SuperCom (SPCB) Investor presentation summary

Market opportunity

• Electronic monitoring market projected at $2.3B in 2028, up from $1.85B in 2023; estimated 7.4% CAGR, with 10 global players and typically 5–10 years of experience required to bid on government tenders.

• U.S. prison operating costs cited at $36,500 per prisoner annually versus $2,900 for house arrest, implying potential savings of over 90%; 1.9M people incarcerated and prison occupancy at 103%.

• 74.8% of prisoners in the U.S. are rearrested within five years; cited U.S. prison population rate is 571 per 100,000 inhabitants, versus 70–135 in listed European countries.

Technology and competitive position

• PureSecurity Suite supports house arrest, GPS and inmate monitoring, alcohol monitoring, domestic violence programs and rehabilitation services.

• More than $45M invested in R&D since 2014 and 119 patents issued; technology features include long battery life without tag charging, lightweight devices, location technology, biometrics, video calls and two-way communication.

• Management-reported win rate above 65% in national European government tenders; competitive positioning also cites track record, expertise and reputation.

Contract wins and expansion

• More than 20 national electronic monitoring projects won in Europe, including Romania’s first national contract valued at $33M and Germany’s $7M national contract.

• Sweden national contract has a $17M base case and up to $75M customer-published budget; Norway contract has a $1.8M base case and $6.1M published budget, with revenue dependent on usage.

• U.S. expansion since mid-2024 includes 45+ new contracts across 20 new states and 18 regional service-provider partnerships; most wins displaced incumbents.

• Finland launched two national projects; Israel Prison Service awarded a 5–9 year contract covering electronic monitoring programs, including home detention and GPS tracking.