ALRM — what changed in the latest 10-Q
A section-by-section comparison of ALRM's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +29 | −30 | ~30 | 50 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 4 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Text added/removed | 0 | 0 | ~7 | 295 |
| Other information | Text added/removed | +2 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
•SaaS and license revenue increased 11% to $188.8 million during the three months ended June 30, 2026 from $170.0 million during the three months ended June 30, 2025. SaaS and license revenue increased 11% to $370.3 million during the six months ended June 30, 2026 from $333.8 million during the six…
•Total revenue increased 9% to $277.7 million during the three months ended June 30, 2026 from $254.3 million during the three months ended June 30, 2025. Total revenue increased 10% to $542.9 million during the six months ended June 30, 2026 from $493.1 million during the six months ended June 30, …
•Net income decreased to $24.2 million during the three months ended June 30, 2026, as compared to $34.2 million during the three months ended June 30, 2025. Net income decreased to $47.6 million during the six months ended June 30, 2026, as compared to $61.9 million during the six months ended June…
•Non-GAAP adjusted EBITDA, a non-GAAP measurement of operating performance, increased to $57.7 million during the three months ended June 30, 2026 from $49.9 million during the three months ended June 30, 2025. Non-GAAP adjusted EBITDA increased to $107.3 million during the six months ended June 30,…
On May 29, 2026, we paid $14.1 million in cash to purchase an additional investment in SafeStreets USA, LLC, to maintain our 24.7% ownership percentage. This investment is included in the Alarm.com segment and is accounted for under the equity method of accounting.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
•SaaS and license revenue increased 11% to $181.5 million during the three months ended March 31, 2026 from $163.8 million during the three months ended March 31, 2025.
•Total revenue increased 11% to $265.2 million during the three months ended March 31, 2026 from $238.8 million during the three months ended March 31, 2025.
•Net income decreased to $23.4 million during the three months ended March 31, 2026, as compared to $27.7 million during the three months ended March 31, 2025. Net income attributable to common stockholders decreased to $23.6 million during the three months ended March 31, 2026, as compared to $28.0…
•Non-GAAP adjusted EBITDA, a non-GAAP measurement of operating performance, increased to $49.6 million during the three months ended March 31, 2026 from $45.8 million during the three months ended March 31, 2025.
On January 20, 2021, we issued $500.0 million aggregate principal amount of 0% convertible senior notes due January 15, 2026, in a private placement to qualified institutional buyers, or the 2026 Notes. On January 14, 2026, we paid $500.0 million in aggregate principal amount to holders of the 2026 …
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-06
Name and Title Action Total Number of Shares to be Purchased or Sold Pursuant to the Trading ArrangementAdoption Date Expiration Date
During the three months ended June 30, 2026, none of our directors or officers adopted, modified or terminated a non-Rule 10b5-1 trading arrangement (as defined in Item 408(c) of Regulation S-K).
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice