Alarm.com
Alarm.com Connected Property Business & 2023 Financials Examined
March 14th, 202410 Notable Physical Security Acquisitions in 2023
January 29th, 2024
Alarm.com Connected Property Business and Financials Examined
In this Research Note, we examine Alarm.com, a US provider of physical security, intelligent automation and energy management solutions for the smart home and commercial real estate. This analysis is based on their 2021 and Q1-2022 financial results, 10K Report, investor presentations, M&A and diversification strategy. Alarm.com, founded in 2000, became a public company in June 2015 on Nasdaq under […]
Smart Building IoT Disrupts the “Five Competitive Forces”
According to Michael Porter’s 1979 theory, any industry’s competition is driven by five competitive forces: Bargaining power of buyers Nature and intensity of the rivalry amongst competitors Threat of new entrants Threat of substitute products or services The bargaining power of suppliers The composition and strength of these forces collectively determine the nature of industry […]
Alarm.com Rivals Nest with Smart Thermostat
Smart home technology company Alarm.com reported their highly anticipated financial results for the second quarter ended June 30, 2015. Above most analyst estimates, total revenue increased by 23% to $51.9 million for the second quarter of 2015 compared to $42.1 million for the second quarter of 2014. “We maintained solid revenue growth and profitability in […]
Smart Home Company Alarm.com Looks to Raise $75m in IPO
Last week, the smart home company Alarm.com filed with the US SEC to list its common stock on the NASDAQ Global Select Market under the ticker symbol ALRM. They are seeking to raise $75m from the share offering. Alarm.com offers a platform solution for the connected smart home which includes video monitoring and energy management. […]
3 Recent Acquisitions Underline the Future Direction of Physical Security
We recently wrote about the status of M&A in Physical Security, in an article called “Strategic Acquisitions Dominate Security M&A; Whilst Major Conglomerates & External Buyers lose their Appetite” – http://memoori.com/strategic-acquisitions-dominate-security-m-whilst-major-conglomerates-external-buyers-lose-appetite/ In the last 2 years there has been a significant trend for medium sized specialist companies (previously totally dependent on organic growth) to adopt […]