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alarm.com

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 10, 2025 by Anil Varanasi · said 1 times in 1 episodes since 2025 · across every show →

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Everything said about alarm.com, oldest first

Dec 10, 2025 neutral
Assertion Not checkable as stated
Varanasi: Alarm.com and ADT are valued more on RMR than GAAP revenue
“And today, if you go look at alarm.com or ADT or anyone, More than the gap revenue, this is the number that people care about. It's not even a gap metric, but what is the RMR?”
Anil Varanasi Dec 10, 2025 ▶ 15:45 Building Meter for decades, not an exit | Anil Varanasi (Co-founder and CEO)
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