Intrusion Reports Q4 Revenue of $1.48M
Reports Q4 revenue $1.48M vs. $1.68M last year. "While we made meaningful progress in 2025 to improve our business, our fourth quarter results were impacted by the delay of an expected contract extension for our critical infrastructure technology due to timing variability in federal funding and procurement processes," said Tony Scott, CEO of Intrusion. "While we are disappointed by this delay, we do anticipate that we will recover this revenue during the first half of 2026 as funding visibility improves and procurement activity normalizes. We continue to remain confident in our work with the U.S. Department of War, as we support the broader national mission to secure critical physical and digital infrastructure from evolving hostile cyber threats."
Trade with 70% Backtested Accuracy
Analyst Views on INTZ
About INTZ
About the author

- Declining Financial Performance: In Q4 2025, Intrusion reported revenue of $1.5 million, reflecting a 25% sequential decline and a 12% year-over-year decrease, primarily due to delays in U.S. government contract funding, indicating significant pressure on revenue growth.
- Strategic Partnership Expansion: The collaboration with PortNexus integrates Intrusion's Shield endpoint solution into MyFlare safety technology and launches the P.O.S.S.E program for law enforcement cyber protection, with early feedback indicating a high adoption rate, showcasing market demand potential.
- Management Changes: The company appointed Valencia Reaves as Vice President of Public Sector Sales and Patrick Duggan as Director of Channel Sales & Partnerships, aiming to strengthen business development and enhance market competitiveness.
- Optimistic Future Outlook: Management anticipates recognizing delayed revenue from government contracts in the first half of 2026 and plans to drive future growth through OT Defender and expanded Shield offerings, despite current challenges from contract delays.
- Revenue Growth and Challenges: Total revenue for 2025 reached $7.1 million, a 23% year-over-year increase primarily driven by contract expansions with the U.S. Department of Defense; however, fourth-quarter revenue fell to $1.5 million, down 25% sequentially and 12% year-over-year, indicating negative impacts from contract delays.
- Margin Fluctuations: The gross profit margin for Q4 stood at 74%, slightly down from the previous year, while the full-year margin was 76%, reflecting a decline of approximately 93 basis points from 2024, highlighting the pressure of rising operating costs on profitability.
- Increased Net Loss: The company reported a net loss of $2.8 million for Q4, translating to a loss of $0.14 per share, which is an increase from the $2 million loss in the same quarter of 2024, with the full-year net loss reaching $9.1 million, indicating ongoing challenges in achieving profitability.
- Debt and Financing Needs: Although Intrusion Inc has eliminated outstanding debt and preferred stock, improving its balance sheet, the company anticipates needing small debt financing to support growth initiatives, suggesting potential liquidity concerns.
- Quarterly Miss: Intrusion's Q4 GAAP EPS of -$0.14 missed expectations by $0.05, indicating ongoing challenges in profitability that may undermine investor confidence.
- Revenue Decline: The company's Q4 revenue of $1.5 million, down 10.7% year-over-year, fell short of the anticipated $2.06 million, reflecting weak market demand and intensified competition, which could hinder future growth.
- Annual Growth: Despite the quarterly setbacks, total revenue for FY 2025 reached $7.1 million, a 23% increase compared to 2024, suggesting growth potential in certain areas that may inform future strategic adjustments.
- Widening Losses: The net loss for FY 2025 was $9.1 million, or $0.46 per share, an increase from the $7.8 million loss in 2024, indicating greater pressure on the company to control costs and improve profitability.
- Earnings Announcement Schedule: Intrusion is set to release its Q4 earnings on March 24 after market close, with market participants keenly awaiting the performance results, which may impact stock price.
- EPS Expectations: Analysts have a consensus EPS estimate of -$0.09, indicating challenges in profitability that could affect investor confidence moving forward.
- Revenue Growth Forecast: The revenue estimate stands at $2.06 million, reflecting a 22.6% year-over-year increase, suggesting some progress in revenue growth that may attract investor interest.
- Market Reaction Anticipation: As the earnings report approaches, market attention on Intrusion is rising, with investors closely monitoring whether the results meet expectations to assess future investment value.
- Stock Price Increase: Intrusion Inc. (INTZ) closed at $1.09, up 2.83% from the previous trading session, outperforming the S&P 500's gain of 0.83%, indicating its relative strength in the market.
- Strong Monthly Performance: The stock has risen 15.22% over the past month, standing out in the Computer and Technology sector, which has seen an overall decline of 3.51%, demonstrating the company's attractiveness even in adverse conditions.
- Optimistic Earnings Forecast: The company is set to release its earnings report on March 24, 2026, with an expected EPS of -$0.09, reflecting a 75% growth compared to the same quarter last year, and projected net sales of $2.06 million, up 22.32%, indicating strong growth potential.
- Stable Analyst Ratings: Intrusion Inc. currently holds a Zacks Rank of #3 (Hold), suggesting cautious optimism from analysts regarding its short-term business trends, and while the EPS estimates have remained steady over the past month, the industry ranking in the top 38% remains noteworthy.









