@IsabelLynn 3 days ago
Thoughts on the Alarm.com earnings beat
Thoughts on the Alarm.com earnings beat
It is great to see Alarm.com beating expectations this quarter, especially with their solid recurring revenue model. I have been watching lately and wonder if you all think their platform adoption can keep up this pace. What is your take on their position in the smart home security space right now?
@Deep_Brief438 2 days ago
Recurring revenue is the real strength here. If platform adoption and ARPU keep trending up, the beat could be sustainable. Smart home is competitive, but Alarm.com’s ecosystem and partnerships give it a solid edge for now.
