Q4 2025 Alarum Technologies Ltd Earnings Call Transcript
Key Points
- Alarum Technologies Ltd (ALAR) reported a 60% year-over-year increase in fourth-quarter revenue, reaching $11.8 million.
- Full-year 2025 revenues grew by 28%, totaling nearly $41 million, driven by strong demand from AI-focused customers.
- The company's new AI-focused products accounted for about 30% of revenues, up from 4% the previous year.
- Alarum significantly expanded its work with major global technology companies, enhancing its competitive advantage.
- The company maintained profitability with a fourth-quarter net profit of $0.2 million and adjusted EBITDA of $1 million.
- Gross margin declined to 53.8% in Q4 2025 from 72.4% in Q4 2024, due to higher initial infrastructure costs.
- Operating expenses increased to $6.4 million in Q4 2025, up from $5 million in Q4 2024, impacting net profit.
- Net profit for the full year 2025 was $1 million, down from $5.8 million in 2024, reflecting increased strategic costs.
- Adjusted EBITDA for the full year 2025 decreased to $4.4 million from $9.4 million in 2024.
- The company anticipates variability in demand due to the early stages of the global AI market, affecting revenue predictability.
Ladies and gentlemen, thank you for standing by. Welcome to the Alarum Technologies fourth-quarter 2025 earnings results conference call. (Operator Instructions) This conference is being recorded. I will now turn the call over to Kenny Green, Investor Relations at Alarum. Kenny, please go ahead.
Thank you. Good day to all of you, and welcome to Alarum's conference call to discuss the results of the fourth quarter and full year 2025. I would like to thank management for hosting this call. Today, we are joined by Shachar Daniel, Alarum's CEO; and Shai Avnit, CFO. Shachar will begin the call with an overview of the fourth quarter, followed by Shai, who will review key elements of the financials. Finally, we will open the call for the question-and-answer session.
Before we get started, I want to highlight the forward-looking statements disclaimer. This conference call may contain, in addition to historical information, forward-looking statements within the meaning of the safe harbor provisions of
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