Intrusion (INTZ)
NASDAQ:INTZ
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Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.09Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: near-term financial results were weak with a steep revenue decline (−40% sequential, −50% YoY), larger operating losses and a tight cash position. Offsetting these headwinds are clear commercial wins and momentum — notably a $4.0M state contract, expanding PortNexus P.O.S.S.E. deployments, cloud marketplace availability for Shield, attractive product margins (74% gross margin and high margins on licensing/hardware), and a $3.0M secured financing that improves near-term liquidity. Management expects sales momentum to drive improvement through FY2026 and aims to reach profitability by year-end. Overall, positives (pipeline, contract wins, margins and financing) are balanced against significant short-term financial challenges and timing risk from delayed government funding.Company Guidance
New $4M Annual State of Texas Contract
Signed a $4.0 million annual contract (12-month performance period) to deliver cyber threat intelligence and critical infrastructure protection to the state of Texas; management views this as a repeatable sales motion across other U.S. states and territories.
Partnership Expansion and P.O.S.S.E. Program Momentum
Expanded partnership with PortNexus and ongoing P.O.S.S.E. deployments across Texas, Missouri, Oklahoma and Iowa (4 active deployments in Iowa with several more scheduled); licensing to PortNexus yields nearly 100% margin for Intrusion and Shield hardware deployments deliver mid-70% margins.
Cloud Marketplace Availability Driving Pipeline
Shield availability expanded to AWS Marketplace and Microsoft Azure platforms; early signs of increased customer pipeline and expected uptick in revenue contribution over the next several quarters.
Healthy Gross Profit Margin
Reported first quarter gross profit margin of 74%, indicating strong unit economics despite revenue softness.
Improved Liquidity via Secured Financing
Cash and cash equivalents of $1.4 million as of March 31, 2026, supplemented by a $3.0 million secured financing facility entered in early April to strengthen near-term liquidity and support operating priorities.
AI-Assisted Platform and Sales Momentum
Management highlighted commercialization of an AI-assisted cybersecurity platform and visible strengthening of sales momentum into Q2 (including broader P.O.S.S.E. adoption and Shield installed base growth); company expects improvement through FY2026 and aims to transition to profitability by year-end.
INTZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
INTZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $0.78 | $0.74 | -5.01% |
Mar 24, 2026 | $1.04 | $0.98 | -5.67% |
Nov 12, 2025 | $1.61 | $1.40 | -13.04% |
Aug 12, 2025 | $1.91 | $1.82 | -4.71% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Intrusion (INTZ) report earnings?
Intrusion (INTZ) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is Intrusion (INTZ) earnings time?
Intrusion (INTZ) earnings time is at Aug 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INTZ EPS forecast?
INTZ EPS forecast for the fiscal quarter 2026 (Q2) is -0.09.