Accessibility StatementSkip Navigation Rapid U.S. Expansion: Over 30 new contracts, 11 new reseller partnerships, and expansion into 12 states since August 2024 NEW YORK, Sept. 17, 2025 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secure solutions for the e-Government, IoT, and Cybersecurity sectors, announced today that, together with an established service provider partner in the Midwest region, it has won a new electronic monitoring (EM) project to deploy its PureSecurity EM technolog ...

Summary of SuperCom Limited's Investor Presentation Company Overview - **Company Name**: SuperCom Limited - **Ticker**: SPCB - **Founded**: 1988 - **Focus**: Global provider of electronic security solutions, specifically offender electronic monitoring services, including ankle bracelets for tracking offenders [3][4] Key Financial Metrics - **CAGR**: Approximately 31% over the last three years [4] - **R&D Investment**: Over $45 million [4] - **EBITDA**: $7 million for the trailing 12 months as of Q1 [4] - **Revenue**: $7 million in Q1, with similar figures in Q2; projected annual revenue for 2024 is $27 million [22][23] - **Net Income**: $4.2 million in Q1 with an EPS of $1.2 million [22] - **Cash Position**: $17 million at the end of Q1, slightly lower at the end of Q2 [22] Industry Context - **Market Size**: Expected to reach $2.3 billion by 2028, with a CAGR of 7% to 13% [7] - **U.S. Market Size**: Approximately six times larger than the European market [16] - **Cost Comparison**: Annual cost of incarceration is $36,500 versus $2,900 for house arrest, leading to potential savings of over $70 billion annually if more offenders are placed under house arrest [6] Competitive Landscape - **Market Players**: Over 10 competitors in a highly barriered market; significant experience (5-10 years) required to compete effectively [8] - **Win Rate**: Over 65% in European tenders, outperforming competitors [11] - **Technology Edge**: Proprietary technology with superior features, including longer battery life (up to one year) and advanced tracking capabilities [12][35] Growth Strategy - **U.S. Expansion**: Signed over 30 contracts in the U.S. market, with a focus on entering new states and acquiring key service providers [17][18] - **European Projects**: Continuing to bid on large national projects, leveraging past successes to win new contracts [34] - **Acquisitions**: Considering acquisitions of value-added resellers to enhance market presence and operational efficiency [34] Challenges and Risks - **Cash Flow Management**: Initial cash burn was over $9.5 million, reduced to $1.3 million last year; ongoing need for capital to develop and manufacture equipment [27] - **Market Fit in the U.S.**: While growth has been strong, establishing a foothold in the fragmented U.S. market remains a challenge [41] Future Outlook - **Valuation Concerns**: Current trading multiples are low compared to industry standards; potential for higher valuations as market awareness increases [29] - **Long-Term Contracts**: Emphasis on the stickiness of government contracts, which typically last 5-10 years [14][15] - **Innovation**: Continuous development of new technologies and solutions, particularly in domestic violence monitoring [19][35] Additional Insights - **Recurring Revenue Model**: The U.S. market operates on a recurring revenue basis, enhancing cash flow predictability [16] - **Government Contracts**: The nature of government contracts leads to longer evaluation cycles in Europe compared to the U.S. [30][31] - **Market Trends**: Increased enforcement and incarceration trends in the U.S. are seen as favorable for the industry [21] This summary encapsulates the key points from SuperCom Limited's investor presentation, highlighting the company's growth trajectory, market dynamics, competitive advantages, and strategic initiatives.

Core Insights - SuperCom has signed a new contract with a Canadian electronic monitoring service provider, marking a significant step in its North American expansion and enhancing its global presence in the electronic monitoring market [1][3] - The partnership will introduce SuperCom's PureSecurity™ Suite into the provider's operations, potentially replacing hundreds of existing GPS units with SuperCom's advanced tracking technologies [2][3] Company Developments - The Canadian service provider has over 25 years of experience in the electronic monitoring industry and manages GPS monitoring programs for various justice and public safety clients [2] - Since mid-2024, SuperCom has secured over 20 new electronic monitoring contracts in the U.S. and expanded into 8 new states, including Arizona, Kentucky, and Utah [3] - This partnership is the fourth regional service provider collaboration for SuperCom in the past year, indicating a robust growth strategy in North America [3] Market Position - SuperCom has also expanded internationally, achieving government contracts across Europe and the EMEA region, including a significant domestic violence project [3] - The company's technology is increasingly in demand, reflecting its ability to deliver effective public safety solutions globally [3]