TEL AVIV, Israel — November 26, 2025 — Leads & Copy — Alarum Technologies Ltd. (Nasdaq, TASE: ALAR) announced its financial results for the three- and nine-month periods ending September 30, 2025, highlighting significant revenue growth and strategic investments in AI infrastructure.
Third-quarter revenues reached $13.0 million, an 81% increase year-over-year, with a net profit of $0.1 million and an adjusted EBITDA of $1.2 million. The company is focusing on long-term market share in the AI training-data market, prioritizing this over short-term profitability.
CEO Shachar Daniel noted that Alarum’s platform has become critical infrastructure for the world’s leading AI labs. He cited a 26% increase in paying customers and a 17% rise in average revenue per customer, alongside a 48% sequential revenue growth in the third quarter. The company’s strategy involves aggressively expanding capacity and building high-throughput pipelines to meet the surging demand for AI training data.
While these investments have led to a temporary contraction in gross and operating margins, Alarum anticipates that increased utilization of its new infrastructure will drive both revenue acceleration and rapid margin expansion. The company expects a continued high level of revenue of approximately $12 million (±7%), up 63% year-over-year, and Adjusted EBITDA of approximately $1 million (±$0.5 million) for the fourth quarter of 2025, according to CFO Shai Avnit.
Key third quarter operating trends include significant double-digit sequential growth in total paying customers, a meaningful increase in average revenue per customer, and a vast majority of revenue growth driven by existing customers. Newer AI-focused products, such as DataSets, Website Unblocker, and custom Scrapers, are contributing a material and rapidly increasing portion of total revenue, while legacy proxy revenue remains stable-to-growing.
Alarum reported explosive adoption of AI-centric products, with DataSets becoming a major revenue contributor and Website Unblocker and custom Scraper solutions experiencing triple-digit and high-double-digit quarter-over-quarter growth, respectively. The company also noted a robust balance sheet with $24.6 million in cash, cash equivalents, and investments, and no debt as of September 30, 2025.
A conference call to discuss the results will be hosted today, November 26, 2025, at 08:30 a.m. ET by CEO Shachar Daniel and CFO Shai Avnit.
Shachar Daniel
Chief Executive Officer
investors@alarum.io
Source: Alarum Technologies Ltd.
