SuperCom (SPCB) investor relations material

Company overview and market context

• Global provider of electronic security solutions, focusing on offender electronic monitoring since 1988.

• Achieved a 31% CAGR over the last three years, with $45 million invested in R&D and a trailing 12-month EBITDA of $7 million for Q1.

• Operates seven national domestic violence projects and 15 national electronic monitoring projects worldwide.

• U.S. recidivism rates and prison overcrowding highlight the need for alternatives like electronic monitoring.

• House arrest solutions offer significant cost savings and societal benefits compared to incarceration.

Technology and competitive advantages

• Proprietary PureSecurity Suite includes ankle bracelets, house units, secure phones, and cloud-based software.

• Technology reduces recidivism rates from 75% to 35% in areas with effective deployment.

• PureProtect solution for domestic violence enables immediate response and long battery life, supporting national programs.

• Superior features such as year-long battery, lightweight design, advanced location tracking, and biometric capabilities.

• High win rate in European tenders, displacing long-term incumbents in multiple countries.

Growth strategy and market expansion

• Rapid U.S. expansion with over 30 contracts signed, leveraging acquisitions and value-added resellers.

• Strategy includes winning large-scale European contracts, expanding U.S. footprint, and acquiring key service providers.

• Shifted focus from legacy identification business to public safety, driving higher growth and margins.

• U.S. market offers higher recurring revenue and margin potential due to centralized systems and fewer local partners.

• Ongoing innovation in domestic violence solutions and proactive sales efforts to streamline cycles.