Alarm.com Holdings Inc (NAS:ALRM)

$ 57.9805 -0.0195 (-0.03%) Market Cap: 2.86 Bil Enterprise Value: 2.76 Bil PE Ratio: 28.70 PB Ratio: 4.42 GF Score: 92/100

Q2 2024 Alarm.com Holdings Inc Earnings Call Transcript
Aug 08, 2024

$65.6 (+1.91%)

Earnings
Q4 2023 Alarm.com Holdings Inc Earnings Call Transcript
Feb 22, 2024

$69.98 (+1.51%)

Earnings
Alarm.com Holdings Inc at Barclays Global Technology Conference Transcript
Dec 06, 2023
Q3 2023 Alarm.com Holdings Inc Earnings Call Transcript
Nov 09, 2023

$51.47 (-1.04%)

Earnings
Q2 2023 Alarm.com Holdings Inc Earnings Call Transcript
Aug 09, 2023

$49.21 (-1.11%)

Earnings
Alarm.com Holdings Inc at Bank of America Global Technology Conference Transcript
Jun 08, 2023
Alarm.com Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
May 22, 2023
Q1 2023 Alarm.com Holdings Inc Earnings Call Transcript
May 10, 2023

$47.9 (+0.97%)

Earnings
Q4 2022 Alarm.com Holdings Inc Earnings Call Transcript
Feb 23, 2023

$52.24 (+0.64%)

Earnings
Alarm.com Holdings Inc at Raymond James Technology Investors Conference Transcript
Dec 06, 2022
Q3 2022 Alarm.com Holdings Inc Earnings Call Transcript
Nov 08, 2022

$55.89 (+0.47%)

Earnings
Q2 2022 Alarm.com Holdings Inc Earnings Call Transcript
Aug 09, 2022

$72.04 (-1.58%)

Earnings
Q1 2022 Alarm.com Holdings Inc Earnings Call Transcript
May 05, 2022

$60.16 (-5.97%)

Earnings
Alarm.com Holdings Inc at Raymond James Institutional Investors Conference Transcript
Mar 07, 2022
Q4 2021 Alarm.com Holdings Inc Earnings Call Transcript
Feb 24, 2022

$69.05 (+4.65%)

Earnings
Q3 2021 Alarm.com Holdings Inc Earnings Call Transcript
Nov 04, 2021

$85.88 (-1.48%)

Earnings
Q2 2021 Alarm.com Holdings Inc Earnings Call Transcript
Aug 05, 2021

$85.41 (+1.64%)

Earnings
Alarm.com Holdings Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) Transcript
May 25, 2021
Q1 2021 Alarm.com Holdings Inc Earnings Call Transcript
May 04, 2021

$85.64 (-3.98%)

Earnings
Q4 2020 Alarm.com Holdings Inc Earnings Call Transcript
Feb 25, 2021

$88.74 (-4.45%)

Earnings
Alarm.com Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript
Dec 10, 2020
Q3 2020 Alarm.com Holdings Inc Earnings Call Transcript
Nov 05, 2020

$65.12 (+0.49%)

Earnings
Alarm.com Holdings Inc at Raymond James North American Equities Conference (Virtual) Transcript
Sep 15, 2020
Q2 2020 Alarm.com Holdings Inc Earnings Call Transcript
Aug 05, 2020

$62.17 (+3.07%)

Earnings
Alarm.com Holdings Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) Transcript
Jun 02, 2020
Alarm.com Holdings Inc at JPMorgan Technology, Media and Communications Conference (Virtual) Transcript
May 12, 2020
Q1 2020 Alarm.com Holdings Inc Earnings Call Transcript
May 07, 2020

$47.63 (+6.77%)

Earnings
Q4 2019 Alarm.com Holdings Inc Earnings Call Transcript
Feb 25, 2020

$44.76 (-3.16%)

Earnings
Alarm.com Holdings Inc at Goldman Sachs Technology & Internet Conference Transcript
Feb 11, 2020
Alarm.com Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference Transcript
Dec 12, 2019
Alarm.com Holdings Inc at Credit Suisse Technology, Media & Telecom Conference Transcript
Dec 03, 2019
Q3 2019 Alarm.com Holdings Inc Earnings Call Transcript
Nov 05, 2019

$51.53 (+0.88%)

Earnings
Q2 2019 Alarm.com Holdings Inc Earnings Call Transcript
Aug 08, 2019

$50.52 (+5.78%)

Earnings
Alarm.com Holdings Inc at Bank of America Merrill Lynch Global Technology Conference Transcript
Jun 04, 2019
Alarm.com Holdings Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
May 14, 2019
Q1 2019 Alarm.com Holdings Inc Earnings Call Transcript
May 09, 2019

$69.67 (+0.14%)

Earnings
Q4 2018 Alarm.com Holdings Inc Earnings Call Transcript
Feb 28, 2019

$65.63 (+0.89%)

Earnings

Alarm.com Holdings Inc at Bank of America Global Technology Conference Transcript

Jun 08, 2023 / 03:40PM GMT

Release Date Price: $51.1 (-1.90%)

Transcript

Michael J. Funk

BofA Securities, Research Division - VP in Equity Research

We're 8:40. So ready to kick off this morning, Mike Funk from BofA mid-cap software analyst. Thank you all for being here with us this morning. Really happy to have Steve Valenzuela from Alarm.com with us as well. So Steve, thank you again for being here.

Steve Valenzuela

Alarm.com Holdings, Inc. - CFO & Principal Accounting Officer

Great to be here. Thanks for having us.

Michael J. Funk

BofA Securities, Research Division - VP in Equity Research

Yes. I wanted to kind of open with the question just to highlight maybe the differentiation of Alarm.com relative to other enterprise software companies because the last 12 months, you've been hearing a lot about enterprise IT budget compression, sales cycle, elongation. Alarm.com is unique to your primary market is actually the residential security market, right? So not facing the same macro headwinds. So maybe just kind of give us a baseline and walk us through the Alarm.com model, and maybe

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