Alarum Technologies Ltd · TASE:ALAR
Alarum Technologies — Investor Presentation (May 2026)
29 slides from Alarum Technologies's investor presentation, May 28, 2026
Slide 1: Alarum Technologies Investor Presentation First Quarter 2026
Alarum Technologies Investor Presentation First Quarter 2026 NASDAQ; TASE: ALAR May 2026
Slide 2: Safe Harbor Forward-Looking Statements
Safe Harbor Forward-Looking Statements This presentation of Alarum Technologies Ltd. ("Alarum" or the "Company") contains forward-looking statements within the meaning of the "safe harbor" words such as "expects," "anticipates," "intends," "plans," "believes," "seeks," "estimates" and similar expres
Slide 3: The AI Data Infrastructure Layer
The AI Data Infrastructure Layer Essential data infrastructure enabling enterprise AI at scale $41M Revenue FY2025 +28% 2025 YoY Growth 50+ PB Monthly Traffic Scale ALAR NASDAQ; TASE *Monthly traffic measured in petabytes, which is 1024 terabytes *
Slide 4: The Problem Statement
The Problem Statement The #1 Constraint for Frontier AI Models: High-quality web data at scale Foundation Model Training Large Language Model (LLMs) require massive, fresh, diverse web-scale datasets. Static datasets are insufficient for training competitive models. Autonomous AI Agents Agents need
Slide 5: Market Architecture: The Missing Layer in the AI Stack
Market Architecture The Missing Layer in the AI Stack Value F l o w AI Applications ChatGPT, Claude Code, Copilot, Jasper, Midjourney Foundation Models / LLMs OpenAI, Anthropic, Google Gemini, Llama 3 and many others Data Infrastructure Bridge Access, Collection, Structure, Verification Raw Web / In
Slide 6: Why Now: Surge of AI Data Demand
Why Now Surge of AI Data Demand Foundation Models Next-gen LLMs require continuous ingestion of massive up-to-date datasets. AI Agents Automated workflows demand persistent, structured data streams to execute tasks autonomously. Enterprise AI Broad deployment requires systematic external data procur
Slide 7: Operational Challenges: The Open Internet Fights Back
Operational Challenges The Open Internet Fights Back: Why DIY infrastructure fails at scale Anti-Bot Infrastructure Sophisticated blocking mechanisms now require AI-driven countermeasures to bypass, making simple scraping ineffective. Dynamically Rendered Content Advanced browser emulation is requir
Slide 8: Market Segmentation: Two Converging Multi-Billion Dollar Markets
Market Segmentation Two Converging Multi-Billion Dollar Markets ALARUM ADVANTAGE: Unified platform combining both markets into one AI data infrastructure platform. Proxy Networks Market $5.8B by 2033 (from $2.5B in 2025) 11% CAGR Dominant Players Bright Data, Smartproxy, Oxylabs, NetNut (Alarum) Web
Slide 9: The Alarum Platform: Full-Stack AI Data Infrastructure
Source: Company estimates The Alarum Platform Full-Stack AI Data Infrastructure Infrastructure Layer Foundation IP Proxy Network - 80M+ Internet Protocol addresses (Ips) globally, foundational physical layer providing robust connectivity. Access Layer 85%+ Success* Website Unblocker with proprietary
Slide 10: Operating at Internet Scale
Operating at Internet Scale* Very few independent infrastructure providers operate at this scale 50+ PB Current Monthly Data Traffic 80M+ IP Addresses >85% Success Rate >850 Active Customers Increased rapidly from 5 PB to * As of May 2026
Slide 11: Revenue & EBITDA: Five-Year Track Record (2021-2025)
Revenue & EBITDA: Five-Year Track Record (2021-2025) Total Revenue ($M) ▲CAGR 41%* Adjusted EBITDA ($M) Net Profit ($M) ✓Profitable 2025: Significant investments in infrastructure to meet incoming demand (to support 50+ PB throughput) Proven Growth and Profitability at Scale Disclaimer: Non-IFRS Met
Slide 12: Strong Fundamentals & Improving Scale Economics
Strong Fundamentals & Improving Scale Economics Quarterly Revenue Trajectory: Continued strong momentum into 2026 Disclaimer: Non-IFRS Metrics - All Alarum financial data represents Non-IFRS figures. Please refer to reconciliation slide in the appendix or SEC filings for GAAP reconciliation. $40.8M
Slide 13: Strategic Journey: From Cybersecurity to AI Data Leader
Strategic Journey From Cybersecurity to AI Data Leader 2013-19 Foundation Enterprise security & network infrastructure Alarum established 2019-21 Expansion Acquired NetNut Expansion into proxy services 2023 Pivot Point Strategic pivot to data collection AI vertical emergence Infrastructure investmen
Slide 14: Traffic Evolution
Traffic Evolution 2024 Baseline ~5 PB Monthly Traffic Standard proxy scale 2026 Current* 50+ PB Monthly Traffic AI workload scale 80M+ 85%+ 10x Global Residential IPs Success Rate Traffic Expansion Competitive Moat Network Effects More traffic leads to smarter unblocking algorithms, creating a self-
Slide 15: Consumption Model Strategy: Land and Expand
Consumption Model Strategy 1 LAND Low Friction Entry API-first low friction entry point Hundreds of trials/month driving adoption Easy onboarding with minimal barriers 2 EXPAND Deep Integration Usage grows 2.5-9x in Year 2-3 High platform stickiness & retention Customers deeply integrate into workfl
Slide 16: Case Studies - Powering Leading AI
CASE STUDIES - POWERING LEADING AI Mission-critical infrastructure for the largest foundation model labs and tech giants Retail Top E-Commerce Platform Use Case: Global price monitoring Scale: 100M+ SKUs/product types Impact: Dynamic pricing optimization Gen AI Leading Generative AI Platform Use Cas
Slide 17: Market Context – AI's Thirst for Data
Market Context – AI's Thirst for Data Total Public Deal Value: Well in-excess of $500M (2024-2025) Meta + NYTimes Undisclosed Deal FEB 2024 MAR 2024 OpenAI + Condé Nast Undisclosed Deal OpenAI + News Corp Multi-Year License MAY 2024 JUN 2024 OpenAI + WashPost Undisclosed Deal OpenAI + Axios Strategi
Slide 18: The AI Economy
The AI Economy $1 Trillion+ Projected global AI market value by 2030 Data Ecosystem $200 Billion Data services, storage, and processing market AI Data Infrastructure $35 Billion Projected Total Addressable Market (TAM) for specialized AI data collection and infrastructure expected t grow by a CAGR 3
Slide 19: Moat = Durable Competitive Advantage
Moat = Durable Competitive Advantage Four Pillars - Hard to Replicate Infrastructure Moat Global Proxy Network 80M+ IPs providing unmatched global coverage. A massive physical infrastructure barrier impossible to replicate quickly. Integration Moat Full-Stack Automation End-to-end pipeline integrati
Slide 20: Revenue Mix by Vertical
Revenue Mix by Vertical AI & LLM Training Fastest Growing Rapid multi-quarter growth driven by enterprise AI demand. Premium Enterprise Clients with high expansion rates driven by video training demands. eCommerce Powering dynamic pricing engines with high-volume, steady usage patterns globally. Mar
Slide 21: Strategic Roadmap: Three-Pillar Growth Strategy
STRATEGIC ROADMAP Three-Pillar Growth Strategy 01 Deepen Enterprise Relationships Key Initiative Multi-Year Contracts Strategic Target Increase Customer Expansion Rate Existing customers increase spending by >110% annually Mid-Term Vision $100M Annual Run-Rate 02 Scale Global Infrastructure Key Init
Slide 22: Investment Summary
INVESTMENT SUMMARY The Essential Data Infrastructure Layer for the AI Economy | Only Publicly-Traded Pure-Play $223B Market by 2030 • Massive TAM expansion driven by AI demand • 30% CAGR projected market growth • Structurally underserved market layer Only Public Pure-Play • Unique exposure to AI dat
Slide 23: Leadership
Leadership Chen Katz Active Chairman Shachar Daniel Co-Founder and CEO Shai Avnit Chief Financial Officer Omer Weiss Corporate Legal Counsel Ezra Muallem Chief Operating Officer Moshe Kramer Chief Strategy & Innovation Officer Tomer Cohen Chief Technology Officer Jeffy Binhas Chief Revenue Officer D
Slide 24: Data Sources & References
Data Sources & References Complete Reference Guide Market Data [1] Grandview Research, AI Infrastructure Market (2025) [2]OpenPR - Residential Proxy Market Report (2025) [3]Precedence Research - Data Labeling Market (2025) [4]OpenPR - Synthetic Data Generation Report (2025) [7]ScrapeOps - Web Scrapi
Slide 25: Thank You For Your Time and Attention
Thank You For Your Time and Attention Company Alarum Technologies Ltd. Stock Ticker NASDAQ & TASE: ALAR Website www.alarum.io Email investors@alarum.io The Data Layer for the AI Future
Slide 26: Appendix – Q1 2026 & FY 2025 Performance Summary
Appendix 1 – Q1 2026 & FY 2025 Performance Summary Q1 2026 Three Months Ended Mar 31, 2026 Revenue $11.7M +64% YoY Gross Profit $7.2M Gross Margin 61.7% Non-IFRS: 66.5% Operating Expenses $6.4M Net Profit $0.6M Adjusted EBITDA $2.1M Basic EPS (per ADS) $0.08 FY 2025 Year Ended Dec 31, 2025 Revenue $
Slide 27: Appendix 2 – Q1 2026 vs Q4 2025 Summary
ANALYSIS & TREND Q4 2025 Q1 2026 METRIC Stable significant growth compare to Q1-2025 $11.8M $11.7M Revenue Growth due to costs efficiency $6.4M $7.2M Gross Profit Higher due to improved costs structure and efficiency 53.8% 61.7% Gross Margin Stable growth-controlled OpEx $6.4M $6.4M Operating Expens
Slide 28: Appendix 3 - Year-over-Year Growth Analysis
FULL YEAR Metric FY 2024 Revenue $31.8M $40.8M +28% Gross Profit $23.9M $23.8M -0% Gross Margin 75.1% 58.5% ▼16.6 Op. Expenses $17.2M $23.6M +37% Net Profit $5.8M $1.0M -83% Adj. EBITDA $9.4M $4.4M -53% Cash & Equiv. $25.0M $22.5M -10% Equity $26.4M $32.1M +22% Strategic Context Revenue CAGR (2021-2
Slide 29: Appendix – Reconciliation of Net Profit to EBITDA
Appendix 4 – Reconciliation of Net Profit to EBITDA Disclaimer: Non-IFRS Metrics - All Alarum financial data represents Non-IFRS figures. Please refer to SEC filings for reconciliation. 2021 2022 2023 2024 2025 Q1-26 Net profit (13.1) (13.2) (5.6) 5.8 1.0 0.6 Adjustments: Depreciation and amortizati
Alarum Technologies — Investor Presentation (May 2026) on 6ix