SPCB SuperCom Ltd

$SPCB i wonder if Schwab would remove the buying restrictions if that would help us move up.

$SPCB Difficult to know. Must be a BIG owner selling off. Could be the 700k shares bought at 10.25? I doubt it. Although I did see the CEO sold 200k last time we were at 8. Most odd.

$SPCB at the IAccess Alpha Virtual Best Ideas Fall Investment Conference 2026... A good read! Part of the transcript: "We've had a CAGR over the last 4 years of roughly 30% for our Electronic Monitoring business. We've had an EBITDA CAGR of 47% over the last 4.5 years, leading to a trailing 12-month EBITDA of $11.7 million, as of Q2 2026. We invested over $45 million into the R&D of this unique proprietary platform for Electronic Monitoring that we developed. And with this technology, we're able to expand very effectively in Europe with over 20 national Electronic Monitoring project wins and over 45 new contracts in the U.S. across 20 new states since mid-2024. A lot of our technology is supported with a strong patent portfolio, and we have a track record of working with over 70 different government customers and over 100,000 individuals around the world. Our mission is to revolutionize public safety worldwide with innovative electronic monitoring technology and complementary service..."

$SPCB tempted to buy another 1,000 shares it’s officially lower than my average now. Just don’t know if it’ll get lower. I know we will see over $12 after Q3 report.

$SPCB: SuperCom secured a new electronic-monitoring contract in Indiana, expanding its U.S. footprint to 21 states since mid-2024. The county-level agreement will deploy SuperCom’s PureOne GPS technology across adult and juvenile programs and uses a recurring-revenue model. SuperCom also reported record Q2 2026 revenue and record EBITDA of $4M. SPCB closed September 25 at $9.27, down 2.11%.

$SPCB just another buying opportunity won’t be at this level after Q3 report we are so close to making it. Just buy more this stock hasn’t received any spotlight at all.

$SPCB I dont understand what is going on here. How many straight days we are in red. This price is unbelivable

$SPCB listend to the presentation today they seem very confident that momentum in the us will continue and that the stock is undervalued. Also mentioned that they were approached by companies that wanted to buy them but that the offer was too low, and if the offer is realistic they will consider it. My take is give it another year they will get a offer they cant refuse.

$SPCB negative cash flow for 6 years despite gaap profit. Oh ya, they may have fake sales. Just look at receivables and the related allowance. Over 30%. WHY? The allowance just keeps growing. Mgmt never discusses it. It doesn’t make sense. I got out as too much risk and vagueness of mgmt.

$SPCB 1H GAAP EPS of $0.44. Revenue of $15.7M (+10.6% Y/Y)... Positives: Q2 revenue of $8.1M (+13.3%) was an over 8-year record, and Q2 EBITDA of $4.0M (+58%) was a 10-year record. H1 gross margin was 61.7%, and record H1 EBITDA reached $7.3M. US electronic-monitoring recurring revenue grew about 171% year over year, and the EM annualized recurring revenue run-rate is up about 290% from July 2025 to July 2026. Caveats: Revenue growth of 10.7% is decent but not spectacular. Most of the excitement comes from the US ramp and margins. Q2 operating income fell to $0.9M from $1.1M because of Israeli currency headwinds. Since costs are largely in shekels, this is a recurring risk. Q2 GAAP net income was flat at $1.11M ($0.20 EPS), while non-GAAP looks much better ($0.52). All in all operationally it's a good report, with accelerating recurring revenue and record margins...

$SPCB Update. I checked online filings. Share options were granted in March. Perhaps these were immediately sold.