Alarum Technologies
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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.
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Q1 2026 earnings summary28 May, 2026

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.

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Frequently asked questions

Alarum Technologies Ltd., formerly known as Safe-T Group Ltd., is a global provider of cybersecurity and privacy solutions with operations spanning across Israel, the United States, the Middle East, the United Kingdom, the British Virgin Islands, and the Asia Pacific. The company operates in three segments: Enterprise Cybersecurity, Enterprise Internet Access, and Consumer Internet Access. Its offerings include iShield, a cloud-based cybersecurity software, and a variety of internet access solutions through static and rotating residential proxy networks, and data center proxy networks. These services cater to diverse sectors including financial organizations, cybersecurity firms, industrial and commercial companies, and educational institutions. Alarum Technologies Ltd. was established in 2013 and is headquartered in Tel Aviv, Israel. Its shares are listed on the NASDAQ.