Alarum: Pioneering the AI Data Infrastructure Revolution

The AI revolution is not just about algorithms—it’s about the fuel that powers them: data. As enterprises worldwide rush to train ever-larger AI models, the demand for high-quality, scalable data collection solutions has never been greater. Enter Alarum Technologies, a company positioning itself at the heart of this shift. Its recent developments in 2025 underscore a strategic pivot toward becoming a cornerstone of the AI data ecosystem, blending financial resilience with cutting-edge innovation.

Strategic Shifts: From Data Supplier to AI Enabler

Alarum’s transformation begins with its AI-driven trial projects, now underway with global corporations like a top-tier online marketplace. These trials involve “mega-scale data collection” for training AI models, a clear signal of the company’s deepening ties to the AI value chain. The partnership highlights a critical truth: as AI systems grow more complex, so too does the need for specialized data infrastructure to support them.

At the core of this shift is Alarum’s AI Data Collector, a product line developed by its subsidiary NetNut. This tool automates data scraping, adapts to evolving website structures, and offers a no-code interface to democratize access. Imagine a platform that allows even non-technical users to build custom data pipelines—this is Alarum’s vision. The technology’s progress in 2025, despite delays, suggests a deliberate focus on quality over speed, which could pay dividends in a market where reliability is paramount.

Financial Fortitude: The Numbers Behind the Narrative

Alarum’s financials tell a story of purposeful growth. In 2024, total revenue hit $31.8 million, a 20% year-over-year increase, with Web Data Collection Revenue soaring 45% to $30.9 million—a clear reflection of AI’s data-hungry demands. The company’s Adjusted EBITDA also surged to $9.4 million, up from $5.2 million in 2023, signaling operational efficiency that could free capital for R&D.

Equally compelling is its $25 million in cash reserves as of late 2024, a 130% increase from 2023. This liquidity buffer positions Alarum to weather short-term market volatility while investing in long-term initiatives like the AI Data Collector. Even in Q1 2025, with projected revenue of $7.3 million, the company maintains a cautious optimism, prioritizing strategic bets over immediate gains.

Overcoming Barriers: Infrastructure and Innovation

The AI data race isn’t without obstacles. Websites are increasingly deploying anti-scraping measures, from CAPTCHAs to IP blocking. Alarum’s response? A hybrid proxy network combining proprietary reflection technology with ISP partnerships, ensuring scalability and privacy. This infrastructure, validated by its Net Retention Rate (NRR) of 1.27, reflects sticky customer relationships and rising demand for reliable data access.

Meanwhile, the Website Unblocker and SERP API—both launched in 2024—add layers to Alarum’s toolkit. These products not only diversify its offerings but also address the growing complexity of data sourcing in an era of walled gardens.

Market Positioning: A Leader in the Making?

Alarum’s ambitions extend beyond today’s markets. By 2030, the AI data infrastructure sector could be worth $XX billion (insert placeholder for hypothetical growth estimates), driven by sectors like autonomous vehicles, healthcare analytics, and enterprise AI. Alarum’s early wins—such as its role in training trials for major firms—position it to capitalize on this boom.

Yet competition looms. Giants like AWS, Google Cloud, and specialized firms like ScrapingBee are also vying for this space. Alarum’s edge lies in its specialization: a singular focus on data collection at scale, paired with a relentless push to automate and simplify access.

Conclusion: A Foundation for the AI Era

Alarum’s 2025 developments mark a pivotal inflection point. Its 45% surge in Web Data Collection revenue, $25 million cash war chest, and progress on the AI Data Collector all point to a company primed to benefit from AI’s exponential growth. While challenges like website barriers and market uncertainty persist, Alarum’s infrastructure investments and strategic partnerships suggest it is not just adapting to the AI landscape—it is helping to shape it.

For investors, the question is whether Alarum’s focus on data infrastructure can translate into sustained dominance. With a 1.27 NRR, strong cash flow, and a product pipeline addressing the industry’s pain points, the signs are encouraging. In an AI world built on data, Alarum isn’t just a supplier—it’s an essential architect.