Alarum Technologies Ltd · TASE:ALAR
Alarum Technologies — Q1 2026 Earnings Presentation
29 slides from Alarum Technologies's earnings presentation, May 28, 2026
Slide 1: Alarum Technologies Investor Presentation
Alarum Technologies Investor Presentation First Quarter 2026 NASDAQ; TASE: ALAR May 2026
Slide 2: Safe Harbor
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 +28% 50+ PB* ALAR Revenue FY2025 2025 YoY Growth Monthly Traffic Scale 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 Autonomous AI Agents Large Language Model (LLMs) require massive, Data is fresh, diverse web-scale datasets. Static datasets are insufficient for training competitive models. Agen
Slide 5: Market Architecture
Market Architecture The Missing Layer in the AI Stack AI Applications ChatGPT, Claude Code, Copilot, Jasper, Midjourney Foundation Models / LLMs OpenAI, Anthropic, Google Gemini, Llama 3 and many others Structurally Value Flow underserved and Data Infrastructure Bridge Access, Collection, Structure,
Slide 6: Why Now
Why Now Surge of AI Data Demand Foundation Models AI Agents Enterprise AI Broad deployment requires systematic Automated workflows demand persistent, Next-gen LLMs require continuous external data procurement for internal structured data streams to execute tasks ingestion of massive up-to-date datas
Slide 7: Operational Challenges
Operational Challenges The Open Internet Fights Back: Why DIY infrastructure fails at scale Anti-Bot Infrastructure Dynamically Rendered Content Sophisticated blocking mechanisms now Advanced browser emulation is required require AI-driven countermeasures to as simple HTTP requests miss 80% of bypas
Slide 8: Market Segmentation
Market Segmentation Two Converging Multi-Billion Dollar Markets Proxy Networks Market Web Scraping Market $5.8B $2.23B by 2033 (from $2.5B in 2025) 11% CAGR by 2031(from $1.03B in 2025) 14% CAGR 2025 2025 2031 2033 Dominant Players Dominant Players Bright Data, Smartproxy, Oxylabs, NetNut (Alarum) B
Slide 9: The Alarum Platform
Source: Company estimates The Alarum Platform Full-Stack AI Data Infrastructure Output Layer AI-Ready AI-Ready Datasets - Purpose-built structured datasets formatted for immediate LLM training pipelines. Collection Layer 50 PB/Month Scale Search Engine Results Page (SERP) & Data Collectors - Real-ti
Slide 10: Operating at Internet Scale
Operating at Internet Scale* Very few independent infrastructure providers operate at this scale Increased rapidly from 5 PB to 50+ PB 80M+ >85% >850 Current Monthly IP Addresses Success Rate Active Customers Data Traffic * As of May 2026
Slide 11: Proven Growth and Profitability at Scale
Proven Growth and Profitability at Scale Revenue & EBITDA: Five-Year Track Record (2021-2025) Total Revenue ($M) ▲ CAGR 41%* Adjusted EBITDA ($M) ✓ Profitable Net Profit ($M) 9.4 5.2 5.8 4.4 1.0 -5.6 -9.0 -11.1 -13.1 -13.2 2021 2022 2023 2024 2025 Adjusted EBITDA Net profit 2025: Significant investm
Slide 12: Profitable Growth Continued in 2025
Profitable Growth Continued in 2025 Strong Fundamentals & Improving Scale Economics $40.8M $23.8M $4.4M $22.5M 24% $1.0M Total Revenue Gross Profit Adj. EBITDA Cash & cash Equiv. CAGR Net Profit 28% YoY 58.5% Margin 10.8% Margin Debt Free 2023-2025 2.5% Margin Quarterly Revenue Trajectory: Continued
Slide 13: Strategic Journey
Strategic Journey From Cybersecurity to AI Data Leader Mid-term revenue target $100M 2013-19 2019-21 2023 2024 2025-26+ Foundation Expansion Pivot Point Transformation The Future Enterprise security & Acquired NetNut Strategic pivot to data Enterprise partnerships Scaling to 50+ PB/month network inf
Slide 14: Infrastructure at Scale
Infrastructure at Scale 10x Expansion Creates Massive Moat: AI-Grade Infrastructure Traffic Evolution Competitive Moat 2024 Baseline 2026 Current* Network Effects More traffic leads to smarter unblocking algorithms, creating a ~5 PB 50+ PB self-reinforcing data advantage. Monthly Traffic Monthly Tra
Slide 15: Business Model – Land and Expand
Business Model – Land and Expand Consumption Model Strategy LAND EXPAND ENTERPRISE 1 2 3 Low Friction Entry Deep Integration Strategic Partner API-first low friction entry point Usage grows 2.5-9x in Year 2-3 Top customers scale to $100K-$5M+ Hundreds of trials/month driving adoption High platform s
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 Gen AI Top E-Commerce Platform Leading Generative AI Platform Use Case: Global price monitoring Use Case: Real-time web intelligence for LLM training Scale: 100M+ SKUs/prod
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) OpenAI + Various Other Meta + NYTimes News Corp OpenAI + Axios Deals Undisclosed Deal Multi-Year License Strategic Partnership Market Acceleration JAN & FEB FEB 2024 MAY 2024 AUG 2024 2025 MAR 2024 JUN
Slide 18: Market Opportunity
MARKET OPPORTUNITY Converging Markets Creating Massive TAM The AI Economy $1 Trillion+ Data Ecosystem $200 Billion AI Data Infrastructure Projected global AI market value by 2030 Data services, storage, and processing market $35 Billion Projected Total Addressable Market (TAM) for specialized AI dat
Slide 19: Moat = Durable Competitive Advantage
Moat = Durable Competitive Advantage Four Pillars - Hard to Replicate Infrastructure Moat Integration Moat Global Proxy Network Full-Stack Automation 80M+ IPs providing unmatched global coverage. A massive physical infrastructure End-to-end pipeline integration creates high switching costs. We provi
Slide 20: Customer & Market Position
CUSTOMER & MARKET POSITION Diversified Customer Base - Revenue Across High-Value Verticals Revenue Mix by Vertical Market Position & Stability AI & LLM Training Fastest Growing Rapid multi-quarter growth driven by enterprise AI demand. Premium Enterprise Clients with high expansion rates driven by v
Slide 21: Strategic Roadmap
STRATEGIC ROADMAP Three-Pillar Growth Strategy 01 02 03 Deepen Enterprise Scale Global Infrastructure Launch AI-Native Products Relationships Key Initiative Key Initiative Key Initiative Multi-Year Contracts Optimize Efficiency New Revenue Streams (Scraper APIs, Datasets) Strategic Target Strategic
Slide 22: Investment Summary
INVESTMENT SUMMARY The Essential Data Infrastructure Layer for the AI Economy | Only Publicly-Traded Pure-Play $223B Market by 2030 Only Public Pure-Play Full-Stack Platform • Massive TAM expansion driven by AI demand • Unique exposure to AI data infrastructure • End-to-end AI data infrastructure so
Slide 23: Leadership
Leadership Chen Katz Shachar Daniel Shai Avnit Omer Weiss Ezra Muallem Active Co-Founder and Chief Financial Corporate Legal Chief Operating Chairman CEO Officer Counsel Officer Moshe Kramer Tomer Cohen Jeffy Binhas David Matrikin Dafna Lipowicz Chief Strategy & Chief Technology Chief Revenue SVP Pr
Slide 24: Data Sources & References
Data Sources & References Complete Reference Guide Market Data Company Financials Tech & Industry [1] Grandview Research, AI Infrastructure Market (2025) [5]Calcalistech - Bright Data Interview & Financials (2025) [6]Bright Data - B2B Data Decay Research (2025) [2]OpenPR - Residential Proxy Market R
Slide 25: Thank You
Thank You For Your Time and Attention Company Stock Ticker Alarum Technologies Ltd. NASDAQ & TASE: ALAR Website Email www.alarum.io 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 FY 2025 Three Months Ended Mar 31, 2026 Year Ended Dec 31, 2025 $11.7M $40.8M Revenue Revenue +64% YoY +28% YoY Gross Profit $7.2M Gross Profit $23.8M 61.7% 58.5% Gross Margin Gross Margin Non-IFRS: 66.5% Non-IFRS: 60.4% Operating Expenses $
Slide 27: Appendix – Q1 2026 vs Q4 2025 Summary
Appendix 2 – Q1 2026 vs Q4 2025 Summary METRIC Q1 2026 Q4 2025 ANALYSIS & TREND Revenue $11.7M $11.8M Stable significant growth compare to Q1-2025 Gross Profit $7.2M $6.4M Growth due to costs efficiency Gross Margin 61.7% 53.8% Higher due to improved costs structure and efficiency Operating Expenses
Slide 28: Appendix - Year-over-Year Growth Analysis (YoY)
Appendix 3 - Year-over-Year Growth Analysis (YoY) FULL YEAR Metric FY 2024 FY 2025 Change 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%
Slide 29: Appendix – Reconciliation of Net Profit to EBITDA
Appendix 4 – Reconciliation of Net Profit to EBITDA 2021 2022 2023 2024 2025 Q1-26 Net profit (13.1) (13.2) (5.6) 5.8 1.0 0.6 Adjustments: Depreciation and amortization 1.5 2.2 3.5 0.6 0.7 0.4 Financial income, net (0.9) 0.1 0.6 (0.4) (1.3) 0.0 Tax expense (benefit) (1.0) (0.3) (0.5) 1.4 0.5 0.2 EBI