Alarum Technologies Ltd. (ALAR) Earnings Call Transcripts

Alarum Technologies Ltd.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Alarum Technologies Ltd. reported revenues of $11.7 million, reflecting a robust 64% year-over-year growth, driven by strong demand for AI-related services. The company achieved a net income of $0.6 million and an adjusted EBITDA of $2.1 million, indicating improved operational efficiency. Management provided guidance for the second quarter, projecting revenues of approximately $12.2 million, representing a 39% year-over-year growth at the midpoint, while adjusted EBITDA is expected to be around $1.8 million.

Reported metrics

Guidance from management

For Q2 2026, Alarum expects revenues of approximately $12.2 million, plus or minus 5%, and adjusted EBITDA of approximately $1.8 million, plus or minus $0.5 million. This guidance reflects current visibility based on customer activity and existing workloads.

What management said

Okay. So, the total guidance for the second quarter of 2026, based on current visibility, we currently expect revenues of approximately $12.2 million, plus/minus 5% -- that represents approximately 39% year-over-year growth at the midpoint and adjusted EBITDA of approximately $1.8 million, plus or minus $0.5 million.

Okay. So, thank you very much, ladies and gentlemen, and we appreciate your time. We believe the quarter reflects important progress in the evolution of Alarum into the scaled AI data infrastructure platform, and we remain focused on long-term execution, operational discipline and sustainable growth within what we believe remains an early stage of the biggest evolution in the AI infrastructure. We look forward to upd...

What analysts pressed on

Analysts raised concerns regarding the volatility in customer consumption patterns, particularly in the AI segment, which could impact revenue predictability. There were also inquiries about the durability of AI-related customers and the potential for significant expansion opportunities, given the dynamic nature of the market.

Main topics on the call

• Revenue Growth Acceleration — Alarum's revenue reached $11.7 million in Q1 2026, up from $7.1 million in Q1 2025, marking a 64% increase. Management noted, "the increase was primarily driven by continued demand from large-scale AI-related customers a...
• Improved Operating Leverage — The company reported an adjusted EBITDA of $2.1 million, up from $1.3 million in the prior year. Shai Avnit stated, "These results demonstrate improving operating leverage characteristics as the platform continues to sca...
• Infrastructure Investment Strategy — Management emphasized ongoing investments in infrastructure, stating, "we continue prioritizing long-term infrastructure leadership and strategic positioning over short-term profitability optimizations." This indicates a...
• Dynamic Market Conditions — The AI infrastructure market remains volatile, with Shachar Daniel noting, "Large AI customers may adjust consumption pattern based on training cycles, model releases, data set refreshes..." This suggests potential varia...

Read the full Alarum Technologies Ltd. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Alarum Technologies Ltd. earnings call transcripts on record, spanning March 31, 2023 to May 28, 2026. Based on this history, Alarum Technologies Ltd. reports quarterly. The most recent call on file is dated May 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALAR

Exchange

TASE

Country

IL

Sector

Information Technology

Industry

Software

Calls on record

14

First call

March 31, 2023

Most recent

May 28, 2026

Reporting cadence

quarterly