Alarm.com Holdings Inc 2026年季度报告

FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended June30, 2026OR ALARM.COM HOLDINGS, INC. (Exact name of registrant as specified in its charter) (Address of principal executive offices) Tel:(877)389-4033(Registrant's telephone number, including area code) Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filingrequirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company" inRule 12b-2 of the Exchange Act. Large Accelerated FilerAcceleratedFilerNon-AcceleratedFilerSmallerReportingCompanyEmerging Growth Company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. As of July30, 2026, there were 49,090,228 outstanding shares of the registrant's common stock, par value $0.01 per share. ALARM.COM HOLDINGS, INC.QUARTERLY REPORT ON FORM 10-QFOR THE FISCAL QUARTER ENDED JUNE 30, 2026 TABLE OF CONTENTS PART I. FINANCIAL INFORMATIONItem 1. Financial Statements (Unaudited)Condensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive IncomeCondensed Consolidated Balance SheetsCondensed Consolidated Statements of Cash FlowsCondensed Consolidated Statements of EquityNotes to the Condensed Consolidated Financial StatementsItem 2. Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPART II. OTHER INFORMATIONItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. ExhibitsSignature Revenue: Operating income See accompanying notes to the condensed consolidated financial statements. ALARM.COM HOLDINGS, INC.Condensed Consolidated Balance Sheets(in thousands, except share and per share data)(unaudited) Assets Total assets ALARM.COM HOLDINGS, INC.Condensed Consolidated Statements of Cash Flows(in thousands)(unaudited) Cash flows from operating activities: ALARM.COM HOLDINGS, INC.Condensed Consolidated Statements of Equity(in thousands)(unaudited) ALARM.COM HOLDINGS, INC.Condensed Consolidated Statements of Equity — (Continued)(in thousands)(unaudited) ALARM.COM HOLDINGS, INC.Notes to the Condensed Consolidated Financial Statements (Unaudited)June30, 2026 and 2025 Note 1. Organization Alarm.com Holdings, Inc. (referred to herein as Alarm.com, the Company, or we) is the leading platform for intelligently connectedproperties. Our cloud-based platform offers an expansive suite of Internet of Things, or IoT, solutionsaddressing global opportunities in theresidential, multi-family, small business, enterprise commercial and energy markets. Alarm.com’s solution suite includes security, videosurveillance and video analytics, energy management, access control, electric utility grid management, active shooter detection, watermanagement, personal safety and data-rich emergency response.Our solutions are delivered through an established network of trustedservice 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 endson December31. Note 2. 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 andcontrolled subsidiaries after elimination of intercompany accounts and transactions. These unaudited condensed consolidated financial statements have been prepared in accordance with accounting principles generallyaccepted in the United States, or GAAP, for interim financial information and the applicab