Welcome to our dedicated page for FalconStor Software news (Ticker: FALC), a resource for investors and traders seeking the latest updates and insights on FalconStor Software stock.
FalconStor Software reports developments around enterprise data protection, disaster recovery, backup modernization, and data intelligence for hybrid cloud environments. Its news commonly covers financial results, recurring-revenue trends, hybrid cloud ARR, subscription and consumption-based customer agreements, and operating efficiency as the company shifts away from perpetual license revenue.
Company updates also focus on IBM Power environments, managed service provider adoption, global partner activity, and products such as Habanero, a software-as-a-service offering for secure offsite retention, disaster recovery copies, and long-term archives using IBM cloud technologies.
FalconStor Software (OTC: FALC) reported Q1 2026 results for period ended March 31, 2026. Total revenue was $4.3M, up 73% year-over-year; Hybrid Cloud ARR run-rate rose 89% YoY. GAAP net income was $1.1M and Non-GAAP EBITDA was $1.4M. Ending cash was $2.4M.
ARR represented 87% of total billings versus 67% a year earlier, reflecting a shift toward recurring revenue and growing MSP adoption of StorSafe-MSP and enterprise uptake of StorSafe-Enterprise and Habanero.
FalconStor (OTC: FALC) reported Q4 and full‑year 2025 results with a return to quarterly revenue growth driven by subscription and hybrid cloud expansion. Hybrid Cloud ARR run‑rate rose 61% YoY; Q4 total revenue was $3.3M (+17% YoY). Q4 non‑GAAP EBITDA doubled to $0.8M and GAAP net income was $1.6M. Full‑year revenue was $10.4M (flat vs. 2024) and ending cash remained $2.5M. Management emphasized a 75% recurring revenue mix and ongoing operating discipline entering 2026.
FalconStor (OTC Pink: FALC) on January 15, 2026 launched Habanero, a globally available SaaS for secure offsite data protection for IBM Power environments. Habanero provides fully managed offsite retention, disaster recovery copies, immutable protection, policy-driven retention, and support for sovereign storage without requiring customers to change existing backup processes or deploy new infrastructure. The service uses FalconStor technology with IBM Power Virtual Server and IBM Cloud Object Storage, is partner-enabled, and is listed in the IBM Cloud Catalog. FalconStor says Habanero targets predictable pricing aligned to object-storage economics and aims to expand recurring revenue via a consumption-based model.
FalconStor (OTC Pink:FALC) reported 2025 momentum driven by partner expansion, a new strategic agreement, and a product launch. Active worldwide partners grew 15% YoY, and the company now protects 900+ IBM Power customers across 27+ countries with long-term retention exceeding 3,700 petabytes. More than 75% of total revenue is recurring, reflecting a multi-year shift to subscription and consumption models. FalconStor introduced Habanero, a hybrid cloud object storage service now listed in the IBM Cloud Catalog, and expanded partner support with Thomas, a watsonx-powered technical reference resource for IBM partners.
FalconStor Software (OTCMarkets: FALC) reported third quarter 2025 results for the period ended September 30, 2025, highlighting strong ARR momentum and mixed GAAP results.
Key metrics: total hybrid cloud ARR run-rate +54% YoY; on-premises ARR run-rate +62% YoY; cloud-native ARR run-rate +92% YoY. Total revenue was $2.5 million versus $2.9 million a year earlier. Ending cash was $1.9 million versus $2.8 million a year earlier. Total operating expenses were $2.1 million. Non-GAAP EBITDA was $0.1 million and GAAP net income was $0.03 million.
Management emphasized the strategic shift to subscription and consumption ARR growth and continued investment in product and customer success while managing expenses.
FalconStor Software (OTC:FALC), a data protection leader, reported mixed Q2 2025 financial results. The company achieved significant growth in its hybrid cloud business, with a 57% year-over-year increase in hybrid cloud ARR run-rate and a 77% increase in cloud-native ARR run-rate.
However, total revenue declined to $2.1 million from $2.4 million in Q2 2024. Operating expenses increased to $2.2 million from $2.0 million year-over-year. The company reported a GAAP net loss of $(0.5) million compared to $(0.03) million in Q2 2024. Cash position improved by 13% year-over-year to $2.9 million.
The company's strategic shift to subscription and consumption-based recurring revenue models continues to progress, despite near-term revenue impacts from deal timing and monthly consumption contracts.
FalconStor Software (FALC) reported strong financial results for Q1 2025, with total revenue increasing 8% to $2.5 million compared to Q1 2024. The company achieved significant growth in hybrid cloud ARR run-rate, up 65% year-over-year, driven by expanded sales in IBM Power Virtual Server, Kyndryl/Skytap deployments, and MSP adoption.
Notable highlights include the launch of FalconStor Thomas™, an IBM watsonx-based virtual data protection assistant now used by dozens of IBM partners across 20+ countries. The company maintained profitability with a GAAP net income of $0.1 million, improving from a $0.1 million loss in Q1 2024. Cash position strengthened to $3.3 million, up from $2.9 million year-over-year, while operating expenses increased to $2.1 million.
FalconStor Software (OTC: FALC) reported its Q4 and full year 2024 results, highlighting a significant transformation towards recurring revenue business. The company achieved a 91% year-over-year increase in hybrid cloud ARR run-rate, with recurring sources now accounting for 80% of total revenue.
Key financial metrics for FY2024 include:
- Total revenue: $10.4M (down from $11.6M in 2023)
- EBITDA margin: 12%
- Net income margin: 7%
- Total operating expenses: $7.9M
Q4 2024 results show revenue of $2.8M (vs $3.7M in Q4 2023) and ending cash of $2.5M. The company plans to increase strategic investment in new IBM watsonx-based AI solutions in 2025, leveraging partnerships with IBM, Kyndryl/Skytap, and Converge/Google Cloud.
FalconStor Software (FALC) reported its Q3 2024 financial results, showing significant growth over trailing twelve months (TTM). The company achieved a 99% increase in Hybrid Cloud ARR run-rate, 7% revenue growth to $11.2 million, and improved net income by $1.6 million. Cash position strengthened to $2.8 million, up $1.0 million from Q3 2023. Total operating expenses decreased to $7.8 million TTM from $8.7 million in the previous year. The company's partnership with IBM continues to strengthen, with joint demonstrations of Hybrid Cloud and AI-driven data protection solutions at IBM's TechXchange 2024 conference.
FalconStor Software (FALC) announced its Q2 2024 financial results, highlighting continued growth in hybrid cloud ARR run-rate. Key points include:
- Total revenue remained flat at $2.4 million compared to Q2 2023
- 112% increase in total hybrid cloud ARR run-rate year-over-year
- $0.4 million increase in Net Income compared to Q2 2023
- Ending cash of $2.5 million, up from $1.3 million in Q2 2023
- Non-GAAP EBITDA of $0.11 million, improved from $(0.05) million in Q2 2023
- GAAP Net Loss of $(0.03) million, reduced from $(0.46) million in Q2 2023
The company emphasized its focus on operating efficiency and alignment with hybrid cloud solutions adoption. FalconStor also completed certification of StorSafe and StorGuard integration with IBM Storage Ceph, expanding into AI data lake solutions.