SuperCom (SPCB) investor relations material

Business overview and market positioning

• Focused on electronic monitoring solutions for governments, with a shift from identification tech to public safety since 2015.

• Achieved 30% CAGR in electronic monitoring revenue and 46% CAGR in EBITDA over four years.

• Invested over $45 million in R&D, supported by 119 patents.

• Operates in a niche $2.3 billion market with high barriers to entry and only about 10 global players.

• Rapid U.S. expansion since mid-2024, entering 17 new states and winning over 40 contracts.

Technology and competitive advantages

• Proprietary PureSecurity Suite features lightweight, tamper-proof, long-battery ankle bracelets and cloud integration.

• Unique domestic violence solution deployed in 10 countries, enabling immediate response and victim protection.

• High win rates attributed to superior technology, including biometric authentication and two-way communication.

• Consistently displaces long-term incumbents in major European projects.

Geographic expansion and contract structure

• European contracts are national, complex, and often require on-premise deployment with mixed recurring and deployment revenues.

• U.S. contracts are typically recurring, per-unit-per-day, cloud-based, and offer higher margins.

• Acquisitions of service providers in the U.S. drive both cost and revenue synergies.

• Long-term customer relationships, with contracts often lasting 5–15 years.