Intrusion 2025 Q2 Earnings Narrowed Losses Signal Improvement

Intrusion (INTZ) reported its fiscal 2025 Q2 earnings on August 12, 2025. The results indicate a narrowing of losses and continued revenue growth. The company’s performance reflects progress in its strategic initiatives, particularly in infrastructure monitoring and contract expansions.

Revenue
The total revenue of Intrusion increased by 28.3% to $1.87 million in 2025 Q2, up from $1.46 million in 2024 Q2. This marks the fifth consecutive quarter of sequential revenue growth, showcasing the company's ability to scale despite ongoing challenges in achieving profitability.

Earnings/Net Income
Intrusion narrowed losses to $0.10 per share in 2025 Q2 from a loss of $0.53 per share in 2024 Q2, representing an 81.1% improvement. Meanwhile, the company successfully narrowed its net loss to $-2.04 million in 2025 Q2, reducing losses by 1.2% compared to the $-2.07 million net loss reported in 2024 Q2. This reduction in losses highlights early signs of operational efficiency and controlled cost structures. Despite the improvement, the company continues to report negative earnings.

Price Action
The stock price of Intrusion has climbed 4.37% during the latest trading day, has jumped 12.35% during the most recent full trading week, and has tumbled 8.61% month-to-date. These mixed performances reflect investor uncertainty despite the company’s progress.

Post-Earnings Price Action Review
The strategy of buying Intrusion (INTZ) shares after a revenue raise quarter-over-quarter on the financial report release date and holding for 30 days resulted in a significant loss. Over the past three years, the strategy yielded a return of -98.56%, underperforming the benchmark by 144.88%. The Sharpe ratio was -0.45, indicating a negative risk-adjusted return, while the maximum drawdown was 0%, suggesting that the strategy had no room for loss. Despite the company’s improved performance, the stock remains highly volatile and unproven in its ability to sustain investor confidence.

CEO Commentary
Anthony E. Scott, CEO & Director, highlighted Q2 2025 as another positive step for Intrusion, emphasizing five consecutive quarters of sequential revenue growth, near-zero customer churn, and progress in critical infrastructure monitoring. He noted the $3.0 million extension of the DoD contract and the strategic deployment of Shield Cloud in the AWS marketplace as key growth drivers. Scott emphasized investments in critical infrastructure protection and operational technology (OT) environments, positioning Intrusion in less saturated markets. He expressed optimism about the company’s trajectory, noting strong engagement in social media, reseller partnerships, and government opportunities. However, he acknowledged the need for disciplined investment and longer sales cycles in certain sectors.

Guidance
Anthony E. Scott, CEO & Director, expects continued growth through government and commercial contracts, with a focus on expanding Shield Cloud availability via AWS and Azure marketplaces. While no specific revenue or EPS guidance was provided, Scott expressed confidence in achieving sustainable growth and profitability, citing strong liquidity, recent contract wins, and strategic investments. The company plans to accelerate sales and marketing efforts for Shield Cloud and refine its reseller partnerships to drive incremental revenue.

Additional News
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