What guidance did Alarum Techno's management provide for the next earnings period?

What is Alarum Techno's latest dividend and current dividend yield?

What is Alarum Techno's gross profit margin?

What were the key takeaways from Alarum Techno’s earnings call?

What does Alarum Techno do and what are its main business segments?

What factors drove the changes in Alarum Techno's revenue and profit?

What is the market's earnings forecast for Alarum Techno next quarter?

Did Alarum Techno beat or miss consensus estimates last quarter?

- **Revenue Surge**: Q4 2025 revenue up 60% YoY to $11.8 million, AI-focused products now 30% of revenue.
- **Profitability Tradeoff**: Net profit $0.2 million (Q4) despite 28% full-year revenue growth, due to $23.6 million operating expenses for infrastructure scaling.
- **AI Market Leadership**: 70x increase in data volume (70PB/month) highlights Alarum's position as a critical AI infrastructure provider.
- **Q1 2026 Outlook**: Guided for $11 million revenue, with focus on optimizing infrastructure to improve margins over 2026.
- **Customer Expansion**: Nearly half of Q4 revenue from new customers, signaling strong pipeline for 2026 growth.

**【CEO Summary Section】**
- **Q4 2025 Revenue**: $11.8 million (60% YoY growth), full year 2025 revenue: $40.7 million (28% YoY growth). AI-focused products contributed 30% of Q4 revenue, up from 4% in 2024.
- **Profitability**: Q4 net profit $0.2 million, adjusted EBITDA $1 million. Full year net profit $1 million, adjusted EBITDA $4.4 million.
- **Strategic Investments**: Doubling headcount, expanding offices, and enhancing infrastructure to support large-scale AI workloads. Gross margin declined to 53.8% (Q4 2025) due to higher infrastructure costs for AI customers.
- **Market Positioning**: Alarum positioned as a key player in the AI data infrastructure market, with 70 petabytes/month data volume by end-2025 vs. 3-4 petabytes/month at start-2025.
- **Future Outlook**: CEO targets $100 million+ revenue run rate as AI demand matures, with focus on long-term leadership and infrastructure scalability.

**【CFO Financial Commentary】**
- **Revenue Growth**: Q4 2025 revenue up 60% YoY, driven by large-scale AI customers and new product sales.
- **Gross Margin**: 53.8% (Q4 2025) vs. 72.4% (Q4 2024), reflecting higher infrastructure costs for AI workloads. Full year gross margin 58.5% vs. 75.1% prior year.
- **Operating Expenses**: $6.4 million (Q4 2025) vs. $5 million (Q4 2024), driven by R&D and sales investments.
- **Q1 2026 Guidance**: Revenue $11 million (±7%), adjusted EBITDA $1.4 million (±$0.5 million).
- **Balance Sheet**: $22.5 million cash as of Dec 31, 2025, no debt, shareholders' equity $32.1 million.

**【Q&A Key Highlights】**
- **Website Data Collection Challenges**: CEO emphasizes need for advanced infrastructure to navigate evolving anti-scraping technologies. Company focuses on transparent, non-cyberattack data collection methods.
- **Revenue Visibility**: Q4 2025 revenue growth driven by new customers (nearly 50% of Q4 revenue from 2024+新增客户). Seasonality tied to AI model development cycles, with potential back-half strength as training becomes more structured.
- **Infrastructure Optimization**: Ongoing investments in network expansion and cost optimization to improve margins. Progress visible in Q1 2026+ as scale benefits materialize.
- **Customer Relationships**: Major partnerships with global tech companies for large-scale AI training data. Customers often use 2-3 vendors, but Alarum positioned as a key supplier due to infrastructure scale and reliability.


Alarum Technologies Ltd. (ALAR) Q4 2025 Earnings Call Transcript

- **Record Q3 Growth**: $13M revenue (+81% YoY), driven by major AI customers and 26% new paying customers.
- **AI Strategy Payoff**: Short-term margin pressure (56% vs. 74% YoY) from large-scale projects, but Q4 guidance of $12M (+62% YoY) signals momentum.
- **Margin Recovery Plan**: In-house solutions, network optimization, and higher-value products to drive long-term gross margin expansion.
- **Customer Retention Strength**: 40%+ repeat business and expanding orders from global e-commerce platforms in Asia.

**【CEO Summary Section】**
- Q3 2025 revenue reached $13 million, up 81% YoY, driven by major AI customers and new product adoption.
- 26% increase in paying customers and 17% higher average revenue per customer.
- Strategic investments in infrastructure for large-scale AI projects caused short-term gross margin pressure (56% vs. 74% YoY), but expected to improve with in-house solutions and network optimization.
- Q4 2025 revenue guidance: $12 million ±7%, up 62% YoY, with adjusted EBITDA of $1 million ±$0.5 million.

**【CFO Financial Commentary】**
- Non-IFRS gross margin 56% (down from 74% YoY) due to high-scale AI projects with lower unit pricing.
- Operating expenses $7.4 million (+80% YoY) driven by R&D and sales expansion.
- Net profit $0.1 million (vs. $4.2 million YoY, impacted by one-time warrant income in 2024).
- Cash position $24.6 million, supporting strategic investments.

**【Q&A Key Highlights】**
- Large AI customer contributed $3.5 million in Q3, with demand volatility typical in R&D phase but improving predictability in production phase.
- Pipeline for dataset delivery solutions expanding to other AI labs and e-commerce platforms in Asia.
- Gross margin recovery through in-house solutions (simulated 70%+ margin), reduced third-party reliance, and scale efficiencies.
- Unit economics to improve as infrastructure costs amortize and higher-value products (scrapers, unblockers) grow in mix.

Alarum Technologies Ltd. (ALAR) Q3 2025 Earnings Call Transcript

- **Revenue beat expectations**: Q2 revenue of $8.8M exceeded prior guidance, driven by a new $3M+ quarterly customer project
- **Strategic investments**: $25M cash balance allocated to expand AI infrastructure and R&D
- **Gross margin decline**: 63% (vs 78% YoY) due to infrastructure costs for large-scale AI projects
- **Q3 growth outlook**: Revenue up 78% YoY to $12.8M, but gross margins expected to remain low
- **Market risk**: High volatility in AI demand, with customer needs changing rapidly
- **Key opportunity**: Cross-selling to existing customers with 100% product utilization rate

**【CEO Summary Section】**
- Q2 2025 revenue: $8.8 million, net profit: $0.3 million, adjusted EBITDA: $1 million (all ahead of prior guidance). 
- Major growth driver: New projects with large AI and e-commerce platforms, including a $3 million+ quarterly contribution from a strategic customer (though at lower margins). 
- Strategic investments: 
  - $25 million cash balance to fund infrastructure expansion (IP proxy network, servers) 
  - R&D hiring to develop new AI-focused data collection products 
  - Cross-selling opportunities with existing customers
- Market outlook: High volatility in AI demand, but long-term focus on becoming the "go-to" data provider for major AI players.

**【CFO Financial Commentary】**
- Q2 2025 financial highlights: 
  - Revenue: $8.8M (down 1% YoY due to AI segment mix)
  - Non-IFRS gross margin: 63% (vs 78% YoY) due to infrastructure investments
  - Operating expenses: $5.4M (up 30% YoY, driven by R&D hiring)
  - Net profit: $0.3M (vs -$0.4M YoY)
  - Cash balance: $25M (unchanged from end-2024)
- Q3 2025 guidance: 
  - Revenue: $12.8M (±7%), up 78% YoY
  - Adjusted EBITDA: $1.1M (±$0.5M)
  - Gross margins expected to decline further due to new customer project

**【Q&A Key Highlights】**
1. **Large Customer Project Dynamics**
- Q: Why no incremental EBITDA from $3M+ quarterly revenue? 
  - A: High infrastructure costs (servers, network) for massive scale data collection
- Q: When will margins recover? 
  - A: Requires volume scale or adding higher-margin projects; cross-sell opportunities with existing customer

2. **Customer Base Trends**
- NRR: 0.98 (stable despite AI segment mix shift)
- Pipeline: Strong demand for new data collection products from both new logos and existing customers
- Market volatility: AI companies still experimenting with data needs, leading to unpredictable demand

3. **Financial Risk Management**
- Balancing short-term profitability with long-term growth: 
  - Reinvesting profits into infrastructure
  - Maintaining disciplined cost control despite revenue growth
  - Monitoring customer concentration risk (one customer contributes ~30% of Q3 revenue)

Alarum Technologies Ltd. (ALAR) Q2 2025 Earnings Conference Call Transcript

- **Revenue Resilience**: Q1 2025 revenue of $7.1 million reflects strategic reinvestment in AI infrastructure, with Q2 guidance up 11% YoY.
- **Product Momentum**: Both data collection and unblocker products seeing strong growth, with unblocker adoption driven by rising website anti-scraping measures.
- **Customer Expansion**: New partnerships with top-tier AI companies (e.g., Asian e-commerce giant, European AI analytics firm) for large-scale data labeling projects.
- **Balance Sheet Strength**: $24 million cash balance supports strategic investments in network expansion and talent acquisition.
- **Long-Term Focus**: Willing to trade short-term EBITDA for scale, with a focus on building first-mover advantage in AI data infrastructure.

**【CEO Opening Remarks】**
- Q1 2025 revenue: $7.1 million (vs. $8.4 million in Q1 2024), with $7 million from data collection.
- Strategic investments in AI infrastructure and network expansion to meet growing demand from large AI-driven customers.
- Gross margin: 69.4% (down from 80.4% in Q1 2024) due to reinvestment in scaling operations.
- Key partnerships with top-tier companies (e.g., Asian online marketplace, European AI analytics firm) for data labeling and model fine-tuning.
- Focus on long-term profitability through disciplined execution and balance sheet strength ($24 million cash as of Q1 2025).

**【CFO Financial Commentary】**
- Non-IFRS net profit: $1.1 million (vs. $2.8 million in Q1 2024), driven by increased R&D and talent investments.
- Adjusted EBITDA: $1.3 million (vs. $3.2 million in Q1 2024), exceeding guidance.
- Q2 2025 guidance: Revenue $7.9 million ±3%, adjusted EBITDA $0.5-$0.8 million.
- Cash balance: $24 million (up 60% YoY), supporting strategic investments.

**【Q&A Highlights】**
- **Revenue Growth Drivers**: Sequential increase in Q2 2025 reflects broad-based demand from existing customers upselling and new logos, not a single large deal.
- **Product Mix**: Growth in both data collection (IP proxy network) and unblocker products, with unblocker seeing strong adoption due to increasing website anti-scraping measures.
- **Competitive Landscape**: Alarum's unblocker product is considered one of the best in the market, with a Fortune 200 customer citing superior performance.
- **Investment Strategy**: Proactive network expansion (servers, endpoints) based on current demand and market projections, with hiring focused on R&D and professional services talent.
- **Profitability Tradeoff**: Short-term EBITDA compression due to reinvestment in growth, with a focus on building scale to capture long-term AI-driven data demand.

Actual												-0.9	-1.3	-1.5	-1.6	-1	-0.07	-0.09	-0.02	-0.23	0.03	0.03	0.02	-0.01	0.06	0.01	0.01	0.0041	0.0007	0
Forecast													-0.9	-0.85	-1.2	-0.6	-0.5	-0.895	-0.645	-0.17	0.07	0.255	0.28	0.165	0.015	0.075	0.04	0.0286	0.04	0.005
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-44.44%	-76.47%	-33.33%	-66.67%	+86.00%	+89.94%	+96.90%	-35.29%	-57.14%	-88.24%	-92.86%	-106.06%	+300.00%	-86.67%	-75.00%	-85.66%	-98.25%	-100.00%

Actual	--	--	--	--	--	--	--	--	--	--	--	1.78M	3.38M	3.77M	4.02M	4.78M	4.81M	5.17M	5.68M	6.99M	6.75M	7.11M	8.38M	8.88M	7.19M	7.37M	7.13M	8.79M	13.01M	11.82M
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	2.99M	3.55M	3.58M	4.31M	4.75M	5.03M	5.32M	6.07M	6.60M	7.00M	7.38M	8.92M	7.00M	7.43M	7.31M	8.75M	12.75M	12.01M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+12.83%	+6.28%	+12.24%	+10.91%	+1.34%	+2.74%	+6.85%	+15.15%	+2.27%	+1.53%	+13.45%	-0.41%	+2.77%	-0.87%	-2.48%	+0.46%	+2.03%	-1.55%

ALAR

ALAR fundamentals

ALAR Q4 2025 Earnings

Earnings Call

You can ask Aime

ALAR

ALAR fundamentals

ALAR Q4 2025 Earnings

Earnings Call

ALAR Earnings Call Summary for Q4/20258:30 AM on Mar 19, 2026

ALAR Earnings Call Summary for Q3/20258:30 AM on Nov 26, 2025

ALAR Earnings Call Summary for Q2/20258:30 AM on Aug 28, 2025

ALAR Earnings Call Summary for Q1/20258:30 AM on May 29, 2025

ALAR Earnings Call Summary for Q4/2024 Apr 1, 2026

You can ask Aime