Alarum Technologies .(ALAR)
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Alarum Technologies: Selloff Could Be A Buy-The-Dip Opportunity
Seeking Alpha· 2024-07-16 03:50
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 ...
Alarum Estimates Record Revenues of $17.2 Million and Record Operating Cashflow of $6.3 Million for the First Half of 2024
Newsfilter· 2024-07-10 20:45
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, ...
Alarum Estimates Record Revenues of $17.2 Million and Record Operating Cashflow of $6.3 Million for the First Half of 2024
GlobeNewswire News Room· 2024-07-10 20:45
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, ...
Momentum Trading is Crushing Today
Investor Place· 2024-06-28 05:59
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 TraderDo 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 winnin ...
Alarum Technologies .(ALAR) - 2024 Q1 - Earnings Call Transcript
2024-05-25 08:52
财务数据和关键指标变化 - 第一季度收入为8.4百万美元,同比增长47% [22] - 毛利润增加75%至6.5百万美元,毛利率提升至78% [23] - 经营费用下降6%至4百万美元 [24] - 非现金费用导致IFRS净利润为1.4百万美元,非IFRS净利润为2.8百万美元 [28][29] - 截至3月31日,现金余额为15.1百万美元,较去年底增加4.2百万美元 [30] 各条业务线数据和关键指标变化 - NetNut业务收入同比增长139%至8.1百万美元 [10] - NetNut的净留存率达到1.66 [11] - CyberKick业务收入从去年同期的2.3百万美元下降至0.3百万美元 [22] 各个市场数据和关键指标变化 - 电商行业需求稳定 [79] - 人工智能分析数据公司需求增加 [79] - 广告公司需求稳定 [79] - HR数据调研公司需求有所增加 [80] 公司战略和发展方向 - 推出新产品"网站解锁器"和"AI数据采集器"作为未来增长引擎 [12][14][15] - 成立内部委员会研究下一代数据分析和洞察产品 [32][33] - 未来将考虑通过内部研发或并购来拓展数据分析和洞察业务 [64][65] 管理层对经营环境和未来前景的评论 - 公司业务保持强劲增长势头,进入第二季度延续 [10] - 新产品反响良好,获得客户积极反馈 [13][50][51] - 看好AI数据采集器产品的市场前景 [16][17] - 持续投资网络基础设施以满足客户对数据的需求 [17] 其他重要信息 - 公司享有12%的优惠税率,预计可持续 [46] - 公司目前有约64.3百万普通股和78.2百万全面摊薄股份 [31] - 公司正在开发新的客户指标,未来将向市场披露 [73] 问答环节重要的提问和回答 问题1 **Kris Tuttle 提问** 询问非现金费用的影响和未来利息收入情况 [36][42] **Shai Avnit 回答** 解释非现金费用的影响,并预计未来利息收入将有所增加 [40][41][43][44] 问题2 **Tau Jacob 提问** 询问新产品对客户和公司的影响 [55][61] **Shachar Daniel 回答** 解释新产品AI数据采集器的特点和定位,目前处于开发阶段 [57][58][59][62] 问题3 **Brian Kinstlinger 提问** 询问客户数量、行业分布和新产品的销售情况 [71][78][81][84] **Shachar Daniel 和 Shai Avnit 回答** 提供客户数量增长情况,说明各行业需求情况,解释新产品的销售模式 [73][75][79][80][82][83]
Alarum: Data Collection Business Is A Hidden Gem And AI Beneficiary
seekingalpha.com· 2024-05-23 13:16
Funtap/iStock via Getty ImagesInvestment 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 go ...
Alarum: Strong Fundamentals Should Continue To Drive The Share Price Higher
seekingalpha.com· 2024-05-22 21:26
John M Lund Photography IncAlarum'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 pr ...
Alarum Announces Q1 2024 Results
Newsfilter· 2024-05-21 20:00
First quarter record revenues of $8.4 Million, up 47% year over year; IFRS gross margin climbed to 78% compared to 66% for the first quarter of last year IFRS net profit was $1.4 million while non-IFRS net profit surged to $2.8 million; Earnings per American Depository Share (EPS) of $0.23 and $0.45, respectively Adjusted EBITDA reached a record of $3.2 million Subsidiary NetNut's revenues in the first quarter jumped 139% year over year; Net Retention Rate ("NRR") increased to 1.66 TEL AVIV, Israel, May 21 ...
Alarum to Release First Quarter 2024 Earnings on May 21, 2024
Newsfilter· 2024-05-06 20:30
The Company Will Host a Conference Call on Tuesday, May 21, 2024 at 08:30 a.m. Eastern Time Tel Aviv, Israel, May 06, 2024 (GLOBE NEWSWIRE) -- Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) ("Alarum" or the "Company"), a global provider of internet access and web data collection solutions, will release its financial results for the first quarter of 2024, on Tuesday, May 21, 2024, before the Nasdaq market opens. Mr. Shachar Daniel, Chief Executive Officer, and Mr. Shai Avnit, Chief Financial Officer, will hos ...
Alarum: Underappreciated Growth But With High Risk
Seeking Alpha· 2024-04-16 01:29
piranka Alarum Technologies Ltd. (NASDAQ:ALAR) is an IP Proxy Network vendor currently in the process of capitalizing on the opportunity created by AI, by introducing a range of data collection and labelling solutions. While Alarum's share price has increased dramatically lately, the company's valuation is still reasonable, particularly in light of its rapid growth and recent transition to profitability. With Alarum's NetNut business currently generating strong growth, and potentially benefitting from c ...