Alarum Technologies Ltd (NAS:ALAR)

Q1 2026 Alarum Technologies Ltd Earnings Call Transcript

May 28, 2026 / 01:00 PM GMT

Release Date Price: $10.11 (+31.81%)

Transcript

Key Points

Positve

Alarum Technologies Ltd (ALAR) reported a 64% year-over-year revenue growth, reaching $11.7 million in Q1 2026.
The company achieved a positive IFRS net income of $0.6 million and an adjusted EBITDA of $2.1 million.
Alarum's infrastructure handled over 50 petabytes of monthly data traffic, showcasing significant scaling capabilities.
The company is expanding its product mix to include AI-ready datasets and agentic workflow capabilities, broadening its addressable market.
Alarum ended the quarter with a strong balance sheet, holding $24.2 million in cash equivalents and no financial debt.

Negative

Gross margins decreased to 61.7% in Q1 2026 from 67.5% in Q1 2025, indicating pressure on profitability.
Operating expenses increased to $6.4 million from $4.5 million in the same quarter last year, driven by higher payroll and R&D costs.
The market environment remains highly dynamic and volatile, with fluctuating demand patterns impacting short-term profitability.
Quarter-to-quarter variability is expected to continue due to changes in large AI customers' consumption patterns.
The company prioritizes long-term infrastructure leadership over short-term margin maximization, which may affect immediate profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALAR.TA - Alarum Technologies Ltd
Q1 2026 Alarum Technologies Ltd Earnings Call
May 28, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to the Alarm Technologies First Quarter 2026 Earnings Results Conference Call.

During today's presentation, all parties will be in a listen-only mode.

Following management's presentation, the conference will be open to questions.

If you have a question, please press the star followed by the number one on your touchtone phone.

If you would like to withdraw your question, please press the star followed by the number 2.

If you're using a speaker, please lift the handset before making your selections.

This conference is being recorded.

I'll now turn the call over to Ahoud Helft, Investor Relations at Alarum.

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