Intrusion Inc. (INTZ) Earnings Call Transcripts

Intrusion Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Intrusion Inc. reported revenues of $0.9 million, a significant decline of 40% sequentially and 50% year-over-year, primarily due to delays in a key contract with the Department of War. The company recorded a net loss of $3.6 million, or $0.18 per share, reflecting the impact of reduced revenues and increased operating expenses. Management remains optimistic about future performance, citing strengthening sales momentum and a new $4 million annual contract with the state of Texas as potential catalysts for recovery.

Reported metrics

Guidance from management

Management anticipates improved financial performance throughout fiscal year 2026, supported by new contracts and sales momentum. They remain committed to transitioning to profitability by the end of the fiscal year.

What management said

Yes. Thanks for the question, Ed. We are still providing services. The government actually can't retroactively pay for things that weren't contracted for. So the revenue will come in or the contract will come in, and we'll bill forward from that particular point, but we wouldn't be able to reverse recognize revenue, I don't think, in that particular case. So -- but I think this is an important capability. The custome...

Yes, it looks to us like the spend is still going up slightly. I think one of the things that we've talked about before is AI is sort of creating a little bit of concern in terms of how easy it is to conceive of an attack and actually launch it. And I think that's put a little extra oomph into people's desire to have more advanced solutions. And so I don't expect that to change much in the rest of 2026. So we're -- w...

What analysts pressed on

Analysts expressed concerns regarding the delayed Department of War contract and its impact on revenue recognition. There were also questions about the sustainability of sales momentum amidst geopolitical uncertainties and budget constraints faced by potential customers.

Main topics on the call

• Revenue Decline — First quarter revenues fell to $0.9 million, down 40% sequentially and 50% year-over-year, attributed to delays in a government contract. CFO Kimberly Pinson stated, "results continue to be impacted by delays in the awar...
• New Customer Contract — Intrusion secured a $4 million annual contract with the state of Texas for cybersecurity services, which management believes could be replicated in other states. CEO Tony Scott noted, "this engagement establishes a stron...
• Operational Challenges — The delay in the Department of War contract was linked to operational constraints from a U.S. government shutdown and geopolitical issues. Scott mentioned, "these delays were driven by operational and administrative cons...
• Sales Momentum — Management indicated early signs of improving sales momentum, particularly from the P.O.S.S.E Program and Shield cloud solutions. Scott stated, "we're beginning to see the early signs of these efforts paying off."

Read the full Intrusion Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 31 Intrusion Inc. earnings call transcripts on record, spanning February 24, 2020 to July 22, 2026. Based on this history, Intrusion Inc. reports quarterly. The most recent call on file is dated July 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

INTZ

Exchange

NasdaqCM

Country

US

Sector

Information Technology

Industry

Software

Calls on record

31

First call

February 24, 2020

Most recent

July 22, 2026

Reporting cadence

quarterly