Web data collection firm Alarum's Q3 revenue jumps on AI demand

Reuters
Nov 26, 2025
Web data collection firm Alarum's Q3 revenue jumps on AI demand

Overview

  • Alarum Q3 2025 revenue up 81% yr/yr to $13 mln, driven by AI market demand

  • Company reports Q3 net profit of $0.1 mln, Adjusted EBITDA at $1.2 mln

  • Alarum prioritizes long-term AI market share over short-term profitability

Outlook

  • Company expects Q4 2025 revenue of approximately $12 mln, up 63% year-over-year

  • Company anticipates Q4 2025 Adjusted EBITDA of approximately $1 mln

  • Alarum prioritizes long-term market-share capture over short-term margins

Result Drivers

  • AI DEMAND - Co attributes Q3 revenue growth to high demand for AI training-data solutions

  • INFRASTRUCTURE INVESTMENTS - Co's strategic investments in infrastructure are impacting margins but aim to capture long-term market share

  • CUSTOMER EXPANSION - Growth driven by increase in paying customers and higher average revenue per customer

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

$13 mln

Q3 Net Income

$100,000

Q3 Adjusted EBITDA

$1.20 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the software peer group is "buy"

  • Wall Street's median 12-month price target for Alarum Technologies Ltd is $23.50, about 50.2% above its November 25 closing price of $11.70

Press Release: ID:nGNX9SkM8h

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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