Core Insights - RADCOM Ltd. reported second-quarter 2025 non-GAAP earnings per share (EPS) of 25 cents, exceeding the Zacks Consensus Estimate by 13.6% and improving from 20 cents in the prior-year quarter [1][10] - Total revenues reached $17.7 million, reflecting a 19.3% year-over-year increase, driven by strong momentum in key accounts and the adoption of AI-powered network assurance solutions [2][10] - The company reaffirmed its full-year revenue growth target of 15%–18%, translating to a midpoint projection of $71.1 million [7][10] Financial Performance - Non-GAAP gross margin was reported at 76.2%, an increase from 75% in the year-ago quarter [3] - Non-GAAP operating income reached a record $3.4 million, representing 19.5% of quarterly revenues, compared to $2.3 million or 15.4% of revenues in the previous-year quarter [4] - Non-GAAP gross R&D expenses rose 10.7% year over year to $4.5 million, while sales and marketing expenses increased 13.5% year over year to $4.3 million [5] Cash Flow and Liquidity - As of June 30, 2025, the company had $101.6 million in cash, cash equivalents, and short-term bank deposits, with no debt [6] - The company exited the second quarter with a cash flow of $2.6 million [6] Strategic Focus - RADCOM is focused on prudent expense management while making targeted strategic investments to drive growth and sustain its competitive edge [4] - The company is enhancing global sales and partnerships to support its next growth phase with advanced solutions powered by accelerated computing and Agentic AI [2]

Core Insights - Intrusion Inc. reported a second-quarter 2025 loss of $0.10 per share, an improvement from a loss of $0.53 per share a year ago, but wider than the Zacks Consensus Estimate of a loss of $0.09 per share [1] - Quarterly revenues reached $1.9 million, reflecting a 28% year-over-year increase and a 6% sequential rise, surpassing the Zacks Consensus Estimate of $1.8 million [2][9] - The company secured an additional $3 million from the Department of Defense (DoD) to enhance operational deployment of its infrastructure monitoring tools and expand threat analysis capabilities [3][9] Revenue and Product Performance - The revenue growth was driven by new customer acquisitions and expanded work with existing clients, particularly the DoD, marking the fifth consecutive quarter of revenue growth [2][9] - Consulting revenues for the quarter were $1.4 million, remaining flat sequentially but up by $0.2 million year-over-year, while Shield revenues totaled $0.5 million, an increase of $0.1 million sequentially and $0.2 million year-over-year [5] - The stability in gross margin at 76% year-over-year indicates the scalability of Intrusion's business model, although management notes potential fluctuations based on product mix [7] Operating Expenses and Financial Position - Operating expenses increased to $3.5 million from $3.1 million in the prior-year quarter, reflecting strategic investments in R&D, sales, and marketing [10] - The operating loss totaled $2.1 million compared to an operating loss of $2 million in the prior-year quarter [10] - As of June 30, 2025, Intrusion had $4.7 million in cash and cash equivalents, down from $10.7 million as of March 31 [11] Market Reaction - Following the results, Intrusion's shares gained 5.5% in trading, closing at $1.91 on August 12, and were up 4.2% in pre-market trading the following day [6]

Company Overview - Intrusion Inc offers cybersecurity solutions, including Intrusion Shield, leveraging proprietary threat intelligence and AI-based analysis[10, 36] - The company's technology includes a database with historical data on over 85 billion IPs[10] - Intrusion's solutions protect against inbound and outbound threats, identify threats in real-time, and optionally block malicious connections[9] Business Highlights - In 2025, Intrusion took actions to strengthen its balance sheet, resulting in $145 million in proceeds and the elimination of $101 million notional value of Series A Preferred Stock[21] - In 2024, Intrusion signed 20 new Intrusion Shield logos[24] - Intrusion signed a $20 million contract with the U S Department of Defense to support cybersecurity efforts[24] Market and Product - The cybersecurity market is experiencing growing demand, with economic impact of cybercrime reaching $105 trillion[26] - Intrusion Shield Command Hub harnesses AI for smarter cybersecurity[24] - Intrusion offers Shield OnPremise, Shield Cloud, and Shield Endpoint to protect various network environments[47] Financials - As of March 31, 2025, Intrusion had $107 million in cash and cash equivalents and $179 million in net equity[55] - Total common stock outstanding as of March 31, 2025, was 19,895,095 shares, with affiliates holding 40%[58] - Intrusion's revenue for the first quarter of 2025 was $18 million[59]

Core Viewpoint - Intrusion Inc. (INTZ) is expected to report a significant revenue increase of 46.5% year-over-year for Q1 2025, with a consensus estimate of $1.7 million, while the company is projected to incur a loss of 18 cents per share, unchanged from previous estimates [1][2]. Group 1: Financial Performance - The Zacks Consensus Estimate for revenues in Q1 2025 is $1.7 million, reflecting a 46.5% increase from the previous year [1]. - The expected loss per share for Q1 2025 is 18 cents, consistent with estimates from the past 30 days, compared to a loss of 94 cents per share in the same quarter last year [1]. - INTZ has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 4.7% [2]. Group 2: Business Drivers - Strong demand for INTZ's cybersecurity solutions, particularly in the U.S. and Asia Pacific, is anticipated to support revenue growth in Q1 [3]. - The launch of the Shield Cloud product on the AWS Marketplace is expected to drive significant growth for the company [3]. - The introduction of new products like Intrusion Shield Sentinel and Intrusion Shield Command Hub is likely to enhance the company's offerings and contribute positively to revenue [4]. Group 3: Cost Management and Investments - INTZ has implemented disciplined cost management strategies, including reducing 16 permanent roles and utilizing more affordable sales and marketing services, which likely lowered expenses [6]. - However, increased investment in R&D to enhance product offerings and address evolving cybersecurity challenges may impact profit margins [7]. - The company is also expanding its footprint in the government sector, which is seen as a positive growth factor [5].