Intrusion Inc. Q2 2025 Earnings: AWS Marketplace Launch, 6% Revenue Growth, and Critical Infrastructure Focus

Intrusion Inc. (INTZ) Q2 2025 earnings call revealed a 6% sequential revenue climb, with the company outlining its AWS marketplace launch and targeting critical infrastructure growth. CEO Anthony E. Scott highlighted progress toward sustainable growth, citing a positive step forward for the company.

Intrusion Inc. (INTZ) reported its second-quarter (Q2) 2025 earnings call, revealing a 6% sequential revenue climb. The company highlighted significant progress toward sustainable growth, with CEO Anthony E. Scott emphasizing key achievements and future plans. Intrusion Inc. saw a near-zero customer churn rate and the operational deployment of Intrusion Shield for critical infrastructure monitoring and protection.

A notable development was the completion of Intrusion Shield technology development for its release into the AWS marketplace. Scott cited this as a significant expansion of the company’s go-to-market strategy, aiming to drive long-term growth and incremental revenue. The company also noted positive early results from social media and awareness campaigns, as well as a favorable reception for the MyFlare Alert partnership with PortNexus for safety in schools and public institutions.

The company reported total revenues for Q2 2025 of $1.9 million, an increase of 6% sequentially and 28% year-over-year. Gross profit margin remained at 76%, consistent with the prior year. Operating expenses for the quarter were $3.5 million, up $0.1 million sequentially and $0.4 million year-over-year, primarily due to increased R&D spending and higher share-based compensation. Net loss for Q2 2025 was $2 million or $0.10 per share. The company reported cash and cash equivalents of $4.7 million and short-term investments in U.S. treasuries of $3.7 million at quarter-end.

Scott indicated that the Shield Cloud product is on track for general availability on AWS later in the month, with a planned Microsoft Azure marketplace launch later in the year. He expressed confidence in the potential of these marketplaces to drive long-term growth and incremental revenue for the business.

Management plans to continue investing in product development and sales and marketing to accelerate customer base growth, with operating expenses expected to rise accordingly. Scott emphasized the company’s strategic focus on critical infrastructure, government, and commercial sector penetration, with expectations for increased government contract opportunities following the July 4 federal spending bill.

During the Q&A session, Scott highlighted the $3.0 million extension and expansion of the Department of Defense contract as a milestone generating incremental revenue. He also addressed broader DoD opportunities and the impact of the federal spending bill, expressing optimism about the domestic market and the company’s ability to pursue these opportunities vigorously.

Investors and analysts are closely watching Intrusion Inc. for signs of revenue acceleration and meaningful impact from recent marketplace launches and government opportunities. The company’s focus on critical infrastructure and operational technology environments, along with its unique offerings, presents a promising growth trajectory. However, longer sales cycles for large utilities and critical infrastructure projects pose challenges that management is actively addressing.

References:
[1] https://seekingalpha.com/news/4484372-intrusion-outlines-aws-marketplace-launch-and-targets-critical-infrastructure-growth-as