{"id":968044,"date":"2026-05-28T08:20:48","date_gmt":"2026-05-28T12:20:48","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/alarum-technologies-reports-64-revenue-growth-to-11-7-million-in-first-quarter-2026-driven-by-strong-ai-demand\/"},"modified":"2026-05-28T08:20:48","modified_gmt":"2026-05-28T12:20:48","slug":"alarum-technologies-reports-64-revenue-growth-to-11-7-million-in-first-quarter-2026-driven-by-strong-ai-demand","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/alarum-technologies-reports-64-revenue-growth-to-11-7-million-in-first-quarter-2026-driven-by-strong-ai-demand\/","title":{"rendered":"Alarum Technologies Reports 64% Revenue Growth to $11.7 Million in First Quarter 2026, Driven by Strong AI Demand"},"content":{"rendered":"

\nPositive IFRS net income of $0.6 million and Adjusted EBITDA of $2.1 million
\n<\/h2>\n
\n

TEL AVIV, Israel, May 28, 2026 (GLOBE NEWSWIRE) — Alarum Technologies Ltd.\u00a0<\/strong>(Nasdaq: ALAR, TASE: ALAR) (\u201cAlarum\u201d or the \u201cCompany\u201d)<\/strong>, a global provider of Artificial Intelligence (\u201cAI\u201d) data infrastructure and web data collection solutions, today announced its financial results for the three-month period ended March 31, 2026.<\/p>\n

\n Financial Highlights \u2013 First Quarter 2026<\/strong>\n <\/p>\n

\u2022 Revenues of $11.7 million, up 64% year-over-year, and a slight 0.9% decline from the prior quarter.
\u2022 Gross margin of 61.7%, compared to 53.8% in the prior quarter and 67.5% in the first quarter of 2025.
\u2022 IFRS net income of $0.6 million, compared to $0.2 million in the prior quarter and $0.4 million in the first quarter of 2025.
\u2022 Adjusted EBITDA of $2.1 million compared to $1.0 million in the prior quarter and $1.3 million in the first quarter of 2025.<\/p>\n

\n Management Commentary<\/strong>\n <\/p>\n

\u201cAlarum continued scaling its AI data infrastructure platform during the first quarter of 2026, supported by strong demand from AI and large-scale enterprise workloads,\u201d said Shachar Daniel, Chief Executive Officer of Alarum<\/strong>.<\/p>\n

\u201cRevenue increased 64% year-over-year, reflecting continued strong demand for high-quality public web data, particularly for the training, fine-tuning, and updating of foundational large language models. We continue to invest strategically to expand and strengthen our infrastructure to support both current demand and future growth opportunities.\u201d<\/p>\n

\u201cOver the past year, Alarum has evolved from a proxy-focused provider into a broader AI data infrastructure platform. This platform, which includes our global Internet Protocol (\u201cIP\u201d) proxy network, Website Unblocker, Search Engine Results Page (\u201cSERP\u201d) solutions, AI-ready datasets, and planned agentic workflow capabilities, significantly expands our addressable market opportunity.\u201d<\/p>\n

\u201cOur infrastructure now handles more than 50 petabytes of data traffic per month, supported by over 80 million IPs and a success rate exceeding 85%. We believe this scale, combined with ongoing infrastructure investments, forms the foundation for building a durable competitive advantage in a critical and underserved layer of the AI stack. As web environments become increasingly dynamic, and difficult to access reliably at scale, we believe the technological and operational barriers within the AI data infrastructure market continue rising.\u201d<\/p>\n

\u00a0\u201cAt the same time, we continue viewing the current AI infrastructure market as highly dynamic and still in relatively early stages.\u201d<\/p>\n

\u201cWhile the first quarter of 2026 demonstrated improving infrastructure scale efficiencies, we continue prioritizing long-term infrastructure leadership, platform scale, and strategic positioning over short-term profitability optimization,\u201d Mr. Daniel concluded.<\/p>\n

\n Shai Avnit,<\/strong>
\n Alarum\u2019s<\/strong>
\n Chief<\/strong>
\n Financial Officer, added:<\/strong> \u201cWe remain focused on balancing operational discipline with continued strategic investments in infrastructure, platform capabilities, and long-term positioning within the evolving AI data infrastructure market.\u201d<\/p>\n

\n Selected First Quarter 2026 Operating Trends<\/strong>\n <\/p>\n

\u2022 AI Momentum<\/strong>: AI and Large Language Model (\u201cLLM\u201d) infrastructure-related workloads continued expanding rapidly and remain a major growth driver for the Company.<\/p>\n

\u2022 Gross Margin <\/strong>and Profitability <\/strong>Trends<\/strong>: The first quarter of 2026 demonstrated operating leverage and efficiency improvements, supported by infrastructure scale, improved utilization, and operating leverage from recent infrastructure investments.<\/p>\n

\u2022 Customer Base<\/strong>: The Company serves a diversified base of more than 850 active customers across AI\/LLM training, eCommerce, marketing, people data, sales intelligence, and digital media monitoring.<\/p>\n

\u2022 Net Retention Rate<\/strong> (\u201cNRR\u201d): NRR was 0.93 as of March 31, 2026, reflecting the Company\u2019s strategic transition toward larger AI infrastructure accounts and reduced exposure to lower-quality legacy segments. Trends in the AI customer segment are positive.\u00a0 See \u201cOther Metrics\u201d below for more detail on how the Company calculates NRR.<\/em><\/p>\n

\n Selected Recent Business Highlights<\/strong>\n <\/p>\n

\u2022 Alarum continues to invest in its products and to evolve into a broader AI data infrastructure platform, with agentic workflow capabilities expected to be launched to customers in the second half of 2026.<\/p>\n

\u2022 Expanding workloads from leading foundation model labs and global technology companies, driving increasing monthly traffic above an average of 50 petabytes from a baseline of approximately only 5 petabytes monthly in the beginning of 2025. The Company believes the AI infrastructure market remains in relatively early stages, with demand patterns and customer deployment scales continuing to evolve rapidly.<\/p>\n

\u2022 Growing adoption by customers of higher-margin products including Website Unblocker, SERP solutions, and large-scale datasets.<\/p>\n

\n Financial Outlook<\/strong>\n <\/p>\n

\u201cFor the second quarter of 2026, the Company expects revenues to improve to approximately $12.2 million (\u00b15%), representing 39% year-over-year growth, and adjusted EBITDA of approximately $1.8 million (\u00b1$0.5 million)\u201d, commented Shai Avnit, CFO of Alarum.<\/strong><\/p>\n

The Company is unable to present a reconciliation of estimated Adjusted EBITDA to net profit as it is unable to predict with reasonable certainty, and without unreasonable effort, the impact and timing of certain expenses on net profit. The financial impact of these expenses is uncertain and is dependent on various factors, including timing, and could be material to consolidated statements of profit or loss and other comprehensive income (loss).<\/p>\n

\u201cAs the AI infrastructure market continues evolving rapidly, customer demand patterns and deployment timing may continue fluctuating between quarters; we intend to continue investing in infrastructure and platform capabilities to support long-term growth opportunities,\u201d concluded Mr. Avnit.<\/p>\n

\n \n <\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\n
\n Summary of Financial Results1<\/sup><\/u>
\n
\n <\/strong>\n <\/td>\n<\/tr>\n
\n
\n (in millions of U.S. dollars, rounded, except per share amounts and margins)<\/u>
\n
\n <\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\n For the<\/strong>
\n
\n Three Months Ended<\/strong>
\n
\n March 31,<\/strong>\n <\/td>\n		\u00a0<\/td>\n\n For the<\/strong>
\n
\n Year Ended<\/strong>
\n
\n December 31,<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\n 2026<\/strong>
\n \n <\/td>\n		\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n\u00a0<\/td>\n\n 2025<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\n (Unaudited)<\/strong>
\n \n <\/td>\n		\u00a0<\/td>\n\n (Unaudited)<\/strong>\n <\/td>\n\u00a0<\/td>\n\n (Audited)**<\/strong>\n <\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n
\n Revenue<\/strong>\n <\/td>\n\u00a0<\/td>\n11.7<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n7.1<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n40.7<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross profit<\/td>\n\u00a0<\/td>\n7.2<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n4.8<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n23.8<\/td>\n\u00a0<\/td>\n<\/tr>\n
Gross margin (in percentage)<\/td>\n\u00a0<\/td>\n61.7<\/td>\n%<\/td>\n\u00a0<\/td>\n67.5<\/td>\n%<\/td>\n\u00a0<\/td>\n58.5<\/td>\n%<\/td>\n<\/tr>\n
\n Non-IFRS gross margin (in percentage)<\/strong>\n <\/td>\n\u00a0<\/td>\n\n 66.5<\/strong>\n <\/td>\n%<\/td>\n\u00a0<\/td>\n\n 69.4<\/strong>\n <\/td>\n\n %<\/strong>\n <\/td>\n\n \u00a0<\/strong>\n <\/td>\n\n 60.4<\/strong>\n <\/td>\n\n %<\/strong>\n <\/td>\n<\/tr>\n
Total operating expenses<\/td>\n\u00a0<\/td>\n6.4<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n4.5<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n23.6<\/td>\n\u00a0<\/td>\n<\/tr>\n
Financial income (expenses), net<\/td>\n\u00a0<\/td>\n(*)<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n0.2<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n1.3<\/td>\n\u00a0<\/td>\n<\/tr>\n
Tax expense<\/td>\n\u00a0<\/td>\n0.2<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n0.1<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n0.5<\/td>\n\u00a0<\/td>\n<\/tr>\n
Net profit<\/td>\n\u00a0<\/td>\n0.6<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n0.4<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n1.0<\/td>\n\u00a0<\/td>\n<\/tr>\n
\n Adjusted EBITDA <\/strong>\n <\/td>\n\u00a0<\/td>\n2.1<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n1.3<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n4.4<\/td>\n\u00a0<\/td>\n<\/tr>\n
Basic earnings per American Depository Share (\u201cADS\u201d) (in U.S. dollars)<\/td>\n\u00a0<\/td>\n$0.08<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$0.06<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$0.14<\/td>\n\u00a0<\/td>\n<\/tr>\n
Non-IFRS basic earnings per ADS (in U.S. dollars)2<\/sup><\/td>\n\u00a0<\/td>\n$0.24<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$0.16<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n$0.65<\/td>\n\u00a0<\/td>\n<\/tr>\n
Cash, cash equivalents and debt investments (including accrued interest)3<\/sup><\/td>\n\u00a0<\/td>\n24.2<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n24.0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n22.5<\/td>\n\u00a0<\/td>\n<\/tr>\n
Shareholders\u2019 equity3<\/sup><\/td>\n\u00a0<\/td>\n33.4<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n27.6<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n32.1<\/td>\n\u00a0<\/td>\n<\/tr>\n
\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n\u00a0<\/td>\n<\/tr>\n<\/table>\n

* Less than $0.1 million
** except Non-IFRS items<\/p>\n

\n First Quarter 2026 Financial Analysis<\/strong>\n <\/p>\n