The earnings call presented a strong revenue growth driven by AI market expansion and a solid financial position. However, it also highlighted challenges in terms of gross margin pressure and increased operating expenses, leading to a decline in net profit.
Company Guidance
During Alarum Technologies' third-quarter 2025 earnings call, the company reported a significant milestone with revenues reaching $13 million, marking an 81% year-over-year and 48% sequential increase. The surge was primarily driven by heightened demand from major AI customers and the expansion of AI-centric products. Key metrics included a 26% increase in paying customers and a 17% rise in average revenue per customer. While the gross margin faced short-term pressure, declining to 56% from 74% the previous year, due to investments and the high scale demands of large AI customers, the company anticipates margin improvements through initiatives like in-house solutions and network optimization. The outlook for Q4 2025 forecasts revenues around $12 million, reflecting a 62% year-over-year growth, with adjusted EBITDA expected to be approximately $1 million. The call highlighted Alarum's strategic focus on long-term growth, emphasizing the foundational role AI is expected to play in the company's future.
Record-Breaking Revenue Growth
Q3 revenues reached $13 million, representing an 81% increase year-over-year and a 48% sequential growth, marking one of the strongest quarters in the company's history.
AI Customer Expansion
26% more paying customers and a 17% higher average revenue per customer were recorded, with significant growth driven by major AI customers.
Strong AI Market Traction
Alarum achieved strong adoption of newer AI-centric products, with Website Unblocker and Custom Scrapers showing triple and high double-digit sequential growth, respectively.
Financial Stability
Shareholders' equity increased to $31.1 million, and the company maintains a solid cash position with $24.6 million in cash and cash equivalents.
Alarum Technologies (IL:ALAR) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
IL:ALAR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 26, 2025
379.00
288.00
-24.01%
Aug 28, 2025
573.90
545.00
-5.04%
May 29, 2025
295.30
270.00
-8.57%
Mar 20, 2025
299.70
248.30
-17.15%
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 Alarum Technologies Ltd. (IL:ALAR) report earnings?
Alarum Technologies Ltd. (IL:ALAR) is schdueled to report earning on Mar 25, 2026, Before Open (Confirmed).
What is Alarum Technologies Ltd. (IL:ALAR) earnings time?
Alarum Technologies Ltd. (IL:ALAR) earnings time is at Mar 25, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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