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
- Q4 and full year 2025 results to be released March 24, 2026, amid ongoing business risks.INTZ
Q4 20256 Mar 2026 - Shield revenue up 50% in Q3, with strong customer growth and expanding pipeline.INTZ
Investor Update3 Feb 2026 - Q2 revenue up 29% sequentially, net loss narrows, but going concern risks persist.INTZ
Q2 20241 Feb 2026 - Shield revenue jumped 49% as net loss narrowed, but liquidity and Nasdaq risks remain.INTZ
Q3 202414 Jan 2026 - Q4 2024 saw revenue growth, reduced losses, and a strong cash position for future expansion.INTZ
Q4 202426 Dec 2025 - Cybersecurity firm launches $100M shelf and $2.3M at-the-market offering amid volatility.INTZ
Registration Filing16 Dec 2025 - Cybersecurity firm launches $1.98M at-the-market stock offering amid high volatility and Nasdaq risk.INTZ
Registration Filing16 Dec 2025 - Cybersecurity firm launches $100M shelf and $50M ATM offering amid volatile trading and capital needs.INTZ
Registration Filing16 Dec 2025 - Shareholders will vote on director elections, equity plan amendments, and a $10M equity agreement.INTZ
Proxy Filing1 Dec 2025