Intrusion, Inc.: Intrusion Inc. Reports Second Quarter 2026 Results
Intrusion Inc. (NASDAQ:INTZ) reported Q2 2026 results for the quarter ended June 30, 2026. Revenue was $1.5 million, up 64% sequentially but down 22% year over year, with gross margin at 66%. Net loss was $2.6 million, or $(0.13) per share. The company completed its VigilAigent acquisition, adding about $3.5 million in annual recurring revenue, and signed a $4 million annual Texas contract.
How this was made
The 30-second read
Why it matters
The combination of sequential growth, acquisition-driven recurring revenue, and a new annual contract improves near-term revenue visibility, but liquidity and margin compression remain key risks for valuation and trading volatility.
Market read
Traders get a fresh earnings datapoint plus acquisition and contract details, with management reiterating a path to profitability in FY2027.
What to watch
Gross margin fell from 74% in Q1 to 66% in Q2, and the article does not quantify how much of the VigilAigent accretion offsets margin pressure or near-term operating cash burn.
Background
Intrusion is an AI-powered cyberattack prevention and threat-intelligence provider; this release centers on Q2 results, the VigilAigent acquisition, and contract momentum.
Ticker impact
Intrusion reported Q2 2026 results, including 64% sequential revenue growth, a VigilAigent acquisition, and a $4M annual Texas contract.
Near-term bias to the upside on acquisition accretion and contract visibility, tempered by margin compression and liquidity risk.
The article discloses multiple fresh, decision-relevant datapoints (Q2 results, VigilAigent integration, $4M contract, profitability path to FY2027) but also highlights cash of $0.2M and sequential gross margin decline, which can cap the rally.
Market effects
Cybersecurity and threat-intelligence peers may see read-across interest in AI-native platform consolidation and managed services contract wins.
Texas critical-infrastructure contract could support sentiment for vendors with state-level government penetration.
Limited direct global impact; story is primarily company-specific with US government contracting as a key swing factor.
Counterpoint
The sequential revenue growth may be partly timing-driven by delayed government contract awards, and the cash balance ($0.2M) raises financing risk despite the stated FY2027 profitability path.
Key entities
- public_companyIntrusion Inc.
NASDAQ-listed cybersecurity provider reporting Q2 2026 results and VigilAigent integration progress.
- acquired_companyVigilAigent
Acquired to create an AI-native cybersecurity platform and add approximately $3.5M annual recurring revenue from multi-year contracts.
- government_customerState of Texas
Signed a $4M annual contract for cyber threat intelligence and critical infrastructure protection.


