HUB Cyber Security Announces Major Commercial Win Following New Agreement With Leading Aerospace & Defense Manufacturer
Rhea-AI Summary
HUB Cyber Security (Nasdaq: HUBC) announced a multi-year commercial licensing agreement dated December 4, 2025 with a leading aerospace and defense manufacturer for its FavoWeb FRACAS reliability-intelligence platform. The deal includes a perpetual license plus a multi-year support package and is expected to deliver meaningful six-figure revenues with upside as additional systems and fleets adopt the platform.
The customer selected FavoWeb after an extensive multi-phase technical evaluation validating performance at scale and integration into global engineering processes. HUB said FavoWeb will support faster development cycles, improved availability, and lifecycle savings across the multinational program, and that the relationship could expand as the program grows.
Positive
- Perpetual license plus multi-year support agreed
- Deal expected to provide meaningful six-figure revenues
- FavoWeb FRACAS validated at scale after multi-phase technical evaluation
Negative
- None.
News Market Reaction
On the day this news was published, HUBC gained 4.07%, reflecting a moderate positive market reaction. Argus tracked a peak move of +8.7% during that session. Argus tracked a trough of -19.4% from its starting point during tracking. Our momentum scanner triggered 17 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $1M to the company's valuation, bringing the market cap to $26M at that time. Trading volume was elevated at 2.6x the daily average, suggesting notable buying interest.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Pre-news, HUBC was down 22.91% while close peers showed mixed moves: MCRP up 23.53%, SNCR roughly flat, and JG/UBXG/VHC modestly negative. Momentum data flagged XBP up 4.56% with no news, suggesting HUBC’s weakness looked stock-specific rather than a broad software or cybersecurity move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 10 | Litigation settlement | Positive | -22.9% | Planned $11M settlement to clear legacy IPO class action and enable execution. |
| Dec 10 | Strategy positioning | Positive | -22.9% | Outlined broader opportunity in automated, compliance-driven finance and contracts. |
| Dec 09 | Product launch & deal | Positive | -20.5% | Launched HUB Compliance™ and disclosed multi-year deal with major defense manufacturer. |
| Dec 08 | Compliance framework | Positive | +1.0% | Described HUB Compliance™ benefits and highlighted a defense-aligned commercial win. |
| Dec 08 | Digital trust strategy | Positive | +1.0% | Framed confidential computing and new defense-grade contract as validation of deployments. |
Across the last five news items, largely positive strategic and commercial updates have often coincided with sharp negative price reactions, with three events showing double-digit declines despite constructive narratives.
Over the past week, HUBC issued several updates highlighting confidential computing, compliance infrastructure, and new defense-grade commercial wins. On Dec 8, two trust-and-compliance themed releases coincided with modest +0.99% moves. Subsequent disclosures about HUB Compliance™ and a multi-year aerospace deal on Dec 9 and a planned $11 million class-action settlement on Dec 10 were followed by steep declines of -20.52% and -22.91%. Today’s aerospace software agreement fits this pattern of ambitious strategic positioning against a pressured share price and low valuation metrics.
Market Pulse Summary
This announcement adds a multi-year FavoWeb FRACAS licensing and support agreement with a leading aerospace and defense manufacturer, reinforcing HUBC’s role in confidential computing and reliability engineering for mission-critical programs. Recent filings highlighted an $11 million IPO class-action settlement plan, an investor-led placement of up to $20 million, and warrant extensions. Investors may watch for updated revenue figures, the scale of follow-on fleet deployments, and how these contracts translate into sustained growth from aerospace, defense, and other regulated sectors.
Key Terms
confidential computing technical
secured data fabric technical
perpetual license financial
predictive reliability analytics technical
corrective-action workflows technical
AI-generated analysis. Not financial advice.
Deal Strengthens HUB's Global Position as Strategic Technology Partner for World's Most Demanding Engineering Programs
TEL AVIV, Israel , Dec. 04, 2025 (GLOBE NEWSWIRE) -- HUB Cyber Security Ltd. (Nasdaq: HUBC) (“HUB” or the “Company”), a global leader in confidential computing and secured data fabric technologies, today announced a significant new commercial licensing software agreement with one of the world’s most prominent aerospace and defense manufacturers, marking another major step in HUB’s expansion across mission-critical and sovereign-grade environments.
This multi-year agreement is expected to provide meaningful six-figure revenues with strong potential for growth as additional systems and fleets adopt HUB’s platform.
The agreement includes a perpetual license and multi-year support package for FavoWeb FRACAS, HUB’s advanced reliability-intelligence platform used by global aerospace leaders to manage real-time failure tracking, predictive reliability analytics, and corrective-action workflows across complex fleets and high-performance systems. FavoWeb will serve as a critical digital-reliability layer supporting one of the most advanced aerospace development programs currently underway, enabling faster development cycles, improved system availability, and significant lifecycle savings across the platform’s multinational operations.
The manufacturer selected FavoWeb following an extensive, multi-phased technical evaluation that assessed HUB’s ability to meet the stringent reliability, safety, and traceability requirements associated with next-generation aviation systems. Over the course of the evaluation, HUB’s engineering and product teams worked closely with the client to validate performance at scale and ensure seamless integration into the company’s global engineering processes.
This partnership extends HUB’s growing presence in the global aerospace and defense industry, joining the ranks of leading avionics manufacturers and defense integrators that rely on HUB solutions to support their long-term engineering and operational infrastructure.
“This engagement is a powerful confirmation of the direction in which HUB is moving. When one of the world’s most sophisticated aerospace manufacturers chooses HUB to underpin reliability and mission-critical performance, it reflects both the strength of our technology and the trust in our team,” said Noah Hershcoviz, CEO of HUB Cyber Security. “We take great pride in providing software and reliability systems to some of the world’s leading aviation companies. This new partnership reinforces our role as a strategic layer in the engineering stack of the most demanding programs. We expect this relationship to expand substantially as the program grows.”
HUB continues to experience accelerating demand for its secured data fabric and reliability-engineering solutions across aerospace, defense, financial services, banking, energy, and other highly regulated sectors.
About HUB Cyber Security Ltd.
HUB Cyber Security Ltd. (Nasdaq: HUBC) is a global leader in confidential computing, AI-driven data fabric, and cybersecurity. HUB's Secured Data Fabric (SDF) empowers organizations to virtualize, secure, and analyze sensitive data across borders and silos generating real-time intelligence while meeting the highest regulatory standards. With operations across North America, Europe, and Israel, HUB partners with Fortune 100 companies, global banks, and sovereign institutions to secure the next generation of digital infrastructure.
Forward-Looking Statements
This press release contains forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are typically identified by words such as “plan,” “believe,” “expect,” “anticipate,” “intend,” “outlook,” “estimate,” “future,” “forecast,” “project,” “continue,” “could,” “may,” “might,” “possible,” “potential,” “predict,” “seem,” “should,” “will,” “would” and other similar words and expressions, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements are based on the current expectations of the management of HUB, as applicable, and are inherently subject to uncertainties and changes in circumstances and their potential effects and speak only as of the date of such statement. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties, or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to, those discussed and identified in public filings made with the SEC by HUB and the following: (i) significant uncertainty regarding the adequacy of HUB’s liquidity and capital resources and its ability to repay its obligations as they become due; (ii) the war between Israel and Hamas commenced in October 2023, which may harm Israel’s economy and HUB’s business; (iii) expectations regarding HUB’s strategies and future financial performance, including its future business plans or objectives, prospective performance and opportunities and competitors, revenues, products and services, pricing, operating expenses, market trends, liquidity, cash flows and uses of cash, capital expenditures, and HUB’s ability to invest in growth initiatives and pursue acquisition opportunities; (iv) the outcome of any legal or regulatory proceedings against HUB in connection with our previously announced internal investigation or otherwise; (v) the ability to meet stock exchange continued listing standards and remain listed on the Nasdaq; (vi) competition, the ability of HUB to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees; (vii) limited liquidity and trading of HUB’s securities; (viii) geopolitical risk, including military action and related sanctions, and changes in applicable laws or regulations; (ix) the possibility that HUB may be adversely affected by other economic, business, and/or competitive factors; and (x) other risks and uncertainties set forth in the sections entitled “Risk Factors” and “Cautionary Statement Regarding Forward-Looking Statements” in HUB’s Annual Report on Form 20-F filed on May 1, 2025.
Should one or more of these risks or uncertainties materialize or should any of the assumptions made by the management of HUB prove incorrect, actual results may vary in material respects from those expressed or implied in these forward-looking statements.
All subsequent written and oral forward-looking statements concerning HUB or other matters addressed in this press release and attributable to HUB or any person acting on its behalf are expressly qualified in their entirety by the cautionary statements contained or referred to in the press release. Except to the extent required by applicable law or regulation, HUB undertakes no obligation to update these forward-looking statements to reflect events or circumstances after the date of this press release to reflect the occurrence of unanticipated events.
Investor Relations
Lytham Partners
Ben Shamsian
646-829-9701
shamsian@lythampartners.com
FAQ
What did HUB Cyber Security (HUBC) announce on December 4, 2025?
How much revenue will the HUBC agreement generate for 2026?
What product did HUBC license to the aerospace manufacturer in the HUBC deal?
Why did the aerospace manufacturer choose HUBC’s FavoWeb FRACAS?
What operational benefits did HUBC say FavoWeb will deliver for the aerospace program?
