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Cyabra Delivers Record Second Quarter Revenue with 39% Year-Over-Year Growth

(Positive)
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Cyabra (Nasdaq: CYAB) reported record second quarter 2026 revenue of $1.9 million, up 39% year-over-year from $1.3 million, driven mainly by about $0.7 million from new customer wins and higher revenue from existing customers. Gross profit also rose 39% to roughly $1.5 million, with gross margin steady at about 84%.

According to the company, Q2 highlights included a research institute agreement valued at over $500,000, a new European government customer, and a post-quarter multi-year six-figure Asia-Pacific intelligence contract. Cyabra completed a $6.0 million private placement, launched its Coordinated Activity Detection AI agent, expanded routes to market via Carahsoft and Onclusive, and was recognized by Gartner as a Market Shaper in narrative intelligence. Operating loss improved to about $3.1 million, while net loss widened to about $3.4 million due to higher personnel and non-cash finance expenses.

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Positive

  • Revenue +39% YoY to $1.9 million in Q2 2026
  • Gross profit +39% to approximately $1.5 million; gross margin about 84%
  • ~$0.7 million Q2 revenue from new customer wins
  • Signed research institute agreement worth more than $500,000
  • Completed $6.0 million private placement to support growth and innovation
  • Sales and marketing expenses -10% YoY to approximately $1.3 million

Negative

  • Q2 2026 net loss increased to about $3.4 million from $2.4 million
  • Operating loss approximately $3.1 million despite revenue growth
  • Research and development expenses +12% YoY to about $2.1 million
  • Higher personnel-related and non-cash finance expenses pressured profitability

News Explained

The completed $6.0 million private placement was a sale of securities to selected investors; the latest supplied March 31, 2026 figures show $3.122 million of cash and equivalents, equal to 108.2 days of prior-quarter operating cash use.

Sources and calculations
  • Cash and equivalents vs quarterly operating cash outflow, in days of cash use $3,122,000 / ($2,598,000 / 90) = [object Object]

Market Reaction – CYAB

+0.18% $0.34 4.5x vol
15m delay
+0.18% Vs previous close
$0.34 Last Price
$0.32 $0.36 Day Range
$5.34M Market Cap
4.5x Rel. Volume

Following this news, CYAB has gained 0.18%, reflecting a mild positive market reaction. Our momentum scanner has triggered 2 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $0.34. Trading volume is very high at 4.5x the average, suggesting strong buying interest.

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Market Context

Historical reactions were mixed: news_id 1129125 fell -2.65%, while news_id 1087871 rose 0.34%. That...
Analysis

Historical reactions were mixed: news_id 1129125 fell -2.65%, while news_id 1087871 rose 0.34%. That record adds context to the revenue update; recent Net Buying and continuing losses remain relevant markers.

Key Figures

Revenue: $1.9 million vs $1.3 million Revenue growth: 39% year-over-year Research institute agreement: More than $500,000 +5 more
8 metrics
Revenue $1.9 million vs $1.3 million Q2 2026 vs Q2 2025
Revenue growth 39% year-over-year Q2 2026
Research institute agreement More than $500,000 New commercial agreement
New customer revenue Approximately $0.7 million Q2 2026
Gross profit Approximately $1.5 million vs $1.1 million Q2 2026 vs Q2 2025
Gross margin Approximately 84% Q2 2026
Private placement $6.0 million Completed during Q2 2026
Net loss Approximately $3.4 million vs $2.4 million Q2 2026 vs Q2 2025

Historical Context

5 past events · Latest: Aug 03 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Aug 03 Intelligence contract Positive -2.6% Multi-year APAC intelligence agency contract expanded government and defense operations.
Jul 28 AI product launch Positive +0.3% AI agent automated coordinated activity investigations and delivered evidence-backed verdicts.
Jul 16 Strategic collaboration Positive -2.7% Onclusive collaboration integrated authenticity analysis into global media intelligence workflows.
Jul 09 Private placement Negative -21.6% $6.0 million financing included common shares and Series A and B warrants.
Jun 08 Research contract Positive +3.3% International research institute agreement exceeded $500,000 for narrative intelligence solutions.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent positive announcements produced mixed outcomes, with two contract or collaboration announcements followed by declines and two positive events followed by gains.

Key Terms

private placement, gross margin, share-based compensation, coordinated inauthentic behavior
4 terms
private placement financial
"Completed a $6.0 million private placement with participation from new and existing"
A private placement is a sale of securities directly to a selected group of investors, typically institutions or accredited investors, instead of through a public offering. It lets a company raise money faster and with fewer regulatory steps; for existing shareholders it matters because the newly issued shares, often sold at a discount, increase the share count and can dilute their ownership.
gross margin financial
"while gross margin remained approximately 84%"
Gross margin is the difference between how much money a company makes from selling its products and how much it costs to produce them, expressed as a percentage of sales. It shows how efficiently a company is turning sales into profit before other expenses like marketing or salaries. Higher gross margin means the company keeps more money from each sale, which is a good sign of financial health.
View in glossary
share-based compensation financial
"primarily due to lower share-based compensation expense"
Share-based compensation is when a company pays employees, executives or directors with its own stock or rights to buy stock instead of, or in addition to, cash. Think of it like receiving store gift cards instead of extra paycheck — it can motivate staff to boost the company’s value, but it also increases the number of shares outstanding and can shrink each existing owner’s slice of profits and voting power. Investors watch it because it affects reported earnings, share count and the alignment between management and shareholders.
coordinated inauthentic behavior technical
"identify coordinated inauthentic behavior and deliver a single"
A coordinated campaign by people or organizations that use fake, misleading, or disguised accounts and messages to amplify or manipulate public opinion, often hiding who is actually behind the activity. Like a group hiring actors to loudly cheer at a rally to make it look bigger, this behavior can shape news, social media chatter, and investor sentiment, influencing stock prices, corporate reputations, and regulatory attention.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Revenue Growth Accelerates Sequentially to 39% in Q2, Driven Mainly by New Customer Wins

Commercial Momentum Includes $500,000+ Research Institute Agreement and New Government and Intelligence Customers

NEW YORK, NY, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Cyabra, Inc. (Nasdaq: CYAB(“Cyabra” or the “Company”), a company whose artificial intelligence (“AI”)-powered platform helps governments and enterprises detect coordinated manipulation and protect digital trust, today reports financial results for the six and three months ended June 30, 2026.

The second quarter marked record revenue for Cyabra, as organizations across the public and private sectors increasingly turned to the Company's AI-powered narrative intelligence platform to identify coordinated influence campaigns, bot activity, and synthetic online threats. Revenue growth accelerated to 39% year-over-year in the second quarter from 12% year-over-year in the first quarter of 2026, reflecting new customer wins and increased revenue from existing customers. During and following the quarter, Cyabra also expanded its international government and intelligence footprint, added new commercial relationships, broadened its routes to market, and continued to advance its AI-powered technology platform.

Dan Brahmy, Cyabra’s Co-Founder and Chief Executive Officer stated: "Our second quarter 2026 results represent the highest quarterly revenue in Cyabra's history and reflect the growing demand for our AI-powered narrative intelligence platform as organizations increasingly recognize that understanding and mitigating online manipulation has become mission critical.  Revenue grew 39% year-over-year, driven by new customer wins and expanded engagement with existing customers. We believe this acceleration, together with continued expansion within our existing relationships, demonstrates increasing commercial traction for our platform.

During and following the second quarter, we expanded our relationships with government and intelligence organizations in Europe and Asia-Pacific, secured an agreement valued at more than $500,000 with a leading international research institute, and broadened our routes to market through relationships with Carahsoft Technology Corp and Onclusive, Inc. At the same time, we continued to invest in our technology, including the launch of Coordinated Activity Detection. Importantly, we also strengthened our balance sheet through our recent financing and earned recognition from Gartner, Inc.® (“Gartner”) as a Market Shaper in the Emerging Market Quadrant for Narrative Intelligence. Together, we believe these milestones strengthen our commercial foundation and support the next phase of our growth.

"We believe these achievements reinforce Cyabra's position at the intersection of AI, cybersecurity, and digital trust. We believe we are operating at the convergence of several powerful trends — the rapid adoption of AI, the proliferation of AI-generated content, increasing cybersecurity threats, and the growing need for governments and enterprises to understand what is authentic online. As organizations confront increasingly sophisticated disinformation campaigns, coordinated influence operations, and AI-generated content, demand for trusted narrative intelligence continues to grow.

“Our strategy is focused on converting this growing market need into sustainable revenue growth — winning new customers, expanding existing relationships, broadening our distribution, and continuing to innovate our technology platform. With accelerating revenue growth, an expanding customer base and strengthened balance sheet, we believe we are building the commercial foundation to scale Cyabra and create long-term value for shareholders,” Mr. Brahmy concluded.

2026 Second Quarter and Recent Business Highlights

  • Delivered record quarterly revenue of $1.9 million, an increase of 39% compared to $1.3 million in quarterly revenue for the second quarter of 2025, reflecting continued customer adoption and expansion.
  • Signed an agreement valued at more than $500,000 with a leading international research institute to provide AI-powered narrative intelligence and disinformation security solutions, adding a meaningful commercial win during the quarter.
  • Secured a new European government customer, expanding Cyabra's international public sector presence and demonstrating growing demand for AI-powered narrative intelligence among sovereign organizations.
  • Announced a multi-year, six-figure agreement with a prominent Asia-Pacific intelligence agency following quarter-end, further expanding Cyabra's sovereign and defense footprint, and reinforcing growing global demand for AI-powered narrative intelligence to combat digital threats and coordinated influence campaigns.
  • Completed a $6.0 million private placement with participation from new and existing institutional investors, members of management, and the Board of Directors, strengthening the Company's balance sheet to support continued commercial expansion and product innovation.
  • Expanded U.S. public sector reach through the Company's strategic collaboration with Carahsoft Technology Corp., providing federal, state, and local government agencies with streamlined access to Cyabra's AI-powered narrative intelligence platform.
  • Partnered with Onclusive, Inc. to combine its global media intelligence platform with Cyabra's AI-powered authenticity analysis, creating an additional route to enterprise users through established media-intelligence workflows and helping organizations distinguish authentic online conversations from coordinated manipulation and disinformation.
  • Launched Coordinated Activity Detection, a new AI agent that automates Cyabra's proprietary analyst investigation methodology to identify coordinated inauthentic behavior and deliver a single, evidence-backed verdict for every investigation at scale, extending the platform's ability to automate complex analysis.
  • Recognized as a Market Shaper in the inaugural June 2026 Gartner®1 Emerging Market Quadrant for Narrative Intelligence — Startup Vendors, in which Gartner formally defined and assessed the narrative intelligence market for the first time. Cyabra believes this provides third-party recognition of Cyabra's position in the emerging narrative intelligence market.
  • Strengthened the executive leadership team with the appointment of David Low as the Company’s Chief Marketing Officer, further accelerating the next phase of our commercial growth.

Second Quarter 2026 Financial Results

Revenue increased by 39% to a record $1.9 million for the second quarter of 2026, compared to $1.3 million in the second quarter of 2025. Growth was driven primarily by new customer wins, which contributed approximately $0.7 million of revenue during the quarter, together with increased revenue from existing customers. These gains were partially offset by customers that did not renew their contracts during 2026.

Cost of revenue increased to approximately $0.3 million, compared to $0.2 million in the prior-year period, reflecting higher revenue levels.

Gross profit increased by 39% to approximately $1.5 million, compared to $1.1 million in the second quarter of 2025, while gross margin remained approximately 84%, demonstrating the scalability of the Company's software platform.

Research and development expenses increased by 12% to approximately $2.1 million, compared to $1.8 million in the second quarter of 2025, primarily reflecting higher payroll and personnel-related costs, together with increased software and cloud infrastructure investments supporting continued platform innovation.

Sales and marketing expenses declined by 10% to approximately $1.3 million, compared to $1.5 million in the second quarter of 2025, primarily due to lower share-based compensation expense, partially offset by higher personnel-related costs, reflecting continued operating discipline while supporting commercial growth.

General and administrative expenses slightly increased to approximately $1.3 million from approximately $1.2 million in the second quarter of 2025, primarily reflecting higher payroll, insurance, travel, and facility-related expenses.

Operating loss improved to approximately $3.1 million, compared to approximately $3.4 million in the second quarter of 2025, primarily reflecting higher gross profit and lower share-based compensation expense, partially offset by continued investment in personnel.

Net loss for the second quarter of 2026 was approximately $3.4 million, compared to approximately $2.4 million in the second quarter of 2025. The increase in net loss was primarily from higher personnel-related costs, as well as increase in non-cash finance expenses, partially offset by increase in gross profit, and a decrease in share-based payment expenses.

About Cyabra

Cyabra helps global enterprises and governments restore trust and authenticity online by analyzing manipulated content, coordinated behaviors, and inauthentic actors. The platform helps teams understand who is operating, how activity is amplified, and where coordinated activity is shaping perception, translating evidence into clear mitigation steps. By reducing ambiguity and misdirected response, Cyabra enables proportionate, evidence-led action when clarity matters most.
For more information, visit www.cyabra.com.

Contact:
Investors: ir@cyabra.com
Media: pr@cyabra.com

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical statements of fact and statements regarding Cyabra's intent, belief, or expectations, including, but not limited to, statements regarding Cyabra's future results of operations and financial position, planned products and services, business strategy and plans, market size and growth opportunities, competitive position and market trends. Some of these forward-looking statements can be identified by the use of forward-looking words, including "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "plan," "targets," "projects," "could," "would," "continue," "forecast" or the negatives of these terms or variations of them or similar expressions. For example, the Company is using forward-looking statements in this press release when it discusses the benefits, advantages and capabilities of its platform and technology, continued demand for its AI-powered narrative intelligence platform, its ability to capitalize on the growing need for digital trust solutions, the expected benefits of its strategic initiatives and collaborations, the expansion of its commercial and public sector business, the continued adoption of its platform by customers, that is revenue growth, together with continued expansion within its existing relationships, demonstrates increasing commercial traction for its platform, that its recent milestones strengthen its commercial foundation and support the next phase of its growth, its belief that it believes it is operating at the convergence of several powerful trends — the rapid adoption of AI, the proliferation of AI-generated content, increasing cybersecurity threats, and the growing need for governments and enterprises to understand what is authentic online, and its belief that it is building the commercial foundation to scale Cyabra and create long-term value for shareholders. These statements relate to future events and involve known and unknown risks, uncertainties, and other factors which may cause actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. Such factors include those set forth in Cyabra's filings with the Securities and Exchange Commission. Prospective investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date of this press release. Cyabra undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.




1 GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.



FAQ

How much did Cyabra (NASDAQ: CYAB) revenue grow in Q2 2026?

Cyabra revenue grew 39% year-over-year to about $1.9 million in Q2 2026. According to Cyabra, this increase was driven mainly by roughly $0.7 million from new customer wins and higher revenue from existing customers, partly offset by some non-renewing customers.

What were Cyabra (CYAB) earnings and net loss for Q2 2026?

Cyabra reported a Q2 2026 net loss of about $3.4 million, compared with $2.4 million a year earlier. According to Cyabra, operating loss improved to roughly $3.1 million, but higher personnel-related and non-cash finance expenses led to the wider overall net loss.

What key contracts did Cyabra (CYAB) sign in the second quarter of 2026?

Cyabra signed an agreement valued at more than $500,000 with a leading international research institute in Q2 2026. According to Cyabra, it also secured a new European government customer and, after quarter-end, a multi-year six-figure agreement with a prominent Asia-Pacific intelligence agency.

How did Cyabra (NASDAQ: CYAB) strengthen its balance sheet in Q2 2026?

Cyabra completed a $6.0 million private placement during the period, involving institutional investors, management, and board members. According to Cyabra, this capital is intended to support continued commercial expansion and product innovation across its AI-powered narrative intelligence platform.

What was Cyabra (CYAB) gross margin and profitability profile in Q2 2026?

Cyabra reported gross margin of about 84% on Q2 2026 revenue, with gross profit near $1.5 million. According to Cyabra, this margin stability highlights software scalability, though the company still recorded an operating loss of roughly $3.1 million and a net loss of about $3.4 million.

What new products and partnerships did Cyabra (CYAB) announce around Q2 2026?

Cyabra launched Coordinated Activity Detection, an AI agent for identifying coordinated inauthentic behavior at scale. According to Cyabra, it also expanded U.S. public sector reach through Carahsoft and partnered with Onclusive to integrate narrative intelligence with media-intelligence workflows.