Alarm.com (ALRM) Investor presentation summary

Company overview

• Operates a leading cloud-based SaaS platform for intelligent property management, serving both residential and commercial markets with advanced IoT solutions.

• Founded in 2000, listed on Nasdaq since 2015, with approximately 12,000 service provider partners and over 2,000 employees as of December 2025.

Market opportunity

• Over 500 million serviceable properties globally, with 140 million addressable in the US and Canada and 262 million internationally.

• Commercial market includes 118 million properties worldwide, with robust ARPU growth potential from unified security and automation solutions.

• Active in 80+ countries, expanding into adjacent and emerging AI and IoT markets.

Platform and solutions

• Provides a unified platform integrating security, video, access, energy, and wellness management for both subscribers and service providers.

• Features include AI-powered video analytics, proactive deterrence, smart alerts, and patented security capabilities.

• Commercial solutions drive higher ARPU and offer integrated security, surveillance, and automation.