Alarum Technologies reports 64% revenue surge on expanding data infrastructure demand

Alarum Technologies (NASDAQ:ALAR) reported a sharp expansion in its first-quarter revenue compared to the prior year, driven by intensifying institutional demand for complex web data collection and scalable enterprise workloads.

The company generated revenue of $11.7 million for the first quarter of 2026, representing a 64% surge over the identical period in 2025.

On a sequential basis, revenue compressed by a marginal 0.9% compared to the fourth quarter of 2025, signaling a stabilization of baseline enterprise volume following high-intensity year-end data indexing cycles.

Alarum converted this top-line performance into a robust gross margin of 61.7% for the three-month period.

Bottom-line profitability registered steady positive marks under international accounting standards.

The network infrastructure specialist posted IFRS net income of $0.6 million for the quarter.

Adjusted EBITDA—a key gauge of core operating performance that strips out non-cash items and localized financing variations—landed at $2.1 million, showcasing operational efficiency even as the company routes internal resources into upgrading its automated architectures.

The firm's capital footprint remained solid, closing out the quarter with $24.2 million in cash and cash equivalents.

This liquidity position provides the group with significant balance sheet flexibility to fund its long-term network growth or capture market share without relying on near-term financing avenues.

Operationally, Alarum expanded its commercial footprint to serve a diversified institutional customer base now exceeding 850 accounts.

The platform's processing scale successfully managed a monthly data bandwidth threshold surpassing 50 petabytes, reflecting the massive computing footprints required by modern web automation systems.

Looking ahead to the second quarter of 2026, management issued forward-looking financial guidance that projects sequential growth.

The company anticipates second-quarter revenue to reach approximately $12.2 million, allowing for a variance boundary of plus or minus 5%.

Concurrently, adjusted EBITDA for the upcoming three-month period is forecast to land at approximately $1.8 million, subject to a plus or minus flexibility range of $0.5 million, as the group maintains its investments in infrastructure positioning.