INTRUSION INC (INTZ)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · INTZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Transition Intrusion Inc. to profitability by the end of fiscal year 2027, improving financial results and reducing net losses.
Stated as a priority in 3 of last 3 quarters. Revenue increased from $0.9 million in 2026-Q1 to $1.45 million in 2026-Q2, while net loss improved from $3.6 million to $2.6 million. Management's statements and financial trends show progress toward profitability by fiscal year 2027, indicating delivering trajectory.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain on track to transition Intrusion to profitability in fiscal year 2027”
“Intrusion remains on track to achieve profitability by the end of the fiscal year”
“Focused on delivering continued growth that will help transition Intrusion to profitability”
Integrate VigilAigent to add $3.5 million in annual recurring revenue and expand commercial platform with AI-native cybersecurity capabilities.
Stated in 2 disclosures in 2026-Q2. The VigilAigent acquisition added approximately $3.5 million in annual recurring revenue and post-close secured over $350,000 in new business. Management reports integration progress and expanded commercial reach, showing delivering momentum on this growth priority.
“Completed the acquisition of VigilAigent to create an AI-native cybersecurity platform and add approximately $3.5 million in annual recurring revenue”
“Since closing, secured over $350,000 in annualized new business and onboarded MSP partners with potential for $1 million+ ARR each”
Enhance financial flexibility and support near-term operations through a $3 million secured financing agreement.
Stated in 2 quarters including 2026-Q1 and 2026-Q2. The $3 million secured financing agreement was executed in early 2026-Q2, reflected by notes payable rising from zero to $3.27 million. This financing strengthened liquidity and supports near-term priorities, indicating delivering on this capital allocation priority.
“Notes payable increased to $3.27 million reflecting secured financing agreement”
“Entered into a $3 million secured financing agreement, strengthening liquidity position”
Capture more than $3 million in annualized operating cost synergies through integration of VigilAigent and operational efficiencies.
Newly stated in mid-2026. Management identified over $3 million in annualized cost synergies post VigilAigent acquisition. No financial data yet quantifies realized savings, so progress is early with limited substantive delivery so far.
Grow recurring revenue by onboarding strategic Managed Service Provider partners with potential for significant annual recurring revenue.
Newly stated in mid-2026. Management reports onboarding MSP partners with potential for over $1 million ARR each. No specific revenue impact yet reported, so this is an early-stage growth initiative with limited delivery evidence so far.
Over the trailing year it converted 0.75x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.