Core Insights - SuperCom has secured a new electronic monitoring service provider contract in North Carolina, marking its first deployment in the state and expanding its reach to 15 U.S. states since mid-2024 [1][2][3] - The contract establishes SuperCom as the primary EM technology partner, transitioning existing GPS tracking infrastructure to its proprietary technology and software platform, following a recurring revenue model based on active daily units [2][3] - The decision by the North Carolina service provider reflects a competitive evaluation and ongoing demand for SuperCom's advanced EM solutions among regional providers [3] Company Expansion - SuperCom's entry into North Carolina is part of its U.S. expansion strategy, with 16 service provider contracts signed and 15 new states entered since mid-2024 [4] - The company emphasizes its ability to displace incumbent vendors and establish a durable presence in new geographies [4] Financial Performance - SuperCom reported a record net income of $6 million and an EBITDA margin exceeding 35% for the first nine months of 2025, indicating strong operational and financial health to support continued expansion [4]

Core Insights - SuperCom has secured its first state-level Department of Corrections contract in the U.S. through a strategic partnership, marking a significant milestone in its expansion strategy [1][2][3] - The contract involves deploying GPS-based electronic monitoring technology as part of Arizona's statewide Behavioral Health services, with implementation set to begin in January 2026 [1][2] - The partnership with a leading Arizona-based service provider was crucial in winning the competitive RFP process, allowing SuperCom to displace the incumbent vendor [3][4] Company Strategy - The achievement reflects the maturation of SuperCom's strategy, which began with regional partners and smaller county agencies, now progressing to state-level contracts [4] - The company aims to leverage this contract as a reference point for pursuing similar opportunities across the U.S. [3][4] - SuperCom's experience in Europe, where it transitioned from smaller projects to larger contracts, is seen as a parallel to its U.S. strategy [4] Financial Performance - SuperCom reported a record net income of $6 million and gross margins above 60% for the first nine months of the year, indicating a strong financial foundation to support larger state-level programs [4]

Accessibility StatementSkip Navigation The decision by the Missouri provider follows a competitive evaluation of available solutions and reflects continued demand for SuperCom's advanced EM solutions among regional providers seeking to modernize and enhance their programs. "Our entry into Missouri represents another strategic step forward in scaling our U.S. footprint through trusted service providers," said Ordan Trabelsi, President and CEO of SuperCom. "It is another example of how our technology is outpe ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $6.2 million, down from $6.9 million in Q3 2024, reflecting a decrease due to revenue mix and timing of contract launches [13][16] - Gross profit increased to $3.8 million, with gross margins expanding to 60.8%, up from 45.6% a year ago [14] - Operating income surged to $640,000, up from around $30,000 in Q3 2024, with operating margins increasing to 10.3% [15] - EBITDA doubled to $2.2 million from $1.1 million in Q3 2024, reflecting EBITDA margins of 34.6% [15] - Net income reached $700,000, a turnaround from a net loss of $400,000 in the prior year [15] - Non-GAAP net income surged to $1.9 million, up from $350,000 last year [15] Business Line Data and Key Metrics Changes - The company secured over 30 new electronic monitoring contracts in the US since mid-2024, including entry into 12 new states [4][5] - The US presence was reinforced by a five-year reentry services contract valued at up to $2.5 million through its subsidiary, LCA [6] - The company expanded its international presence with a $7 million electronic monitoring project in Germany, marking a strategic foothold in Europe [7][8] Market Data and Key Metrics Changes - The electronic monitoring market is projected to reach $2.3 billion by 2028, with approximately 95% of that opportunity concentrated in the US and Europe [12] - The US market is estimated to be more than six times the size of the European market, making it a particularly attractive driver for long-term growth [12] Company Strategy and Development Direction - The company aims to address challenges in modern justice systems, including high recidivism rates and prison overcrowding, by providing scalable alternatives to incarceration [11] - The company continues to evaluate strategic acquisition opportunities in the US market to enhance market penetration and operational synergies [10] - The operational advantage in the US includes a cloud-based centralized platform, enabling faster and more cost-effective program launches [10][40] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of continuous innovation and investment in R&D, with over $45 million invested in electronic monitoring solutions [11][12] - The company expects to see more consistency in revenues as the US market matures and recurring revenue becomes a larger portion of total revenues [32][46] - Management noted that the current margins reflect a favorable mix of projects and contracts, with expectations for long-term margin resilience and expansion [19] Other Important Information - The company reduced its net debt by nearly $25 million over the past two years through strategic debt-to-equity exchanges [17] - Working capital stood at $41.8 million as of September 30, 2025, up from $26.1 million a year ago [18] - Book value of equity tripled to $40.8 million, up from $13.3 million a year ago [18] Q&A Session Summary Question: Market opportunity in Germany - The company sees potential for expansion in Germany following a recent $7 million project win, with expectations for growth in scale and capabilities [24] Question: Repeatable opportunities with service providers in the US - The company has signed 14 service providers this year, with many replacing existing technologies with SuperCom's advanced solutions [25][26] Question: Debt position decline in Q3 - The company confirmed ongoing strategic debt-to-equity swaps to reduce debt balance [27] Question: Revenue breakdown by geography - The company noted that revenue volatility is influenced by the mix of projects in different stages, with the US market showing strong growth potential [30][31] Question: Contract lengths and renewal rates - US contracts typically span five to ten years, with a high likelihood of renewal once agencies are satisfied with the technology [33][34] Question: Accounts receivable buildup - The company clarified that the increase in accounts receivable is due to the timing of revenue recognition in long-term projects, not collection issues [49][50] Question: Buyout rumors - The company acknowledged interest from various firms but emphasized that any decision will prioritize shareholder value [54]

Accessibility StatementSkip Navigation Q3: Non-GAAP Net Income $1.9 Million; EBITDA Margin of 34.6%; EBITDA of $2.2 Million; Non-GAAP EPS $0.39 9 Months: Non-GAAP Net Margin of 45.7%; Non-GAAP Net Income $9.3 Million TEL AVIV, Israel, Nov. 13, 2025/PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secured solutions for the e-Government, IoT, and Cybersecurity sectors, today reported results for the three and nine months ended September 30, 2025. First Nine Months Ended September 30 , 2025 , Fin ...

Core Insights - SuperCom has secured two new electronic monitoring service provider contracts in Alabama, marking its third and fourth deployments in the state within the past year, indicating rapid expansion in the southeastern U.S. [1][3] - The new contracts involve transitioning from legacy systems to SuperCom's PureSecurity platform, showcasing the company's advanced technology and operational excellence [2][4]. - Since mid-2024, SuperCom has entered 12 new U.S. states, signed over 30 new contracts, and launched 14 service provider partnerships, reflecting a pattern of initial wins leading to broader adoption [4]. Company Expansion - The recent partnerships in Alabama follow two earlier direct agency wins in January and August 2025, highlighting the increasing adoption of SuperCom's technology by public agencies and private service providers [3][4]. - The company has demonstrated its ability to win competitive tenders, as evidenced by a $7 million national contract win in Germany, where it displaced a 20-year incumbent [4]. Technology Adoption - The transition to SuperCom's advanced technology by service providers indicates a growing trust in the company's platform and its capability to modernize electronic monitoring programs [2][4]. - The expansion in Alabama serves as an example of how SuperCom is earning the trust of public agencies and service providers seeking reliable public safety solutions [4].

Core Insights - SuperCom has secured a new electronic monitoring contract with a sheriff's agency in Utah, marking its second contract in the state and reinforcing its expansion in the U.S. market [1][2]. Company Developments - The selected sheriff's agency chose SuperCom's PureSecurity™ Suite for its advanced mobile capabilities, high-precision tracking, and scalable infrastructure, which are essential for modernizing offender monitoring programs [3]. - The recent contract win is seen as validation of SuperCom's technology and the effectiveness of its U.S. team, indicating a growing demand for modern solutions among sheriff departments and community supervision agencies [4]. Market Trends - There is a broader trend in the U.S. where public safety agencies are opting for SuperCom's technology over legacy systems, reflecting a shift towards modern solutions that deliver measurable results [4]. - SuperCom's expanding network includes multiple sheriff departments and public safety agencies across the country, indicating a strong market presence and customer base growth [2][4].

Core Insights - SuperCom has secured its 12th reseller agreement in the U.S. since mid-2024, indicating strong momentum in the adoption of its electronic monitoring technology [1][2] - The latest contract involves a Virginia-based service provider transitioning to SuperCom's PureSecurity™ platform, enhancing community supervision and public safety initiatives [1][3] Group 1: Company Expansion - SuperCom has established its second reseller partnership in Virginia since entering the state in May 2025 [2] - The company has signed over 30 new contracts since mid-2024, reflecting its growing presence and market penetration across the U.S. [4] Group 2: Technology and Capabilities - The decision by the Virginia provider to select SuperCom was based on the proven capabilities of the PureSecurity™ platform, which offers high-precision tracking and rapid deployment [3] - SuperCom's technology is increasingly being chosen to replace outdated systems, enhancing public safety and modernizing operations [4] Group 3: Market Trends - The company is experiencing a trend where initial contracts lead to broader collaborations in new markets, similar to its experiences in Europe and other U.S. states [4] - SuperCom's recent national electronic monitoring contract in Germany, valued at approximately $7 million, demonstrates its competitive edge in displacing long-standing providers [4]

Core Viewpoint - SuperCom Ltd has secured a national electronic monitoring contract in Germany, marking a significant achievement in the company's expansion within the electronic monitoring sector [1][3]. Group 1: Contract Details - The contract involves the rollout of SuperCom's PureSecurity Electronic Monitoring suite, which will support various public safety programs, including domestic violence monitoring and GPS tracking of offenders [1]. - The program has a budget of approximately $7 million over a period of up to four years, with SuperCom's revenue dependent on usage levels during the contract [2]. Group 2: Company Performance and Technology - SuperCom's PureSecurity Suite is described as one of the most advanced electronic monitoring platforms, featuring GPS and RF tracking, anti-tamper safeguards, multi-factor biometrics, and secure communications [4]. - The system includes an ultra-lightweight ankle bracelet designed for extended battery life and seamless integration with third-party systems [4]. - In the second quarter, SuperCom reported adjusted earnings of 49 cents per share, exceeding analysts' estimates of 35 cents, with quarterly revenue rising to $7.14 million, above expectations of $6.46 million [5]. Group 3: Market Position and Future Outlook - The CEO of SuperCom expressed enthusiasm about winning the contract in Germany, highlighting the company's strong international momentum with over 15 national electronic monitoring project wins across Europe and more than 30 new contract wins in the U.S. in the past year [3]. - The German government agency overseeing the program has been a pioneer in electronic monitoring in Europe for over 25 years, indicating a robust market for such technologies [2].

Core Insights - SuperCom has secured a national electronic monitoring (EM) contract in Germany, marking a significant strategic win against a 20-year incumbent technology provider [1] - This contract represents the ninth nation to adopt SuperCom's domestic violence solution, indicating a growing international presence and demand for its technology [1] Company Summary - SuperCom is a global provider specializing in secured solutions for e-Government, IoT, and Cybersecurity sectors [1] - The recent contract win enhances SuperCom's portfolio and strengthens its position in the electronic monitoring market [1]