SuperCom Secures Louisiana Electronic Monitoring Contract, Expands U.S. Presence to 16th New State

Rhea-AI Summary

SuperCom (NASDAQ: SPCB) secured an electronic monitoring service contract in Louisiana, marking entry into its 16th new U.S. state and its 17th new service provider partnership since mid-2024. The agreement moves a statewide provider's GPS tracking onto SuperCom's PureSecurity™ platform under a recurring revenue model based on daily active units.

The transition will replace the incumbent vendor and is scheduled to begin within the coming weeks, expanding SuperCom's U.S. footprint and recurring revenue base.

Positive

• 16th new U.S. state entry
• 17 new service provider partnerships since mid-2024
• Recurring revenue model based on daily active units

Negative

• Full transition of statewide GPS operations may pose execution risk
• Replacing incumbent vendor requires rapid deployment across active programs

Key Figures

New U.S. state entry: 16th new state New partnerships: 17th new service provider Net income: $6.0 million +5 more

8 metrics

New U.S. state entry 16th new state Louisiana EM service provider contract

New partnerships 17th new service provider Since mid-2024

Net income $6.0 million First nine months of 2025 (from Jan 9 Texas contract release)

EBITDA margin >35% First nine months of 2025 (from Jan 9 Texas contract release)

New contracts since mid-2024 Over 35 new contracts From Jan 9 Texas contract release

Price change -6.87% 24h move before/around Louisiana contract news

52-week range $5.06 – $13.69 Pre-news 52-week low and high

Market cap $40,231,317 Pre-news valuation

Market Reality Check

Price: $8.00 Vol: Volume 65,227 is below 20...

low vol

$8.00 Last Close

Volume Volume 65,227 is below 20-day average of 99,692 (relative volume 0.65). low

Technical Price at $8.00 is trading below 200-day MA of $9.59, and 41.56% below 52-week high.

Peers on Argus

SPCB was down 6.87% while peers were mixed: GFAI -5.73%, KSCP -5.82%, BKYI -3.17...

2 Up

SPCB was down 6.87% while peers were mixed: GFAI -5.73%, KSCP -5.82%, BKYI -3.17%, SUGP -1.07%, and VRME up 5.83%. Momentum scanner flagged VRME and KSCP on the upside, suggesting SPCB’s decline was more stock-specific than a uniform sector move.

Common Catalyst Peer VRME had same-day merger headlines, indicating idiosyncratic corporate actions rather than a broad industry catalyst.

Historical Context

5 past events · Latest: Feb 02 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 02	Wisconsin EM project	Positive	-1.3%	Third electronic monitoring project in Wisconsin via regional partnership.
Jan 22	North Carolina contract	Positive	+5.6%	Third EM contract in North Carolina with recurring revenue model.
Jan 13	Second Wisconsin project	Positive	-1.6%	Second county-level EM project in Wisconsin replacing incumbent systems.
Jan 12	Investor conference	Neutral	-2.1%	Sidoti Virtual Investor Conference presentation and meetings announcement.
Jan 09	Texas EM contract	Positive	+6.3%	Second Texas juvenile probation EM contract under recurring revenue model.

Pattern Detected

Positive contract wins have often seen mixed reactions, with some gains on larger wins and mild selloffs on others, indicating inconsistent follow-through to growth announcements.

Recent Company History

Over the past month, SPCB has repeatedly announced new electronic monitoring contracts across U.S. states, including Texas, Wisconsin, and North Carolina, often displacing incumbents and using recurring revenue models based on active daily units. A Texas win highlighted $6.0 million in net income and EBITDA margins above 35% for the first nine months of 2025. Price reactions have alternated between gains and modest declines, showing that contract and expansion news has not produced a uniformly positive trading pattern. Today’s Louisiana expansion continues this U.S. footprint build-out.

Market Pulse Summary

This announcement adds a Louisiana electronic monitoring contract, marking entry into a 16th new U.S...

Analysis

This announcement adds a Louisiana electronic monitoring contract, marking entry into a 16th new U.S. state and a 17th new service provider partnership since mid-2024, further broadening SuperCom’s recurring revenue base. Recent history shows multiple wins in Texas, Wisconsin, and North Carolina, alongside solid profitability metrics such as $6.0 million net income and EBITDA margins above 35% for the first nine months of 2025. Investors may watch for contract scale, deployment timing, and future financial updates to gauge the impact on overall growth.

Key Terms

electronic monitoring, gps tracking, rfid

3 terms

electronic monitoring technical

"a new electronic monitoring (EM) service provider contract in Louisiana."

Electronic monitoring is the use of digital devices and software to collect, transmit and review real‑time data about people, equipment or processes for safety, compliance or performance — in medical and regulatory settings this often means remote patient tracking and electronic capture of trial or safety data. Investors care because it can speed decision‑making, cut costs and reduce regulatory risk by replacing paper records with a live dashboard, while introducing technology, privacy and compliance considerations.

gps tracking technical

"full transition of the provider's existing GPS tracking operations to SuperCom's"

GPS tracking uses signals from navigation satellites to determine and record the real-time location and movement of a vehicle, device, person, or asset, creating a digital breadcrumb trail. Investors care because it enables efficiency, cost savings, liability control and new service opportunities—similar to how a delivery app’s map improves route and timing—so adoption or improvements can affect a company’s revenue, margins and competitive position.

rfid technical

"all-in-one field-proven RFID & mobile technology and product suite"

RFID, or Radio Frequency Identification, is a technology that uses radio waves to automatically identify and track objects, animals, or people. It involves small tags or chips that emit signals when scanned, similar to a barcode but without needing direct line-of-sight. For investors, RFID enhances supply chain efficiency and inventory management, potentially reducing costs and improving business operations.

AI-generated analysis. Not financial advice.

Marks 17th New Service Provider Partnership Since Mid-2024 and Continues Track Record of Incumbent Displacement

TEL AVIV, Israel, Feb. 12, 2026 /PRNewswire/ -- SuperCom (NASDAQ: SPCB), a global provider of secured solutions for the e-Government, IoT, and Cybersecurity sectors, today announced a new electronic monitoring (EM) service provider contract in Louisiana. The agreement marks SuperCom's entry into its 16th new U.S. state and its 17th new service provider partnership since mid-2024, further expanding SuperCom's recurring revenue base and U.S. footprint.

The Louisiana-based provider has operated electronic monitoring programs across the state for over a decade, managing supervision services for multiple counties. Under the agreement, SuperCom will serve as the provider's primary EM technology partner across its statewide operations. The deployment includes a full transition of the provider's existing GPS tracking operations to SuperCom's proprietary PureSecurity™ platform, replacing the incumbent vendor following a competitive evaluation process. The transition is scheduled to begin within the coming weeks and will be implemented across active monitoring programs. The contract follows a recurring revenue model based on daily active units.

"We are pleased to expand into Louisiana through a partnership with a well-established statewide service provider managing multiple county programs," said Ordan Trabelsi, President and CEO of SuperCom. "Their decision to transition to SuperCom following a competitive evaluation process reflects the strength, reliability, and scalability of our technology. We are confident in our ability to execute this transition efficiently while maintaining operational continuity. This agreement further expands our recurring revenue base and demonstrates our continued success in competitive incumbent displacement."

"Our entry into a 16th new state and 17th new service provider partnership underscores the consistency of our U.S. expansion strategy," Trabelsi added. "Once we enter a new state, we focus on disciplined execution, deploy scalable technology, and cultivate durable partnerships that drive long-term expansion opportunities," Trabelsi concluded.

About SuperCom

Since 1988, SuperCom has been a global provider of traditional and digital identity solutions, providing advanced safety, identification, and security solutions to governments and organizations, both private and public, worldwide. Through its proprietary e-Government platforms and innovative solutions for traditional and biometrics enrollment, personalization, issuance, and border control services, SuperCom has inspired governments and national agencies to design and issue secure Multi-ID documents and robust digital identity solutions to its citizens and visitors. SuperCom offers a unique all-in-one field-proven RFID & mobile technology and product suite, accompanied by advanced complementary services for various industries, including healthcare and homecare, security and safety, community public safety, law enforcement, electronic monitoring, and domestic violence prevention. For more information, please visit SuperCom's website: www.supercom.com

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements preceded or followed by or that otherwise include the words "believes", "expects", "anticipates", "intends", "projects", "estimates", "plans", and similar expressions or future or conditional verbs such as "will", "should", "would", "may" and "could" are generally forward-looking in nature and not historical or current facts. These forward-looking statements are subject to risks and uncertainties that could cause our actual results to differ materially from the statements made. Examples of these statements include, but are not limited to, statements regarding business and economic trends, the levels of consumer, business and economic confidence generally, the adverse effects of these risks on our business or the market price of our ordinary shares, and other risks and uncertainties described in the forward looking statements and in the section captioned "Risk Factors" in our Annual Report on Form 20-F for the year ended December 31, 2024, filed with the U.S. Securities and Exchange Commission (the "SEC") on April 28, 2025 our reports on Form 6-K filed from time to time with the SEC and our other filings with the SEC. Except as required by law, we do not undertake any obligation to update or revise these forward-looking statements, whether as a result of new information, future events or otherwise, after the date of this press release.

Logo - https://mma.prnewswire.com/media/1717536/SuperCom_Logo.jpg

SuperCom Investor Relations:
ir@supercom.com

View original content:https://www.prnewswire.com/news-releases/supercom-secures-louisiana-electronic-monitoring-contract-expands-us-presence-to-16th-new-state-302686428.html

SOURCE SuperCom

FAQ

What did SuperCom (SPCB) announce on February 12, 2026 about Louisiana?

SuperCom announced a new electronic monitoring contract in Louisiana, entering its 16th new U.S. state. According to the company, the deal moves a statewide provider's GPS tracking onto SuperCom's PureSecurity™ platform under a recurring daily active unit revenue model.

How does the Louisiana contract affect SuperCom's U.S. expansion strategy (SPCB)?

The contract advances SuperCom's U.S. footprint by adding a 16th state and a 17th partner since mid-2024. According to the company, this underscores disciplined execution, scalable deployments, and continued incumbent displacement in competitive evaluations.

What technology will SuperCom deploy under the Louisiana agreement with ticker SPCB?

SuperCom will deploy its proprietary PureSecurity™ platform to replace the incumbent vendor's GPS tracking. According to the company, the deployment covers statewide operations and begins within the coming weeks across active monitoring programs.

What revenue model did SuperCom (SPCB) describe for the Louisiana EM contract?

The contract uses a recurring revenue model based on daily active units, tying revenue to monitored device usage. According to the company, this structure expands recurring revenue and aligns payments with active monitoring volumes.

When will the transition to SuperCom's systems start under the SPCB Louisiana contract?

The transition is scheduled to begin within the coming weeks following the announcement on February 12, 2026. According to the company, the rollout will be implemented across active monitoring programs after the competitive evaluation process.