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SuperCom (SPCB) Q3 2026 Earnings Report

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SPCB Q3 2026 EPS Results

Actual EPS
$0.30
Consensus EPS
$0.15
Beat/Miss
Beat by +$0.15
One Year Ago EPS
$0.39

SPCB Q3 2026 Revenue Results

Actual Revenue
$7.49M
Expected Revenue
$6.95M
Beat/Miss
Beat by +$535.00K
YoY Revenue Growth
+20.26%

Earnings Announcement Details

Quarter
Q3 2026
Date
11/12/2026
Time
Before Open
Conference Call
Thursday, November 12, 2026
SPCB Upcoming Earnings

SuperCom's next earnings date is estimated for April 28, 2027, based on past reporting schedules.

Q3 2026 Earnings Call Audio

SPCB Q3 2026 Earnings Call
0:00 / 0:00

Q3 2026 Earnings Slide Deck

No slide deck is available for this earnings event.

Q3 2026 Earnings Call Summary

Q3 2026
Earnings Call Date:Nov 12, 2026|% Change Since:-22.74%|
Earnings Call Sentiment|Positive

The call was strongly positive overall. SuperCom reported double-digit revenue growth, faster EBITDA growth, substantial U.S. and European contract wins, improved liquidity, reduced net debt, and a growing pipeline. The company also highlighted the launch and early customer interest in SafeGenie. These strengths outweighed lower gross margin, foreign-exchange-related operating losses, lower GAAP earnings per share, temporary Romanian ordering moderation, and contract deployment timing variability.

Company Guidance

Management said several European opportunities are expected to come up for bid over the next 24 months, including Italy, while England remains a significant opportunity valued at more than 150 million British pounds; Sweden’s project value is estimated to range from $17 million to $75 million and may expand to as many as 6,000 active offenders. In the U.S., management said it expects the number of wins to continue and also the size of wins, while the current sales team is sufficient; contract deployment can take 6 months or more, and customer ordering patterns can affect timing and revenue recognition. SafeGenie has between 500,000 and 1 million endpoints at Safend, with initial versions close to being ready to deploy, and the product could generate roughly 50x or more than current Safend revenue from the existing customer base, though management said it is not going to convert everyone to this product.

  • Third-Quarter Revenue and EBITDA GrowthThird-quarter revenue increased approximately 21% year over year to $7.5 million from $6.2 million, while EBITDA increased approximately 17% to $2.6 million from $2.2 million.
  • Strong Nine-Month PerformanceFor the first nine months of 2026, revenue increased approximately 14% to $22.2 million from $20.4 million, and EBITDA increased approximately 37% to $9.9 million from $7.2 million. Excluding extraordinary financial gains of $4.1 million reported in the first half of 2025, non-GAAP net income increased approximately 45% to $7.5 million from $5.2 million.
  • Operating Leverage and Scalable Business ModelManagement said the company’s recent results demonstrate operating leverage and scalability. Electronic monitoring revenue grew at a compound annual rate of approximately 30% over the four-year period ended in 2025, while EBITDA grew at approximately 47% over the same period.
  • Expansion of U.S. Electronic Monitoring BusinessSince mid-2024, SuperCom has secured more than 50 new electronic monitoring contracts and expanded into 21 new U.S. states. The company currently operates in 22 states, has access to additional states through 18 regional service-provider partnerships, and is seeing larger wins of 100 to 250 simultaneous units and more.
  • Successful Incumbent DisplacementsMany U.S. wins involved agencies and service providers replacing incumbent vendors and legacy systems with SuperCom’s PureSecurity platform. All five Texas contracts, the third Utah contract, and recent wins in New York and Indiana displaced incumbent providers. The three most recent Texas awards followed multi-week live-unit evaluations against competing solutions.
  • European Market Presence and Competitive WinsSuperCom has won more than 20 national projects in Europe and maintains a presence across all five Nordic countries. Management said the company has displaced providers that had supported programs in Slovenia, Germany, Israel, and Norway for approximately 20 to 25 years, demonstrating the strength of its technology in competitive, technology-based evaluations.
  • Sweden National Project Expansion PotentialThe new national electronic monitoring project with Sweden’s Prison and Probation Service has an estimated total value ranging from $17 million to the customer’s published budget of $75 million. The program can expand to as many as 6,000 active offenders, roughly six times the scale of the program launched with the customer in 2019.
  • Significant European PipelineSeveral European opportunities are expected to come up for bid over the next 24 months, including Italy. England remains a significant opportunity valued at more than GBP 150 million. Management said SuperCom is better positioned to compete for the U.K. contract than it was during the prior bid.
  • Improved Capital Structure and LiquiditySuperCom reduced net debt from close to $35 million over the past few years to approximately $7 million. Outstanding long-term debt carries a blended interest rate of approximately 6%, with no cash payments due until the end of 2028. Cash and cash equivalents were approximately $12.9 million at September 30, 2026, compared with $7.4 million at June 30, 2026 and $9.8 million at the end of 2025.
  • Additional Equity Financing and Higher Book ValueIn July, SuperCom raised gross proceeds of approximately $7.5 million through a registered direct offering of ordinary shares. Book value of equity increased to $55.6 million as of September 30, 2026, from $47.8 million as of June 30, 2026.
  • Margin Expansion InitiativesThe company consolidated and centralized European logistics and equipment handling through one hub in Romania, is taking on more IT and support responsibilities directly, and established its own 24/7 support capabilities across multiple projects. Management also said AI has automated certain tasks, accelerated development, reduced costs in deployments and customer operations, and is being used across departments.
  • SafeGenie Cybersecurity Product LaunchSuperCom introduced SafeGenie in October as a cybersecurity product suite for real-time monitoring and control of autonomous AI agents. The product evaluates each action an AI agent attempts and allows, flags, or blocks it in real time, with endpoint-level enforcement that can operate online or offline and follow an organization’s own policies.
  • SafeGenie Customer Base and Market OpportunitySafeGenie builds on Safend’s kernel-level endpoint security technology, which has been deployed across millions of endpoints with thousands of customers, including government agencies, defense organizations, and enterprises. Safend has between 500,000 and 1 million endpoints, while Gartner forecasts spending on AI security to grow from $2.8 billion in 2026 to $7.7 billion by 2028, or approximately 55% annually.
  • SafeGenie Rollout ProgressInitial SafeGenie versions are close to being ready for deployment to existing customers and service providers. The company has received requests for demos from channel partners and customers and is preparing initial versions for deployment with several existing customers. The initial rollout will focus on Safend’s existing customer base and distribution channels across the U.S., Europe, and Asia.
  • California Expansion Through LCASuperCom’s wholly owned Leaders in Community Alternatives subsidiary secured a five-year reentry services contract valued at $2.5 million in June 2025. Since acquiring LCA, SuperCom has secured more than $35 million in new contracts in California.
  • Broadening International OpportunitySuperCom is evaluating opportunities in Latin America, Asia Pacific, the Middle East, and other international markets. The company has deployed solutions in more than 40 countries and said this experience can support expansion into markets where electronic monitoring is still developing.
  • Strong Sales Execution and Win RatesThe company has built a sales team of approximately five people in the U.S. and three or four people in Europe. Management reported a European win rate of over 65% and said the team is seeing strong traction in the U.S., including repeated wins in Texas and recent wins in New York. AI-enabled platforms are also being used to identify and compare opportunities.

SPCB Earnings History

SPCB earnings history
Report DateFiscal QuarterForecast / EPSLast Year's EPSEPS YoY ChangePress Release
Apr 28, 20272026 (Q4)―-0.51――
Nov 12, 20262026 (Q3)0.150.300.39-23.08% (-0.09)
Aug 13, 20262026 (Q2)0.280.520.496.12% (+0.03)
May 14, 20262026 (Q1)―0.241.5-84.00% (-1.26)
Apr 28, 20262025 (Q4)0.180.511.5-66.00% (-0.99)
Nov 13, 20252025 (Q3)-0.020.390.17129.41% (+0.22)
Aug 14, 20252025 (Q2)0.430.491.8-72.78% (-1.31)
May 14, 20252025 (Q1)―1.201.4-14.29% (-0.20)
Apr 28, 20252024 (Q4)-0.091.501.47.14% (+0.10)
Nov 14, 20242024 (Q3)-0.400.174.8-96.46% (-4.63)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat Missed