Intrusion (INTZ) Sidoti Micro-Cap Virtual Conference summary
Event summary combining transcript, slides, and related documents.
Sidoti Micro-Cap Virtual Conference summary
2 Feb, 2026Company overview and product evolution
Specializes in cybersecurity software and threat intelligence consulting, with over 25 years of experience.
Developed a proprietary database 100 times larger than competitors, leveraging decades of data.
Transitioned from government consulting to a commercial SaaS model with the Shield product suite.
Expanded offerings to cover data centers, cloud, and endpoint security.
Leadership team includes experienced executives with backgrounds in federal government and major tech firms.
Market trends and industry challenges
Cybersecurity threats are increasing in frequency and sophistication, with tools widely available to attackers.
Organizations face a growing imbalance, needing to be right 100% of the time to avoid breaches.
34% of successful attacks now use malware-free techniques, evading traditional detection.
Sectors like financial, medical, hospitality, and government are frequent targets due to complex networks and valuable data.
Shortage of skilled cybersecurity professionals exacerbates vulnerability across industries.
Product differentiation and technology
Proprietary threat intelligence database is continuously updated using AI and machine learning.
Solution uniquely blocks both inbound and outbound threats, including call-home traffic.
Automated system reduces false positives/negatives and provides granular reporting.
Dashboard offers real-time visibility and geographic tracking of network threats.
25 years of learning enables rapid identification of both known and unknown threats.
Latest events from Intrusion
- Stockholders will vote on director elections, auditor ratification, and a major share issuance tied to an acquisition.INTZ
Proxy filing20 Jul 2026 - Q4 2024 saw revenue growth, reduced losses, and a debt-free balance sheet, enabling future expansion.INTZ
Q4 20248 Jul 2026 - Shareholders will vote on director elections, auditor ratification, and a key AI/cybersecurity acquisition.INTZ
Proxy filing8 Jul 2026 - Acquisition delivers $3.5M in recurring revenue, AI-driven cybersecurity, and market expansion.INTZ
M&A announcement30 Jun 2026 - AI-powered cybersecurity, new contracts, and recurring revenue drive growth and profitability.INTZ
Sidoti Micro-Cap Virtual Conference20 May 2026 - AI-driven threat intelligence, new contracts, and improved financials fuel ongoing growth.INTZ
Investor presentation20 May 2026 - Revenue fell 50% as contract delays widened losses, but new deals support 2026 profitability.INTZ
Q1 202614 May 2026 - Q4 revenue fell 25% sequentially due to a contract delay; 2025 revenue rose 23% year-over-year.INTZ
Q4 202525 Mar 2026 - Shield revenue up 50% in Q3, with strong customer growth and expanding pipeline.INTZ
Investor Update3 Feb 2026