ALAR
AlarumFDocument history
Earnings documents stored for ALAR.
Investor releaseQuarter not tagged2026-05-28Alarum Technologies Q1 Earnings Call Highlights
MarketBeat
Alarum Technologies Q1 Earnings Call Highlights
Interested in Alarum Technologies Ltd. Sponsored ADR? Here are five stocks we like better. Alarum Technologies reported Q1 2026 revenue of $11.7 million, up 64% year over year, with IFRS net income of $0.6 million and adjusted EBITDA of $2.1 million as AI and enterprise data demand continued to drive usage. Margins improved sequentially as infrastructure utilization rose, with gross margin at 61.7% versus 53.8% in the prior quarter, while the company remained debt-free and ended the quarter with $24.2 million in cash and investments. Management guided for Q2 2026 revenue of about $12.2 million and adjusted EBITDA of roughly $1.8 million, while warning that customer consumption in the dynamic AI data market can fluctuate quarter to quarter. Alarum Technologies (NASDAQ:ALAR) reported sharply higher first-quarter 2026 revenue and a modest increase in profitability, as management said demand from artificial intelligence and enterprise data workloads continued to drive usage of the company’s data infrastructure platform. Chief Executive Officer Shachar Daniel said revenue for the quarter ended March 31, 2026, reached $11.7 million, up 64% from the year-earlier period. The company also reported IFRS net income of $0.6 million and adjusted EBITDA of $2.1 million, while continuing to invest in infrastructure scale and product expansion. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move “We believe the first quarter demonstrated the operating leverage potential of the AI data infrastructure platform we built throughout 2025,” Daniel said on the call. He added that the company continues to view the market as “highly dynamic” and in relatively early stages, with Alarum prioritizing long-term infrastructure leadership over short-term profitability optimization. Daniel said demand for large-scale public web data infrastructure is expanding rapidly, particularly for AI and agentic training, fine-tuning, retrieval systems, inference optimization and continuous model updating. He also said public web environments are becoming more complex, increasing the technological barriers required to reliably collect data at scale. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? During the first quarter, Alarum’s infrastructure handled an average of more than 50 petabytes of monthly data traffic and tens of billions of requests, supported by mo…Read full documentShow less
Interested in Alarum Technologies Ltd. Sponsored ADR? Here are five stocks we like better. Alarum Technologies reported Q1 2026 revenue of $11.7 million, up 64% year over year, with IFRS net income of $0.6 million and adjusted EBITDA of $2.1 million as AI and enterprise data demand continued to drive usage. Margins improved sequentially as infrastructure utilization rose, with gross margin at 61.7% versus 53.8% in the prior quarter, while the company remained debt-free and ended the quarter with $24.2 million in cash and investments. Management guided for Q2 2026 revenue of about $12.2 million and adjusted EBITDA of roughly $1.8 million, while warning that customer consumption in the dynamic AI data market can fluctuate quarter to quarter. Alarum Technologies (NASDAQ:ALAR) reported sharply higher first-quarter 2026 revenue and a modest increase in profitability, as management said demand from artificial intelligence and enterprise data workloads continued to drive usage of the company’s data infrastructure platform. Chief Executive Officer Shachar Daniel said revenue for the quarter ended March 31, 2026, reached $11.7 million, up 64% from the year-earlier period. The company also reported IFRS net income of $0.6 million and adjusted EBITDA of $2.1 million, while continuing to invest in infrastructure scale and product expansion. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move “We believe the first quarter demonstrated the operating leverage potential of the AI data infrastructure platform we built throughout 2025,” Daniel said on the call. He added that the company continues to view the market as “highly dynamic” and in relatively early stages, with Alarum prioritizing long-term infrastructure leadership over short-term profitability optimization. Daniel said demand for large-scale public web data infrastructure is expanding rapidly, particularly for AI and agentic training, fine-tuning, retrieval systems, inference optimization and continuous model updating. He also said public web environments are becoming more complex, increasing the technological barriers required to reliably collect data at scale. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? During the first quarter, Alarum’s infrastructure handled an average of more than 50 petabytes of monthly data traffic and tens of billions of requests, supported by more than 80 million IP addresses worldwide. Daniel said the company maintained success rates above 85%. That compares with approximately five petabytes of monthly traffic at the end of 2024. Daniel said Alarum has evolved from a traditional proxy-focused provider into a broader AI data infrastructure platform. The platform now includes global proxy infrastructure, Website Unblocker self-solutions, AI-ready datasets and planned agentic workflow capabilities, which the company expects to gradually introduce to customers in the second half of 2026. → 5 Stocks Winning the AI Race While Everyone Watches NVIDIA Management said AI-related workloads remain a major growth driver, but Alarum is also expanding across other enterprise use cases, including e-commerce, sales intelligence, digital monitoring, data enrichment and broader enterprise workloads. Chief Financial Officer Shai Avnit said first-quarter revenue rose to $11.7 million from $7.1 million a year earlier, primarily due to continued demand from large-scale AI-related customers, as well as growth across other enterprise workloads and products. Gross margin was 61.7%, compared with 67.5% in the first quarter of 2025 and 53.8% in the prior quarter. Avnit said the sequential improvement reflected better infrastructure utilization, operating leverage and efficiency initiatives. He also noted that the improvement came despite the depreciation of the U.S. dollar against the Israeli shekel, which created an additional foreign exchange headwind because most operating expenses are denominated in shekels. Operating expenses rose to $6.4 million from $4.5 million a year earlier, mainly due to payroll and other employee-related costs, primarily in research and development. Avnit said those investments are part of Alarum’s strategy to improve the quality of its infrastructure and capacity while maintaining discipline in capital allocation. IFRS net income was approximately $0.6 million, compared with $0.4 million in the first quarter of 2025 and $0.2 million in the prior quarter. Adjusted EBITDA was approximately $2.1 million, compared with $1.3 million a year earlier and $1 million in the prior quarter. Alarum ended the quarter with no financial debt. Cash, cash equivalents and debt investments totaled $24.2 million as of March 31, 2026, up from $22.5 million at the end of 2025. Shareholders’ equity increased to $33.4 million from $32.1 million at Dec. 31, 2025, primarily reflecting the company’s net profit for the quarter. Avnit said the company had approximately 72.6 million ordinary shares outstanding as of March 31, representing 7.3 million Nasdaq-listed ADSs. For the second quarter of 2026, Alarum expects revenue of approximately $12.2 million, plus or minus 5%. Avnit said that represents approximately 39% year-over-year growth at the midpoint. The company also guided for adjusted EBITDA of approximately $1.8 million, plus or minus $500,000. Avnit initially appeared to be cut off while giving the EBITDA guidance, and Daniel asked him to repeat the projection. Avnit then clarified the adjusted EBITDA range. Management said the guidance is based on current visibility into customer activity, existing workloads and consumption patterns. Daniel cautioned that the data infrastructure market remains dynamic, and that large AI customers may adjust consumption based on training cycles, model releases, dataset refreshes, inference optimization or internal infrastructure decisions. During the question-and-answer session, Canaccord Genuity analyst Kingsley Crane asked about Alarum’s planned agentic workflow product. Daniel said he could not provide many commercial details, but described the product as a layer designed to simplify how customers choose products, geographies, domains, data structures and other service parameters. “Agentic is just a layer above the product in order to make the life of our customers much more simple,” Daniel said. He added that the product could support upsell opportunities and attract new customers, but said it is not intended to be a standalone revenue-generating product. Crane also asked about challenges in web scraping as web environments become more difficult to access. Daniel said the company’s ability to collect public data at scale depends partly on the size and diversity of its network, including geographic reach and different types of IPs. He said Alarum’s Website Unblocker and SERP Scraper API are designed to address anti-bot and similar barriers. Asked about the durability of AI-related customers, Daniel said data remains essential to both AI training and production use cases. He said AI customer retention appears strong from a logo perspective, though revenue can be volatile because consumption may fluctuate by quarter depending on customer use cases. Daniel closed the call by saying the quarter reflected progress in Alarum’s evolution into a scaled AI data infrastructure platform, with the company remaining focused on long-term execution, operational discipline and sustainable growth. Alarum Technologies Ltd. provides internet access and web data collection solutions in North, South, and Central America, Europe, Southeast Asia, the Middle East, and Africa. The company operates through two segments, Enterprise Internet Access Solutions and Consumer Internet Access Solutions. The company offers security blanket against ransomware, viruses, phishing, and other online threats, as well as secured and encrypted connection, masking the customers online activity and keeping them safe from hackers. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Alarum Technologies Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for May 2026.
Investor releaseQuarter not tagged2026-05-28Alarum Technologies Reports 64% Revenue Growth to $11.7 Million in First Quarter 2026, Driven by Strong AI Demand
GlobeNewswire
Alarum Technologies Reports 64% Revenue Growth to $11.7 Million in First Quarter 2026, Driven by Strong AI Demand
Positive IFRS net income of $0.6 million and Adjusted EBITDA of $2.1 million TEL AVIV, Israel, May 28, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) (“Alarum” or the “Company”), a global provider of Artificial Intelligence (“AI”) data infrastructure and web data collection solutions, today announced its financial results for the three-month period ended March 31, 2026. Financial Highlights – First Quarter 2026 • Revenues of $11.7 million, up 64% year-over-year, and a slight 0.9% decline from the prior quarter. • Gross margin of 61.7%, compared to 53.8% in the prior quarter and 67.5% in the first quarter of 2025.• IFRS net income of $0.6 million, compared to $0.2 million in the prior quarter and $0.4 million in the first quarter of 2025.• Adjusted EBITDA of $2.1 million compared to $1.0 million in the prior quarter and $1.3 million in the first quarter of 2025. Management Commentary “Alarum continued scaling its AI data infrastructure platform during the first quarter of 2026, supported by strong demand from AI and large-scale enterprise workloads,” said Shachar Daniel, Chief Executive Officer of Alarum. “Revenue increased 64% year-over-year, reflecting continued strong demand for high-quality public web data, particularly for the training, fine-tuning, and updating of foundational large language models. We continue to invest strategically to expand and strengthen our infrastructure to support both current demand and future growth opportunities.” “Over the past year, Alarum has evolved from a proxy-focused provider into a broader AI data infrastructure platform. This platform, which includes our global Internet Protocol (“IP”) proxy network, Website Unblocker, Search Engine Results Page (“SERP”) solutions, AI-ready datasets, and planned agentic workflow capabilities, significantly expands our addressable market opportunity.” “Our infrastructure now handles more than 50 petabytes of data traffic per month, supported by over 80 million IPs and a success rate exceeding 85%. We believe this scale, combined with ongoing infrastructure investments, forms the foundation for building a durable competitive advantage in a critical and underserved layer of the AI stack. As web environments become increasingly dynamic, and difficult to access reliably at scale, we believe the technological and operational barriers within the AI data infrast…Read full documentShow less
Positive IFRS net income of $0.6 million and Adjusted EBITDA of $2.1 million TEL AVIV, Israel, May 28, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) (“Alarum” or the “Company”), a global provider of Artificial Intelligence (“AI”) data infrastructure and web data collection solutions, today announced its financial results for the three-month period ended March 31, 2026. Financial Highlights – First Quarter 2026 • Revenues of $11.7 million, up 64% year-over-year, and a slight 0.9% decline from the prior quarter. • Gross margin of 61.7%, compared to 53.8% in the prior quarter and 67.5% in the first quarter of 2025.• IFRS net income of $0.6 million, compared to $0.2 million in the prior quarter and $0.4 million in the first quarter of 2025.• Adjusted EBITDA of $2.1 million compared to $1.0 million in the prior quarter and $1.3 million in the first quarter of 2025. Management Commentary “Alarum continued scaling its AI data infrastructure platform during the first quarter of 2026, supported by strong demand from AI and large-scale enterprise workloads,” said Shachar Daniel, Chief Executive Officer of Alarum. “Revenue increased 64% year-over-year, reflecting continued strong demand for high-quality public web data, particularly for the training, fine-tuning, and updating of foundational large language models. We continue to invest strategically to expand and strengthen our infrastructure to support both current demand and future growth opportunities.” “Over the past year, Alarum has evolved from a proxy-focused provider into a broader AI data infrastructure platform. This platform, which includes our global Internet Protocol (“IP”) proxy network, Website Unblocker, Search Engine Results Page (“SERP”) solutions, AI-ready datasets, and planned agentic workflow capabilities, significantly expands our addressable market opportunity.” “Our infrastructure now handles more than 50 petabytes of data traffic per month, supported by over 80 million IPs and a success rate exceeding 85%. We believe this scale, combined with ongoing infrastructure investments, forms the foundation for building a durable competitive advantage in a critical and underserved layer of the AI stack. As web environments become increasingly dynamic, and difficult to access reliably at scale, we believe the technological and operational barriers within the AI data infrastructure market continue rising.” “At the same time, we continue viewing the current AI infrastructure market as highly dynamic and still in relatively early stages.” “While the first quarter of 2026 demonstrated improving infrastructure scale efficiencies, we continue prioritizing long-term infrastructure leadership, platform scale, and strategic positioning over short-term profitability optimization,” Mr. Daniel concluded. Shai Avnit, Alarum’s Chief Financial Officer, added: “We remain focused on balancing operational discipline with continued strategic investments in infrastructure, platform capabilities, and long-term positioning within the evolving AI data infrastructure market.” Selected First Quarter 2026 Operating Trends • AI Momentum: AI and Large Language Model (“LLM”) infrastructure-related workloads continued expanding rapidly and remain a major growth driver for the Company. • Gross Margin and Profitability Trends: The first quarter of 2026 demonstrated operating leverage and efficiency improvements, supported by infrastructure scale, improved utilization, and operating leverage from recent infrastructure investments. • Customer Base: The Company serves a diversified base of more than 850 active customers across AI/LLM training, eCommerce, marketing, people data, sales intelligence, and digital media monitoring. • Net Retention Rate (“NRR”): NRR was 0.93 as of March 31, 2026, reflecting the Company’s strategic transition toward larger AI infrastructure accounts and reduced exposure to lower-quality legacy segments. Trends in the AI customer segment are positive. See “Other Metrics” below for more detail on how the Company calculates NRR. Selected Recent Business Highlights • Alarum continues to invest in its products and to evolve into a broader AI data infrastructure platform, with agentic workflow capabilities expected to be launched to customers in the second half of 2026. • Expanding workloads from leading foundation model labs and global technology companies, driving increasing monthly traffic above an average of 50 petabytes from a baseline of approximately only 5 petabytes monthly in the beginning of 2025. The Company believes the AI infrastructure market remains in relatively early stages, with demand patterns and customer deployment scales continuing to evolve rapidly. • Growing adoption by customers of higher-margin products including Website Unblocker, SERP solutions, and large-scale datasets. Financial Outlook “For the second quarter of 2026, the Company expects revenues to improve to approximately $12.2 million (±5%), representing 39% year-over-year growth, and adjusted EBITDA of approximately $1.8 million (±$0.5 million)”, commented Shai Avnit, CFO of Alarum. The Company is unable to present a reconciliation of estimated Adjusted EBITDA to net profit as it is unable to predict with reasonable certainty, and without unreasonable effort, the impact and timing of certain expenses on net profit. The financial impact of these expenses is uncertain and is dependent on various factors, including timing, and could be material to consolidated statements of profit or loss and other comprehensive income (loss). “As the AI infrastructure market continues evolving rapidly, customer demand patterns and deployment timing may continue fluctuating between quarters; we intend to continue investing in infrastructure and platform capabilities to support long-term growth opportunities,” concluded Mr. Avnit. * Less than $0.1 million** except Non-IFRS items First Quarter 2026 Financial Analysis Revenue in the first quarter of 2026 totalled $11.7 million (a 64.2% increase compared to $7.1 million in the first quarter of 2025). The growth was driven mainly by strong demand for the Company’s proxy solutions, as well as increased sales of new products. Cost of revenue in the first quarter of 2026 was $4.5 million (first quarter of 2025: $2.3 million). This increase was primarily driven by the larger volume of servers as well as a stronger and higher-quality infrastructure, which were required to support the higher customer needs for large-scale reliable and fast data. Additionally, cost of revenue was impacted by our new products sales, which triggered related third-party costs. Gross profit in the first quarter of 2026 amounted to $7.2 million (first quarter of 2025: $4.8 million). Operating expenses in the first quarter of 2026 totalled $6.4 million (first quarter of 2025: $4.5 million). The increase resulted mainly from payroll and other employee related costs, primarily research and development, due to an increased number of employees. This increase is a key part of Alarum’s strategy to invest in innovation and improve the quality of its infrastructure and capacity. Financial expense, net, in the first quarter of 2026, was $0.03 million (first quarter of 2025: financial income of $0.2 million). The shift was primarily driven by fair value adjustments of financial instruments resulting in an expense, compared to the first quarter of 2025, when a change in fair value resulted in income. The current quarter financial expense was partially offset by interest income from cash and debt investments. Net profit in the first quarter of 2026 was $0.6 million (first quarter of 2025: $0.4 million). As of March 31, 2026, shareholders’ equity increased to $33.4 million, up from $32.1 million as of December 31, 2025. The increase is mainly due to the Company’s net profit. Cash, cash equivalents and debt investments as of March 31, 2026, was $24.2 million, compared to $22.5 million as of December 31, 2025. Outstanding ordinary share count as of March 31, 2026, was approximately 72.6 million shares, representing 7.3 million Nasdaq-listed ADSs. First Quarter 2026 Financial Results Conference Call Mr. Shachar Daniel, Chief Executive Officer of Alarum, and Mr. Shai Avnit, Chief Financial Officer of Alarum, will host a conference call today, May 28, 2026, at 9:00 a.m. ET, 6:00 a.m. Pacific time, 16:00 p.m. Israel, to discuss the first quarter of 2026 results and financial outlook, followed by a Q&A session. To attend, log in here: https://viavid.webcasts.com/starthere.jsp?ei=1763452&tp_key=9bcaf209cf Alternatively, dial one of the following numbers, a few minutes before the call starts: 1-877-407-0789 or 1-201-689-8562. If you are unable to connect using the toll-free number, please try the international dial-in number. An Israeli toll-free number is: 1 809 406 247. Participants will be required to state their name and company upon dialling in. A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the “safe harbor” words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” and similar expressions or variations of such words are intended to identify forward-looking statements. For example, Alarum is using forward-looking statements in this press release when it discusses continued growth, continued strong demand for high-quality public web data, particularly for the training, fine-tuning, and updating of foundational large language models, strategic investment to expand and strengthen its infrastructure to support both current demand and future growth opportunities, its addressable market opportunity, its belief that the Company’s scale, combined with ongoing infrastructure investments, is building a durable competitive advantage in a critical and underserved layer of the AI stack, that the current AI infrastructure market is highly dynamic and still in relatively early stages, its estimates regarding second quarter 2026 revenues and adjusted EBITDA, the Company’s intention to continue investing in infrastructure and platform capabilities to support long-term growth opportunities. Because such statements deal with future events and are based on Alarum’s current expectations, they are subject to various risks and uncertainties and actual results, performance or achievements of Alarum could differ materially from those described in or implied by the statements in this press release. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Alarum’s annual report on Form 20-F filed with the Securities and Exchange Commission (“SEC”) on March 19, 2026, and in any subsequent filings with the SEC. Except as otherwise required by law, Alarum undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release. Alarum is not responsible for the contents of third-party websites. Use of Non-IFRS Financial Results In addition to disclosing financial results calculated in accordance with International Financial Reporting Standards (IFRS), as issued by the International Accounting Standards Board, this press release contains non-IFRS financial measures of EBITDA (EBITDA loss), Adjusted EBITDA (Adjusted EBITDA loss), non-IFRS net profit (loss), non-IFRS gross profit, non-IFRS gross margin and non-IFRS basic earnings (loss) per share or ADS for the periods presented. The Company defines EBITDA (EBITDA loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), financial income (expense) and income tax; defines Adjusted EBITDA (Adjusted EBITDA loss) as EBITDA (EBITDA loss) as further adjusted to remove the impact of (i) impairment of goodwill (if any); and (ii) share-based compensation; defines non-IFRS net profit (loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), impairment of goodwill (if any), financial income (expense) effects primarily related to derivative financial instruments as well as long-term loans, deferred tax effects and share-based compensation; defines non-IFRS gross profit as gross profit adjusted to remove the impact of depreciation, amortization and impairment of intangible assets and share-based compensation recorded under cost of revenues; defines non-IFRS gross margin as the percentage of the non-IFRS gross profit out of revenues; and defines non-IFRS basic earnings (loss) per share or ADS as non-IFRS net profit (loss) divided by the weighted average number of ordinary shares or ADSs. The Company believes the non-IFRS financial information provided in this press release is useful to investors’ understanding and assessment of the Company’s ongoing operations. Management also uses both IFRS and non-IFRS information in evaluating and operating its business internally, and as such, deemed it important to provide this information to investors. The Company believes excluding items that neither relate to the ordinary course of business nor reflect its underlying business performance, enables management and its investors to compare its underlying business performance from period-to-period. In addition, the Company also believes these adjustments enhance comparability of its financial performance against those of other technology companies. For example, the Company excludes amortization charges for its acquisition-related intangible assets for purposes of calculating certain non-IFRS measures, although revenue is generated, in part, by these intangible assets, to eliminate the impact of these non-cash charges that are inconsistent in size and are significantly impacted by the timing and valuation of its acquisitions. Also, the Company believes that the exclusion of share-based compensation expense is appropriate because it eliminates the impact of non-cash expenses for equity-based compensation costs that are based upon valuation methodologies and assumptions that vary over time, and the amount of the expense can vary significantly between companies due to factors that are unrelated to their core operating performance and that can be outside of their control. Although the Company excludes share-based compensation expenses from its non-IFRS measures, equity compensation has been, and will continue to be, an important part of its future compensation strategy and a significant component of its future expenses, and may increase in future periods. The non-IFRS financial measures disclosed by the Company should not be considered in isolation, or as a substitute for, or superior to, financial measures calculated in accordance with IFRS, and the financial results calculated in accordance with IFRS and reconciliations to those financial statements should be carefully evaluated. Investors are encouraged to review the reconciliations of these non-IFRS measures to their most directly comparable IFRS financial measures provided in the financial statement tables herein. Other Metrics NRR is a key indicator of customer base health and revenue expansion. It is based on NRR point in time, which measures the revenue growth of current customers over the past four quarters, compared to the revenue generated from these customers during the same period a year earlier. NRR is calculated as an average of the NRR points in time for the end of the current period and the three preceding quarters. NRR > 1 (or 100%): Indicates revenue growth driven by existing customers, where upsells and cross-sells outweigh churn. NRR < 1 (or 100%): Shows revenue loss due to churn exceeding gains from upsells or cross-sells. * Less than $0.1 million Non-IFRS net profit Non-IFRS gross profit * Less than $0.1 million About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) is a global provider of AI data infrastructure and web data collection solutions, empowering organizations — from leading foundation model labs and hyperscalers to enterprises and innovators — to gain a competitive edge by streamlining the collection, extraction, and analysis of large-scale structured data from public online sources. Our solutions, by our subsidiary, NetNut, are comprised of both exit points based on our proprietary reflection technology and millions of IPs supported by hundreds of servers located at our ISP partners around the world, handling tens of petabytes of data traffic each month. Pushing the boundaries of innovation in data collection, we are building a robust full-stack AI data infrastructure platform, complemented by the Website Unblocker, SERP and Data Collectors, and AI-ready datasets purpose-built for LLM training and fine-tuning. As the AI revolution accelerates, Alarum, with its robust market-leading offerings, is playing an increasingly meaningful role as the essential data infrastructure layer powering the AI economy. For more information about Alarum, please visit: http://alarum.io Follow us on LinkedIn Follow us on X Subscribe to our YouTube channel Investor Relations Contact: [email protected] 1 The table below contains certain non-IFRS financial measures. See “Use of Non-IFRS Financial Results” for additional information regarding these measures and reconciliations to the most comparable IFRS measures. 2 Non-IFRS basic earnings per ADS is calculated by dividing non-IFRS net profit by the same number of ADSs used for the IFRS Basic earnings per ADS calculation. 3 As of the last day of the period.
Investor releaseQuarter not tagged2026-05-28Alarum Technologies Ltd (ALAR) Q1 2026 Earnings Call Highlights: Impressive Revenue Growth ...
GuruFocus.com
Alarum Technologies Ltd (ALAR) Q1 2026 Earnings Call Highlights: Impressive Revenue Growth ...
This article first appeared on GuruFocus. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a 64% year-over-year revenue growth, reaching $11.7 million in Q1 2026. The company achieved a positive IFRS net income of $0.6 million and an adjusted EBITDA of $2.1 million. Alarum's infrastructure handled over 50 petabytes of monthly data traffic, showcasing significant scaling capabilities. The company is expanding its product mix to include AI-ready datasets and agentic workflow capabilities, broadening its addressable market. Alarum ended the quarter with a strong balance sheet, holding $24.2 million in cash equivalents and no financial debt. Gross margins decreased to 61.7% in Q1 2026 from 67.5% in Q1 2025, indicating pressure on profitability. Operating expenses increased to $6.4 million from $4.5 million in the same quarter last year, driven by higher payroll and R&D costs. The market environment remains highly dynamic and volatile, with fluctuating demand patterns impacting short-term profitability. Quarter-to-quarter variability is expected to continue due to changes in large AI customers' consumption patterns. The company prioritizes long-term infrastructure leadership over short-term margin maximization, which may affect immediate profitability. Warning! GuruFocus has detected 7 Warning Signs with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide more details about the Agentic Workflow product and its potential impact on revenue? A: The Agentic Workflow product simplifies customer interactions by automatically directing them to the most relevant products and services. While it is not expected to generate direct revenue, it serves as a layer that enhances customer experience and provides upsell opportunities. (Respondent: CEO, Shahar Daniel) Q: How does Alarum Technologies maintain its competitive edge in the increasingly challenging data scraping environment? A: Alarum leverages its extensive network size, diversified IPs, and advanced routing capabilities to maintain high success rates in data collection. The company continuously adapts to technological advancements in anti-bot protections to ensure efficient data retrieval. (Respondent: CEO, Shahar Daniel) Q: What factors contributed to…Read full documentShow less
This article first appeared on GuruFocus. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a 64% year-over-year revenue growth, reaching $11.7 million in Q1 2026. The company achieved a positive IFRS net income of $0.6 million and an adjusted EBITDA of $2.1 million. Alarum's infrastructure handled over 50 petabytes of monthly data traffic, showcasing significant scaling capabilities. The company is expanding its product mix to include AI-ready datasets and agentic workflow capabilities, broadening its addressable market. Alarum ended the quarter with a strong balance sheet, holding $24.2 million in cash equivalents and no financial debt. Gross margins decreased to 61.7% in Q1 2026 from 67.5% in Q1 2025, indicating pressure on profitability. Operating expenses increased to $6.4 million from $4.5 million in the same quarter last year, driven by higher payroll and R&D costs. The market environment remains highly dynamic and volatile, with fluctuating demand patterns impacting short-term profitability. Quarter-to-quarter variability is expected to continue due to changes in large AI customers' consumption patterns. The company prioritizes long-term infrastructure leadership over short-term margin maximization, which may affect immediate profitability. Warning! GuruFocus has detected 7 Warning Signs with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide more details about the Agentic Workflow product and its potential impact on revenue? A: The Agentic Workflow product simplifies customer interactions by automatically directing them to the most relevant products and services. While it is not expected to generate direct revenue, it serves as a layer that enhances customer experience and provides upsell opportunities. (Respondent: CEO, Shahar Daniel) Q: How does Alarum Technologies maintain its competitive edge in the increasingly challenging data scraping environment? A: Alarum leverages its extensive network size, diversified IPs, and advanced routing capabilities to maintain high success rates in data collection. The company continuously adapts to technological advancements in anti-bot protections to ensure efficient data retrieval. (Respondent: CEO, Shahar Daniel) Q: What factors contributed to the strong gross margin performance in the first quarter, and what are the expectations for the rest of the year? A: The improvement in gross margins was due to better infrastructure utilization and efficiency gains from previous investments. While the company aims to maintain efficiency, it is willing to adjust margins to penetrate new markets or customers if necessary. (Respondent: CEO, Shahar Daniel) Q: Can you elaborate on the retention and expansion potential of AI and LLM infrastructure-related customers? A: AI customers show strong retention due to their ongoing need for data, which is essential for both training and production stages. While consumption can be volatile, the long-term relationship with these customers is expected to be stable and potentially expand over time. (Respondent: CEO, Shahar Daniel) Q: What is the company's approach to managing quarter-to-quarter variability in customer demand? A: Alarum Technologies focuses on long-term infrastructure leadership and strategic positioning, accepting short-term variability as part of the evolving AI infrastructure market. The company aims to diversify its customer base and product offerings to enhance resilience. (Respondent: CEO, Shahar Daniel) For the complete transcript of the earnings call, please refer to the full earnings call transcript.
TranscriptFY2026 Q12026-05-28FY2026 Q1 earnings call transcript
Earnings source - 42 paragraphs
FY2026 Q1 earnings call transcript
Ladies and gentlemen, thank you for standing by. Welcome to the Alarum Technologies first quarter 2026 earnings results conference call. During today's presentation, all parties will be in a listen-only mode. Following management's presentation, the conference will be open to questions. This conference is being recorded. I'll now turn the call over to Ehud Helft, Investor Relations at Alarum. Ehud, please go ahead.
Thank you, operator. Good day, everyone, welcome to Alarum Technologies conference call to discuss the results of the first quarter ending March 31st, 2026. Joining us today are Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer. Shachar will begin with an overview of the quarter and recent business developments, followed by Shai, who will review the financial results and guidance. We will open the call for the questions. Before we begin, I would like to remind listeners that today's discussion contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements involve known and unknown risks and uncertainties that may cause actual results or performance to differ materially from those expressed or implied by such statements.
Forward-looking statements include, among other things, statements regarding expected market demand, future growth, opportunities, infrastructure investments, profitability trends, customer demand patterns, product expansion, future financial guidance, and long-term strategic positioning. For a discussion of these risks and uncertainties, please refer to the company's filing with the SEC, including the company's annual report on Form 20-F and subsequent filings. In addition, during this call, the company will discuss certain non-IFRS financial measures, including adjusted EBITDA and non-IFRS gross margin. Definitions and reconciliation to the most directly comparable IFRS measures are available in the earnings press release issued earlier today. With that, I will turn the call over to Shachar Daniel, Chief Executive Officer of Alarum Technologies. Shachar, please go ahead.
Thank you, Ehud. Thank you everyone for joining us today. Alarum continued scaling its data infrastructure platform during the first quarter of 2026, supported by strong demand from AI and enterprise data workloads. First quarter revenues reached $11.7 million, representing 64% year-over-year growth. We also delivered positive IFRS net income of $0.6 million, adjusted EBITDA of $2.1 million while continuing investing in infrastructure scale and platform expansion. Importantly, we believe the first quarter demonstrated the operating leverage potential of the AI data infrastructure platform we built throughout 2025. At the same time, we continue viewing the current market environment as highly dynamic and still in relatively early stages. The AI infrastructure ecosystem is evolving rapidly, demand patterns remain volatile at times, and we continue prioritizing long-term infrastructure leadership and strategic positioning over short-term profitability optimizations.
As a result, investment levels, infrastructure expansion, and profitability may continue fluctuating as we scale the platform and pursue what we believe is a very large long-term opportunity. The AI infrastructure market. Demand for large-scale public web data infrastructure continues to expand rapidly, particularly around AI and agentic training, fine-tuning, retrieval systems, inference optimization, and continuous model updating. At the same time, public web environments continue becoming more dynamic and operationally complex, increasing the technological barriers required to reliably collect data at scale. We believe this trend increasingly favors companies with large-scale infrastructure, operational know-how, routing optimization capabilities, global IP scale, and the ability to maintain reliability under increasingly sophisticated anti-bot protections.
During the first quarter of 2026, our infrastructure handled an average of more than 50 petabytes of monthly data traffic and tens of billions of requests across a global network supported by more than 80 million IP addresses worldwide while maintaining success rates exceeding 85%. This compares with a baseline of approximately only five petabytes of monthly traffic in the end of 2024, reflecting the rapid scaling of our infrastructure to support growing AI workloads. We believe this combination of scale, infrastructure depth, operational experience, and ongoing investment is becoming an increasingly important competitive differentiator. Platform evolution. Over the past year, Alarum continued evolving from a traditional proxy-focused provider into a broader AI data infrastructure platform.
Our platform today includes global proxy infrastructure, Website Unblocker self-solutions, AI-ready datasets, and planning agentic workflow capabilities, which we expect to gradually introduce to customers during the second half of 2026. This broader product mix expands our addressable market, and over time, we believe it should support stronger customer relationships, improved unit economics, and stronger long-term platform economics. We are also seeing encouraging diversification trends across both customers and verticals. While AI-related workloads remain a major growth driver, we continue expanding across additional enterprise use cases, including e-commerce, sales intelligence, digital monitoring, data enrichment, and broader enterprise workloads. Operating leverage and infrastructure. Throughout 2025, we invested heavily in infrastructure, network expansion, platform capabilities, and organizational scaling. In the first quarter of 2026, we began seeing encouraging early benefits from those investments through improved infrastructure utilization, routing efficiency improvements from infrastructure scale, operating leverage, and an improved product mix.
However, we do not currently manage the business for short-term margin maximization. We continue prioritizing infrastructure scale, strategic positioning, customer expansion, and long-term market leadership during what we believe remains an early phase of the AI infrastructure build-out scale. We believe the AI data infrastructure market is still in the relatively early stages. We expect customer demand patterns and deployment scales to continue evolving rapidly. Market dynamics. Data infrastructure market remains dynamic and, at times, volatile. Large AI customers may adjust consumption patterns based on training cycles, model releases, data set refreshes, inference optimization, or internal infrastructure decisions. As a result, quarter-to-quarter variability may continue. At the same time, we believe long-term secular trend remains very strong. Importantly, as our platform broadens across products, workloads, customers, and enterprise verticals, we believe the business should gradually become more diversified and resilient over time.
Looking ahead, we remain focused on scaling infrastructure, improving operational efficiency, expanding higher value products, deepening enterprise customers' relationships, and strengthening our long-term leadership position in the AI data infrastructure. We believe we are still in the early stage of a very large market opportunity. With that, I will turn the call over to Shai for the financial review and guidance. Shai?
Thank you, Shachar, and hello, everyone. I will briefly review our financial performance for the first quarter of 2026. Unless otherwise stated, all comparisons are against the same period last year. Revenue. Revenues for the first quarter of 2026 were $11.7 million, compared with $7.1 million in the first quarter of 2025, representing growth of approximately 64% year-over-year. The increase was primarily driven by continued demand from large-scale AI-related customers, alongside growth across additional enterprise workloads and products. Gross profit and margins. Gross margin for the first quarter of 2026 was 61.7%, compared with 67.5% in the first quarter of 2025 and 53.8% in the prior quarter. The sequential improvement reflects improved infrastructure utilization, operating leverage, and continued efficiency initiatives implemented throughout the business. This improvement is even more notable given the depreciation of the U.S. dollar against the NIS during the quarter.
While most of our operating expenses are NIS-denominated, creating an additional foreign exchange headwind. The operating expenses in the first quarter of 2026 were $6.4 million, compared with $4.5 million in the first quarter of 2025. The increase resulted mainly from payroll and other employee-related costs, primarily research and development. This increase is a key part of Alarum's strategy to invest in innovation and improve the quality of its infrastructure and capacity. At the same time, we remain disciplined regarding operational efficiency and capital allocation. Net income and EBITDA. IFRS net income for the first quarter of 2026 was approximately $0.6 million, compared with $0.4 million in the first quarter of 2025 and $0.2 million in the prior quarter. Adjusted EBITDA for the quarter was approximately $2.1 million, compared with $1.3 million in the first quarter of 2025 and $1 million in the prior quarter.
These results demonstrate improving operating leverage characteristics as the platform continues to scale. Balance sheet. We end the quarter with a strong balance sheet and no financial debt. Cash, cash equivalents, and debt investments as of March 31st, 2026 totaled $24.2 million, compared with $22.5 million as of December 31st, 2025. Shareholders' equity increased to $33.4 million as of March 31st, 2026, compared with $32.1 million as of December 31st, 2025, primarily reflecting the company's net profit for the quarter. Outstanding ordinary share count as of March 31st, 2026 was approximately 72.6 million shares, representing 7.3 million Nasdaq listed ADSs. Our financial position continues to support ongoing investment in infrastructure, platform development, and long-term growth opportunities. Guidance.
For the second quarter of 2026, based on current visibility, we currently expect revenues of approximately $12.2 million, ±5%, representing approximately 39% year-over-year growth at the midpoint and adjusted EBITDA of approximately $1.8 million ±$1.5 million. Our guidance reflects current visibility based on customer activity, existing workloads, and current consumption patterns. At the same time, we continue prioritizing long-term infrastructure leadership and strategic positioning within AI data infrastructure market. We remain focused on maintaining operational discipline while continuing to invest strategically in infrastructure, platform capabilities, and long-term positioning within the AI data infrastructure market. I will now turn the call back to the operator for questions.
Before operator, Shai, I think you were a little bit cut. Please repeat again the projection for the adjusted EBITDA and the plus minus. Okay?
Okay. The total guidance for the second quarter of 2026, based on current visibility, we currently expect revenues of approximately $12.2 million plus minus 5%. That represents approximately 39% year-over-year growth at the midpoint, and adjusted EBITDA of approximately $1.8 million, ±$500,000.
Thank you very much.
Operator.
Thank you. We will now be conducting a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. A confirmation tone will indicate your line is in the question queue. You may press star two if you would like to remove your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star keys. One moment please while we poll for questions. Thank you. Our first question comes from the line of Kingsley Crane with Canaccord Genuity. Please proceed with your question.
Hi. Congrats on a nice quarter, and thanks for taking the questions.
Thank you very much.
A couple from me. Just wanted to dive in a little bit more into the agentic workflow product that is coming online in the back half of the year. Just want to hear more about the vision, the monetization model, what you're hearing from customers and what they want out of that product, how quickly that could affect the revenue model.
Okay. First of all, hi, Kingsley. Nice to hear from you, and thanks for joining us and for your questions. Regarding the product, you will forgive me in advance because from commercial aspects, I cannot expose too much because I prefer not to. In high level, all the world is moving basically to agentic mode, meaning the customer that is hitting our platform, he needs to take his own decisions. For example, which products he needs. For example, which geographic he needs, what's the main domains that he's going to hit. What's exactly the data and how he needs the data, and which structure.
The agentic means that you will come in, and it will be much more simple, and then as a customer, you can just, for example, hitting your use case and your need, and the model can take you directly to the relevant product, relevant geographic, relevant sub-product. For example, the IP proxy, but the IP proxy is relatively under this title. There are many sub-products related to it can be ISPs, it can be others, it can be this geographic, it can be sticky or not sticky. Many elements that basically will provide you the best or the optimum result.
Agentic is just a layer above the product in order to make the life of our customers much more simple. Of course, for us, it's an opportunity for upsell or attracting new customers, et cetera. It's not supposed to be buying, sell a product that will generate its own revenues. It's a layer that is wrapping all our products.
Okay. Yeah, that's helpful and looking forward to seeing that roll out. Just another question. I just want to take a step back on the vision around scraping and I know that web environments are increasingly dynamic and difficult to access, and that is a big reason why you have a moat there, because you're more able to successfully circumvent those.
Yeah
blockages. You also have things like Cloudflare, Pay per crawl, robots.txt enforcement, and just they're doing their best to fight fire with fire. Just curious on your renewed thoughts on the moat there and the challenges you're facing on the scraping side?
Okay. Basically, as I mentioned also, in my part of this call, I say that as time is running, it become more and more challenging to collect data in scale due to the reasons that you mentioned and due to many other reasons that make the life of those that want to collect data more challenging. To answer your question, nothing changed significantly. We are in this game for years, and it's a game that we need to find the best way, of course, everything related to public data, everything according to all the policies, where we need to find the way and it all around the size, if you ask our opinion here. It starts from the size of your network. As you will have, let's say, the size of your network, you will have a diversified IPs. You will have much more geographics.
You will have a bigger amount of endpoints, and IPs from all kinds. In this way, you can demonstrate better the experience of what our customers need from us and to increase the success rate. In special cases, we have Website Unblocker and our very successful scraper, which calls SERP Scraper API, that knows how to bypass this kind of anti-bots or anti others, the names that you mentioned, not specifically them, but in general, as you know, they develop their technologies and they are progressing, but we are progressing also, and it looks like that if you will review our main KPIs, which is success rate, downtime, and of course, the size of our network went dramatically higher and still, the KPIs looks great and our customers basically downloading or collecting petas of data on a monthly or on a daily basis, basically.
Okay. Yeah, really appreciate that. Then just a couple quick ones on financials. Gross margins performed really well in the quarter. Revenue roughly flat from Q4, of course, better than expected, but COGS down about $1 million. Could you just help us unpack what's going on underneath there and then just expectations for COGS or gross margins through the rest of the year?
Okay. I talked about it in general, but I want to be more specifically now. As I mentioned, and I will say it again, our main purpose now in these days, in the previous quarters, and it looks like that in the coming quarters, is the penetration, is to become more and more significant and leader part of this AI revolution. You know, the data collection is a layer in this funnel. This is our main purpose, and if we will need to invest more or to decrease our margins in order to penetrate to additional customer or to additional vertical, we will do it. In this quarter, also, I mentioned it's a demonstration for our capabilities, for the leverages we can get from our platform because we invested more in the previous quarter in our infrastructure. In this quarter, basically, we bear fruits from this.
Most of the verticals and the use cases were not new for us. We didn't need to build something new or to use a new third-party company in order to win the opportunity. I can tell you that our R&D, I think the major part of his KPIs and his day-to-day is to adjust and to improve the efficiency of our IP, the routing, everything behind, which translate to money at the end of the day. This and the current use cases that we improved ourselves because we just learned them in the previous two quarters, make this quarter to be better or great, even not comparing to the previous quarter.
I will answer you like this, the purpose is to be as much as efficient as we can. If all goes according to this quarter from verticals, from other no new surprises, we can be here and even better. If we take a decision to invest or to penetrate new customers, or the market will change and will come with new use cases, we will allow ourselves to go back in order to go back after, but to allow ourselves to go back to penetrate, because as you can see now, the penetration that we did in Q, in the third quarter of 2025, is greater ROI in this quarter. Hopefully that's how we'll react in the future.
Okay, just last one from me. NRR continues to be a lumpy metric. In some ways, it's not the best way to judge the business in any given quarter. You did call out that the trends in the AI customer segment are more positive, curious if there's just any more quantification to that, and then just an update on the durability of those customers in that segment. Is it shaping up to be that customers in the AI and LLM infrastructure-related segment are going to be multi-year customers and then have significant expansion opportunities? I know they can come in and spend a lot in the first year as well, that can create a tough comp.
First of all, let's discuss about the NRR. If you remember, you can see it in our documents. The way we are measuring our NRR is basically based on big data, okay. We are measuring four times, four quarters versus four quarters. The shift, basically, it's a huge shift of our customers that just, let's say, one year ago, the AI training and all these AI verticals were zero from our customers' portion. This shift, it basically takes the NRR a little bit back because we are not measuring quarter versus the previous quarter. That's the way we chose to measure. We can discuss about it and maybe we will show something that is more related to the last quarters in order to answer your second question about the retention level of the AI customer.
In general, before we talk about our customers, data, it's like in cars, yes. You need fuel or electric, whatever, all the time, otherwise you cannot drive. Data is the fuel of all the AI in the training stage and later on in the production stage, because everything is related to data. The data is coming back from the internet. Nobody generates data by himself. In general, yes, it's here to stay forever. As we see in the last three or four quarters, as these AI customers, AI training use cases came in, we see that we have a great retention. From logo perspective, it's an amazing retention.
From revenue perspective, because that it's volatile, so you can see quarter, they consumed amazing amount of data, and then in the next quarter, they consume less, and then they will go to the next use case, and they consume more because it's quite volatile. As a retention, for this point of time, it looks a very good retention.
I really appreciate the comments. Thanks again. Congrats.
Thank you very much.
Thank you. We have no further questions at this time. Mr. Daniel, I'd like to turn the floor back over to you for closing comments.
Okay. Thank you very much, ladies and gentlemen, and we appreciate your time. We believe the quarter reflects important progress in the evolution of Alarum into a scaled AI data infrastructure platform and remain focused on long-term execution, operational discipline, and sustainable growth within what we believe remains an early stage of the biggest evolution of the AI infrastructure. We look forward to updating you again next quarter. Thank you very much.
Ladies and gentlemen, this does conclude today's teleconference. You may disconnect your lines at this time. Thank you for your participation, and have a wonderful day.
Investor releaseQuarter not tagged2026-05-14Alarum to Release First Quarter 2026 Results and Host Conference Call on Thursday, May 28, 2026
GlobeNewswire
Alarum to Release First Quarter 2026 Results and Host Conference Call on Thursday, May 28, 2026
Conference call scheduled for Thursday, May 28, 2026 at 9:00 am ET Tel Aviv, Israel, May 14, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR), a global provider of web data collection solutions, will release its financial results for the first quarter 2026 on Thursday, May 28, 2026, before the Nasdaq market opens. Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer, will host a conference call that same day at 9:00 am ET to discuss the financial results and business outlook, followed by a Q&A session. To join the live call, please dial one of the numbers below or connect through the webcast, a few minutes before the call begins. Please note that participants will be asked to register prior to joining the call. The webcast link can be found here: https://viavid.webcasts.com/starthere.jsp?ei=1763452&tp_key=9bcaf209cf For those wishing to connect by phone please dial one of the numbers below. For callers unable to connect via the toll-free numbers, please use the international dial-in number: US toll-free: 1-877-407-0789; international dial-in: 1-201-689-8562; Israel Toll Free: 1 809 406 247. Date: Thursday, May 28, 2026 Time: 9:00 am ET / 6:00 am PT / 4:00 pm IL A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) is a global provider of AI data infrastructure and web data collection solutions, empowering organizations — from leading foundation model labs and hyperscalers to enterprises and innovators — to gain a competitive edge by streamlining the collection, extraction, and analysis of large-scale structured data from public online sources. Our solutions, by our subsidiary, NetNut, are comprised of both exit points based on our proprietary reflection technology and millions of IPs supported by hundreds of servers located at our ISP partners around the world, handling tens of petabytes of data traffic each month. Pushing the boundaries of innovation in data collection, we are building a robust full-stack AI data infrastructure platform, complemented by the Website Unblocker, SERP and Data Collectors, and AI-ready datasets purpose-built for LLM training and fine-tuning. As the AI revolution accelerates, Alarum, with it…Read full documentShow less
Conference call scheduled for Thursday, May 28, 2026 at 9:00 am ET Tel Aviv, Israel, May 14, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR), a global provider of web data collection solutions, will release its financial results for the first quarter 2026 on Thursday, May 28, 2026, before the Nasdaq market opens. Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer, will host a conference call that same day at 9:00 am ET to discuss the financial results and business outlook, followed by a Q&A session. To join the live call, please dial one of the numbers below or connect through the webcast, a few minutes before the call begins. Please note that participants will be asked to register prior to joining the call. The webcast link can be found here: https://viavid.webcasts.com/starthere.jsp?ei=1763452&tp_key=9bcaf209cf For those wishing to connect by phone please dial one of the numbers below. For callers unable to connect via the toll-free numbers, please use the international dial-in number: US toll-free: 1-877-407-0789; international dial-in: 1-201-689-8562; Israel Toll Free: 1 809 406 247. Date: Thursday, May 28, 2026 Time: 9:00 am ET / 6:00 am PT / 4:00 pm IL A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) is a global provider of AI data infrastructure and web data collection solutions, empowering organizations — from leading foundation model labs and hyperscalers to enterprises and innovators — to gain a competitive edge by streamlining the collection, extraction, and analysis of large-scale structured data from public online sources. Our solutions, by our subsidiary, NetNut, are comprised of both exit points based on our proprietary reflection technology and millions of IPs supported by hundreds of servers located at our ISP partners around the world, handling tens of petabytes of data traffic each month. Pushing the boundaries of innovation in data collection, we are building a robust full-stack AI data infrastructure platform, complemented by the Website Unblocker, SERP and Data Collectors, and AI-ready datasets purpose-built for LLM training and fine-tuning. As the AI revolution accelerates, Alarum, with its robust market-leading offerings, is playing an increasingly meaningful role as the essential data infrastructure layer powering the AI economy. For more information about Alarum, please visit: http://alarum.io Forward-Looking Statements This press release contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995 and other Federal securities laws. Words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" and similar expressions or variations of such words are intended to identify forward-looking statements. For example, Alarum is using forward-looking statements in this press release when it discusses the timing of releasing financial results and the timing of the respective conference call. Because such statements deal with future events and are based on Alarum’s current expectations, they are subject to various risks and uncertainties and actual results, performance or achievements of Alarum could differ materially from those described in or implied by the statements in this press release. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, including those discussed under the heading "Risk Factors" in Alarum’s annual report on Form 20-F filed with the Securities and Exchange Commission ("SEC") on March 19, 2026, and in any subsequent filings with the SEC. Except as otherwise required by law, Alarum undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. INVESTOR RELATIONS CONTACT [email protected]
Investor releaseQuarter not tagged2026-03-20Alarum Technologies Ltd (ALAR) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...
GuruFocus.com
Alarum Technologies Ltd (ALAR) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ...
This article first appeared on GuruFocus. Fourth Quarter Revenue: $11.8 million, up 60% year-over-year. Full Year Revenue: $40.7 million, up 28% from 2024. Fourth Quarter Net Profit: $0.2 million. Full Year Net Profit: $1 million. Fourth Quarter Adjusted EBITDA: $1 million. Full Year Adjusted EBITDA: $4.4 million. Fourth Quarter Gross Margin: 53.8%, down from 72.4% in 2024. Full Year Gross Margin: 58.5%, down from 75.1% in 2024. Fourth Quarter Operating Expenses: $6.4 million, up from $5 million in 2024. Full Year Operating Expenses: $23.6 million, up from $17.2 million in 2024. Basic Earnings Per Share (ADS) for Q4: $0.03, down from $0.06 in 2024. Basic Earnings Per Share (ADS) for Full Year: $0.14, down from $0.87 in 2024. Shareholders' Equity as of December 31, 2025: $32.1 million, up from $26.4 million in 2024. Cash and Cash Equivalents as of December 31, 2025: $22.5 million, down from $25 million in 2024. Guidance for Q1 2026 Revenue: Approximately $11 million, with a range of plus or minus 7%. Guidance for Q1 2026 Adjusted EBITDA: Approximately $1.4 million, with a range of plus or minus $0.5 million. Warning! GuruFocus has detected 3 Warning Signs with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Release Date: March 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a 60% year-over-year increase in fourth-quarter revenue, reaching $11.8 million. Full-year 2025 revenues grew by 28%, totaling nearly $41 million, driven by strong demand from AI-focused customers. The company's new AI-focused products accounted for about 30% of revenues, up from 4% the previous year. Alarum significantly expanded its work with major global technology companies, enhancing its competitive advantage. The company maintained profitability with a fourth-quarter net profit of $0.2 million and adjusted EBITDA of $1 million. Gross margin declined to 53.8% in Q4 2025 from 72.4% in Q4 2024, due to higher initial infrastructure costs. Operating expenses increased to $6.4 million in Q4 2025, up from $5 million in Q4 2024, impacting net profit. Net profit for the full year 2025 was $1 million, down from $5.8 million in 2024, reflecting increased strategic costs. Adjusted EBITDA for the full year 2025 decreased to $4.4 million from $9.4 million in 2024…Read full documentShow less
This article first appeared on GuruFocus. Fourth Quarter Revenue: $11.8 million, up 60% year-over-year. Full Year Revenue: $40.7 million, up 28% from 2024. Fourth Quarter Net Profit: $0.2 million. Full Year Net Profit: $1 million. Fourth Quarter Adjusted EBITDA: $1 million. Full Year Adjusted EBITDA: $4.4 million. Fourth Quarter Gross Margin: 53.8%, down from 72.4% in 2024. Full Year Gross Margin: 58.5%, down from 75.1% in 2024. Fourth Quarter Operating Expenses: $6.4 million, up from $5 million in 2024. Full Year Operating Expenses: $23.6 million, up from $17.2 million in 2024. Basic Earnings Per Share (ADS) for Q4: $0.03, down from $0.06 in 2024. Basic Earnings Per Share (ADS) for Full Year: $0.14, down from $0.87 in 2024. Shareholders' Equity as of December 31, 2025: $32.1 million, up from $26.4 million in 2024. Cash and Cash Equivalents as of December 31, 2025: $22.5 million, down from $25 million in 2024. Guidance for Q1 2026 Revenue: Approximately $11 million, with a range of plus or minus 7%. Guidance for Q1 2026 Adjusted EBITDA: Approximately $1.4 million, with a range of plus or minus $0.5 million. Warning! GuruFocus has detected 3 Warning Signs with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Release Date: March 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a 60% year-over-year increase in fourth-quarter revenue, reaching $11.8 million. Full-year 2025 revenues grew by 28%, totaling nearly $41 million, driven by strong demand from AI-focused customers. The company's new AI-focused products accounted for about 30% of revenues, up from 4% the previous year. Alarum significantly expanded its work with major global technology companies, enhancing its competitive advantage. The company maintained profitability with a fourth-quarter net profit of $0.2 million and adjusted EBITDA of $1 million. Gross margin declined to 53.8% in Q4 2025 from 72.4% in Q4 2024, due to higher initial infrastructure costs. Operating expenses increased to $6.4 million in Q4 2025, up from $5 million in Q4 2024, impacting net profit. Net profit for the full year 2025 was $1 million, down from $5.8 million in 2024, reflecting increased strategic costs. Adjusted EBITDA for the full year 2025 decreased to $4.4 million from $9.4 million in 2024. The company anticipates variability in demand due to the early stages of the global AI market, affecting revenue predictability. Q: Can you provide an update on the state of modern website data collection prevention techniques and how Alarum is keeping up with these changes? A: Shachar Daniel, CEO, explained that as data becomes crucial for AI and LLMs, collecting it at scale is increasingly challenging. Alarum views this as an opportunity rather than a threat, as it raises barriers for smaller players. The company focuses on collecting publicly available data and ensuring they are not perceived as a cyber threat, which helps them maintain access to necessary data. Q: With revenue declines this quarter and guidance for a decline in Q1, how do you see visibility improving with long-term infrastructure partnerships? A: Shachar Daniel, CEO, noted that while quarterly revenues may fluctuate due to the nature of AI model development cycles, the overall trend is positive. The company experienced significant growth in 2025, and while demand can vary quarter-to-quarter, the long-term opportunity remains substantial. Q: Nearly half of Q4 revenue came from new customers. How do you see this trend continuing, and are there new customer engagements in the works? A: Shachar Daniel, CEO, stated that the AI sector's demand for data is not a trend but a lasting need. Alarum is continuously negotiating with new and existing customers, including major and mid-level LLMs, to expand their customer base and capitalize on the growing demand for data collection for AI model training. Q: Can you elaborate on the progress of bringing more infrastructure in-house to expand gross margins? A: Shachar Daniel, CEO, mentioned that Alarum is investing in expanding their network and infrastructure to support large-scale demands, particularly from AI use cases. They are also working to optimize costs and improve efficiency, which is expected to positively impact margins throughout 2026. Q: How is the partnership with your large anchor customer, the Asian Online Marketplace, progressing? A: Shachar Daniel, CEO, reported that the partnership is stable and going well. The demand for data from this customer is consistent, and they require ongoing data collection for model training and updates, indicating a sustained relationship. For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Investor releaseQuarter not tagged2026-03-19Alarum Technologies Reports Fourth Quarter and Full Year 2025 Results
GlobeNewswire
Alarum Technologies Reports Fourth Quarter and Full Year 2025 Results
Revenues for fourth quarter and full year 2025 of $11.8 million and $40.7 million, up 60% and 28% respectively, year-over-year; the strong growth driven by accelerating AI demand Investing strongly in enhancing capabilities, while remaining profitable with FY 2025 net profit of $1.0 million and adjusted EBITDA of $4.4 million TEL AVIV, Israel, March 19, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) (“Alarum” or the “Company”), a global provider of web data collection solutions, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Financial Highlights of Full Year 2025 2025 revenues of $40.7 million, up 28% year-over-year compared to $31.8 million in 2024. Gross margin of 58.5% compared with 75.1% in 2024, reflecting strategic investments in infrastructure expansion, enterprise customer support capabilities, and product development. Operating expenses of $23.6 million, compared with $17.2 million in 2024. Net profit of $1.0 million compared with $5.8 million in 2024. Adjusted EBITDA of $4.4 million compared with $9.4 million in 2024. Financial Highlights of Fourth Quarter of 2025 Fourth quarter of 2025 revenues of $11.8 million, up 60% year-over-year. Gross margin of 53.8%, compared with 72.4% in the fourth quarter of 2024. Net profit of $0.2 million compared with $0.4 million in the fourth quarter of 2024. Adjusted EBITDA of $1.0 million, compared with $1.5 million in the fourth quarter of 2024. Revenue growth in the quarter was driven primarily by expanding workloads from large-scale artificial intelligence (“AI”) customers and broader adoption of the Company’s data infrastructure products. Management Commentary “2025 marked a transformational year for Alarum, as the Company rapidly scaled its organization, infrastructure and product platform to support the significant growth of the global AI ecosystem,” said Shachar Daniel, Chief Executive Officer of Alarum. “Over the course of the year, Alarum experienced several important structural transformations as the global AI ecosystem rapidly expanded. These included a significant increase in data workloads across our infrastructure, a shift toward enterprise-scale customer engagements, and the continued evolution of our platform from a proxy-focused offering into a broader data infrastructure solution serving the AI ecosystem.” Continue…Read full documentShow less
Revenues for fourth quarter and full year 2025 of $11.8 million and $40.7 million, up 60% and 28% respectively, year-over-year; the strong growth driven by accelerating AI demand Investing strongly in enhancing capabilities, while remaining profitable with FY 2025 net profit of $1.0 million and adjusted EBITDA of $4.4 million TEL AVIV, Israel, March 19, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR) (“Alarum” or the “Company”), a global provider of web data collection solutions, today announced its financial results for the fourth quarter and full year ended December 31, 2025. Financial Highlights of Full Year 2025 2025 revenues of $40.7 million, up 28% year-over-year compared to $31.8 million in 2024. Gross margin of 58.5% compared with 75.1% in 2024, reflecting strategic investments in infrastructure expansion, enterprise customer support capabilities, and product development. Operating expenses of $23.6 million, compared with $17.2 million in 2024. Net profit of $1.0 million compared with $5.8 million in 2024. Adjusted EBITDA of $4.4 million compared with $9.4 million in 2024. Financial Highlights of Fourth Quarter of 2025 Fourth quarter of 2025 revenues of $11.8 million, up 60% year-over-year. Gross margin of 53.8%, compared with 72.4% in the fourth quarter of 2024. Net profit of $0.2 million compared with $0.4 million in the fourth quarter of 2024. Adjusted EBITDA of $1.0 million, compared with $1.5 million in the fourth quarter of 2024. Revenue growth in the quarter was driven primarily by expanding workloads from large-scale artificial intelligence (“AI”) customers and broader adoption of the Company’s data infrastructure products. Management Commentary “2025 marked a transformational year for Alarum, as the Company rapidly scaled its organization, infrastructure and product platform to support the significant growth of the global AI ecosystem,” said Shachar Daniel, Chief Executive Officer of Alarum. “Over the course of the year, Alarum experienced several important structural transformations as the global AI ecosystem rapidly expanded. These included a significant increase in data workloads across our infrastructure, a shift toward enterprise-scale customer engagements, and the continued evolution of our platform from a proxy-focused offering into a broader data infrastructure solution serving the AI ecosystem.” Continued Mr. Daniel, “At the same time, the broader market experienced a major shift as AI development accelerated globally. As a result, the Company increasingly became part of the rapidly expanding AI data infrastructure ecosystem, providing the critical capabilities required for collecting large volumes of public web data used to train and continuously improve AI models. During 2025, we effectively transitioned from a proxy-focused company into a broader data infrastructure platform serving the global AI ecosystem.” “One of the most notable developments during the year was the dramatic increase in data workloads across our platform, which expanded multiple times during 2025 as AI developers significantly increased their demand for large-scale public web data.” “As the scale of our customers’ AI workloads increased, we also experienced a shift in our customer engagement model, moving from primarily self-service online relationships toward deeper enterprise engagements that include dedicated support, performance monitoring, documentation and long-term infrastructure partnerships.” “In parallel, we continued expanding beyond our historical proxy offering into a broader portfolio of data infrastructure solutions, including Website Unblocker, search engine results page (“SERP”) solutions and large-scale datasets, which together represent a growing portion of our platform.” “Because many AI developers are still in the experimentation phase of model development, demand patterns can fluctuate in the near term as companies iterate on architectures and periodically refresh very large datasets. However, we believe the rapid global expansion of AI is fundamentally increasing the demand for large-scale public web data, positioning our platform at the center of this structural industry shift. “At this stage of the market’s development, we view the Company as being in a platform-building phase, focused on expanding infrastructure, product capabilities and enterprise relationships in order to strengthen our long-term positioning within the AI data infrastructure market.” Chen Katz, Chairman of Alarum’s board of directors, added: “2025 marked another milestone year for Alarum, reflecting our strong execution and consistent year-over-year growth as we continue building a platform for sustainable long-term expansion. Over the past five years, revenues have grown by more than 700%, representing a compound annual growth rate of over 50%. At the same time, shareholders’ equity has increased by approximately 143% over the past two years, reflecting the value created for our shareholders as we scale the Company and strengthen its financial position. During 2025, we invested significantly in infrastructure, technology and talent, while also expanding support capabilities and strengthening relationships with leading and strategic players across the rapidly evolving AI ecosystem. Importantly, these investments were made while deliberately maintaining profitability as part of our disciplined long-term strategy.” Selected Fourth Quarter 2025 Operating Trends Significant increase in average revenue per customer: Driven primarily by expansion of AI workloads among existing customers. Continued growth in demand for large-scale public web data used for AI model training and dataset refresh cycles. Increasing complexity in web data collection as websites deploy more sophisticated protections, raising barriers to entry and favoring companies with advanced infrastructure capabilities. Continued growth in adoption of newer products including Website Unblocker, SERP solutions and large-scale datasets. Significant shift in market verticals – the Company continues to experience a notable shift in customer segments, with very strong growth in the AI vertical, offsetting a decline in legacy markets. As a result, the Net Retention Rate (“NRR”) was 0.83, while overall revenues continue to grow strongly on a year-over-year basis. Selected 2025 Business Highlights Organizational Growth and Scaling: During 2025, Alarum experienced significant internal growth, investing and expanding its operating footprint which can handle the significant increase in its revenue. The Company also strengthened its organizational structure with expanded research and development teams, product development capabilities, customer success operations and account management functions in order to support rapidly increasing enterprise workloads. Expansion of AI Data Infrastructure Capabilities: The Company continued investing heavily in expanding its infrastructure and technological capabilities to support rapidly increasing AI-related workload and the growing complexity of large-scale web data collection. Evolution Toward Enterprise Customer Relationships: As AI developers scale their operations, many require enterprise-grade data infrastructure. During 2025, the Company increasingly transitioned from primarily self-service online customers toward deeper enterprise relationships requiring higher service levels, dedicated support and long-term infrastructure collaboration. Product Platform Expansion: Alarum continued evolving from a proxy-focused provider into a broader multi-product AI data infrastructure platform, offering solutions including Website Unblocker, SERP solutions, datasets and advanced web data collection technologies. Financial Outlook “In the first quarter of 2026, we expect revenues of approximately $11.0 million (±7%), up 54% year-over-year, and Adjusted EBITDA of approximately $1.4 million (±$0.5 million),” said Shai Avnit, Chief Financial Officer of Alarum. “As the number of customers continues to grow and become more diversified, and the generations of models move into more structured production and fine-tuning cycles, we expect revenue growth patterns to become smoother and more predictable.” The Company is unable to present a reconciliation of estimated Adjusted EBITDA to net profit as it is unable to predict with reasonable certainty, and without unreasonable effort, the impact and timing of certain expenses on net profit. The financial impact of these expenses is uncertain and is dependent on various factors, including timing, and could be material to consolidated statements of profit or loss and other comprehensive income (loss). 1 The table below contains certain non-IFRS financial measures. See “Use of Non-IFRS Financial Results” for additional information regarding these measures and reconciliations to the most comparable IFRS measures. 2 Non-IFRS basic earnings per ADS is calculated by dividing non-IFRS net profit by the same number of ADSs used for the IFRS Basic earnings per ADS calculation. 3 As of the last day of the period. Fourth Quarter and Full Year 2025 Financial Analysis Revenue in the fourth quarter of 2025 totalled $11.8 million (a 60.0% increase compared to $7.4 million in the fourth quarter of 2024), and $40.7 million for the full year 2025 (a 28.1% increase compared to $31.8 million in 2024). The growth was driven mainly by strong demand for the Company’s services by a large-scale customer building foundational AI models, as well as increased sales of new products. Cost of revenue in the fourth quarter of 2025 was $5.5 million (fourth quarter of 2024: $2.0 million) and $16.9 million for the full year 2025 (2024: $7.9 million). This increase was primarily driven by the Company’s engagement with a large-scale AI customer, which requires data gathering at a significantly larger scale, in turn necessitating a larger volume of servers as well as a stronger and higher-quality infrastructure. Additionally, cost of revenue was impacted by initial new product sales, which triggered related third-party costs, and these particular third-party costs are expected to decrease in the near-term. Gross profit in the fourth quarter of 2025 amounted to $6.4 million (fourth quarter of 2024: $5.3 million), and $23.8 million for the full year 2025 (2024: $23.9 million). Operating expenses in the fourth quarter of 2025 totalled $6.4 million (fourth quarter of 2024: $5.0 million), and $23.6 million for the full year 2025 (2024: $17.2 million). This increase resulted from higher revenues and operations, primarily attributed to research and development expenses and, to a lesser extent, to sales and marketing expenses. It is noted that this increase is a key part of Alarum’s strategy to invest in its infrastructure and capacity, which are intended to position the Company to capture significant long-term growth as demand for high-quality AI training data continues to expand. Financial income, net, in the fourth quarter of 2025 was $0.3 million (fourth quarter of 2024: $0.2 million), and $1.3 million for the full year 2025 (2024: $0.3 million). This increase was primarily driven by exchange rate gains due to a weaker U.S. dollar against the Israeli shekel, as well as higher interest income from cash and debt investments, and lower interest expense following the reduction of the Company’s long-term loan balance. Net profit in the fourth quarter of 2025 was $0.2 million (fourth quarter of 2024: $0.4 million), and $1.0 million for the full year 2025 (2024: $5.8 million). As of December 31, 2025, shareholders’ equity increased to $32.1 million, up from $26.4 million as of December 31, 2024. The increase is mainly due to share-based compensation recorded during 2025, as well as the equity settlement of a long-term loan and the Company’s net profit. Total cash, cash equivalents and debt investments as of December 31, 2025, was $22.5 million, compared to $25.0 million as of December 31, 2024. Outstanding ordinary share count as of December 31, 2025, was approximately 71.8 million shares, representing 7.2 million Nasdaq-listed ADSs. Fourth Quarter and Full Year 2025 Financial Results Conference Call Mr. Shachar Daniel, Chief Executive Officer of Alarum, and Mr. Shai Avnit, Chief Financial Officer of Alarum, will host a conference call today, March 19, 2026, at 08:30 a.m. ET, 05:30 a.m. Pacific time, 14:30 p.m. Israel, to discuss the fourth quarter and whole year 2025 results and financial outlook, followed by a Q&A session. To attend, log in here: https://viavid.webcasts.com/starthere.jsp?ei=1754185&tp_key=14214fb804 Alternatively, dial one of the following numbers, a few minutes before the call starts: 1-877-407-0789 or 1-201-689-8562. If you are unable to connect using the toll-free number, please try the international dial-in number. An Israeli toll-free number is: 1 809 406 247. Participants will be required to state their name and company upon dialling in. A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the “safe harbor” words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” and similar expressions or variations of such words are intended to identify forward-looking statements. For example, Alarum is using forward-looking statements in this press release when it discusses the continued development and expansion of the global AI ecosystem and related demand for large-scale public web data, the significant increase in data workloads across the Company’s platform and the evolving needs of AI developers, that the demand patterns can fluctuate in the near term, the Company’s focus and ongoing evolution from a proxy-focused offering into a broader portfolio of data infrastructure solutions, including Website Unblocker, SERP solutions and large-scale datasets, the Company’s strategy of investing in infrastructure, product capabilities and enterprise relationships as part of its platform-building phase to strengthen its long-term positioning within the AI data infrastructure market, significant shift in market verticals, its efforts to scale its organization and operations to support enterprise customers and long-term growth, its expectations regarding operating expenses and its estimates regarding first quarter 2026 revenues and Adjusted EBITDA. Because such statements deal with future events and are based on Alarum’s current expectations, they are subject to various risks and uncertainties and actual results, performance or achievements of Alarum could differ materially from those described in or implied by the statements in this press release. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Alarum’s annual report on Form 20-F filed with the Securities and Exchange Commission (“SEC”) on March 20, 2025, and in any subsequent filings with the SEC. Except as otherwise required by law, Alarum undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release. Alarum is not responsible for the contents of third-party websites. Use of Non-IFRS Financial Results In addition to disclosing financial results calculated in accordance with International Financial Reporting Standards (IFRS), as issued by the International Accounting Standards Board, this press release contains non-IFRS financial measures of EBITDA (EBITDA loss), Adjusted EBITDA (Adjusted EBITDA loss), non-IFRS net profit (loss), non-IFRS gross profit, non-IFRS gross margin and non-IFRS basic earnings (loss) per share or ADS for the periods presented. The Company defines EBITDA (EBITDA loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), financial income (expense) and income tax; defines Adjusted EBITDA (Adjusted EBITDA loss) as EBITDA (EBITDA loss) as further adjusted to remove the impact of (i) impairment of goodwill (if any); and (ii) share-based compensation; defines non-IFRS net profit (loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), impairment of goodwill (if any), financial income (expense) effects primarily related to derivative financial instruments as well as long-term loans, deferred tax effects and share-based compensation; defines non-IFRS gross profit as gross profit adjusted to remove the impact of depreciation, amortization and impairment of intangible assets and share-based compensation recorded under cost of revenues; defines non-IFRS gross margin as the percentage of the non-IFRS gross profit out of revenues; and defines non-IFRS basic earnings (loss) per share or ADS as non-IFRS net profit (loss) divided by the weighted average number of ordinary shares or ADSs. The Company believes the non-IFRS financial information provided in this annual report on Form 20-F is useful to investors’ understanding and assessment of the Company’s ongoing operations. Management also uses both IFRS and non-IFRS information in evaluating and operating its business internally, and as such, deemed it important to provide this information to investors. The Company believes excluding items that neither relate to the ordinary course of business nor reflect our underlying business performance, enables management and our investors to compare our underlying business performance from period-to-period. In addition, The Company also believes these adjustments enhance comparability of our financial performance against those of other technology companies. For example, The Company excludes amortization charges for our acquisition-related intangible assets for purposes of calculating certain non-IFRS measures, although revenue is generated, in part, by these intangible assets, to eliminate the impact of these non-cash charges that are inconsistent in size and are significantly impacted by the timing and valuation of our acquisitions. Also, The Company believes that the exclusion of share-based compensation expense is appropriate because it eliminates the impact of non-cash expenses for equity-based compensation costs that are based upon valuation methodologies and assumptions that vary over time, and the amount of the expense can vary significantly between companies due to factors that are unrelated to their core operating performance and that can be outside of their control. Although The Company excludes share-based compensation expenses from our non-IFRS measures, equity compensation has been, and will continue to be, an important part of our future compensation strategy and a significant component of our future expenses, and may increase in future periods The non-IFRS financial measures disclosed by the Company should not be considered in isolation, or as a substitute for, or superior to, financial measures calculated in accordance with IFRS, and the financial results calculated in accordance with IFRS and reconciliations to those financial statements should be carefully evaluated. Investors are encouraged to review the reconciliations of these non-IFRS measures to their most directly comparable IFRS financial measures provided in the financial statement tables herein. Other Metrics NRR is a key indicator of customer base health and revenue expansion. It is based on NRR point in time, which measures the revenue growth of current customers over the past four quarters, compared to the revenue generated from these customers during the same period a year earlier. NRR is calculated as an average of the NRR points in time for the end of the current period and the three preceding quarters. NRR > 1 (or 100%): Indicates revenue growth driven by existing customers, where upsells and cross-sells outweigh churn. NRR < 1 (or 100%): Shows revenue loss due to churn exceeding gains from upsells or cross-sells. The following tables present the reconciled effect of the above on the Company’s Adjusted EBITDA; non-IFRS net profit; and non-IFRS gross profit for the year and three months ended December 31, 2025 and 2024, and the year ended December 31, 2025 and 2024: * Less than $0.1 million * Less than $0.1 million About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) is a global provider of web data collection solutions, empowering organizations to gain a competitive edge by streamlining the collection, extraction, and analysis of large-scale structured data from public online sources. Our data collection solutions by NetNut, are based on our world’s fastest and most advanced and secured hybrid proxy network, which comprises both exit points based on our proprietary reflection technology and hundreds of servers located at our ISP partners around the world. Pushing the boundaries of innovation in data collection, we are building a robust platform, complemented by the Website Unblocker, Data Collector, Data Sets and AI data collector. As the impact of the AI revolution unfolds, Alarum, with its robust market-leading data collection offerings is preparing itself to play a meaningful role as the world reshapes in a new form. For more information about Alarum and its web data collection solutions, please visit www.alarum.io. Follow us on LinkedIn Follow us on X Subscribe to our YouTube channel Investor Relations Contact: [email protected]
TranscriptFY2025 Q42026-03-19FY2025 Q4 earnings call transcript
Earnings source - 51 paragraphs
FY2025 Q4 earnings call transcript
Ladies and gentlemen, thank you for standing by. Welcome to the Alarum Technologies fourth quarter 2025 earnings results conference call. During today's presentation, all parties will be in a listen-only mode. Following management's presentation, the conference will be open to questions. If you have a question, please press the star key followed by the number one on your touchtone phone. If you would like to withdraw your question, please press the star key followed by the number two. If you're using a speaker, please lift the handset before making your selections. This conference is being recorded. I will now turn the call over to Kenny Green, Investor Relations at Alarum Technologies. Kenny, please go ahead.
Thank you. Good day to all of you, and welcome to Alarum's conference call to discuss the results of the fourth quarter and full year 2025. I would like to thank management for hosting this call. Today, we are joined by Shachar Daniel, Alarum's CEO, and Shai Avnit, CFO. Shachar will begin the call with an overview of the fourth quarter, followed by Shai, who will review key elements of the financials. Finally, we will open the call for the question and answer session. Before we get started, I want to highlight the forward-looking statements disclaimer. This conference call may contain, in addition to historical information, forward-looking statements within the meaning of the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995 and other federal securities laws.
Forward-looking statements include statements about plans, objectives, goals, strategies, future events of performance, and underlying assumptions and other statements that are different than historical facts. For example, when we discuss a strategy of prioritizing long-term leadership and market share capture over short-term margins and profitability, expected trends in market demand and AI-driven growth, our business momentum and pipeline, our expectations regarding future revenue patterns and margin improvement, the anticipated impact of our strategic investments and product mix, and our estimates regarding fourth quarter 2025 revenues and adjusted EBITDA, we are using forward-looking statements. These forward-looking statements are based on the current management expectations and are subject to risks and uncertainties that may result in expectations not being realized and may cause actual outcomes to differ materially from expectations reflected in these forward-looking statements.
Potential risks and uncertainties include those discussed under the headings Risk Factors in Alarum's annual report on Form 20-F filed with the Securities and Exchange Commission on March 20, 2025, and in any subsequent filings with the SEC. All such forward-looking statements, whether written or oral, made on behalf of the company, are expressly qualified by these cautionary statements. As such, forward-looking statements are subject to risks and uncertainties, and we caution you not to place undue reliance on them. On the call, the company will also present non-IFRS key business metrics. The non-IFRS key business metrics the company uses are EBITDA and adjusted EBITDA, non-IFRS gross margin, non-IFRS net profit or loss, and non-IFRS basic earnings or loss per share or ADS.
The exact definitions and reconciliations of these non-IFRS key business metrics are described in the company's financial press release, which is available in the investor's lobby of Alarum's website. These non-IFRS measures may differ materially from similarly titled measures used by other companies and should not be considered in isolation from or as a substitute for financial information prepared in accordance with IFRS. Now I'd like to turn the call over to Shachar Daniel, Alarum Technologies CEO. Shachar, please go ahead.
Thank you very much, Kenny. Good morning, everyone. Thank you all for joining us today. We saw our 2025, which was a key year for us, for Alarum, and Q4 capped it with another strong quarter. Fourth quarter revenue were $11.8 million, up 60% year-over-year, while full year revenues reached nearly $41 million, up 28%. Even as we invested a lot in increasing our capabilities throughout the year, we remain profitable. We reported fourth quarter net profit of $0.2 million and adjusted EBITDA of $1 million. For the full year, we reported net profit of $1 million and adjusted EBITDA of $4.4 million. This strong growth reflects the shift we saw during the year as demand from AI-focused customers become a key growth driver.
In 2025, our new AI-focused products, which are our growth engines, accounted for about 30% of revenues, growing from around 4% only last year. As AI systems becomes more complex, demand for large scale, high quality public web data continues to grow. At the same time, collecting reliable data at scale becomes more difficult, raising barriers to entry and increasing the value of our infrastructure, technology and execution. During 2025, we significantly expanded our work with several major global technology companies developing AI systems. These relationships involve large scale data collection for model training, data set creation and ongoing refinement. We also saw a dramatic increase in workloads across our platform, with volume rising from between 3 PB-4 PB per month at the beginning of the year to up to 70 PB at the end of this year.
This sharp increase created greater operational complexity, and our ability to perform at this scale become an important competitive advantage for Alarum. Strategic investment and profitability. Alarum invested significantly in its capabilities and scaled the business during 2025. We doubled our headcount, expanded our offices, and strengthened our organization across R&D, products, support, customer success, and account management. From a technical standpoint, we strengthened our global proxy network, increased platform capacity, and enhanced our data collection abilities to support massive AI workloads and the growing complexity of enterprise-scale deployments. This investment now allow us to better support customers operating at massive scale, including both existing major customers and new target customers. The higher investment levels have led to lower short-term margins, although we remain profitable. These margin pressures were planned and are addressable.
As I noted last quarter and even before, we have several initiatives underway to improve margins over the coming quarters. These strategic investments have positioned Alarum at the center of the AI ecosystem as we move through 2026. The global AI market is still in its early stages, and that naturally creates some near-term variability in demand. Large AI developers shift spending sharply based on where they are in their model development cycles and the timing of dataset refreshes. While the year-over-year growth trend in spending on data is clear, revenue from major customers may vary from quarter to quarter. At the same time, we believe this remains the early stages of a much larger opportunity for Alarum.
As demand broadens, our customer base expands and becomes more diversified, and model development moves into more structured training cycles, we expect Alarum's revenue pattern to become smoother and more predictable. Product platform expansion. Our business continues to evolve from a proxy-focused company into a diversified multi-product data infrastructure platform. During 2025, this evolution progressed across websites and blockers, self-service solutions, datasets, and our core proxy infrastructure. This shift from a single product proxy model to a broader platform is expected to support stronger long-term margins and healthier unit economics. Strategically, it also reflects move from a traditional zero-touch online model to a deeper enterprise relationships that requires dedicated support, performance monitoring, documentation, and long-term infrastructure and collaboration. While this increases operational complexity, it also creates stronger customer relationships and a more strategic role in customers' operations.
We believe this evolution is expanding our value proposition and improving the quality of our revenue base over time. In summary, 2025 was a transformational year for Alarum. We observed growth, expanded customer relationships, scaled our infrastructure, broadened our product platform, and further positions the company to serve the rapidly growing AI data infrastructure market. At this stage, we view Alarum as being in a company and a platform building phase. Our primary focus is on strengthening leadership, expanding infrastructure and product capabilities, and deepening enterprise customers' relationships. We believe this positions us well for the larger market opportunity ahead. I believe Alarum is on a path to achieving a revenue run rate exceeding $100 million as the market continues to develop. I will now hand it over to Shai for the financial details and guidance for the current quarter. Shai.
Thank you, Shachar, and hello, everyone. I will start by reviewing our key financial results for the fourth quarter and full year 2025, comparing them to the same periods last year, unless otherwise noted. Following that, I will provide our guidance for the first quarter of 2026. Detailed definitions and reconciliations of our non-IFRS key business metrics can be found in our fourth quarter and full year 2025 financial results press release. One final note before I begin, the figures I will be discussing are rounded for clarity and ease of reference. Turning now to our financial performance. Revenues. Revenues in the fourth quarter of 2025 reached $11.8 million, compared with $7.4 million in the fourth quarter of 2024, an increase of approximately 60% year-over-year.
For the full year of 2025, revenues reached $40.7 million, compared with $31.8 million in 2024, an increase of approximately 28%. As Shachar mentioned, the growth was driven mainly by strong demand from large-scale customers building foundational AI models, as well as increased sales of our new AI-focused products. Gross profit and gross margins. Gross profit in the fourth quarter of 2025 amounted to $6.4 million, compared with $5.3 million in the fourth quarter of 2024. For the full year, gross profit was $23.8 million, compared with $23.9 million in 2024.
Gross margin in the fourth quarter of 2025 was 53.8%, compared with 72.4% in the fourth quarter of 2024. For the full year, gross margin was 58.5% compared with 75.1% in 2024. The decline in gross margin reflects our work with large scale AI customers, which require data gathering at significantly greater scale and involve higher initial infrastructure costs, including a larger volume of servers and stronger, higher quality infrastructure. In addition, the new product sales have triggered related third-party costs, which we expect to decrease in the coming quarters. Overall, this is consistent with our strategy to pursue large scale, highly strategic opportunities that we believe can drive meaningful long-term growth and profitability, even at the cost of lower short-term margins.
I note that as our revenue continues to grow, the company will increasingly benefit from margin increases due to the operating leverage inherent to our business model. Operating expenses. Operating expenses in the fourth quarter of 2025 were $6.4 million, compared with $5 million in the fourth quarter of 2024. For the full year, operating expenses were $23.6 million compared with $17.2 million in 2024. The increase was driven by higher revenues and broader operations, primarily attributable to research and development expenses and to a lesser extent, sales and marketing expenses. Again, this increase is the key part of our strategy to invest in our infrastructure and capacity in order to position the company to capture the significant long-term growth opportunities we see ahead of us. Net profit.
Net profit in the fourth quarter of 2025 was $0.2 million, compared with $0.4 million in the fourth quarter of 2024. For the full year, net profit was $1 million, compared with $5.8 million in 2024. While we still maintained our profitability, the decline in profit reflects the increased strategic costs. Adjusted EBITDA. Adjusted EBITDA in the fourth quarter of 2025 was $1 million, compared with $1.5 million in the fourth quarter of 2024. For the full year, adjusted EBITDA was $4.4 million, compared with $9.4 million in 2024. Earnings per share. Basic earnings per ADS in the fourth quarter of 2025 were $0.03, compared with $0.06 in the fourth quarter of 2024.
For the full year, basic earnings per ADS were $0.14 compared with $0.87 in 2024. Balance sheet. As of December 31, 2025, the company's shareholders' equity increased to $32.1 million, up from $26.4 million as of December 31, 2024. Our cash equivalent, and debt investments, including accrued interest as of December 31, 2025, was approximately $22.5 million, compared with $25 million at the end of 2024. We ended the year with zero debt, and our strong balance sheet continues to support our ability to invest strategically while maintaining a focus on sustainable value creation. The outstanding ordinary share count as of today is approximately 72.5 million shares, representing approximately 7.25 million U.S.-listed ADSs. Guidance. Moving on to our outlook for the first quarter of 2026.
Our guidance reflects what we see today based on customer orders, backlog, and current consumption trends, and is given as of today's date. We currently expect that in the first quarter of 2026, revenue will be around $11 million with a range of ±7%, representing approximately 46% year-over-year growth. Adjusted EBITDA for the first quarter of 2026 is expected to be approximately $1.4 million, with a range of ±$0.5 million. To summarize, 2025 was a year of significant transformation, strong growth, and continued strategic investment. We remain focused on building long-term leadership in the AI data infrastructure market and on generating sustainable value for our shareholders. With that, we'll now open the call for questions. Operator?
Thank you. We will now be conducting a question and answer session. If you would like to ask a question, please press star one on your telephone keypad. A confirmation tone will indicate your line is in the question queue. You may press star two if you would like to remove your question from the queue. Again, for participants using speaker equipment, it may be necessary to pick up your handset before pressing the star keys. Our first question will come from Kingsley Crane with Canaccord Genuity.
Hi. Thanks for taking the questions. Shachar, any update on the state of modern website data collection prevention techniques? I know that the goalposts are always moving. How do you feel like you're keeping up, and what kind of investment do you feel like is needed to keep up specifically on that front? Thanks.
Yes. First of all, hi, thanks for joining. Yes, as I mentioned, just very shortly, just a few minutes ago. As data become really the oxygen of the AI and the LLMs products, and we need to scale and everybody needs data at scale, it become more and more challenging to collect data which we see today and maybe forever as an opportunity and not a threat because it basically you know it become a barrier for small players to come in. Of course, the results for this is positive.
Yes, websites, not all of them, yes, but some of them are okay with the scraping because it's bringing traffic and ranking, but it becomes challenging from you know products that are trying to prevent those players from coming in, sometimes false alarms because those products are looking for cyber attacks and not on scraping because some of them are not so sensitive for scraping. Our target basically with our product is to come and say, "Hello, we are collecting only publicly available data. We are not a threat.
We are not here for a cyber attack." If we cross this, let's say, shaking hands in the beginning of the website as we are doing today, we can come in and collect available public data. Sorry.
Okay. Yep, that's helpful. Just a couple more. I mean, you've highlighted last quarter and this quarter the benefits of the long-term infrastructure partnerships with enterprise customers. You know, revenue has declined, this quarter, you know, guiding to a decline in Q1. Can you just help us get a better sense of that improving visibility that you have in the business as a result of these longer term partnerships? I mean, do you see clear seasonalities that are emerging? Do you think that like the back half could be stronger just based on the timing of when these models, could need to be trained or fine-tuned? Thanks.
Okay. Kingsley, something that is very important for me to say, I think I said it over the last quarters, and I want to mention it again. If you take a look on 2025, you will see that suddenly, let's say it like this, suddenly in the middle of the year, we jumped. You know, over the time, we jumped slowly, a digit after digit, meaning we were in $6 million for quarter, then we jumped to the class of seven, then to the class of eight. In the middle of the year, we jumped three numbers, yes, from quarter two, from the second quarter to the third quarter, from around eight to 11, and then 10, and then 11 again.
Meaning this exponential growth took us to a totally different place, and it comes significantly, this growth from this great achievements of us to penetrate with this large LLM that are consuming data in huge scales. The only thing is that if you will measure it quarter after quarter, you will still see that the numbers are not sustainable because they are working on data loss. Meaning for example, they are now in the stage in the development and now the demand is for data or for video data for this kind. They have a huge demand. They are getting most of their, we are the suppliers, and we provided most of the demand.
They slow down a little bit and then come the next stage, and then the next stage. These workloads, because it's not something in production that is sustainable, also, of course, has an impact on our revenues. Then you can see a quarter of $11.8, $11, then you can see $13, then you can see $12. But this, as we see it, is by nature. We don't see it as a decline. We see this is the nature of the market now. We are going with the market. The opportunity is here, is endless and unbelievable. Nothing more that I can explain because it's not a decline that comes from something, let's say, something behind that we can explain and elaborate, and there is a trend here or trend there.
The trend is positive, but the movements can be, you know, sometimes a movement of two weeks can have an impact on the full quarter, but not on our strategy and tactics and over time. Make sense?
No, it makes sense. Like the trend is broadly positive, particularly on the, you know, the annual trend. Just trying to get a better sense of that seasonality, and it's hard to predict. Last one for me, just, you know, by our math, nearly half of the revenue in Q4 came from customers that you didn't have one year ago, just based on backing into that number from NRR. I'm just curious how you think that might trend over the course of the next year and just the potential to sign new customers, anything you can share with other engagements that are in the works.
Okay. I will divide my answer into two parts. First of all, just to put some light on this part of the NRR. Of course, as we just mentioned all the time, this year was, you know, a really it changed our lives. Suddenly very fast, a new vertical came in and become the first place of most of all our other use cases and verticals. For this, even though you see that the NRR is less than one, you see that the company is growing because those old use cases, let's say, slowed down or dropped, but the new one came, and it's much bigger than the others.
You know, it looks like that the AI is not a trend, that the data demand for AI is not a trend. It's here to stay, it looks like forever. From this aspect, we think that this change, okay, took the NRR down, the new customers cohort went up significantly and will bear fruit from it. For your second question, yes, we are negotiating all the time. In the last two quarters, we have bids, negotiations, proposals, starting small with mid-level LLMs, the biggest LLMs of the world. We are, you know, we are one of the key players that they have. As I mentioned in the past, most of these customers are not as a strategy, yes, as a policy, they are not using one vendor.
Sometimes it's two, sometimes it's three vendors. Most of the times we will come in, sometimes we will get more demand, and we will get more data. Sometimes we'll be the first option from their supplier. Sometimes we'll be the third option, but it can change all the time. Yes, dramatically, we are investigating new opportunities, new engagements, new big customers, mid-level customers, and most of them are around AI and data collection for training models.
Thank you. Good to speak. Thank you.
Thank you very much. Appreciate it.
Our next question comes from Brian Kinstlinger with Alliance Global Partners.
Hi. Thanks for taking our questions.
Hi.
This is Kevin [with Brian Kinstlinger].
Hi, Bri.
You spoke last call about bringing in more infrastructure in-house, and optimizing the network to expand the gross margin. Can you explain a little deeper any progress on these initiatives over the last quarter? When should we expect to see those start to materially impact margins?
Just to make sure, I understand your question. You said that we mentioned last time and even before that we are investing in order to scale our infrastructure to support the huge scale and the huge demand that is coming especially from the AI use case. Yes, as I mentioned, most of our. You know, we are investing in both sides. First is to expand our network, in order to bring more endpoints, to improve our performance, and the infrastructure, which is costly.
From the other side, as it becomes a game now of huge scales, we are working around the clock, which one of our main missions all the time to make our infrastructure to be more efficient and to be in the optimum cost. Meaning, yes, we are not saving money now, but vice versa. Every time we see an opportunity, we are investing and buying more endpoints, more infrastructure, improving our infrastructure. From the other side, we have a team that is working around the clock with all our hosters and, you know, the cloud and the on-prem hosters, the servers and the endpoints suppliers in order to make our product to be more efficient and in the optimum price because we are scaling.
Both of them are working very well and we are progressing, and we would keep this progress at least in this all 2026.
Got it. Thanks. Are there any updates on your large anchor customer, the Asian online marketplace? How's that partnership going, and what have they indicated from a demand perspective?
Okay. It's going very well. It's stabilized. We are talking with these customers. We have more than one that are basically, let's call them, market leaders. We see that the demand is here to stay. They need this kind of data, and then they will need in a few months or quarters other kind of data. They are training this model, and then they are developing another model, and they need to train him. Then in production, they need to stay up to date, and they need to get refreshed datasets. It's going well. They are satisfied. We are working with them already for a few quarters. Thank God, it looks okay.
Great. Thanks.
This now concludes.
Thank you.
End our question and answer session. I would like to turn the floor back over to Shachar Daniel for closing comments.
Thank you, and thank you all for your time today. We look forward to hosting you on Alarum Technologies' next results call. Thank you very much.
Ladies and gentlemen, thank you for your participation. This does conclude today's teleconference. You may disconnect your lines, and have a wonderful day.
Investor releaseQuarter not tagged2026-03-18Alarum Technologies Ltd (ALAR) Q4 2025 Earnings Report Preview: What To Expect
GuruFocus.com
Alarum Technologies Ltd (ALAR) Q4 2025 Earnings Report Preview: What To Expect
This article first appeared on GuruFocus. Alarum Technologies Ltd (NASDAQ:ALAR) is set to release its Q4 2025 earnings on Mar 19, 2026. The consensus estimate for Q4 2025 revenue is $12.01 million, and the earnings are expected to come in at $0.01 per share. The full year 2025's revenue is expected to be $40.92 million, and the earnings are expected to be $0.08 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 3 Warning Signs with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Revenue estimates for Alarum Technologies Ltd (NASDAQ:ALAR) have remained steady at $40.92 million for the full year 2025 and $0.05 billion for 2026 over the past 90 days. Earnings estimates have also stayed constant at $0.08 per share for the full year 2025 and $0.21 per share for 2026 during the same period. In the previous quarter of 2025-09-30, Alarum Technologies Ltd's (NASDAQ:ALAR) actual revenue was $13.01 million, which beat analysts' revenue expectations of $12.80 million by 1.62%. Alarum Technologies Ltd's (NASDAQ:ALAR) actual earnings were $0.01 per share, which missed analysts' earnings expectations of $0.035 per share by -71.43%. After releasing the results, Alarum Technologies Ltd (NASDAQ:ALAR) was down by -21.62% in one day. Based on the one-year price targets offered by 2 analysts, the average target price for Alarum Technologies Ltd (NASDAQ:ALAR) is $23.50 with a high estimate of $27.00 and a low estimate of $20.00. The average target implies an upside of 219.73% from the current price of $7.35. Based on GuruFocus estimates, the estimated GF Value for Alarum Technologies Ltd (NASDAQ:ALAR) in one year is $16.44, suggesting an upside of 123.67% from the current price of $7.35. Based on the consensus recommendation from 2 brokerage firms, Alarum Technologies Ltd's (NASDAQ:ALAR) average brokerage recommendation is currently 2.0, indicating an "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Investor releaseQuarter not tagged2026-03-05Alarum to Release Fourth Quarter & Full Year 2025 Results on March 19, 2026
GlobeNewswire
Alarum to Release Fourth Quarter & Full Year 2025 Results on March 19, 2026
Conference call scheduled for Thursday, March 19, 2026, at 8:30 a.m. ET Tel Aviv, Israel, March 05, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR), a global provider of web data collection solutions, will release its financial results for the fourth quarter and full year ended December 31, 2025, before the Nasdaq market opens on Thursday, March 19, 2026. Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer, will host a conference call that same day at 8:30 a.m. ET to discuss the financial results and business outlook, followed by a Q&A session. To join the live call, please dial one of the numbers below or connect through the webcast, a few minutes before the call begins. Please note that participants will be asked to register prior to joining the call. The webcast link can be found here: https://viavid.webcasts.com/starthere.jsp?ei=1754185&tp_key=14214fb804 For those wishing to connect by phone please dial one of the numbers below. For callers unable to connect via the toll-free numbers, please use the international dial-in number: US toll-free: 1-877-407-0789; international dial-in: +1-201-689-8562; Israel Toll Free: 1 809 406 247. Date: Thursday, March 19, 2026 Time: 8:30 a.m. ET/ 5:30 a.m. PT/ 2:30 p.m. IL A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) is a global provider of web data collection solutions. The solutions by NetNut, Alarum’s Enterprise Internet Access arm, are based on its world’s fastest and most advanced and secured hybrid proxy network, enabling its customers to collect data anonymously at any scale from any public sources over the web. Alarum’s network comprises both exit points based on its proprietary reflection technology and hundreds of servers located at its ISP partners around the world. The infrastructure is optimally designed to guarantee privacy, quality, stability, and the speed of the service. For more information about Alarum, please visit www.alarum.io Forward-Looking Statements This press release contains forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995 and other Federal securities laws. Words suc…Read full documentShow less
Conference call scheduled for Thursday, March 19, 2026, at 8:30 a.m. ET Tel Aviv, Israel, March 05, 2026 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq: ALAR, TASE: ALAR), a global provider of web data collection solutions, will release its financial results for the fourth quarter and full year ended December 31, 2025, before the Nasdaq market opens on Thursday, March 19, 2026. Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer, will host a conference call that same day at 8:30 a.m. ET to discuss the financial results and business outlook, followed by a Q&A session. To join the live call, please dial one of the numbers below or connect through the webcast, a few minutes before the call begins. Please note that participants will be asked to register prior to joining the call. The webcast link can be found here: https://viavid.webcasts.com/starthere.jsp?ei=1754185&tp_key=14214fb804 For those wishing to connect by phone please dial one of the numbers below. For callers unable to connect via the toll-free numbers, please use the international dial-in number: US toll-free: 1-877-407-0789; international dial-in: +1-201-689-8562; Israel Toll Free: 1 809 406 247. Date: Thursday, March 19, 2026 Time: 8:30 a.m. ET/ 5:30 a.m. PT/ 2:30 p.m. IL A replay of the call will be available a few hours following the call. To access the replay, visit the Company’s website at http://alarum.io/events/. About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) is a global provider of web data collection solutions. The solutions by NetNut, Alarum’s Enterprise Internet Access arm, are based on its world’s fastest and most advanced and secured hybrid proxy network, enabling its customers to collect data anonymously at any scale from any public sources over the web. Alarum’s network comprises both exit points based on its proprietary reflection technology and hundreds of servers located at its ISP partners around the world. The infrastructure is optimally designed to guarantee privacy, quality, stability, and the speed of the service. For more information about Alarum, please visit www.alarum.io Forward-Looking Statements This press release contains forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995 and other Federal securities laws. Words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” and similar expressions or variations of such words are intended to identify forward-looking statements. For example, Alarum is using forward-looking statements in this press release when it discusses the timing of releasing financial results and the timing of the respective conference call. Because such statements deal with future events and are based on Alarum’s current expectations, they are subject to various risks and uncertainties and actual results, performance or achievements of Alarum could differ materially from those described in or implied by the statements in this press release. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Alarum’s annual report on Form 20-F filed with the Securities and Exchange Commission (“SEC”) on March 20, 2025, and in any subsequent filings with the SEC. Except as otherwise required by law, Alarum undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. INVESTOR RELATIONS CONTACT [email protected]
Investor releaseQuarter not tagged2025-11-27Alarum Technologies Ltd (ALAR) Q3 2025 Earnings Call Highlights: Revenue Soars Amidst Margin ...
GuruFocus.com
Alarum Technologies Ltd (ALAR) Q3 2025 Earnings Call Highlights: Revenue Soars Amidst Margin ...
This article first appeared on GuruFocus. Revenue: $13 million in Q3 2025, up 84% year-over-year from $7.2 million in Q3 2024. Gross Margin: Non-IFRS gross margin of 56% in Q3 2025, down from 74% in Q3 2024. Operating Expenses: $7.4 million in Q3 2025, up from $4.1 million in Q3 2024. Net Profit: $0.1 million in Q3 2025, compared to $4.2 million in Q3 2024. Adjusted EBITDA: $1.2 million in Q3 2025, compared to $1.4 million in Q3 2024. Basic Earnings per ADS: $0.01 in Q3 2025, compared to $0.60 in Q3 2024. Non-IFRS Basic Earnings per ADS: $0.18 in Q3 2025, compared to $0.20 in Q3 2024. Cash Position: $24.6 million as of September 30, 2025, compared to $25 million at the end of 2024. Q4 2025 Revenue Guidance: Approximately $12 million, with a range of plus/minus 7%. Q4 2025 Adjusted EBITDA Guidance: Around $1 million, with a range of plus/minus $0.5 million. Warning! GuruFocus has detected 1 Warning Sign with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Release Date: November 26, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a significant revenue increase of 81% year-over-year and 48% sequentially, reaching $13 million in Q3 2025. The company experienced a 26% increase in paying customers and a 17% rise in average revenue per customer. Strong adoption of AI-centric products and expansion within existing enterprise accounts contributed to the revenue growth. Alarum's AI-strengthening product suite, including Dataset and Website Unblocker, showed substantial growth, with triple-digit sequential growth in some products. The company is strategically positioned to capture market share in the AI sector, with expectations of long-term growth and margin improvements. Non-IFRS gross margins decreased to 56% in Q3 2025 from 74% in Q3 2024 due to increased investments and the higher share of large-scale projects. Operating expenses rose to $7.4 million in Q3 2025 from $4.1 million in Q3 2024, driven by higher employee-related costs and expanded operations. Net profit dropped to $0.1 million in Q3 2025 from $4.2 million in Q3 2024, partly due to the absence of one-time financial income from the previous year. The company is experiencing temporary pressure on margins due to upfront costs and lower unit pricing for large AI customers. Rev…Read full documentShow less
This article first appeared on GuruFocus. Revenue: $13 million in Q3 2025, up 84% year-over-year from $7.2 million in Q3 2024. Gross Margin: Non-IFRS gross margin of 56% in Q3 2025, down from 74% in Q3 2024. Operating Expenses: $7.4 million in Q3 2025, up from $4.1 million in Q3 2024. Net Profit: $0.1 million in Q3 2025, compared to $4.2 million in Q3 2024. Adjusted EBITDA: $1.2 million in Q3 2025, compared to $1.4 million in Q3 2024. Basic Earnings per ADS: $0.01 in Q3 2025, compared to $0.60 in Q3 2024. Non-IFRS Basic Earnings per ADS: $0.18 in Q3 2025, compared to $0.20 in Q3 2024. Cash Position: $24.6 million as of September 30, 2025, compared to $25 million at the end of 2024. Q4 2025 Revenue Guidance: Approximately $12 million, with a range of plus/minus 7%. Q4 2025 Adjusted EBITDA Guidance: Around $1 million, with a range of plus/minus $0.5 million. Warning! GuruFocus has detected 1 Warning Sign with ALAR. Is ALAR fairly valued? Test your thesis with our free DCF calculator. Release Date: November 26, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Alarum Technologies Ltd (NASDAQ:ALAR) reported a significant revenue increase of 81% year-over-year and 48% sequentially, reaching $13 million in Q3 2025. The company experienced a 26% increase in paying customers and a 17% rise in average revenue per customer. Strong adoption of AI-centric products and expansion within existing enterprise accounts contributed to the revenue growth. Alarum's AI-strengthening product suite, including Dataset and Website Unblocker, showed substantial growth, with triple-digit sequential growth in some products. The company is strategically positioned to capture market share in the AI sector, with expectations of long-term growth and margin improvements. Non-IFRS gross margins decreased to 56% in Q3 2025 from 74% in Q3 2024 due to increased investments and the higher share of large-scale projects. Operating expenses rose to $7.4 million in Q3 2025 from $4.1 million in Q3 2024, driven by higher employee-related costs and expanded operations. Net profit dropped to $0.1 million in Q3 2025 from $4.2 million in Q3 2024, partly due to the absence of one-time financial income from the previous year. The company is experiencing temporary pressure on margins due to upfront costs and lower unit pricing for large AI customers. Revenue patterns are currently volatile due to the AI market's land grab phase, leading to less predictability in short-term financial performance. Q: Can you talk about the large project for data set delivery? How is the program going, and how should we think about the consistency from this customer in terms of revenue contribution over the next 12 to 18 months? A: Shachar Daniel, CEO: It's not a project but a demand for our product, a combination of a scraper and data set. This demand is significant and contributes a large portion of our revenues. However, predicting future demand is challenging as it can change frequently, especially for customers in the R&D stage. Customer satisfaction is high, and retention is good. Q: Do you see once R&D customers have developed their models that usage is higher or lower or just more predictable? A: Shachar Daniel, CEO: Initially, during the model education phase, a large amount of data is needed quickly. In the production stage, data usage becomes more predictable and spread over time. As new verticals or areas are explored, data demand spikes again, but overall, it becomes more sustainable and predictable. Q: As you've had success with this dataset delivery, what is the pipeline to sell this solution to other customers? A: Shachar Daniel, CEO: We already have other customers using this product, though their current needs are smaller. We also have a pipeline of potential customers for this and other products like scrapers and unblockers, which are showing great ROI. Q: As revenue scales and reliance on partners decreases, how should we think about gross margin recovery? A: Shachar Daniel, CEO: If we didn't use third-party vendors, gross margins could be around 70%. We mitigate risks by using third-party solutions initially and developing in-house if demand is sustainable. This approach affects gross margins but allows us to adapt quickly to market needs. Q: When and how do you think about improving unit economics and pricing? A: Shachar Daniel, CEO: As demand stabilizes, unit prices may increase. Smaller competitors may exit the market, leaving leaders like us to potentially raise prices. The focus is on making our infrastructure more efficient to reduce costs and improve gross margins, even as volumes increase. For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Investor releaseQuarter not tagged2025-11-26Alarum Technologies Reports Record Third Quarter Revenue Growth of 81% to $13 Million Driven by Surging Demand from Leading AI Model Developers
GlobeNewswire
Alarum Technologies Reports Record Third Quarter Revenue Growth of 81% to $13 Million Driven by Surging Demand from Leading AI Model Developers
Company Diligently Prioritizing Market-Share Capture in Explosive AI Training-Data Segment TEL AVIV, Israel, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) (“Alarum” or the “Company”), a global provider of web data collection solutions, today announced financial results for the nine- and three-month periods ended September 30, 2025. Financial Highlights Q3 2025 revenues of $13.0 million, up 81% year-over-year; net profit of $0.1 million, and Adjusted EBITDA of $1.2 million It is noted that the Company is deliberately prioritizing its long-term leadership and market-share capture in the fast-growing artificial intelligence (“AI”) training-data market over short-term margin and profitability priorities. At this early stage of the global AI build-out, demand from leading labs can vary sharply as they iterate on new model architectures and refresh massive datasets - a typical and temporary characteristic of this high-growth infrastructure phase. Alarum’s strategic investments in premium infrastructure and capacity are expected to pressure gross margins and EBITDA in the near term but are targeted at positioning Alarum for a significant potential growth and margin improvement trend. Management Commentary “The third quarter performance was further proof that Alarum’s platform has become critical infrastructure for the world’s leading AI labs,” commented Shachar Daniel, Chief Executive Officer of Alarum. “Demand for high-quality, hard-to-reach web data used for training and fine-tuning foundation models is exploding, and we are seeing repeat orders and widening scope from AI customers. “The numbers speak for themselves: 26% more paying customers, 17% higher average revenue per customer, and 48% sequential revenue growth in the third quarter, all while we intentionally front-load infrastructure to support the fast-growing demand for AI training runs. “To capture this massive opportunity, we made the deliberate decision earlier in 2025 to aggressively expand capacity, add premium endpoints, and build dedicated high-throughput pipelines, well ahead of the expected revenue. These upfront investments are the primary reason for the current temporary gross and operating margin contraction. “We believe this is the right long-term strategy: sacrifice some near-term profitability and invest to lock in market share and multi-year relationships…Read full documentShow less
Company Diligently Prioritizing Market-Share Capture in Explosive AI Training-Data Segment TEL AVIV, Israel, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) (“Alarum” or the “Company”), a global provider of web data collection solutions, today announced financial results for the nine- and three-month periods ended September 30, 2025. Financial Highlights Q3 2025 revenues of $13.0 million, up 81% year-over-year; net profit of $0.1 million, and Adjusted EBITDA of $1.2 million It is noted that the Company is deliberately prioritizing its long-term leadership and market-share capture in the fast-growing artificial intelligence (“AI”) training-data market over short-term margin and profitability priorities. At this early stage of the global AI build-out, demand from leading labs can vary sharply as they iterate on new model architectures and refresh massive datasets - a typical and temporary characteristic of this high-growth infrastructure phase. Alarum’s strategic investments in premium infrastructure and capacity are expected to pressure gross margins and EBITDA in the near term but are targeted at positioning Alarum for a significant potential growth and margin improvement trend. Management Commentary “The third quarter performance was further proof that Alarum’s platform has become critical infrastructure for the world’s leading AI labs,” commented Shachar Daniel, Chief Executive Officer of Alarum. “Demand for high-quality, hard-to-reach web data used for training and fine-tuning foundation models is exploding, and we are seeing repeat orders and widening scope from AI customers. “The numbers speak for themselves: 26% more paying customers, 17% higher average revenue per customer, and 48% sequential revenue growth in the third quarter, all while we intentionally front-load infrastructure to support the fast-growing demand for AI training runs. “To capture this massive opportunity, we made the deliberate decision earlier in 2025 to aggressively expand capacity, add premium endpoints, and build dedicated high-throughput pipelines, well ahead of the expected revenue. These upfront investments are the primary reason for the current temporary gross and operating margin contraction. “We believe this is the right long-term strategy: sacrifice some near-term profitability and invest to lock in market share and multi-year relationships in a segment that is growing exponentially. As utilization of our new infrastructure ramps, we are positioned and look forward to both revenue acceleration and rapid expansion of margins,” concluded Mr. Daniel. Selected Third Quarter 2025 Operating Trends Significant double-digit sequential growth in total paying customers Meaningful increase in average revenue per customer Vast majority of Q3 2025 revenue growth driven by expansion of existing customers Newer AI-focused products (DataSets, Website Unblocker, custom Scrapers) now represent a material and rapidly increasing portion of total revenue, while legacy proxy revenue remains stable-to-growing Business Highlights Explosive adoption of AI-centric products — DataSets have become a material and fast-growing revenue contributor in the third quarter; Website Unblocker and custom Scraper solutions delivered triple-digit and high-double-digit quarter-over-quarter growth, respectively, driven by large-scale model-training workloads. Broad-based customer expansion — Strong double-digit sequential growth in paying customers combined with a meaningful increase in average revenue per customer, reflecting successful land-and-expand dynamics with AI labs and enterprises. Significant contribution from large-scale AI customers, including repeat and expanding orders from a major global e-commerce platform in Asia. Robust balance sheet with $24.6 million in cash, cash equivalents and investments and no debt as of September 30, 2025. Financial Outlook “In the fourth quarter, we expect a continued high level of revenue of approximately $12 million (±7%), up 63% year-over-year, and Adjusted EBITDA of approximately $1 million (±$0.5 million),” said Mr. Shai Avnit, Chief Financial Officer of Alarum. “As the current generation of models moves into more structured production and fine-tuning cycles, we expect revenue growth patterns to become smoother and more predictable.” The Company is unable to present a reconciliation of estimated Adjusted EBITDA to net profit as it is unable to predict with reasonable certainty, and without unreasonable effort, the impact and timing of certain expenses on net profit. The financial impact of these expenses is uncertain and is dependent on various factors, including timing, and could be material to consolidated statements of profit or loss and other comprehensive income (loss). Third Quarter and First Nine Months of 2025 Financial Analysis Revenue in Q3 2025 totalled $13.0 million (an increase of 81% compared to Q3 2024 at $7.2 million) and $28.9 million for the first nine months of 2025 (an increase of 18% versus Q1-Q3 2024 at $24.5 million). The increase was driven mainly by a large-scale AI customer, as well as an increase in new products sales. Cost of revenue in Q3 2025 was $5.8 million (Q3 2024: $2.0 million) and $11.5 million for the first nine months of 2025 (Q1-Q3 2024 $5.9 million). The increase in the third quarter was primarily due to the Company’s work with the large-scale AI customer, which requires data gathering at significantly higher scales, in turn necessitating a larger volume of servers as well as a stronger and higher-quality infrastructure. Also, cost of revenues were impacted due to first material products sales which triggered third party related costs. Gross profit in Q3 2025 amounted to $7.2 million (Q3 2024: $5.2 million), and for the first nine months of 2025 amounted to $17.5 million (Q1-Q3 2024: $18.6 million). Operating expenses in Q3 2025 totalled $7.4 million (Q3 2024: $4.1 million), and $17.3 million in the first nine months of 2025 (Q1-Q3 2024: $12.2 million). The increase is a result of the increased revenues and operations, primarily attributed to research and development expenses and in a lesser amount to sales and marketing expenses. Financial income, net, in Q3 2025 was $0.3 million (Q3 2024: financial income, net, of $3.5 million), $1.0 million in the first 9 months of 2025 (Q1-Q3 2024: $0.1 million). The variance between the quarterly periods was mainly due to the fair value decrease of derivative financial instruments in the third quarter of 2024, resulting from the decline in the share price over that period. Excluding this impact, during the nine-month period, the Company generated more interest income and financial income from its cash, cash equivalents and debt investments, and paid less interest expenses, due to the Company’s lower balance of its long-term loan. Net profit in Q3 2025 was $0.1 million (Q3 2024: net profit of $4.2 million), and net profit of $0.7 million in the first nine months of 2025 (Q1-Q3 2024: $5.3 million). As of September 30, 2025, shareholders’ equity increased to $31.1 million, up from $26.4 million as of December 31, 2024. The increase is mainly due to share-based compensation during the first nine months of 2025, as well as to the equity repayments of a strategic loan and the Company’s net profit. Outstanding ordinary share count as of September 30, 2025, was approximately 71.2 million shares, or 7.1 million in US-listed ADSs. Third Quarter and Nine Month 2025 Financial Results Conference Call Mr. Shachar Daniel, Chief Executive Officer of Alarum, and Mr. Shai Avnit, Chief Financial Officer of Alarum, will host a conference call today, November 26, 2025, at 08:30 a.m. ET, 05:30 a.m. Pacific time, 15:30 p.m. Israel, to discuss the third quarter of 2025 results and financial outlook, followed by a Q&A session. To attend, log in here or dial one of the following numbers, a few minutes before the call starts: 1-877-407-0789 or 1-201-689-8562. If you are unable to connect using the toll-free number, please try the international dial-in number. An Israeli toll-free number is: 1 809 406 247. Participants will be required to state their name and company upon dialling in. Replay: The conference call will be broadcast live and available for replay here, the day following the call. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the “safe harbor” words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates” and similar expressions or variations of such words are intended to identify forward-looking statements. For example, Alarum is using forward-looking statements in this press release when it discusses its prioritization of long-term leadership and market-share capture in the AI training-data market over short-term margins and profitability, unstable demand from large labs, the expectation that strategic investments in premium infrastructure and capacity will potentially position Alarum for significantly higher revenue growth and rapid margin expansion beginning in 2026, increasing demand for high-quality, hard-to-reach web data used for training and fine-tuning foundation models, its right long-term strategy, expected growth of the AI training-data segment, its expectation of both revenue acceleration and a rapid expansion of margins, and its estimates regarding fourth quarter 2025 revenues and Adjusted EBITDA. Because such statements deal with future events and are based on Alarum’s current expectations, they are subject to various risks and uncertainties and actual results, performance or achievements of Alarum could differ materially from those described in or implied by the statements in this press release. The forward-looking statements contained or implied in this press release are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Alarum’s annual report on Form 20-F filed with the Securities and Exchange Commission (“SEC”) on March 20, 2025, and in any subsequent filings with the SEC. Except as otherwise required by law, Alarum undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release. Alarum is not responsible for the contents of third-party websites. * Less than $0.01 Use of Non-IFRS Financial Results In addition to disclosing financial results calculated in accordance with International Financial Reporting Standards (IFRS), as issued by the International Accounting Standards Board, this press release contains non-IFRS financial measures of EBITDA (EBITDA loss), Adjusted EBITDA (Adjusted EBITDA loss), non-IFRS net profit (loss), non-IFRS gross profit, non-IFRS gross margin and non-IFRS basic earnings (loss) per share or ADS for the periods presented. The Company defines EBITDA (EBITDA loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), financial income (expense) and income tax; defines Adjusted EBITDA (Adjusted EBITDA loss) as EBITDA (EBITDA loss) as further adjusted to remove the impact of (i) impairment of goodwill (if any); and (ii) share-based compensation; defines non-IFRS net profit (loss) as net profit (loss) before depreciation, amortization and impairment of intangible assets (if any), impairment of goodwill (if any), financial income (expense) effects primarily related to derivative financial instruments as well as long-term loans, deferred tax effects and share-based compensation; defines non-IFRS gross profit as gross profit adjusted to remove the impact of depreciation, amortization and impairment of intangible assets and share-based compensation recorded under cost of revenues; defines non-IFRS gross margin as the percentage of the non-IFRS gross profit out of revenues; and defines non-IFRS basic earnings (loss) per share or ADS as non-IFRS net profit (loss) divided by the weighted average number of ordinary shares or ADSs. The Company’s management believes the non-IFRS financial information provided in this press release is useful to investors’ understanding and assessment of the Company’s ongoing operations. Management also uses both IFRS and non-IFRS information in evaluating and operating its business internally, and as such deemed it important to provide this information to investors. The non-IFRS financial measures disclosed by the Company should not be considered in isolation, or as a substitute for, or superior to, financial measures calculated in accordance with IFRS, and the financial results calculated in accordance with IFRS and reconciliations to those financial statements should be carefully evaluated. Investors are encouraged to review the reconciliations of these non-IFRS measures to their most directly comparable IFRS financial measures provided in the financial statement tables herein. Other Metrics NRR is a key indicator of customer base health and revenue expansion. It is based on NRR point in time, which measures the revenue growth of current customers over the past four quarters, compared to the revenue generated from these customers during the same period a year earlier. NRR is calculated as an average of the NRR points in time for the end of the current period and the three preceding quarters. NRR > 1 (or 100%): Indicates revenue growth driven by existing customers, where upsells and cross-sells outweigh churn. NRR < 1 (or 100%): Shows revenue loss due to churn exceeding gains from upsells or cross-sells. The following tables present the reconciled effect of the above on the Company’s Adjusted EBITDA; non-IFRS net profit; and non-IFRS gross profit for the nine and three months ended September 30, 2025 and 2024, and the year ended December 31, 2024: * Less than $0.1 million * Less than $0.1 million About Alarum Technologies Ltd. Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) is a global provider of web data collection solutions, empowering organizations to gain a competitive edge by streamlining the collection, extraction, and analysis of large-scale structured data from public online sources. Our data collection solutions by NetNut, are based on our world’s fastest and most advanced and secured hybrid proxy network, which comprises both exit points based on our proprietary reflection technology and hundreds of servers located at our ISP partners around the world. Pushing the boundaries of innovation in data collection, we are building a robust platform, complemented by the Website Unblocker, Data Collector, Data Sets and AI data collector. As the impact of the AI revolution unfolds, Alarum, with its robust market-leading data collection offerings is preparing itself to play a meaningful role as the world reshapes in a new form. For more information about Alarum and its web data collection solutions, please visit www.alarum.io. Follow us on LinkedIn Follow us on X Subscribe to our YouTube channel Investor Relations Contact: [email protected] __________________ 1 The table above contains certain non-IFRS financial measures. See “Use of Non-IFRS Financial Results” for additional information regarding these measures and reconciliations to the most comparable IFRS measures. 2 Unaudited 3 As of the last day of the period.

