Yaas to SaaS: Alarm.com seizes software momentum
Summary
Alarm.com posted third-quarter 2025 results that beat expectations, with SaaS and license revenue rising 10.1% year over year. EnergyHub played a major role in the growth by expanding higher-value services for utility clients and lifting recurring revenue. Commercial and international businesses also contributed, especially through stronger commercial video and access control adoption. Hardware remained weaker, but the company expects SaaS to stay its biggest driver of margin growth going forward.
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Business Intelligence
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SaaS
Security Software
IoT Software
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Alarm.com
$1M to $5M