Alarm.com Holdings Inc (FRA:3RL)
€ 59.5 -1 (-1.65%) Market Cap: 2.94 Bil Enterprise Value: 2.87 Bil PE Ratio: 26.75 PB Ratio: 4.44 GF Score: 95/100
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Alarm.com Holdings Inc at Bank of America Global Technology Conference Transcript

Jun 08, 2023 / 03:40PM GMT
Release Date Price: €47.6 (-2.06%)
Michael J. Funk
BofA Securities, Research Division - VP in Equity Research

We're 8:40. So ready to kick off this morning, Mike Funk from BofA mid-cap software analyst. Thank you all for being here with us this morning. Really happy to have Steve Valenzuela from Alarm.com with us as well. So Steve, thank you again for being here.

Steve Valenzuela
Alarm.com Holdings, Inc. - CFO & Principal Accounting Officer

Great to be here. Thanks for having us.

Michael J. Funk
BofA Securities, Research Division - VP in Equity Research

Yes. I wanted to kind of open with the question just to highlight maybe the differentiation of Alarm.com relative to other enterprise software companies because the last 12 months, you've been hearing a lot about enterprise IT budget compression, sales cycle, elongation. Alarm.com is unique to your primary market is actually the residential security market, right? So not facing the same macro headwinds. So maybe just kind of give us a baseline and walk us through the Alarm.com model, and maybe

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