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Alarum Technologies (ALAR) investor relations material
Alarum Technologies Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q1 2026 revenue grew 64% year-over-year to $11.7 million, driven by strong AI and enterprise data workload demand.
Net income reached $0.6 million, with adjusted EBITDA of $2.1 million, reflecting improved operating leverage.
Maintained a debt-free balance sheet with $24.2 million in cash and $33.4 million in equity as of March 31, 2026.
Continued investment in infrastructure and platform expansion to support long-term leadership in AI data infrastructure.
Platform is evolving from proxy-focused to broader AI data infrastructure, with agentic workflow capabilities launching in H2 2026.
Financial highlights
Q1 2026 gross margin was 61.7%, up from 53.8% in Q4 2025 but down from 67.5% in Q1 2025.
Operating expenses were $6.4 million in Q1 2026, mainly due to R&D and payroll.
Cash, cash equivalents, and debt investments totaled $24.2 million as of March 31, 2026.
Shareholders’ equity was $33.4 million as of March 31, 2026.
Basic earnings per ADS were $0.08 in Q1 2026.
Outlook and guidance
Q2 2026 revenue expected at $12.2 million ±5%, representing 39% year-over-year growth at midpoint.
Adjusted EBITDA guidance for Q2 2026: $1.8 million ±$500,000.
Strategic roadmap focuses on scaling infrastructure, operational efficiency, and launching AI-native products.
- FY 2025 revenue jumped 28% to $40.7M, led by AI product growth and platform expansion.ALAR
Q4 2025 - Offering up to $100 million in ADSs to fund enterprise-focused growth and strategic initiatives.ALAR
Registration Filing - Q3 revenue surged 81% year-over-year to $13M, led by AI demand and data collection growth.ALAR
Q3 2025 - Strong revenue growth and AI-focused data solutions drive expansion in a $17.1B market.ALAR
Investor Presentation - Q2 2025 revenue hit $8.8M; Q3 revenue to jump 78% as AI demand surges, but margins remain tight.ALAR
Q2 2025 - Q3 revenue rose 6.6% to $7.2M, record profit and NetNut growth drive positive outlook.ALAR
Q3 2024 - Record H1 2024 revenue and profitability driven by NetNut's growth and strong retention.ALAR
Q2 2024 - Q1 2025 delivered $7.1M revenue, strong AI demand, and Q2 guidance at $7.9M.ALAR
Q1 2025 - Record revenue, profit, and cash position in 2024, with strong AI-driven growth prospects.ALAR
Q4 2024
Next Alarum Technologies earnings date
Next Alarum Technologies earnings date
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