Cyabra (CYAB) Investor presentation summary

Investment highlights

• Revenue rose from $1.9M in 2023 to $5.7M in 2025, a ~72% CAGR; Q2 2026 revenue was $1.9M, up 39% YoY from $1.3M.

• Gross margin expanded from 69% in 2023 to 81% in 2024 and 85% in 2025.

• Gartner recognized the platform as a Market Shaper in narrative intelligence; it also received the 2025 Frost & Sullivan Technology Innovation Leadership Award.

• Disinformation security and information integrity spending is estimated at $30B by 2028, amid growth in AI-generated content and coordinated influence.

• Referenced users and supporters include NATO, Korea’s Ministry of Foreign Affairs, the U.S. Department of State, PepsiCo and other global enterprises.

Platform and differentiation

• A unified system detects and analyzes online activity, then supports decisions to ignore, monitor or mitigate coordinated influence.

• Six analytical pillars include narrative intelligence, authenticity segmentation, coordination detection, impact measurement, actor attribution and mitigation enablement.

• Coverage uses publicly accessible data across executives, brands, products, competitors and sensitive communities; outputs are evidence-backed.

• Differentiators cited include eight years of AI training data, deployment in defense and government, an actor-behavior-content framework, synthetic media detection and evidence-based mitigation.

• Analysis has been cited in 11,000+ global media reports.

Business model and market validation

• Sales combine direct inbound and outbound efforts with global strategic partners and resellers.

• SaaS subscriptions and managed services support recurring revenue; pricing uses tiered, usage-based packages, premium modules, OEM integrations and service scope.

• In a 2022 Twitter acquisition assessment, public-data analysis found more than 13% of accounts exhibited inauthentic behavior and informed external review.