Alarum Technologies Ltd ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$50.9Mnext fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Growth (YoY) Quarterly6,400.0%Target: Maintain >30% YoY growth driven by AI demand
Gross Margin Quarterly6,170.0%Target: Stabilize above 60% through infrastructure optimization
Adjusted EBITDA Quarterly2.1MTarget: Scale sequentially with operating leverage
Watch Items
- AI Customer Concentration and Demand VolatilityTrigger: AI customers purchasing data in stages causing quarter-to-quarter revenue swingsAction: Monitor customer diversification and transition of models into structured production cycles
- Gross Margin Compression from Infrastructure InvestmentsTrigger: Gross margin dropping below 55% sequentiallyAction: Evaluate utilization efficiency of the NetNut IP proxy network and third-party routing costs
Research as of 19 Jun 2026