Israel · Delayed Price · Currency is ILS · Price in ILA Alarum Technologies Earnings Call Transcripts
Fiscal Year 2025
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Revenue grew 60% year-over-year in Q4 2025, driven by AI-focused products now comprising 30% of sales. Despite margin compression from infrastructure investments, profitability was maintained and guidance for Q1 2026 anticipates continued strong growth.
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Q3 2025 saw 81% year-over-year revenue growth to $13M, driven by AI customer demand, but gross margin fell to 56% due to upfront costs for large projects. Q4 revenue is guided at $12M, with margin recovery expected as in-house solutions scale.
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Q2 2025 saw $8.8M revenue and $0.3M net profit, with strong AI-driven demand but lower margins due to infrastructure investment. Q3 revenue is projected to surge 78% year-over-year, though profitability will remain pressured as large-scale AI projects ramp up.
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Q1 2025 saw $7.1M in revenue and $1.1M non-IFRS net profit, with strong demand from AI-driven customers. Investments in infrastructure and talent are driving lower margins but positioning for long-term growth. Q2 2025 revenue is guided at $7.9M, with broad-based demand growth.
Fiscal Year 2024
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Gross margin and adjusted EBITDA reached record highs in 2024, with net profit rebounding sharply year-over-year. Short-term revenue growth is expected to slow due to industry adjustments, but long-term prospects remain strong as AI-driven demand for large-scale data collection grows.
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Q3 2024 saw 6.6% revenue growth to $7.2M, with NetNut driving 97% of sales and strong cash flow. Major customer wins, robust product pipeline, and continued network investment support positive Q4 guidance and long-term growth.
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Q2 2024 saw strong revenue and margin growth, driven by NetNut and new product launches, with a record adjusted EBITDA and positive cash flow. Despite a sequential revenue dip due to customer usage, guidance for Q3 remains positive, supported by robust retention and new client wins.