SuperCom (SPCB) Investor presentation summary

Company overview and market position

• Global provider of electronic security solutions since 1988, focusing on offender electronic monitoring services for governments worldwide.

• Over $45M invested in R&D since 2014, with 119 patents issued and a track record of 70+ government customers and 100,000+ individuals served.

• Rapid expansion in the USA with over 40 new contracts across 17 new states since mid-2024.

• High win rate in national government tenders in Europe, with over 65% success and more than 15 national projects won.

• Market estimated to reach $2.3B by 2028, with only 10 global players and high entry barriers.

Industry challenges and solutions

• High recidivism rates and prison overcrowding are major issues, with the US having the highest incarceration rate globally.

• Excessive costs for prison operations, with potential savings of over 90% when using electronic monitoring versus incarceration.

• Technology supports a wide array of programs, including house arrest, GPS monitoring, domestic violence, and rehabilitation services.

• Innovative solutions include next-gen location tech, biometric authentication, and domestic violence victim protection.

Financial performance and growth

• Electronic monitoring business achieved a 30% revenue CAGR and 46% EBITDA CAGR from 2021 to TTM Q1-2026, reaching $10.3M annual EBITDA.

• 2025 record non-GAAP net income of $11.24M and non-GAAP EPS of $2.47, with a 36% EBITDA margin.

• 12M 2025 revenue of $27.9M, gross profit margin of 55.2%, and non-GAAP net profit margin of 40.3%.

• Q1 2026 revenue of $7.61M, gross profit margin of 62.9%, and non-GAAP EBITDA margin of 43.9%.

• High recurring revenues from long-term government contracts, with an average fee of $2,900 per offender annually.