Cycurion (NASDAQ: CYCU) expands with Halo Privacy and HavenX acquisition
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Cycurion, Inc. has executed a binding agreement to acquire Halo Privacy and fully integrate its digital investigations arm, HavenX, to build a comprehensive secure communications and digital defense platform. The company expects to close the transaction within 45 days, following an audit already in progress.
Halo Privacy brings approximately $7 million in revenue and $5.5 million in annual recurring revenue, with trailing ARR at about 80% of revenue and an estimated 55% gross margin. By combining Halo’s Halo Link secure messaging and voice app with HavenX’s investigation and attribution tools, Cycurion aims to offer a single AI-driven platform for secure, anonymous communications and real-time threat attribution to government, corporate, and eventually retail customers.
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Insights
Cycurion adds recurring revenue and security tech via Halo Privacy and HavenX deal.
Cycurion is executing a binding agreement to acquire Halo Privacy and integrate HavenX, expanding from cybersecurity services toward a more scalable, platform-based security model. Management positions this as part of a shift to AI-first, technology-enabled offerings across government, enterprise, and consumer markets.
Halo contributes approximately $7 million in revenue and $5.5 million in annual recurring revenue, with trailing ARR about 80% of revenue and roughly 55% gross margins. These figures suggest a higher-quality, subscription-heavy revenue mix for Cycurion and potential financial uplift if integration proceeds as described.
The transaction is expected to close within 45 days, subject to completion of an audit already underway. Actual impact will depend on Cycurion’s ability to realize the stated back-office cost synergies, successfully cross-sell Halo Link and HavenX capabilities, and execute its planned expansion into the retail consumer security market.
8-K Event Classification
2 items: 8.01, 9.01
2 items
Item 8.01
Other Events
Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Halo Privacy revenue: approximately $7 million
Halo Privacy ARR: $5.5 million
ARR share of revenue: approximately 80%
+2 more
5 metrics
Halo Privacy revenue
approximately $7 million
Halo Privacy annual revenue contributed in acquisition
Halo Privacy ARR
$5.5 million
annual recurring revenue from Halo Privacy
ARR share of revenue
approximately 80%
trailing ARR as percentage of Halo Privacy revenue
Halo gross margin
approximately 55%
Halo Privacy gross margin profile
Expected closing window
within 45 days
anticipated closing timeline for the transaction
Key Terms
annual recurring revenue (ARR), gross margin, open-source intelligence (OSINT), end-to-end encryption, +1 more
5 terms
annual recurring revenue (ARR) financial
"brings approximately $7 million in revenue and $5.5 million in high-quality annual recurring revenue (ARR)"
Annual Recurring Revenue (ARR) is the predictable amount of money a company expects to earn in a year from its ongoing services or subscriptions. It helps businesses understand their steady income stream, much like knowing how much rent they can count on each year, which is important for planning and growth.
gross margin financial
"trailing ARR representing approximately 80% of revenue, along with a robust gross margin profile of approximately 55%"
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.
open-source intelligence (OSINT) technical
"including open-source intelligence (OSINT), cyber-harassment and defamation attribution, IP geolocation"
Open-source intelligence (OSINT) is the practice of collecting and analyzing information that is publicly available—such as news articles, regulatory filings, social media posts, corporate websites, satellite imagery, and public databases—to form a clearer picture of a company, market, or event. For investors it matters because OSINT acts like a fast, public detective: it helps verify claims, reveal emerging risks or opportunities ahead of formal reports, and provide independent evidence to inform buy/sell decisions.
end-to-end encryption technical
"Purpose-built with state-of-the-art end-to-end encryption and true user anonymity"
A method of scrambling data so only the sender and the intended recipient can read it, using private keys that even the service provider cannot access. Like putting a letter into a uniquely sealed envelope that only the recipient can open, it protects passwords, financial details and business secrets as they move across networks. Investors care because it reduces the risk of data breaches and regulatory fines, supports customer trust and can materially affect a company’s legal exposure, costs and competitive value.
binding agreement regulatory
"today announced it has executed a binding agreement to acquire Halo Privacy"
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934
Date of report (Date of earliest event reported): May 7, 2026
(Exact Name of Registrant as Specified in Its Charter)
| (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) | ||||||||||||
(Address of principal executive offices) | (Zip Code) | |||||||||||||
Registrant’s telephone number, including area code: (888 ) 341-6680
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol | Name of each exchange on which registered | ||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company x
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o
Item 8.01 Other Events.
On May 7, 2026, the Company issued a press release. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.
Item 9.01. Financial Statements and Exhibits
(d)Exhibits:
| Exhibit No. | Description | |||||||
| 99.1 | Press Release dated May 7, 2026 | |||||||
| 104 | Inline XBRL for the cover page of this Current Report on Form 8-K | |||||||
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SIGNATURES
Pursuant to the requirements of the Securities and Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| CYCURION, INC. | ||||||||||||||
| Date: | May 8, 2026 | By: | /s/ L. Kevin Kelly | |||||||||||
| Name: | L. Kevin Kelly | |||||||||||||
| Title: | Chief Executive Officer | |||||||||||||
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Exhibit 99.1
Cycurion (CYCU) Acquires Halo Privacy and HavenX to Build Comprehensive Secure Communications and Digital Defense Platform
MCLEAN, Va., May 07, 2026 (GLOBE NEWSWIRE) -- Cycurion, Inc. (NASDAQ: CYCU) (“Cycurion” or the “Company”), a leader in AI-driven cybersecurity and national security solutions with trusted relationships across the U.S. Government, numerous leading corporations, and high-profile individuals across all industries, today announced it has executed a binding agreement to acquire Halo Privacy, an industry-leading secure communications company, and fully integrate its elite digital investigations and attribution arm, HavenX.
The Company expects to close the transaction within 45 days, as the required audit has been underway for the past several weeks. This acquisition builds on Cycurion’s disciplined growth strategy by delivering innovative new products and capabilities that directly address its clients’ evolving needs for security, privacy, proactive threat defense and operational efficiency.
This acquisition reflects CEO Kevin Kelly’s broader strategic vision to transform Cycurion into a technology-enabled, AI-first security company. Under Mr. Kelly’s leadership, Cycurion is executing a deliberate transformation—building a platform that delivers advanced cybersecurity, privacy, and digital defense capabilities not only to U.S. Government agencies and leading corporations, but increasingly to the retail consumer market. This expansion marks a significant evolution in Cycurion’s addressable market, democratizing access to enterprise-grade security tools for businesses and individuals of all sizes.
Halo Privacy, a pioneer in privacy- and security-first communications with more than 10 years of specialized expertise, brings approximately $7 million in revenue and $5.5 million in high-quality annual recurring revenue (ARR), with trailing ARR representing approximately 80% of revenue, along with a robust gross margin profile of approximately 55%. The transaction provides immediate top-line growth and substantial back-office cost synergies through streamlined operations, shared infrastructure, and operational efficiencies.
At its core is Halo Link, Halo Privacy’s groundbreaking secure and private messaging and voice application now available in the App Store. Purpose-built with state-of-the-art end-to-end encryption and true user anonymity, Halo Link delivers advanced privacy and security features designed to meet the most demanding operational and personal requirements.
HavenX completes the privacy and security portfolio with world-class digital investigation capabilities, including open-source intelligence (OSINT), cyber-harassment and defamation attribution, IP geolocation, breach-data correlation, and high-confidence threat-actor identification. As demonstrated in recent high-profile cases—such as the Nemesis investigation that successfully attributed coordinated defamation and harassment campaigns against Cycurion executives—HavenX transforms passive privacy into active, intelligence-driven defense.
The combined solution delivers powerful new synergies for public safety and national security users. U.S. Government and private-sector clients alike will now benefit from a single, trusted platform that pairs secure anonymous communications with real-time threat attribution and digital defense capabilities that directly enhance mission-critical operations, protect personnel and assets, and strengthen overall public safety posture.
“This acquisition exemplifies Cycurion’s continued execution of its growth strategy while serving our clients with cutting-edge new products,” said Kevin Kelly, CEO of Cycurion. “By uniting Halo Privacy’s revolutionary Halo Link technology and HavenX’s elite digital investigations expertise with our own cybersecurity architecture, we are delivering the most advanced privacy and defense ecosystem available. Our world-class team—comprised of top-tier professionals with extensive national security backgrounds—ensures our clients receive unmatched expertise and support.”
“My strategic plan for Cycurion has always been to harness the power of AI and advanced technology to reshape how security is delivered—moving from a services-driven model to a scalable, technology-enabled platform. Today, that means serving government and enterprise clients with unmatched capabilities. Tomorrow, it means bringing those same world-class tools to the retail consumer market, giving every individual and business the protection they deserve. This is how Cycurion plans to become a defining force across every segment of the security industry.”
The platform directly addresses the full spectrum of modern digital risks while providing immediate financial and operational value:
•Secure and anonymous communications via Halo Link;
•Advanced cryptography engineered to withstand tomorrow’s threats;
•Proactive threat attribution and intelligence powered by HavenX’s Nemesis-class capabilities;
•High-quality, recurring revenue with trailing ARR at approximately 80% of Halo’s revenue;
•Significant back-office synergies and accelerated growth;
•Expansion into the retail consumer market, delivering enterprise-grade privacy; and security tools to individuals and businesses of all sizes.
This strategic move positions Cycurion at the forefront of the rapidly expanding secure communications, digital privacy, and public safety technology markets.
About Halo Privacy
Halo Privacy, with more than 10 years of expertise, develops cutting-edge, privacy-first secure communication tools engineered for the highest security standards, including the revolutionary Halo Link app.
About HavenX
HavenX is a leading digital investigations and attribution firm focused on cyber-harassment, defamation tracking, OSINT, IP geolocation, breach intelligence, and high-confidence threat actor identification.
About Cycurion, Inc.
Based in McLean, Virginia, Cycurion (NASDAQ: CYCU) is a forward-thinking provider of IT cybersecurity solutions and AI, committed to delivering secure, reliable, and innovative services to clients worldwide. Specializing in cybersecurity, program management, and business continuity, Cycurion harnesses its AI-enhanced ARx platform and expert team to empower clients and safeguard their operations. Along with its subsidiaries, Axxum Technologies LLC, Cloudburst Security LLC, and Cycurion Innovation, Inc., Cycurion serves government, healthcare, and corporate clients committed to securing the digital future. For more information, visit www.cycurion.com.
Forward-Looking Statements
This press release contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to the operations and prospective growth of Cycurion’s business.
Certain statements in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Exchange Act of 1934, as amended. Any statements contained in this press release that are not statements of historical fact may be deemed forward-looking statements. Such statements include, but are not limited to, statements regarding the proposed transaction contemplated by the binding agreement, including the likelihood, timing, structure or consummation of the transaction; the anticipated benefits of
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the transaction; the acceleration of the Company’s inorganic growth strategy; the continued execution on the Company’s backlog; and other statements that are not historical facts, including statements which may be accompanied by words such as “continue,” “will,” “may,” “could,” “should,” “expect,” “expected,” “plans,” “intend,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” and similar expressions are intended to identify such forward-looking statements. All forward-looking statements involve significant risks and uncertainties that could cause actual results to differ materially from those expressed or implied in the forward-looking statements, many of which are generally outside the control of Cycurion and are difficult to predict. Examples of such risks and uncertainties include, but are not limited to, risks related to customer performance and satisfaction, contract modifications, delays or terminations, and the Company’s ability to fulfill contractual obligations, the outcomes of the Company’s investigations, any potential legal proceedings, or the future performance of the Company’s stock. Additional factors that could cause actual results to differ materially from those expressed or implied in the forward-looking statements can be found in the most recent annual report on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K filed by Cycurion with the U.S. Securities and Exchange Commission. Cycurion anticipates that subsequent events and developments may cause its plans, intentions, and expectations to change. Cycurion assumes no obligation, and it specifically disclaims any intention or obligation, to update any forward-looking statements, whether as a result of new information, future events, or otherwise, except as expressly required by law. Forward-looking statements speak only as of the date they are made and should not be relied upon as representing Cycurion’s plans and expectations as of any subsequent date.
Cycurion Investor Relations:
(888) 341-6680
investors@cycurion.com
Cycurion Media Relations:
(888) 341-6680
media@cycurion.com
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FAQ
What acquisition did Cycurion (CYCU) announce in its latest 8-K?
Cycurion announced a binding agreement to acquire Halo Privacy and fully integrate its digital investigations and attribution arm, HavenX. The combination is intended to create a comprehensive secure communications and digital defense platform serving government, corporate, and eventually consumer customers.
How much revenue does Halo Privacy contribute to Cycurion (CYCU)?
Halo Privacy brings approximately $7 million in revenue and $5.5 million in annual recurring revenue (ARR) to Cycurion. The company states that trailing ARR is about 80% of Halo’s revenue, with an estimated gross margin profile of roughly 55%.
When is Cycurion (CYCU) expected to close the Halo Privacy and HavenX transaction?
Cycurion expects to close the Halo Privacy and HavenX transaction within 45 days of the announcement. The company notes that the required audit for the deal has been underway for several weeks, supporting this anticipated closing timeline.
How does the Halo Privacy and HavenX deal fit Cycurion’s (CYCU) strategy?
The acquisition supports CEO Kevin Kelly’s strategy to transform Cycurion into an AI-first, technology-enabled security platform. It enhances offerings for U.S. Government and enterprise clients while laying groundwork to extend enterprise-grade cybersecurity and privacy tools into the broader retail consumer market.
What products and capabilities are added through Cycurion’s (CYCU) Halo Privacy deal?
The deal adds Halo Link, a secure messaging and voice app with end-to-end encryption and user anonymity, plus HavenX’s digital investigations tools for OSINT, cyber-harassment attribution, IP geolocation, and breach-data correlation. Together they aim to deliver secure communications with real-time threat attribution.
What financial characteristics make the Halo Privacy acquisition attractive to Cycurion (CYCU)?
Cycurion highlights Halo Privacy’s approximately $5.5 million in ARR, with trailing ARR around 80% of revenue and gross margins near 55%. The company also expects immediate top-line growth and substantial back-office cost synergies from integrating operations and infrastructure.