Recent news highlights Alarum Technologies’ strong Q3 2024 performance, record 2024 revenue, and updated Q2 2025 revenue and EBITDA outlooks amid increased customer demand, reflecting ongoing business momentum.

• Alarum Technologies reported strong Q3 2024 performance boosting growth prospects [N1].
• The company updated its Q2 2025 revenue and adjusted EBITDA outlook amid increased customer demand [N2].
• Alarum lifted its Q2 outlook on higher demand, with pre-market stock rising over 11% [N3].
• Q1 2025 financial results highlighted strong demand for data collection solutions amid AI and eCommerce growth [N4].
• Alarum reported record 2024 revenue of $31.8 million and strategic growth in AI data collection [N5].

Alarum Technologies benefits from strong demand for web data collection solutions, particularly from AI and e-commerce sectors, as evidenced by record revenue growth to $40.7 million in 2025 and positive updates to Q2 2025 revenue and EBITDA outlooks. The company’s proprietary IP proxy network and website unblocking technology provide differentiated capabilities to bypass anti-bot protections, supporting high success rates in data collection. Its expanding product suite, including structured datasets and scraping APIs, addresses growing customer needs for automated and scalable data solutions. The company’s global footprint and diverse customer base across multiple industries underpin its market presence. Continued investments in R&D and sales and marketing aim to support further adoption and margin improvement [N1][N2][N3][N4][N5][S1].

Alarum faces risks from intense competition in the web data collection market, with competitors such as Similarweb and Bright Data. Customer concentration is significant, with a few large customers accounting for a substantial portion of revenues, and recent declines in net dollar-based retention rates indicate potential challenges in customer spending stability. The company’s operating profit declined in 2025 compared to 2024 despite revenue growth, reflecting increased operating expenses. The scaling down of the consumer internet access segment reduces diversification. Market dynamics including evolving anti-bot technologies and regulatory considerations around data privacy may impact operations. Liquidity remains adequate but future capital needs depend on growth and investment plans [S1].

Alarum Technologies’ moat is based on its proprietary global IP proxy network built through partnerships with numerous ISPs worldwide, enabling access to millions of endpoints with high speed, stability, and anonymity. Its proprietary traffic routing and website unblocking technologies allow customers to bypass advanced anti-bot protections, a critical capability in the evolving web data collection market. The company’s integrated platform offering end-to-end data collection solutions, including customizable scrapers and pre-processed datasets, provides a comprehensive service that addresses complex customer needs. Its established customer base across diverse industries and geographies, combined with ongoing investments in research and development, contribute to its competitive positioning. However, the market is competitive with several other vendors offering proxy and data collection services, and customer concentration presents some risk [S1].

• Customer Concentration Risk: A small number of large customers generate a significant portion of revenues, which could impact financial performance if these customers reduce purchases.
• Competitive Market: The web data collection market is highly competitive with established players, which may pressure pricing and market share.
• Technology and Regulatory Risks: Rapid changes in anti-bot technologies and data privacy regulations could affect the effectiveness of Alarum’s solutions and require ongoing investment.
• Profitability Pressure: Operating profit declined in 2025 despite revenue growth due to increased expenses, indicating potential margin pressure.

• Alarum Technologies Ltd. is an Israeli company incorporated in 1989, publicly traded on Nasdaq and TASE under ticker ALAR [S1].
• The company provides web data collection solutions, including IP proxy networks (IPPN) and data collection products that enable customers to collect large-scale structured data from public online sources anonymously and securely [S1].
• Its IPPN solutions include static and rotating residential proxies, data center proxies, mobile proxies, and premium dedicated static residential proxies, enabling customers to access websites globally with anonymity and bypass anti-bot protections [S1].
• Alarum offers additional products such as Website Unblocker, scraping APIs, and pre-collected structured datasets for various use cases including AI model training, SEO tracking, ad verification, and competitive intelligence [S1].
• The company scaled down its consumer internet access business segment (CyberKick) in July 2023, maintaining services only for existing paying users, generating immaterial revenues from advertising services in 2025 [S1].
• Alarum's customer base includes over 1,200 customers primarily small and medium enterprises and some large enterprises across multiple industries such as advertising, finance, cybersecurity, AI recruitment, and education [S1].
• The company operates globally with a footprint in North, South and Central America, Europe, Southeast Asia, the Middle East, and Africa [S1].
• Alarum reported record revenue of $31.8 million in 2024 and increased to $40.7 million in 2025, driven by strong demand for data collection solutions and datasets, especially from a large-scale customer building foundational AI models [S1][N5].
• Net profit for 2025 was $1.0 million with basic and diluted EPS of $0.01, compared to $5.8 million net profit in 2024 [S1].
• The company’s liquidity as of December 31, 2025, included $12.3 million in cash and cash equivalents, current assets of $25.3 million, current liabilities of $11.5 million, with a current ratio of 2.21 and cash ratio of 1.07 [S1].
• Operating expenses increased in 2025, with research and development expenses rising to $7.5 million and selling and marketing expenses to $9.1 million, reflecting investments in product development and market expansion [S1].
• Alarum’s business model includes subscription and usage-based pricing for its IPPN and data collection solutions, with packages based on bandwidth volume or speed, and per-thousand request pricing for data collection services [S1].
• The company faces competition from providers such as Similarweb, Bright Data, and Oxylabs Networks [S1].
• Customer concentration is notable, with 6 customers generating approximately 49% of data collection revenues in 2025; the company monitors net dollar-based retention rate (NRR), which has declined over recent quarters due to shifts in customer segments [S1].
• Recent news highlights include strong Q3 2024 performance, record 2024 revenue, and updated Q2 2025 revenue and EBITDA outlooks amid increased customer demand, reflecting ongoing business momentum [N1][N2][N3][N4][N5].