What is Alarm.com Holdings's change in deferred revenue?

Alarm.com Holdings (ALRM) reported change in deferred revenue of $1.96M in Q1 2026.

How has Alarm.com Holdings's change in deferred revenue changed year-over-year?

Alarm.com Holdings's change in deferred revenue increased by 103.0% year-over-year, from $965K to $1.96M.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Alarm.com Holdings ALRM Change in Deferred Revenue

Change in Deferred Revenue at other companies

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$355M-51.2%

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$3.75M+149%

Varonis SystemsVRNS

-$2.79M-147%

SamsaraIOT

$16.5M-20.0%

CalixCALX

$232K-92.7%

Alphabet Inc.GOOGL

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Other financials

Income statement

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Revenue$265.2M+11.0%

Gross profit$174.7M+8.8%

Operating income$31.6M+6.7%

Net income$23.4M-15.6%

EPS (diluted)$0.47-9.6%

Balance sheet

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Cash & equivalents$503.6M-57.8%

Total debt$76.4M-2.6%

Total equity$859.8M+13.2%

Total assets$1.6B-20.9%

Cash flow

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Operating cash flow$50.6M+110%

CapEx$912.0K-85.1%

Free cash flow$49.7M+177%

Valuation

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Market cap$2.13B-22.4%

Enterprise value$1.7B+4.3%

P/E16.7×-4.9×

P/S2.1×-0.8×

Profitability

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Gross margin65.8%+0.1pp

Operating margin13.1%+0.6pp

Net margin12.3%-1.0pp

FCF margin16.3%-1.3pp

Returns & leverage

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Return on equity15.7%-1.3pp

Debt / equity0.1×0.0×

Current ratio5.2×+3.0×

Where this comes from

Reported directly by Alarm.com Holdings in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Alarm.com Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Alarm.com Holdings's change in deferred revenue?: Alarm.com Holdings (ALRM) reported change in deferred revenue of $1.96M in Q1 2026.
How has Alarm.com Holdings's change in deferred revenue changed year-over-year?: Alarm.com Holdings's change in deferred revenue increased by 103.0% year-over-year, from $965K to $1.96M.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.