Hazal Ak/iStock via Getty Images Investment Thesis Alarum Technologies Ltd. (ALAR) has hit a rough patch. This is a company that took investors by storm in 2024, with its share price up more than 1,000% at one point. However, now Alarum Technology has lost its momentum. And even though the stock looks cheap, at approximately 12x forward EBITDA and with 20% of its market cap made up of cash, I remain neutral on this name, as I've done for some time. Rapid Recap Alarum is a business with a fanatic shareholder ...

财务数据和关键指标变化 - 第二季度收入增长27.2%至8.9百万美元,其中NetNut收入增长72%至8.7百万美元,上半年NetNut收入增长近一倍至16.8百万美元 [8][20] - 非IFRS毛利率从上年同期的71%提升至78.5%,主要由于收入增长带来 [20] - 第二季度调整后EBITDA达3.4百万美元,是上年同期的3倍 [22] - 第二季度非IFRS每股基本收益为0.04美元或每ADS 0.41美元,上年同期为0.04美元或0.45美元 [22] - 截至6月30日,公司股东权益达20.4百万美元,较2023年12月31日增加6.8百万美元,现金及现金等价物余额达21.6百万美元 [23] 各条业务线数据和关键指标变化 - NetNut业务收入占总收入的98%,第二季度收入达8.7百万美元,同比增长72% [8] - 公司正在推进三大增长引擎:1)扩大IP代理网络市场份额 2)进入数据采集和标注市场 3)为客户提供数据洞察 [11] 各个市场数据和关键指标变化 - 第二季度新增了一些世界领先品牌客户,包括拥有超10亿活跃用户的大型社交媒体平台、领先的B2B销售情报和销售参与软件公司,以及全球领先的身份验证、就业和健康筛查服务商 [12] - 第三季度公司还赢得了一家财富100强客户,这是公司战略的重要里程碑 [13] - 根据行业研究报告,NetNut网络被认为是行业顶尖的IP代理网络之一,在规模、稳定性和功能方面都有优势 [13] 公司战略和发展方向及行业竞争 - 公司正在持续投资扩大和完善IP代理网络,以支持未来的可扩展和盈利增长 [13] - 公司在数据采集和标注市场取得进展,新推出的Web Unblocker和AI Data Collector产品获得行业好评,正在为公司带来初步收入 [14] - 公司正在努力将AI和分析能力引入数据产品,以创建市场上最全面的解决方案 [15][16] 管理层对经营环境和未来前景的评论 - 第三季度收入预计同比增长,但可能低于第二季度,主要是由于一些客户受到市场环境影响而减少使用 [17] - 但从6月到7月,8月公司收入呈现持续增长趋势,主要由于现有客户表现良好以及新客户的补充 [17] - 公司新客户在首月的收入约为40万美元,较上季度增长60%,预计未来2-3年内将为公司贡献600万-720万美元收入 [18] 其他重要信息 - 公司首次提供季度指引,第三季度收入预计为7百万美元(±3%),调整后EBITDA预计为80-100万美元 [24] - 公司现金充沛,有利于投资未来增长机会,为可持续增长奠定基础 [10][23] 问答环节重要的提问和回答 问题1 **Brian Kinstlinger 提问** 询问公司前几个季度的净收入留存率较高,但第三季度收入为何会大幅下降 [28][30] **Shachar Daniel 回答** 解释说部分客户在6月份出现使用量下降,导致收入有所回落,但7月和8月已经呈现恢复增长态势 [32][34] 问题2 **Kingsley Crane 提问** 询问公司在数据采集方面的产品路线图和未来规划 [43][45] **Shachar Daniel 回答** 详细介绍了公司在数据采集和分析方面的三大支柱:IP代理网络、数据采集和标注、以及数据洞察与分析,并阐述了未来发展计划 [46] 问题3 **Yi Fu Lee 提问** 询问公司针对大客户的销售策略和潜在的并购目标 [50][51] **Shachar Daniel 回答** 说明公司正在加强针对大型企业客户的销售团队和能力,同时也在关注并购机会,主要关注数据分析和洞察相关的公司 [53][57]

Alarum Technologies (NASDAQ:ALAR) just reported results for the second quarter of 2024.Alarum Technologies reported earnings per share of 41 cents. This was above the analyst estimate for EPS of 31 cents.The company reported revenue of $8.88 million.This was 0.63% worse than the analyst estimate for revenue of $8.94 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnin ...

Jacob Wackerhausen/iStock via Getty Images Shares of Alarum Technologies Ltd. (NASDAQ:ALAR) sold off sharply following preliminary Q2 results which came in below consensus estimates. The stock is currently down about 30% from its 52-week high. While that headline is concerning, this is a case where context is important. Alarum has emerged as a fantastic growth story with shares still up more than 1000% over the past year. We highlighted the company's momentum with its "NetNut" web data collection SaaS platf ...

Cash and cash equivalents balance reaches all-time high of approximately $21.7 million NetNut's revenues estimated to grow more than 95% YoY in the first half of 2024 Tel Aviv, Israel, July 10, 2024 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) ("Alarum" or the "Company"), a global provider of internet access and web data collection solutions, today provided preliminary key financial metrics guidance for the six months ended on June 30, 2024. Based on a preliminary, unaudited review, ...

Cash and cash equivalents balance reaches all-time high of approximately $21.7 million NetNut’s revenues estimated to grow more than 95% YoY in the first half of 2024 Tel Aviv, Israel, July 10, 2024 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) (“Alarum” or the “Company”), a global provider of internet access and web data collection solutions, today provided preliminary key financial metrics guidance for the six months ended on June 30, 2024. Based on a preliminary, unaudited review, ...

What’s making big money in 2024 … the “mania” that Louis Navellier is trading … Jonathan Rose gears up for earnings season … introducing Tom Gentile, Pattern Trader Do you know what’s making a lot of money this year? If your answer is “AI,” you’re only partially correct. The answer I’m looking for is “trading.” Specifically, momentum-based trading. This market approach boils down to “buy what’s been winning and sell what’s been losing.” Well, here in 2024, “what’s been winning,” which is AI, has continued w ...

Alarum Technologies Ltd. (NASDAQ:ALAR) Q1 2024 Earnings Conference Call May 24, 2024 8:30 AM ET Company Participants Shachar Daniel - Chief Executive Officer Shai Avnit - Chief Financial Officer Conference Call Participants Kris Tuttle - Caterpillar Investments Brian Kinstlinger - Alliance Global Partners Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to the Alarum Technologies' First Quarter of 2024 Corporate Update Conference Call. [Operator Instructions] This conference i ...

Funtap/iStock via Getty Images Investment Thesis Alarum Technologies (NASDAQ:ALAR) is an Israeli company that is dual listed on the Nasdaq Stock Exchange and the Tel Aviv Stock Exchange. Previously a holding company with multiple businesses, Alarum sold or scaled down other business lines and as of Q1 2024, 96% of its revenue now comes from NetNut, it’s enterprise data collection solutions business. Management has communicated that they are “100% NetNut” and that will be the only focus for the company going ...

John M Lund Photography Inc Alarum's (NASDAQ:ALAR) core IPPN business continues to go from strength to strength, and the company is progressively adding new services, which should help to support growth in coming years. Ongoing profit margin gains were particularly impressive in the first quarter. The last time I wrote about Alarum I suggested that the company's growth was underappreciated. This continues to be the case, even though the stock is now up over 30% since then. Alarum's forward PE ratio is proba ...