excise tax   $ 20,000,000.0 $ 5,100,000
v3.26.1
Stock-Based Compensation (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation expense $ 8,049 $ 9,458
Sales and marketing    
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation expense 742 480
General and administrative    
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation expense 3,056 2,972
Research and development    
Share-based Payment Arrangement, Expensed and Capitalized, Amount [Line Items]    
Total stock-based compensation expense $ 4,251 $ 6,006
v3.26.1
Earnings Per Share - Schedule of Components of Basic and Diluted EPS (Details) - USD ($)
$ / shares in Units, $ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Earnings Per Share [Abstract]    
Net income $ 23,382 $ 27,712
Net loss attributable to redeemable noncontrolling interests 201 238
Net income attributable to common stockholders 23,583 27,950
Add back total interest expense, net of tax, attributable to convertible senior notes 2,662 3,245
Net income attributable to common stockholders - diluted $ 26,245 $ 31,195
Weighted average common shares outstanding - basic (in shares) 49,599,698 49,659,741
Dilutive effect of convertible senior notes, stock options and restricted stock units (in shares) 6,722,964 10,417,506
Weighted average common shares outstanding - diluted (in shares) 56,322,662 60,077,247
Net income attributable to common stockholders per share:    
Basic (in dollars per share) $ 0.48 $ 0.56
Diluted (in dollars per share) $ 0.47 $ 0.52
v3.26.1
Earnings Per Share - Schedule of Securities Excluded from Calculation of Diluted Weighted Average Common Shares Outstanding Due to Anti-dilutive Effect (Details) - shares
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Stock options    
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]    
Anti-dilutive securities excluded from the calculation of earnings per share (in shares) 798,027 614,178
Restricted stock units    
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]    
Anti-dilutive securities excluded from the calculation of earnings per share (in shares) 11,300 0
v3.26.1
Earnings Per Share - Narrative (Details)
Mar. 31, 2026
OpenEye  
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]  
Percentage of business acquired 89.00%
Noonlight  
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]  
Percentage of business acquired 99.00%
CHeKT, Inc  
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]  
Percentage of business acquired 81.00%
v3.26.1
Earnings Per Share - Schedule of Weighted Average Number of Shares (Details) - shares
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Convertible Senior Notes Due 2026    
Debt Instrument [Line Items]    
Dilutive effect of convertible senior notes (in shares) 0 3,396,950
Convertible Senior Notes Due 2029    
Debt Instrument [Line Items]    
Dilutive effect of convertible senior notes (in shares) 5,728,550 5,728,550
v3.26.1
Significant Service Providers and Distributors (Details) - Service Provider Concentration Risk - Revenue from Contract with Customer Benchmark
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
10 Largest Service Providers    
Concentration Risk [Line Items]    
Concentration risk percentage 43.00% 46.00%
Service Provider A | Minimum    
Concentration Risk [Line Items]    
Concentration risk percentage 15.00% 15.00%
Service Provider A | Maximum    
Concentration Risk [Line Items]    
Concentration risk percentage 20.00% 20.00%
v3.26.1
Income Taxes (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Operating Loss Carryforwards [Line Items]      
Provision (benefit) for income taxes $ 5,856 $ 7,307  
Effective income tax rate (as a percent) 20.20% 20.90%  
Valuation allowance $ 5,600   $ 5,600
Accrued interest and penalties related to unrecognized tax benefits 1,300   $ 1,200
Research Tax Credit Carryforward      
Operating Loss Carryforwards [Line Items]      
Unrecognized tax benefits, increase (decrease) $ 300 $ 600  
v3.26.1
Segment Information - Narrative (Details) - segment
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Segment Reporting Information [Line Items]    
Number of reportable segments 2  
Revenue | Segment Concentration Risk | Alarm.com    
Segment Reporting Information [Line Items]    
Concentration risk percentage 90.00% 93.00%
v3.26.1
Segment Information - Schedule of Reportable Segment Operational Data (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Dec. 31, 2025
Segment Reporting Information [Line Items]      
Total revenue $ 265,193 $ 238,822  
Total cost of revenue [1] 90,511 78,234  
Sales and marketing 34,434 28,549  
General and administrative 27,454 27,001  
Research and development 72,059 68,367  
Amortization and depreciation 9,092 7,024  
Total operating expenses 143,039 130,941  
Operating income 31,643 29,647  
Interest expense (3,672) (4,314)  
Interest income 4,931 12,371  
Other expense, net (3,909) (2,660)  
Income before income taxes 28,993 35,044  
Assets 1,643,637   $ 2,136,591
SaaS and license revenue      
Segment Reporting Information [Line Items]      
Total revenue 181,524 163,800  
Total cost of revenue [1] 27,895 21,568  
Hardware and other revenue      
Segment Reporting Information [Line Items]      
Total revenue 83,669 75,022  
Total cost of revenue [1] 62,616 56,666  
Operating Segments | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue 238,416 221,697  
Total cost of revenue 79,068 72,669  
Sales and marketing 26,655 22,467  
General and administrative 25,566 24,837  
Research and development 61,315 60,684  
Amortization and depreciation 7,412 6,728  
Total operating expenses 120,948 114,716  
Operating income 38,400 34,312  
Assets 1,695,687   2,181,210
Operating Segments | Other      
Segment Reporting Information [Line Items]      
Total revenue 28,150 18,042  
Total cost of revenue 12,878 6,550  
Sales and marketing 7,779 6,082  
General and administrative 1,888 2,164  
Research and development 10,744 7,683  
Amortization and depreciation 1,680 296  
Total operating expenses 22,091 16,225  
Operating income (6,819) (4,733)  
Assets 180,471   190,095
Operating Segments | SaaS and license revenue | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue 157,392 147,647  
Total cost of revenue 18,159 16,784  
Operating Segments | SaaS and license revenue | Other      
Segment Reporting Information [Line Items]      
Total revenue 24,132 16,153  
Total cost of revenue 9,736 4,784  
Operating Segments | Hardware and other revenue | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue 81,024 74,050  
Total cost of revenue 60,909 55,885  
Operating Segments | Hardware and other revenue | Other      
Segment Reporting Information [Line Items]      
Total revenue 4,018 1,889  
Total cost of revenue 3,142 1,766  
Intersegment Eliminations | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue (1,026) (674)  
Total cost of revenue (958) (575)  
Sales and marketing 0 0  
General and administrative 0 0  
Research and development 0 0  
Amortization and depreciation 0 0  
Total operating expenses 0 0  
Operating income (68) (99)  
Assets (232,471)   (234,681)
Intersegment Eliminations | Other      
Segment Reporting Information [Line Items]      
Total revenue (347) (243)  
Total cost of revenue (477) (410)  
Sales and marketing 0 0  
General and administrative 0 0  
Research and development 0 0  
Amortization and depreciation 0 0  
Total operating expenses 0 0  
Operating income 130 167  
Assets (50)   $ (33)
Intersegment Eliminations | SaaS and license revenue | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue 0 0  
Total cost of revenue 96 83  
Intersegment Eliminations | SaaS and license revenue | Other      
Segment Reporting Information [Line Items]      
Total revenue 0 0  
Total cost of revenue (96) (83)  
Intersegment Eliminations | Hardware and other revenue | Alarm.com      
Segment Reporting Information [Line Items]      
Total revenue (1,026) (674)  
Total cost of revenue (1,054) (658)  
Intersegment Eliminations | Hardware and other revenue | Other      
Segment Reporting Information [Line Items]      
Total revenue (347) (243)  
Total cost of revenue $ (381) $ (327)  
[1] Exclusive of amortization and depreciation shown in operating expenses below.
v3.26.1
Segment Information - Schedule of Additions to Property and Equipment (Details) - Operating Segments - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Alarm.com    
Segment Reporting Information [Line Items]    
Additions to property and equipment $ 745 $ 6,112
Other    
Segment Reporting Information [Line Items]    
Additions to property and equipment $ 167 $ 3
v3.26.1
Subsequent Events (Details) - USD ($)
May 04, 2026
May 31, 2024
Subsequent Event [Line Items]    
Authorized repurchase amount   $ 100,000,000.0
Stock repurchase program, period   2 years
Subsequent event    
Subsequent Event [Line Items]    
Authorized repurchase amount $ 150,000,000.0  
Stock repurchase program, period 2 years