Gross Retention excludes expansion - it shows pure churn / contraction loss. The gap between NRR and GRR is the expansion lift.
Currently at all-time peak NRR of 95.0%.
Alarm.com is above the Real Estate SaaS Public median by +0.0pp (cell median: 95%)
Alarm.com (ALRM) is a real estate saas company at the public stage. As of its most recent disclosure (FY2025-Q1), Alarm.com reported a Net Revenue Retention rate of 95.0% - a below-average result for B2B SaaS at this segment.
Alarm.com is currently at or near its all-time NRR peak.
Within its peer set (real estate saas companies at public stage in the under $5k acv band), Alarm.com's NRR is roughly in line with the cell median of 95%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
When the company breaks NRR/GRR by segment, geography, or customer size cohort.
| GRR by segment | enterprise: 98% |
|---|
Revenue, ARR, and team-size denominators for the productivity ratios.
Support tiers: Premium Services tier
CS team segments: Strategic · Enterprise · Mid-Market · SMB
CSM model: hybrid
Education programs: Annual Partner Summit
CCO: Daniel Kerzner — President of Platform Business
Computed from the data above. Shows where value comes from and where leakage hides.
Named CS initiatives across recent disclosures (newest first).
Acquired RGS to expand EnergyHub's multi-device platform to a broader ecosystem of utility clients.
"To accelerate EnergyHub's scale, we acquired Resideo Grid Services, or RGS, late in 2025."
Leveraging AI for proactive deterrence and remote video monitoring augmented by central stations.
"We will continue to leverage AI... with products like the AI-based deterrence and monitoring capabilities."
Upgraded generative AI chatbot for technicians to troubleshoot installation issues, increasing inquiry handling.
"We recently released an upgraded version that can handle more complex questions and multi-step workflows."
Extending software to operate with select third-party cameras to broaden market coverage in commercial sites.
"By extending our software to operate with select third-party cameras, we've made it easier for service providers."
New AI tools for OpenEye allowing subscribers to search video footage by visual characteristics.
"The OpenEye team recently introduced new AI-powered tools to accelerate and simplify forensic video review."
Challenges acknowledged by management. Useful peer signals — your team is probably not alone.
Headwind from ADT's transition to a different platform, though it manifested less than expected in 2025.
"In terms of the... 200-basis-point headwind, it didn't manifest as fully as expected [regarding ADT]."
Passing through increased tariff costs to customers, monitoring for potential demand degradation.
"Those passthroughs went up on January first to reflect the full tariff, so they went up by about 2x."
Fears about the job market offsetting lower interest rates, keeping gross adds sequential with Q2.
"fears about the job market have basically all but offset that. Here we are in about the same place sequentially."
Impacted by reciprocal tariff costs and use of expensive shipping for new product launches.
"Hardware gross margins were impacted as we began selling through certain inventory and carrying reciprocal tariff costs"
Uncertainty regarding trade frameworks and potential 10% baseline tariffs impacting hardware pricing.
"The uncertainty around tariffs likely prompted some of our service provider partners to build their product inventories"
Weakness in the new home sales market since 2023 impacting new subscriber activations.
"the one thing we watch very carefully that is still a backdrop to the business is new home sales."
Curated quotes about customer outcomes, retention, renewals.
"This model creates higher barriers against end-customer defection and technology disruption and distinguishes Alarm.com"
"you would see a bit lower revenue retention as people move and sometimes cancel a service when they're no longer occupying their home."
"This approach increases SaaS adoption and customer engagement and retention."
"The renewal rate came in right where it was last quarter. They both rounded down to about 94%."
"Our business is grounded in the long-term partnerships we have with our service providers... where our growth is predicated on our partner success."
"20% to 25% of the cameras that we sell actually go into the installed base, so there's a pretty constant movement sort of through the installed base."
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