Alarm.com's new fire communicator is designed to transmit alarm signals to monitoring centers while simultaneously delivering notifications through the company's applications and services. The company estimates the addressable market at 4 million to 5 million commercial fire panels across the U.S. and Canada.
Alarm.com (Nasdaq: ALRM) reported stronger-than-expected second-quarter 2026 results, posting 11% year-over-year SaaS and license revenue growth while raising its full-year financial outlook, as executives pointed to continued momentum in commercial security, enterprise video deployments and AI-enabled services.
Commercial security growth
Speaking during the company's Aug. 6 second-quarter earnings call, CEO Stephen Trundle said the commercial business continued to gain traction as enterprise customers expanded OpenEye video surveillance deployments and adopted more AI-enabled services.
“OpenEye delivered strong SaaS and hardware revenue results as enterprise customers continue to expand their video surveillance deployments. And they often did so with increased adoption of our more powerful AI-enabled services,” Trundle said.
Beyond video, Alarm.com used the earnings call to highlight the launch of its fire communicator, expanding the company’s commercial offerings into fire communications. Designed to work with most new and existing fire alarm control panels, the product transmits alarm signals to monitoring stations while also delivering notifications through Alarm.com applications and services.
Trundle said the addressable market includes approximately 4 million to 5 million fire panels across the United States and Canada. While adoption through the service provider channel will take time, he said the company sees a long-term opportunity to establish a position in the commercial fire market.
Enterprise demand
Chief Financial Officer Kevin Bradley said commercial initiatives and EnergyHub collectively grew more than 30% year over year. He also cited particularly strong demand from enterprise customers in the commercial video segment, contributing to higher hardware revenue and improved margins.
“During the second quarter, we saw particularly strong demand from enterprise buyers in our commercial video segment,” Bradley said.
Life safety remains core
Trundle also highlighted two recent customer incidents illustrating the company’s life safety mission. In one, a remote video monitoring deployment detected an individual attempting to set fire to an occupied home, allowing a central station operator to alert authorities before anyone was injured. In another, the company’s outdoor gunshot detection technology enabled authorities to respond quickly and apprehend a suspect before there was any loss of life.
“We believe deeply in our mission and in the enduring value of security,” Trundle said.
(Editor’s note: This article was produced with the assistance of generative AI using Alarm.com’s publicly available earnings call transcript as source material. The content was reviewed, edited and verified by the SecurityInfoWatch editorial team to ensure accuracy, context and adherence to our editorial standards.)