Intrusion Inc. (INTZ) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We're also preparing for the launch of our Shield cloud offering on Microsoft's Azure cloud platform later this quarter or early in the first quarter of 2026. This launch will further expand our ability to reach new potential customers. Next, I wanted to mention that we're continuing to make progress with the rollout and adoption of our Shield critical infrastructure offerings. And at the end of the third quarter, we shipped over 230 units of this critical infrastructure device as a part of our previously announced contract with the Department of Defense. And as we previously noted, this represents a promising opportunity for intrusion driven by the growing need to protect critical infrastructure from evolving cyber threats. We're actively pursuing additional contracts in the private sector as well at both the federal, state, and local government levels. And we remain optimistic about closing new agreements in the near future. As for our partnership with Port Nexus, we're continuing to see strong demand for Shield Endpoint that's embedded within their MyFlare solution. And that solution provides enhanced security for education, and law enforcement customer endpoints. As some of you may have heard me say during recent discussions, the sales cycle for this solution has been one of the shortest I've ever seen. The demand for this solution, especially among school districts, is strong, and we anticipate that we will see further adoption of this offering in coming quarters. Now, briefly onto our financials for the quarter. Total revenues for the third quarter were $2.0 million, representing a 5 percent increase compared to the previous quarter and a 31 percent increase on a year-over-year basis. This was largely driven by the contract expansion with the Department of Defe...