ALRM
Market read
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ALRM's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The cost of SaaS and license revenue for the Other segment increased $10.4 million during the six months ended June 30, 2026 as compared to the same period in the prior year primarily due to an increase in sales of our energy management and demand response so…”10-Q · Aug 6, 2026 ↗
“The increase in the provision for income taxes was primarily due to a decrease in our research and development tax credits claimed during the three and six months ended June 30, 2026 as compared to the same periods in the prior year.”10-Q · Aug 6, 2026 ↗
“Other Expense, Net Three Months Ended June 30, % Change Six Months Ended June 30, % Change 2026 2025 2026 2025 Other expense, net $ (2,336) $ (175) 1,235 % $ (6,245) $ (2,835) 120 % % of total revenue (1) % — % (1) % (1) % Other expense, net increased $2.2 mi…”10-Q · Aug 6, 2026 ↗
“The cost of hardware and other revenue for the Alarm.com segment increased $2.4 million during the six months ended June 30, 2026 as compared to the same period in the prior year primarily due to a change in the mix of product sales to more hardware with high…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ALRM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for ALRM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We also compete with interactive, monitored security solutions sold directly to subscribers and may also be sold through our partners, including companies like Abode Systems, Inc., Arlo Technologies, Inc., Cove Smart, LLC, Scout Security, Inc.”
“Our current competitors include providers of other technology platforms for the connected property with interactive security, including Alula (formed following the merger of ipDatatel, LLC and Resolution Products, LLC), Ajax Systems CH, Avigilon Corporation,…”
“In addition, our service provider partners compete with security solutions sold directly to subscribers, as well as managed service providers, such as cable television, telephone and broadband companies like Comcast Cable Communications, LLC and Rogers Commun…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
ALRM is currently a Follower in the organic co-movement group Mixed Service Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.