Alarum Technologies Ltd. ( ALAR ) Q3 2025 Earnings Call November 26, 2025 8:30 AM EST Company Participants Kenny Green Shachar Daniel - Co-Founder, CEO & Director Shai Avnit - Chief Financial Officer Conference Call Participants Brian Kinstlinger - Alliance Global Partners, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.
In 2Q25, Alarum's revenue declined slightly by 1.05% y/y to $8.8 million. During this period, operating profitability weakened to -0.23% from 30.16% last year due to higher operating expenses. ALAR's will continue to see demand for its solutions due to the increasing popularity of AI/ML. Recently, ALAR has already signed new contracts with major leading global AI/ML players. However, due to the new project's higher initial COGs and the company's aggressiveness in product development, there is a strong possibility that profitability remains deteriorated.
Alarum Technologies Ltd. (NASDAQ:ALAR ) Q1 2025 Earnings Conference Call May 29, 2025 8:30 AM ET Company Participants Shachar Daniel - CEO Shai Avnit - CFO Conference Call Participants Brian Kinstlinger - Alliance Global Partners Kingsley Crane - Canaccord Genuity Operator Good day, ladies and gentlemen.
Alarum Technologies Ltd (NASDAQ:ALAR ) Q4 2024 Results Conference Call March 20, 2025 8:30 AM ET Company Participants Shachar Daniel - Chief Executive Officer Shai Avnit - Chief Financial Officer Conference Call Participants Brian Kinstlinger - Alliance Global Partners Kingsley Crane - Canaccord Genuity Operator Good day, ladies and gentlemen. Thank you for standing by.
Alarum Technologies Ltd. (NASDAQ:ALAR ) Q3 2024 Earnings Conference Call November 25, 2024 8:30 AM ET Company Participants Shachar Daniel - Chief Executive Officer Shai Avnit - Chief Financial Officer Conference Call Participants Kingsley Crane - Canaccord Genuity Brian Kinstlinger - Alliance Global Partners Mike Killian - Shore Equity Group Operator Good day, ladies and gentlemen.
Alarum's efforts to build a comprehensive suite of data collection and insights solutions could help it grow its market share in the rapidly growing data solutions market. Alarum's usage-based revenue model could drive growth in the long term, as it could encourage customers to use more products and improve customer retention. I expect Alarum to post record revenues in Q4 due to the holiday season after its latest customer wins of a large social media platform and a Fortune 100 retailer.
I see Alarum Technologies Ltd.'s 12x forward EBITDA as potentially misleading, given its slowing growth and customer concentration risks. While the company's strong cash position is reassuring, it doesn't fully offset the volatility of its usage-based model. I'm cautiously optimistic about a possible rebound later this year, but I need to see more stability before considering a buy.
Alarum Technologies Ltd. (NASDAQ:ALAR ) Q2 2024 Earnings Call Transcript August 26, 2024 8:30 AM ET Company Participants Shachar Daniel - CEO Shai Avnit - CFO Conference Call Participants Brian Kinstlinger - Alliance Global Partners Kingsley Crane - Canaccord Genuity Yi Fu Lee - Cantor Fitzgerald Shahar Cohen - Lucid Capital Operator Good day, ladies and gentlemen.
Alarum Technologies (NASDAQ: ALAR ) just reported results for the second quarter of 2024. Alarum Technologies reported earnings per share of 41 cents.
There's no denying that the recent selloff — especially in the technology space — rattled investor nerves. At one point, it seemed as if the innovation sector could do absolutely no wrong.
Alarum Technologies, an Israeli SaaS company, has seen its stock price rise 800% in the past year, outperforming the S&P500, and continue to see further upside. Netnut, Alarum's subsidiary, has improved performance metrics and is emerging as a key leader in the enterprise proxy server provider market. With a target price of $26.7 by EOY 2024, Alarum is poised for further growth, supported by strengthening fundamentals and a potential data collection product launch.
Alarum Technologies' preliminary Q2 results came in slightly below market expectations. The company continues to generate strong growth and is accelerating profitability, supporting a positive outlook. We remain bullish on the stock.