Core Insights - Intrusion Inc. reported a third-quarter 2025 loss of 10 cents per share, an improvement from a loss of 35 cents per share a year ago, matching the Zacks Consensus Estimate [1] - Quarterly revenues reached $2 million, reflecting a 31% year-over-year increase, surpassing the Zacks Consensus Estimate of $1.9 million, driven by deal wins with the U.S. Department of Defense [2][8] - The company anticipates broad-based uptake of its Shield Endpoint product and has launched Intrusion Shield Cloud on the AWS Marketplace, which is expected to drive long-term growth [3] Revenue Breakdown - Consulting revenues for the third quarter were $1.5 million, up $0.1 million sequentially and $0.4 million year-over-year [4] - Shield revenues totaled $0.5 million, remaining flat sequentially but increasing by $0.1 million year-over-year, primarily due to work under the DoD contract [4] Financial Metrics - Gross margin remained stable at 77% year-over-year, influenced by varying product mixes [5] - Operating expenses increased to $3.6 million from $3.2 million in the prior-year quarter, with expectations of higher expenses due to investments in product development and sales [5] - Operating loss was $2.1 million, slightly higher than the $2 million loss in the prior-year quarter [5] Balance Sheet - As of September 30, 2025, total cash and cash equivalents were $2.5 million, down from $4.7 million as of June 30, 2025 [6]

Core Insights - Intrusion Inc. has launched Intrusion Shield Cloud on the AWS Marketplace, enhancing its cybersecurity offerings and addressing modern cyber threats [1][10] - The solution acts as a virtual firewall gateway for autonomous threat prevention, blocking malicious network traffic before it impacts systems [2][10] - Intrusion Shield Cloud is designed to mitigate risks from attackers already within a network, a common vulnerability in cloud security [3] Product Features - The Shield Cloud continuously analyzes network traffic, proactively blocking outbound calls to malicious IPs and domains, thus preventing potential attacks at early stages [5] - Its autonomous operation reduces response time to cyber threats, allowing organizations to stay ahead of sophisticated attacks without manual intervention [6] - The solution leverages a robust cyber threat intelligence engine, built on over 30 years of innovation, providing near-complete network visibility and a unique risk assessment framework [7] Investment Opportunity - Intrusion presents a compelling investment opportunity with a focus on execution and profitable growth, leveraging its proprietary database and intellectual property [8] - The company is shifting towards a recurring revenue model through Managed Service Providers (MSPs), Managed Security Service Providers (MSSPs), and Value-Added Resellers (VARs), establishing a sustainable growth foundation [8] - A clear long-term roadmap for product growth, supported by strong core technology assets, positions the company for continued success [8] Market Performance - Intrusion's stock has gained 93.2% over the past year, outperforming the sub-industry growth of 28.2% [9]

Core Insights - Intrusion Inc. has launched Intrusion Shield Cloud on AWS Marketplace, marking a significant step in its mission for autonomous network enforcement [1] Company Developments - The introduction of Intrusion Shield Cloud aims to enhance real-time threat protection for AWS environments [1] - This product is part of the company's broader strategy to provide reputation-based threat prevention solutions [1] Industry Context - The availability of Intrusion Shield Cloud in AWS Marketplace positions the company within a competitive landscape of cybersecurity solutions [1] - The move reflects a growing trend in the industry towards integrating advanced threat protection within cloud environments [1]