Intrusion Inc. (NASDAQ:INTZ) has released its financial results for the third quarter of 2025, presenting a mixed financial picture that features a notable revenue beat against analyst expectations but a continuation of net losses, which appears to be influencing a negative market reaction in after-hours trading.
Earnings and Revenue Versus Estimates
The cybersecurity firm's performance against Wall Street expectations forms the core of the quarterly report. The company managed to surpass the revenue forecast but fell short on the bottom line.
- Revenue: The company reported Q3 2025 revenue of approximately $2.0 million. This represents a 31% increase compared to the same quarter last year and slightly exceeded the analyst consensus estimate of $1.95 million.
- Earnings Per Share (EPS): Intrusion reported a non-GAAP EPS of -$0.10 for the quarter. This was worse than the analyst estimate of -$0.097, indicating a slightly larger per-share loss than the market had anticipated.
The market's immediate reaction has been negative, with the stock trading down approximately 3.9% in after-hours activity following the earnings release. This suggests that investor focus may be leaning more heavily on the earnings miss and the ongoing lack of profitability rather than the top-line growth and revenue beat.
Business Highlights and Financial Health
Beyond the headline earnings figures, the press release outlined several key business developments and financial metrics that provide context for the company's current trajectory.
The company highlighted the launch of its Intrusion Shield Cloud product on the AWS Marketplace, an initiative aimed at driving long-term growth by reaching a broader customer base. This marks the sixth consecutive quarter of sequential revenue improvement, with growth largely attributed to a contract expansion with the U.S. Department of Defense and momentum from its partnership with PortNexus for the Shield Endpoint product.
From a financial standpoint, the company maintains a strong gross profit margin of 77%, which held relatively flat year-over-year. However, operating expenses rose to $3.6 million, up from $3.2 million in the prior year period, contributing to a net loss of $2.1 million. On a positive note, the company's liquidity position improved; as of September 30, cash and short-term investments totaled $4.5 million, and with the subsequent collection of $3.0 million in receivables in October, the total liquid resources were reported to be $7.5 million.
Looking Ahead
The press release did not provide a specific quantitative financial outlook for the upcoming quarter or the full year. CEO Tony Scott expressed a commitment to "disciplined investment," growing the customer base, and "delivering improved financial results," but stopped short of giving concrete numerical guidance. This leaves investors to rely on existing analyst projections, which estimate a Q4 2025 revenue of $2.2 million and an EPS of -$0.0765.
For a more detailed look at historical earnings and future analyst estimates for Intrusion Inc., you can review the data here.
Disclaimer: This article is for informational purposes only and is not intended as investment advice. All investment and financial decisions involve risk, including the loss of principal, and readers should conduct their own research before making any decisions.
