Intrusion Inc.'s 2025 Q2 Earnings Call: Unpacking Contradictions in DoD Contracts, AWS Strategy, and Cybersecurity Sales Cycles

DoD contract expansion and opportunities, AWS marketplace and sales strategy, sales cycle and market conditions, competitive landscape and product positioning, and cybersecurity budgeting and sales cycles are the key contradictions discussed in Intrusion Inc.'s latest 2025Q2 earnings call.



Revenue Growth and Government Contracts:
- Intrusion Inc. reported total revenues of $1.9 million in Q2 2025, marking a 6% increase sequentially and a 28% year-over-year increase.
- The growth was driven by a $3.0 million contract extension and expansion with the Department of Defense.

Critical Infrastructure Expansion:
- Intrusion made strategic investments in critical infrastructure protection, leading to a $3.0 million contract extension with the Department of Defense.
- The company is focused on protecting operational technology environments, which are increasingly targeted by nation-state cyber actors.

Product Innovation and Marketplace Expansion:
- Intrusion plans to make its Shield Cloud product generally available on the AWS Marketplace with robust marketing and sales support, aiming for long-term growth and incremental revenue.
- The expansion into cloud marketplaces is part of the company's strategic efforts to drive increased product adoption and market penetration.

Operational and Financial Performance:
- Intrusion's operating expenses increased slightly during Q2, primarily due to continued investments in product and sales and marketing initiatives.
- The company reported a net loss of $2 million or $0.10 per share, which was a slight improvement compared to the previous year.