SuperCom Secures Louisiana Electronic Monitoring Contract, Expands U.S. Presence to 16th New State [Accessibility Statement] Skip NavigationMarks 17th New Service Provider Partnership Since Mid-2024 and Continues Track Record of Incumbent DisplacementTEL AVIV, Israel, Feb. 12, 2026 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secured solutions for the e-Government, IoT, and Cybersecurity sectors, today announced a new electronic monitoring (EM) service provider contract in Louisiana. The ag ...

th5 new project launch from the start of the new year highlights rapid follow-on expansion through established regional partnerships TEL AVIV, Israel, Feb. 2, 2026 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secure solutions for the e-Government, IoT, and Cybersecurity sectors, today announced the expansion of its electronic monitoring footprint into an additional county in Wisconsin. This latest win marks SuperCom's third project in the state, underscoring the company's ability to scale ...

SuperCom (NasdaqCM:SPCB) Conference Summary Company Overview - **Company Name**: SuperCom - **Ticker**: SPCB - **Industry**: Electronic security solutions, specifically offender electronic monitoring - **Founded**: 1988 - **CEO**: Ordan Trabelsi since February 2021 - **Headquarters**: Israel Key Points and Arguments Financial Performance - Transitioned from three years of declining revenues to over four years of revenue growth with a CAGR of over 31% [3] - Achieved EBITDA of $8.9 million on a trailing 12-month basis [3] - Revenues for the last reported nine months of 2025 were approximately $20 million, with a gross profit margin of 61% and a net profit margin of 29% [29] - Record net income of $6 million and non-GAAP EPS of $2.17 for the first nine months of 2025 [27] Market Dynamics - The electronic monitoring market is expected to reach $2.3 billion by 2028, with the U.S. market being approximately six times larger than the European market [6][17] - The U.S. market for electronic monitoring is valued at around $1.8 billion, while the European market is over $330 million [6] - The industry has only 10 major players globally, indicating high barriers to entry [6][7] Product and Technology - Invested over $45 million in developing a proprietary suite of electronic monitoring products, including ankle bracelets and software solutions [3][28] - The technology includes advanced biometric capabilities, long battery life (up to a year), and various monitoring solutions such as GPS tracking and geofencing [12][32] - The company has a win rate of over 65% on competitive tenders in Europe [11] Expansion Strategy - Successfully expanded into the U.S. market over the last 18 months, signing over 35 new contracts across 15 states [19][27] - Plans to continue winning large-scale national contracts in Europe while enhancing proactive sales efforts in the U.S. [22][23] - Considering acquisitions of small service providers to enhance market presence in the U.S. [20][22] Challenges and Opportunities - High recidivism rates in the U.S. (75% likelihood of re-arrest within five years) and prison overcrowding present significant opportunities for electronic monitoring solutions [4][5] - The cost of operating prisons in the U.S. is approximately $80 billion annually, with potential savings of 90% if offenders are placed under house arrest [5][6] - The company is exploring opportunities in new markets, including countries like Thailand, Philippines, and Colombia, which have expressed interest in electronic monitoring solutions [40] Recurring Revenue Model - The U.S. contracts are primarily structured on a per unit per day basis, resembling a SaaS model, which leads to high margins and recurring revenue [18][27] - Average recurring revenue per unit is approximately $2,900 per year, including hardware and services [21] Financial Health - Current assets are $47 million, with long-term liabilities reduced to $21 million after restructuring [29] - Cash burn in the last quarter was $13 million, but the company does not anticipate the need for additional equity in the near term [29][38] Additional Important Insights - The company has successfully displaced long-standing incumbents in various markets, indicating strong competitive advantages [14][16] - The technology's reliability and user-friendly software have been key factors in winning contracts [32] - The company is focused on continuous innovation and maintaining a technological moat against competitors [24] This summary encapsulates the key aspects of SuperCom's recent conference, highlighting its financial performance, market dynamics, product offerings, expansion strategies, and overall industry challenges and opportunities.

Core Insights - SuperCom has secured its third electronic monitoring contract in North Carolina, building on the initial PureOne rollout announced in December 2025 and a statewide procurement vehicle awarded earlier in 2025 [1][2][3] Group 1: Contract Details - The new agreement involves deploying SuperCom's PureOne™ all-in-one GPS monitoring solution to support community supervision operations, marking the provider's first introduction of electronic monitoring technology into its criminal justice services [2][3] - The contract is structured as a recurring revenue model based on active daily units, with deployment expected to begin immediately [2] Group 2: Company Strategy and Market Position - The rapid follow-on contract win highlights the growing recognition of SuperCom's PureOne GPS technology and its capability to support quick program launches for service providers with varying levels of electronic monitoring experience [3][4] - North Carolina exemplifies the company's U.S. expansion strategy, where initial engagements lead to sustained adoption and broader footprints in the market [4] Group 3: Company Background - SuperCom has been a global provider of secure solutions since 1988, offering advanced safety, identification, and security solutions to both public and private sectors worldwide [5] - The company specializes in e-Government platforms and innovative solutions for various industries, including healthcare, law enforcement, and electronic monitoring [5]

Core Insights - SuperCom has expanded its operations into an additional county in Wisconsin, marking its second county-level project in the state since its initial entry in September 2025, showcasing the company's ability to scale within established regions [1][3] Group 1: Project Details - The new county deployment is facilitated through a partnership with a regional service provider established in 2025, where SuperCom's technology was chosen after a competitive evaluation against existing technologies [2] - The project will implement SuperCom's proprietary electronic monitoring technology for GPS tracking and introduce domestic violence monitoring initiatives, thereby broadening the range of electronic monitoring services available locally [2][4] Group 2: Company Performance - The recent project win in Wisconsin is the third new project secured by SuperCom since the beginning of the year, which includes a project in Europe and two in the U.S., indicating strong global execution momentum and effective expansion strategy [3] - The new project highlights the versatility of SuperCom's platform, which not only replaces legacy GPS technology but also enables the launch of domestic violence monitoring technology that was previously unavailable [4] Group 3: Company Background - SuperCom has been a global provider of identity solutions since 1988, offering advanced safety, identification, and security solutions to both public and private sectors worldwide [5] - The company provides a comprehensive suite of RFID and mobile technology, along with advanced services for various industries, including healthcare, law enforcement, and electronic monitoring [5]

Core Viewpoint - SuperCom (SPCB) has secured a new electronic monitoring contract with a juvenile probation agency in Texas, marking its second contract win in the state and demonstrating its ability to scale quickly in new U.S. markets [1] Group 1: Contract Details - The new contract involves replacing the incumbent electronic monitoring technology provider and modernizing offender supervision capabilities [1] - SuperCom will deploy its GPS tracking solution and proprietary monitoring platform to enhance juvenile supervision programs, focusing on reliability, accuracy, and operational efficiency [1] - The contract operates on a simple recurring revenue model based on active daily units [1]

Core Insights - SuperCom has secured a national electronic monitoring contract in a Western European country, marking the expansion of its domestic violence solutions to a tenth nation globally [1][5] - The contract will support multiple national government agencies and includes various public safety programs such as domestic violence monitoring and GPS tracking of offenders [2][3] Group 1: Contract Details - The contract is structured as a multi-year framework with a minimum term of three years, allowing for expansion as additional monitoring needs arise [4] - The project is expected to launch in the first quarter of 2026 and involves the purchase of monitoring devices along with ongoing monthly service fees [4] Group 2: Company Performance and Strategy - SuperCom's President and CEO highlighted that this contract validates the company's technology and execution capabilities, reinforcing its position in public safety [5] - The company has achieved over 16 national electronic monitoring project wins across Europe and more than 35 new contract wins in the U.S. since mid-2024, indicating strong international momentum [5] Group 3: Technology and Solutions - SuperCom's PureSecurity Suite is a comprehensive electronic monitoring platform featuring advanced GPS and RF tracking, anti-tamper mechanisms, and multi-factor biometrics [6] - The modular architecture of the PureSecurity Suite supports various use cases, including domestic violence prevention and community supervision [6] Group 4: Financial Performance - SuperCom reported a net income of $6.0 million and over 35% EBITDA margins through the first nine months of 2025, positioning the company for long-term growth and expansion [5]

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]

Core Insights - SuperCom has secured a new electronic monitoring service provider contract in Missouri, marking its first contract in the state and its 13th U.S. state entry since mid-2024 [1][4] - The company continues to replace long-time incumbent providers with its PureSecurity platform, demonstrating its competitive edge in the market [1][3] Company Expansion - The Missouri contract involves transitioning existing GPS tracking infrastructure to SuperCom's proprietary technology, following a competitive evaluation by the Missouri provider [2][3] - SuperCom has signed 15 service provider contracts and entered 13 new states since mid-2024, indicating a successful expansion strategy [4] Financial Performance - The company reported a record net income of $6 million and an EBITDA margin exceeding 35% for the first nine months of 2025, showcasing its operational and financial strength [4]