ALAR Alarum Technologies Ltd.
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Executive Summary
Alarum Technologies reported Q1 2026 revenue of $11.7 million, up 64% year-over-year, driven by AI demand for web data infrastructure. IFRS net income was $0.6 million, up from $0.4 million in Q1 2025, and Adjusted EBITDA rose to $2.1 million from $1.3 million. The company guided Q2 2026 revenue to approximately $12.2 million (±5%), representing 39% YoY growth. The board also approved a 5,000,000 ordinary share increase in the Global Incentive Plan.
Actionable Insight
Strong Q1 beat and raised Q2 guidance confirm accelerating AI-driven demand for Alarum's data infrastructure. The 64% YoY revenue growth and positive net income demonstrate improving scale economics. Monitor Q2 results for margin trajectory and NRR stabilization above 1.0, which would signal durable customer expansion.
Key Facts
- Q1 2026 revenue of $11.7 million, up 64% YoY from $7.1 million
- IFRS net income of $0.6 million vs $0.4 million in Q1 2025
- Adjusted EBITDA of $2.1 million vs $1.3 million in Q1 2025
- Gross margin of 61.7% vs 67.5% in Q1 2025 and 53.8% in Q4 2025
- Q2 2026 revenue guidance of ~$12.2 million (±5%), representing 39% YoY growth
- Q2 2026 Adjusted EBITDA guidance of ~$1.8 million (±$0.5 million)
- Cash, cash equivalents and debt investments of $24.2 million as of March 31, 2026
- Board approved increase in ordinary shares reserved under Global Incentive Plan by 5,000,000 shares
- Net Retention Rate (NRR) of 0.93 as of March 31, 2026
- Monthly data traffic exceeded 50 petabytes, up from ~5 petabytes in early 2025
Financial Impact
Revenue grew 64% YoY to $11.7M; net income rose 50% YoY to $0.6M; Adjusted EBITDA up 62% YoY to $2.1M
Risk Factors
- NRR of 0.93 indicates existing customer revenue contraction, partially offset by new AI customer acquisition
- Gross margin declined to 61.7% from 67.5% YoY due to infrastructure investment costs
- Q2 guidance implies sequential revenue growth of ~4.3% and lower Adjusted EBITDA margin vs Q1
- Highly competitive AI data infrastructure market with rapidly evolving technology
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-061770 |
| Document: ea029228701ex99-2.htm | 0001213900-26-061770 |
| Document: ea0292287-6k_alarum.htm | 0001213900-26-061770 |
| Document: 0001213900-26-061770-index-headers.html | 0001213900-26-061770 |
| Document: 0001213900-26-061770-index.html | 0001213900-26-061770 |
| Document: 0001213900-26-061770.txt | 0001213900-26-061770 |
Track record builds as more directional reports settle.
Filters
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|---|---|---|---|---|---|
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Jun 8, 2026
2d ago
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EFFECT
| $8.90 awaiting T+5 | awaiting T+5 | — | $9.11 (−2.36%) |
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May 28, 2026
13d ago
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6-K
| $10.11 $9.51 | ▼ −5.93% | ▼ −5.89% | $9.11 (−9.89%) |
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May 28, 2026
13d ago
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Press Release
| $10.11 $9.51 | ▼ −5.93% | ▼ −5.89% | $9.11 (−9.89%) |
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Mar 19, 2026
11w ago
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Press Release
| $6.07 $5.98 | ▼ −1.48% | ▲ +0.73% | $9.11 (+50.08%) |
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Mar 5, 2026
13w ago
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Press Release
| $7.76 $7.01 | ▼ −9.66% | ▼ −7.43% | $9.11 (+17.40%) |
US Market Status
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