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Alarum Technologies (NasdaqCM:ALAR) Q4 2025 Earnings call March 19, 2026 08:30 AM ET Company ParticipantsKenny Green - Head of Investor RelationsShachar Daniel - CEOShai Avnit - CFOConference Call ParticipantsBrian Kinstlinger - Senior Technology AnalystKingsley Crane - Equity Research Senior AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to the Alarum Technologies fourth quarter 2025 earnings results conference call. During today's presentation, all parties will be in a listen-only ...

Financial Data and Key Metrics Changes - Fourth quarter revenue reached $11.8 million, up 60% year-over-year, while full year revenues reached nearly $41 million, up 28% [6][12] - Fourth quarter net profit was $0.2 million, down from $0.4 million in the same quarter last year, and full year net profit was $1 million, down from $5.8 million [16] - Adjusted EBITDA for the fourth quarter was $1 million, compared to $1.5 million in the fourth quarter of 2024, and for the full year, it was $4.4 million, down from $9.4 million [16] - Gross margin in the fourth quarter was 53.8%, down from 72.4% in the same quarter last year, and for the full year, it was 58.5%, down from 75.1% [14] Business Line Data and Key Metrics Changes - New AI-focused products accounted for about 30% of revenues, growing from around 4% the previous year [7] - The volume of data processed increased from 3-4 petabytes per month at the beginning of the year to up to 70 petabytes by year-end [7] Market Data and Key Metrics Changes - Demand from AI-focused customers became a key growth driver, reflecting a shift in market dynamics [6] - The company noted variability in demand from large AI developers based on their model development cycles and dataset refresh timing [9] Company Strategy and Development Direction - The company is transitioning from a proxy-focused model to a diversified multi-product data infrastructure platform, which is expected to support stronger long-term margins [10] - Strategic investments have been made to enhance capabilities, including doubling headcount and expanding infrastructure to support large-scale AI workloads [8] - The company aims to achieve a revenue run rate exceeding $100 million as the market develops [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the global AI market is still in its early stages, leading to near-term variability in demand [9] - The company believes that the demand for AI data is not a trend but a long-term requirement, indicating a positive outlook for future growth [31] Other Important Information - The company ended the year with no debt and a strong balance sheet, supporting strategic investments [17] - Guidance for the first quarter of 2026 indicates expected revenue of around $11 million, representing approximately 46% year-over-year growth [18] Q&A Session Summary Question: Update on modern website data collection prevention techniques - Management indicated that data collection is becoming more challenging but views it as an opportunity rather than a threat, as it raises barriers for smaller players [21][22] Question: Insights on improving visibility from long-term partnerships - Management explained that while revenue may fluctuate, the overall trend is positive, driven by large AI model demands [25][28] Question: Progress on infrastructure initiatives to improve margins - Management confirmed ongoing investments in infrastructure to support demand, with expectations for improved efficiency and margins in the future [41][43] Question: Status of large anchor customer partnerships - Management reported that partnerships with major customers are stable and demand for data remains strong [45]

中信证券指出，迅策科技是国内领先的实时数据基础设施供应商，受益于数据要素政策红利与下游数字 化转型刚需，行业规模有望在未来五年保持双位数增长。OpenClaw等AI工具愈发成熟、运行深度进一 步深化，支持AI工具落地的数据治理需求日益高增。该行认为，迅策作为实时数据基建行业的龙头公 司，将长期受益于AI落地带来的数据基础设施需求。 英伟达GTC领涨"Token第一股"迅策(03317)，截至午间发稿，涨3.46%，报113.5港元，成交额2.62亿港 元。 消息面上，美东时间3月16日，英伟达召开了GTC2026大会，CEO黄仁勋在演讲中释放了AI算力浪潮的 最强信号，未来的每一座数据中心，都将成为生产Token的"工厂"。迅策科技凭借多年深耕积累的高质 量、高净值、场景化的垂直行业数据，相当于为每一次Token调用加装了"增效器"，在消耗Token时换取 更高精度的结果，获取最高的产出确定性，有望构建强大的竞争壁垒。 ...

中信证券指出，迅策科技是国内领先的实时数据基础设施供应商，受益于数据要素政策红利与下游数字 化转型刚需，行业规模有望在未来五年保持双位数增长。OpenClaw等AI工具愈发成熟、运行深度进一 步深化，支持AI工具落地的数据治理需求日益高增。该行认为，迅策作为实时数据基建行业的龙头公 司，将长期受益于AI落地带来的数据基础设施需求。 智通财经APP获悉，英伟达GTC领涨"Token第一股"迅策(03317)，截至午间发稿，涨3.46%，报113.5港 元，成交额2.62亿港元。 消息面上，美东时间3月16日，英伟达召开了GTC 2026大会，CEO黄仁勋在演讲中释放了AI算力浪潮的 最强信号，未来的每一座数据中心，都将成为生产Token的"工厂"。迅策科技凭借多年深耕积累的高质 量、高净值、场景化的垂直行业数据，相当于为每一次Token调用加装了"增效器"，在消耗Token时换取 更高精度的结果，获取最高的产出确定性，有望构建强大的竞争壁垒。 ...

Core Insights - The company Xunce Technology (03317.HK) has gained significant attention from major institutional investors following its listing on the Hong Kong Stock Exchange, with firms like Deutsche Bank and CITIC Securities initiating coverage and giving an "overweight" rating, reflecting a consensus on its long-term value in "data infrastructure + enterprise AI application platform" [1][2]. Group 1: Company Growth and Financial Projections - Xunce Technology is compared to Palantir, as both companies cover the entire data processing workflow from acquisition to application, distinguishing them from competitors that focus on single points [2]. - CITIC Securities predicts that Xunce's revenue will reach 1.28 billion, 2.33 billion, and 3.45 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of 103%, 82%, and 48% [3]. - The company is expected to achieve profitability in 2026 with a net profit of 272 million yuan, increasing to 841 million yuan in 2027, indicating a maturation of its business model and the realization of scale effects [3]. Group 2: Market Opportunities and Product Development - The demand for AI Agents is surging, marking a shift from conversational to task-oriented execution, which emphasizes the importance of real-time data flow, reliability, and governance for agent effectiveness [4]. - Xunce has launched the FeedClaw platform to provide high-quality data for AI agents, ensuring security and compliance through features like permission isolation and data auditing [4]. - The current market penetration for real-time data infrastructure in China is only about 3.6%, indicating substantial growth potential as the enterprise-level real-time data systems are still in their early stages [4]. Group 3: Stock Performance and Market Position - Beyond fundamentals, Xunce Technology was officially included in the Hong Kong Stock Connect on March 9, 2026, contributing to a stock price increase of over 180% year-to-date, with a market capitalization exceeding 55 billion HKD at one point [5].

Core Insights - Miami's transformation into a tech hub is attracting venture capital, crypto, and tech startups, creating opportunities across various sectors including regional banking, payments, housing, and AI [1] Group 1: Company Performance - **Amerant Bancorp (AMTB)**: Q4 2025 EPS was $0.07, missing the $0.36 estimate, driven by $29.20 million in non-core charges. Non-performing assets rose to $186.91 million, or 1.91% of total assets. Core EPS was $0.53, indicating franchise strength. A $40 million share repurchase program was authorized [1][2] - **Lennar (LEN)**: Q4 fiscal 2025 revenue was $9.37 billion, down 6.0% year over year, with EPS of $1.93 missing the $2.25 consensus estimate. Gross margin on home sales compressed to 17.0% from 22.1% a year earlier. New orders surged 18% to 20,018 homes [1][2] - **Coinbase (COIN)**: Full-year 2025 revenue reached $7.2 billion, with total trading volume of $5.2 trillion, up 156% year over year. Q4 revenue was $1.80 billion, slightly below estimates, with a GAAP net loss of $667 million. Adjusted net income was $178 million [1][2] - **Mastercard (MA)**: Q4 2025 revenue was $8.806 billion, growing 17.59% year over year, beating estimates. Adjusted EPS of $4.76 exceeded the $4.24 estimate. Cross-border volume grew 14% in local currency [1][2] - **Palantir (PLTR)**: Q4 2025 revenue was $1.41 billion, growing 70% year over year, beating estimates. Adjusted EPS of $0.25 exceeded the $0.18 estimate. U.S. commercial revenue hit $507 million, up 137% [1][2] Group 2: Market Trends - Miami is becoming a significant tech hub, attracting firms from San Francisco and New York due to favorable tax and regulatory conditions, as well as a growing talent pool [1] - The economic impact of the tech migration is beginning to show in the earnings of companies like Palantir, Mastercard, Coinbase, Lennar, and Amerant, each representing different aspects of the structural shift in American capital and talent [2]

1.供应链与资产标准化-利用其全球供应链网路，针对头部互联网企业、电信运营商及超算中心退役的 伺服器资产(包括但不限于GPU伺服器、高密度存储阵列)建立定向回收机制。 2.工业级再制造与认证-依据ISO品质管制体系，对回收设备实施深度清洁、元件级维修、核心部件( CPU/GPU╱内存)压力测试及固件升级，确保设备性能恢复至较高水准。 3.资产数字化管理-建立设备全生命周期档案，对翻新后的算力设备进行资产定级与残值评估，为后续 运营及资本化运作提供数据支撑。 华章数据技术有限公司是一家国内领先的数据基础设施服务商，总部位于广州。本次合作在人工智慧产 业高速发展的背景下，通过技术创新实现存量算力资源的梯次利用与绿色低碳运营，具有重大的战略协 同价值与商业潜力。有望为公司开辟新的业务增长点，提升核心竞争力，符合公司长期发展战略，对公 司未来发展具有积极意义。 智通财经APP讯，千循科技(01640)发布公告，公司于2026年2月25日与国内行业领先的数据中心基础设 施解决方案提供商华章数据技术有限公司(华章数据)达成战略合作，双方旨在构建"绿色算力资产全生 命周期管理(LCM)"闭环体系。 公司及合作伙伴通过将集团 ...

Core Insights - The article discusses the investment potential of Western Digital Corporation (WDC) and Teradata (TDC) within the enterprise data infrastructure market, highlighting their respective roles in storage hardware and data analytics solutions [1][3]. Group 1: Market Overview - The global data center infrastructure market is projected to grow from $5.08 billion in 2026 to approximately $19.04 billion by 2035, reflecting a compound annual growth rate (CAGR) of 15.86% driven by increasing demand for digital services and data storage [2]. Group 2: Western Digital (WDC) - WDC specializes in storage technologies, particularly HDDs and enterprise SSDs, which are essential for data centers and AI workloads [4]. - The company aims for revenue growth exceeding 20% CAGR over the next three to five years, supported by strong demand for nearline enterprise storage and stable pricing [5]. - WDC projects gross margins above 50% and free cash flow margins surpassing 30%, with a focus on high-capacity HDDs and operational efficiency [6]. - The company has introduced a customer-centric roadmap to enhance scalable capacity and performance while maintaining cost advantages [7]. - WDC's financial performance includes a significant increase in operating cash flow to $745 million from $403 million year-over-year, and free cash flow rose 95% to $653 million [12]. - The company has declared a cash dividend of 12.5 cents per share, emphasizing its commitment to shareholder returns [12]. - WDC's stock has gained 16.1% over the past year, and its earnings estimate for fiscal 2026 has been revised up 17% to $8.96 [22][28]. Group 3: Teradata (TDC) - TDC focuses on data analytics and cloud-based solutions, helping enterprises manage and analyze data through its Vantage platform [14]. - The company anticipates 2-4% annual recurring revenue (ARR) growth in 2026, with free cash flow projected between $310 million and $330 million [14]. - TDC's public-cloud ARR grew 13% year-over-year to $701 million, driven by increased cloud adoption [20]. - The company has launched innovative AI capabilities and partnered with major cloud providers to enhance its offerings [16][19]. - TDC's stock has seen a substantial gain of 472.1% over the past year, but it faces challenges with modest growth projections and increased competition [22][21]. - The earnings estimate for TDC for fiscal 2026 has been revised up 2.8% to $2.55 [25]. Group 4: Comparative Analysis - WDC is positioned for stronger growth linked to AI and cloud storage infrastructure, while TDC offers stable software margins but faces a more competitive landscape [29]. - WDC's financials indicate robust demand signals, making it an appealing investment for those anticipating continued data volume growth [29].

Core Insights - Artisan Mid Cap Fund's fourth-quarter 2025 investor letter highlights the performance of the fund and its investment strategy focusing on companies with strong earnings and franchise characteristics [1] - The fund's Investor Class, ARTMX, delivered a return of -0.44%, while the Advisor Class, APDMX, and Institutional Class, APHMX, returned -0.37% and -0.35% respectively, compared to a -3.70% return for the Russell Midcap® Growth Index [1] - Continued strength in information technology and health care sectors contributed positively to the fund's performance during the quarter [1] Company Focus: Snowflake Inc. - Snowflake Inc. (NYSE:SNOW) is identified as a significant stock in the fund's fourth-quarter report, with a market capitalization of $59.029 billion [2] - The stock closed at $172.50 per share on February 20, 2026, with a one-month return of -18.35% and a 52-week gain of 0.92% [2] - Artisan Mid Cap Fund exited its investment in Snowflake due to elevated valuations and concerns over potential decelerating revenue growth linked to uneven consumption trends [3] - The fund noted that Snowflake's primary use for structured data may be challenged by advancements in large language models that could unlock unstructured data benefits, raising questions about its value proposition [3] Hedge Fund Interest - Snowflake Inc. was held by 88 hedge fund portfolios at the end of the fourth quarter, a decrease from 102 in the previous quarter [5] - While the potential of Snowflake as an investment is acknowledged, the fund believes that certain AI stocks present greater upside potential with less downside risk [5]