STOCK TITAN

Intelligent Protection Management (IPM) grows Q1 2026 revenue but reports net loss amid Cisco cases

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
10-Q

Rhea-AI Filing Summary

Intelligent Protection Management Corp. reported Q1 2026 revenue of $6.35M, up from $5.52M a year earlier, driven mainly by higher managed IT and procurement revenue. The company posted a net loss of $0.66M, compared with net income of $0.81M in Q1 2025, when results benefited from a large non-recurring tax gain.

Operating loss narrowed to $0.77M, and operating cash flow was modestly negative at $0.20M. IPM ended the quarter with $8.08M in cash and cash equivalents, including $1.05M of restricted cash, and no long-term debt. Deferred revenue was $4.65M, providing some visibility for future periods.

Newtek and affiliates accounted for 30.9% of Q1 2026 revenue, underscoring customer concentration with a related party that is also a major shareholder. The company continues to pursue a $65.7M patent award against Cisco on appeal and is defending separate patent claims by Cisco relating to its ManyCam software, incurring $0.1M of related litigation expense in the quarter.

Positive

  • None.

Negative

  • None.

Insights

Stronger revenue, modest loss, and ongoing Cisco litigation keep the story balanced.

IPM grew Q1 2026 revenue to $6.35M from $5.52M, helped by procurement and managed IT services. Despite this, higher total costs of $7.12M produced an operating loss of $0.77M, though smaller than the prior-year operating loss.

The swing from Q1 2025 net income of $0.81M to a Q1 2026 net loss of $0.66M mainly reflects the absence of a prior one-time tax benefit of about $2.06M. Cash from operations was slightly negative, but the balance sheet shows $8.08M in cash and no long-term debt, giving reasonable flexibility.

Key risks are concentration with Newtek, which provided 30.9% of revenue, and legal uncertainty. The $65.7M Cisco WebEx patent award remains subject to appeal and a new damages trial, while Cisco’s separate ManyCam patent suit is ongoing after inter partes review denials. Future filings and court milestones will clarify their financial impact.

Total revenue $6,354,751 Three months ended March 31, 2026
Net (loss) income $(660,214) Three months ended March 31, 2026
Cash and cash equivalents $8,084,650 Including restricted cash at March 31, 2026
Deferred revenue $4,652,125 Balance at March 31, 2026
Net cash from operating activities $(195,712) Three months ended March 31, 2026
Cisco WebEx patent award $65,700,000 Jury verdict damages amount
Revenue from Newtek group $1,961,938 30.9% of total revenue in Q1 2026
Litigation expense – Cisco ManyCam $101,609 Three months ended March 31, 2026
Adjusted EBITDA financial
"Adjusted EBITDA for the three months ended March 31, 2026 totaled negative $0.2 million compared to negative $0.5 million at March 31, 2025;"
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
Earn-Out Liability financial
"Newtek is also entitled to earnout payments under certain circumstances of up to $5,000,000 (the “Earn-Out” or “Earn-Out Liability”) based on the Company’s achievement of certain cumulative average adjusted EBITDA thresholds…"
A promise made during an acquisition to pay extra money later if the bought business hits agreed targets; the buyer records this promise as a potential debt on its books. Think of it like agreeing to pay a bonus after the seller’s product reaches certain sales—investors watch it because it can change a company’s future cash needs, reported liabilities and the true cost of a deal, altering valuation and downside risk.
inter partes review regulatory
"In October 2025, the Company filed an inter partes review (“IPR”) with the Patent Review Board to invalidate Cisco Patents 8,830,293 and 8,941,708."
An inter partes review is a formal proceeding at the U.S. Patent Office where a third party asks a panel to re-examine and possibly cancel all or part of an issued patent based on earlier public information. Investors care because the outcome can remove or uphold a company’s exclusive rights, directly affecting product exclusivity, potential revenue, legal exposure and the valuation of businesses that rely on that patent—like asking a neutral referee to re-check a key call in a game.
Tier 3 data center technical
"The Data Centers each conform to The Uptime Institute’s Tier 3 Certification, which is a globally recognized standard for validating critical data center infrastructure."
A tier 3 data center is a high-availability facility built so critical systems (power, cooling, network) have redundant components and can be serviced without interrupting operations — like changing a car’s tire while it’s still running. For investors, tier 3 status signals lower operational risk and fewer outages, which protects revenue, customer contracts and reputation, though it carries higher construction and operating costs than lower-tier facilities.
valuation allowance financial
"The Company continues to conclude that its U.S. deferred tax assets are not realizable on a more-likely-than-not basis and maintains a full valuation allowance against such deferred tax assets."
A valuation allowance is a reserve set aside to reduce the value of certain assets on a company's financial records when there is uncertainty about whether they will generate the expected benefits. It acts like a caution sign, indicating that some assets might not be fully recoverable or worth their recorded amount. This matters to investors because it provides a more realistic picture of a company's financial health and potential risks.
multiple-class method financial
"The Company applies the multiple-class method in calculating earnings per share."

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

Form 10-Q

 

QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

 

For the quarterly period ended March 31, 2026

 

OR

 

TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

 

For the transition period from ________ to ________

 

Commission File Number 001-38717

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

(Exact name of registrant as specified in its charter)

 

Delaware   20-3191847

(State or other jurisdiction of

incorporation or organization)

 

(I.R.S. Employer

Identification No.)

 

30 Jericho Executive Plaza Suite 400E

Jericho, NY

  11753
(Address of principal executive offices)   (Zip Code)

 

(212) 967-5120

(Registrant’s telephone number, including area code)

 

Securities registered pursuant to Section 12(b) of the Act:

 

Title of each class   Trading Symbol(s)   Name of each exchange on which registered
Common Stock, $0.001 par value   IPM   The Nasdaq Capital Market

 

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No

 

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes No

 

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

 

Large accelerated filer Accelerated filer
Non-accelerated filer Smaller reporting company
    Emerging growth company

 

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.

 

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes  No

 

Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date.

  

Class   Outstanding at May 12, 2026
Common Stock, par value $0.001 per share   9,035,729 *

 

* Excludes 843,221 shares of common stock that are held as treasury stock by Intelligent Protection Management Corp.

 

 

 

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

QUARTERLY REPORT ON FORM 10-Q

FOR THE QUARTER ENDED MARCH 31, 2026

 

Table of Contents

 

    Page
Number
     
  PART I. FINANCIAL INFORMATION 1
     
ITEM 1. Financial Statements 1
     
  Condensed Consolidated Balance Sheets as of March 31, 2026 (Unaudited) and December 31, 2025 1
     
  Condensed Consolidated Statements of Operations for the Three Months Ended March 31, 2026 and 2025 (Unaudited) 2
     
  Condensed Consolidated Statements of Changes in Stockholders’ Equity for the Three Months Ended March 31, 2026 and 2025 (Unaudited) 3
     
  Condensed Consolidated Statements of Cash Flows for the Three Months Ended March 31, 2026 and 2025 (Unaudited) 4
     
  Notes to Condensed Consolidated Financial Statements (Unaudited) 5
     
ITEM 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations 20
     
ITEM 3. Quantitative and Qualitative Disclosures About Market Risk 31
     
ITEM 4. Controls and Procedures 31
     
  PART II. OTHER INFORMATION 32
     
ITEM 1. Legal Proceedings 32
     
ITEM 1A. Risk Factors 32
     
ITEM 2. Unregistered Sales of Equity Securities and Use of Proceeds 33
     
ITEM 3. Defaults Upon Senior Securities 33
     
ITEM 4. Mine Safety Disclosures 33
     
ITEM 5. Other Information 33
     
ITEM 6. Exhibits 34

 

Intelligent Protection Management Corp., our logo and other trademarks or service marks appearing in this report are the property of Intelligent Protection Management Corp. Trade names, trademarks and service marks of other companies appearing in this report are the property of their respective owners. Solely for convenience, the trademarks, service marks and trade names included in this report are without the ®, or other applicable symbols, but such references are not intended to indicate, in any way, that we will not assert, to the fullest extent under applicable law, our rights or the rights of the applicable licensors to these trademarks, service marks and trade names.

 

Unless the context otherwise indicates, references to “Intelligent Protection Management Corp.” “IPM,” “we,” “our,” “us” and the “Company” refer to Intelligent Protection Management Corp. and its subsidiaries on a consolidated basis.

 

i

 

FORWARD-LOOKING STATEMENTS

 

Certain statements contained in this Quarterly Report on Form 10-Q constitute “forward-looking statements” as defined in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), that are based on current expectations, estimates, forecasts and assumptions and are subject to risks and uncertainties. Words such as “anticipate,” “assume,” “began,” “believe,” “budget,” “continue,” “could,” “estimate,” “expect,” “forecast,” “goal,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “would” and variations of such words and similar expressions are intended to identify such forward-looking statements. All forward-looking statements speak only as of the date on which they are made. Such forward-looking statements are subject to certain risks, uncertainties and assumptions relating to factors that could cause actual results to differ materially from those anticipated in such statements, including, without limitation, the following:

 

  the possibility of security vulnerabilities, cyber-attacks and network disruptions, including breaches of data security and privacy leaks, data loss and business interruptions;

 

  our ability to operate our secure private cloud through our data centers;

 

 

the intense competition in the industry in which our business operates and our ability to effectively compete with existing competitors and new market entrants;

 

 

our ability to consummate favorable acquisitions and effectively integrate any companies or businesses that we acquire;

 

  the impact of adverse economic and market conditions, including those related to fluctuations in inflation and geopolitical conflicts;

 

  our reliance on a limited number of customers for a material portion of our revenues and income;

 

  the impact of possible failures of our hardware systems and infrastructure at our data centers;

 

  our reliance on network infrastructure, including Internet, telecommunications and fiber optic network connectivity providers;

 

  the impact of real or perceived errors, failures or bugs in our customer solutions, software or technology;

  

  our ability to attract new customers, retain existing customers and sell additional services to customers;

 

  our reliance on Microsoft Corporation and others for software licenses and other intellectual property;

 

  our reliance on our executive officers and consultants;

 

  our ability to attract and retain qualified personnel;

 

  our ability to obtain additional capital or financing when and if necessary, to execute our business plan, including through offerings of debt or equity or the sale of any of our assets;

 

  the impact of any claim that we have infringed on intellectual property rights of others;

 

  our ability to protect our intellectual property rights;

 

  changes in laws, government regulations and policies and interpretations thereof; and

  

  other events outside of our control.

 

For a more detailed discussion of these and other factors that may affect our business, see the discussion in “Item 1A. Risk Factors” in Part II of this report, “Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations” in Part I of this report and the risk factors set forth in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which was filed with the Securities and Exchange Commission on March 17, 2026. We caution that the foregoing list of factors is not exclusive, and new factors may emerge, or changes to the foregoing factors may occur, that could impact our business. We do not undertake any obligation to update any forward-looking statement, whether written or oral, relating to the matters discussed in this report, except to the extent required by applicable securities laws.

 

ii

 

 

PART I - FINANCIAL INFORMATION

 

ITEM 1. FINANCIAL STATEMENTS

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

CONDENSED CONSOLIDATED BALANCE SHEETS

 

   March 31, 2026   December 31, 2025 
Assets  (unaudited)     
Current assets:        
Cash and cash equivalents  $5,675,238   $5,597,014 
Cash and cash equivalents (on deposit with a related party)   1,363,391    1,801,300 
Cash and cash equivalents – restricted cash (on deposit with related party)   1,046,021    1,035,747 
Accounts receivable, net of allowance of $98,089 and $100,000 as of March 31, 2026 and December 31, 2025, respectively   2,157,952    1,599,725 
Due from related party   50,064    75,601 
Prepaid expense and other current assets   2,074,418    1,363,574 
Total current assets   12,367,084    11,472,961 
           
Property and equipment, net   507,727    550,628 
Intangible assets, net   7,356,447    7,718,836 
Goodwill   4,555,208    4,555,208 
Operating lease right of use assets, net   4,193,680    1,140,196 
Other assets   552,787    602,688 
Total assets  $29,532,933   $26,040,517 
           
Liabilities and stockholders’ equity          
Current liabilities:          
Accounts payable  $2,248,269   $1,604,898 
Accrued expenses and other current liabilities   760,446    1,031,733 
Operating lease liabilities, current portion   465,656    756,590 
Deferred revenue   4,652,125    3,878,114 
Due to related party   68,056    46,450 
Total current liabilities   8,194,552    7,317,785 
           
Operating lease liabilities, non-current portion   3,750,794    387,906 
Deferred tax liability   121,808    148,898 
Total liabilities   12,067,154    7,854,589 
Commitments and contingencies (Note 12)   
 
    
 
 
Stockholders’ equity:          
Series A Preferred Stock, $0.001 par value, 9,000,000 authorized, 4,000,000 shares issued and outstanding as of March 31, 2026 and December 31, 2025, respectively   4,000    4,000 
Common stock, $0.001 par value, 50,000,000 shares authorized, 9,878,950 shares issued and 9,035,729 and 9,085,729 shares outstanding as of March 31, 2026 and December 31, 2025, respectively   9,879    9,879 
Treasury stock, 843,221 and 793,221 shares repurchased as of March 31, 2026 and December 31, 2025, respectively   (1,583,876)   (1,500,385)
Additional paid-in capital   44,963,303    44,939,747 
Accumulated deficit   (25,927,527)   (25,267,313)
Total stockholders’ equity   17,465,779    18,185,928 
Total liabilities and stockholders’ equity  $29,532,933   $26,040,517 

  

The accompanying notes are an integral part of these condensed consolidated financial statements

 

1

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited)

 

   Three Months Ended
March 31,
 
   2026   2025 
Revenue        
Managed information technology, includes $1,890,125 and $1,688,583 of related party revenue for the three months ended March 31, 2026 and 2025, respectively  $3,920,494   $3,558,833 
Procurement revenue, includes $34,438 and $54,520 of related party revenue for the three months ended March 31, 2026 and 2025, respectively   1,696,901    951,379 
Professional services revenue, includes $37,375 and $51,850 of related party revenue for the three months ended March 31, 2026 and 2025, respectively   483,300    726,607 
Subscription revenue   254,056    281,219 
Total revenue   6,354,751    5,518,038 
Costs and expenses          
Costs of revenue   3,260,166    2,464,663 
Sales, marketing and product development expense   778,029    765,364 
General and administrative expense   2,507,631    2,937,897 
Depreciation and amortization   475,498    684,041 
Litigation expenses relating to the Cisco ManyCam Litigation   101,609    
--
 
Total costs and expenses   7,122,933    6,851,965 
Loss from operations   (768,182)   (1,333,927)
Interest income, net   61,378    82,392 
Other income   22,000    
--
 
Loss from operations before income tax benefit   (684,804)   (1,251,535)
Income tax benefit   24,590    2,060,065 
Net (loss) income  $(660,214)  $808,530 
           
Net (loss) income per share of common stock:          
Basic  $(0.05)  $0.06 
Diluted  $(0.05)  $0.06 
           
Weighted average number of shares of Series A Preferred Stock used in calculating net (loss) income per share of Series A Preferred Stock, basic and diluted   4,000,000    3,955,556 
Weighted average number of shares of Common Stock used in calculating net (loss) income per share of Common Stock, basic and diluted   9,071,393    9,236,987 
Basic and diluted net (loss) income per share of Series A Preferred Stock, basic and diluted  $(0.05)  $0.06 
Basic and diluted net (loss) income per share of Common Stock, basic and diluted  $(0.05)  $0.06 
           
Weighted average number of shares of common stock used in calculating net (loss) income per share of common stock:          
Basic   13,071,393    13,192,543 
Diluted   13,071,393    13,192,543 

 

The accompanying notes are an integral part of these condensed consolidated financial statements. 

 

2

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY

FOR THE THREE MONTHS ENDED MARCH 31, 2026 AND 2025

(Unaudited)

 

   Series A  Preferred Stock   Stock Amount   Common Shares   Stock Amount   Treasury Shares   Stock Amount   Additional  Paid-in Capital   Accumulated Deficit   Total Stockholders’ Equity 
Balance at December 31, 2024   
-
   $
-
    9,878,950   $9,879    (641,963)  $(1,199,337)  $36,399,897   $(23,310,777)  $11,899,662 
Stock-based compensation expense   -    
-
    -    
-
    -    
-
    167,629    
-
    167,629 
Issuance of Series A Preferred Stock   4,000,000    4,000    -    
-
    -    
-
    8,196,000    
-
    8,200,000 
Net income   -    
-
    -    
-
    -    
-
    
-
    808,530    808,530 
Balance at March 31, 2025   4,000,000   $4,000   $9,878,950   $9,879    (641,963)  $(1,199,337)  $44,763,526   $(22,502,247)  $21,075,821 
Balance at December 31, 2025   4,000,000   $4,000    9,878,950   $9,879    (793,221)  $(1,500,385)  $44,939,747   $(25,267,313)  $18,185,928 
Stock-based compensation expense   -    
-
    -    
-
    -    
-
    23,556    
-
    23,556 
Repurchases of common stock   -    
-
    -    
-
    (50,000)   (83,491)   
-
    
-
    (83,491)
Net loss   -    
-
    -    
-
    -    
-
    
-
    (660,214)   (660,214)
Balance at March 31, 2026   4,000,000    4,000    9,878,950   $9,879    (843,221)  $(1,583,876)  $44,963,303   $(25,927,527)  $17,465,779 

 

The accompanying notes are an integral part of these condensed consolidated financial statements.

 

 

3

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited)

 

   Three Months Ended
March 31,
 
   2026   2025 
Cash flows from operating activities:        
Net (loss) income  $(660,214)  $808,530 
           
Adjustments to reconcile net (loss) income from continuing operations to net cash used in operating activities:          
Amortization of intangible assets and depreciation   362,389    578,065 
Amortization of operating lease right-of-use assets   168,039    206,687 
Depreciation on property and equipment   113,109    105,976 
Income tax benefit   (27,090)   (2,060,065)
Stock-based compensation   23,556    167,629 
Credit loss expense   (1,911)   3,436 
           
Changes in operating assets and liabilities, net of acquired assets and disposition:          
Accounts receivable   (530,779)   1,015,863 
Operating lease liability   (149,569)    (215,265)
Prepaid expense and other current assets   (710,844)   (784,774)
Other assets   49,901    -- 
Accounts payable, accrued expenses and other current liabilities   393,690    2,245,148 
Deferred revenue   774,011    (326,447)
Net cash (used in) provided by operating activities   (195,712)   1,744,783 
           
Cash flows from investing activities:          
Cash paid for acquisition of fixed assets   (70,208)   -- 
Cash paid for acquisition of NTS   --    (4,000,000)
Net cash used in investing activities   (70,208)   (4,000,000)
           
Cash flows from financing activities:          
Purchase of treasury stock   (83,491)   -- 
Proceeds from sale of Transferred Assets   --    1,350,000 
           
Net cash provided by financing activities   (83,491)   1,350,000 
Net decrease in cash and cash equivalents   (349,411)   (905,217)
Balance of cash, cash equivalents and restricted cash at beginning of period   8,434,061    10,588,534 
Balance of cash, cash equivalents and restricted cash at end of period   8,084,650    9,683,317 
Cash and cash equivalents  $5,675,238   $7,834,708 
Cash and cash equivalents (on deposit with related party)  $1,363,391   $844,139 
Cash and cash equivalents - restricted cash (on deposit with related party)  $1,046,021   $1,004,470 
Balance of cash and cash equivalents at end of period  $8,084,650   $9,683,317 
Supplemental non-cash disclosure:          
Operating lease extension, right of use asset  $3,221,523   $
--
 
Non-cash portion of consideration for acquisition of NTS (Series A Preferred Stock issuance)  $--   $8,200,000 

 

The accompanying notes are an integral part of these condensed consolidated financial statements.

 

4

 

INTELLIGENT PROTECTION MANAGEMENT CORP.

NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS

(Unaudited)

 

1. Organization and Description of Business

 

The accompanying condensed consolidated financial statements include Intelligent Protection Management Corp. and its wholly owned subsidiaries, A.V.M. Software, Inc., Paltalk Software Inc., Paltalk Holdings, Inc., Tiny Acquisition Inc., Camshare, Inc., Fire Talk LLC, Vumber LLC, ManyCam ULC and Intelligent Protection LLC (collectively, the “Company”).

 

The Company provides a comprehensive range of IT-related services, including dedicated server hosting, cloud hosting, data storage, managed security, backup and disaster recovery, and other related services including consulting and implementing technology solutions for large enterprise and commercial clients across the United States as well as small-and-medium sized businesses. The Company has an over 20-year history of technology innovation and holds eight patents.

  

Basis of Presentation

 

The condensed consolidated financial statements included in this report have been prepared on a going concern basis in accordance with generally accepted accounting principles in the United States (“GAAP”) and the rules and regulations of the Securities and Exchange Commission (the “SEC”) for interim financial information. The Company has not included certain information and notes required by GAAP for complete financial statements pursuant to those rules and regulations, although it believes that the disclosure included herein is adequate to make the information presented not misleading. The condensed consolidated financial statements contained herein should be read in conjunction with the Company’s audited consolidated financial statements and the related notes included in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on March 17, 2026 (the “Form 10-K”).

 

In the opinion of management, the accompanying unaudited condensed consolidated financial information contains all normal and recurring adjustments necessary to fairly present the condensed consolidated balance sheets and statements of operations, cash flows and changes in stockholders’ equity of the Company for the interim periods presented. The Company’s historical results are not necessarily indicative of future operating results, and the results for the three months ended March 31, 2026 are not necessarily indicative of results for the year ending December 31, 2026, or for any other period.

 

2. Summary of Significant Accounting Policies

 

During the three months ended March 31, 2026, there were no significant changes made to the Company’s significant accounting policies.

 

For a detailed discussion about the Company’s significant accounting policies, see the Form 10-K.

 

Cash, Cash Equivalents and Restricted Cash

 

The Company considers all highly liquid investments with an original maturity of three months or less at the date of purchase to be cash equivalents. Cash and cash equivalents consist of cash on deposit with banks and money market funds. The Company maintained a certificate of deposit to satisfy the depository requirement in the Loan Agreements (as defined and discussed in Note 12). The Company maintains cash in bank accounts which, at times, may exceed federally insured limits. As part of its cash management process, the Company periodically reviews the relative credit standing of these banks. The Company has not experienced any losses in such accounts and periodically evaluates the credit worthiness of the financial institutions and has determined the credit exposure to be negligible.

 

Accounts Receivable, net of allowance

 

Accounts receivable represents amounts owed to the Company by third parties for technology services and related residuals. The Company generally records a receivable when revenue is recognized as the timing of revenue recognition may differ from the timing of payment from customers. Payment terms and conditions vary by contract, although terms generally include a requirement of payment within 30 to 60 days. The Company’s accounts receivable do not bear interest and are recorded at the invoiced amount for those with unconditional rights to consideration. Accounts receivable are presented net of an allowance for credit loss on the condensed consolidated balance sheets for any potentially uncollectible accounts under the current expected credit loss model.

 

5

 

Segment Reporting

 

The Company reports its segment information to reflect the manner in which the chief operating decision maker (the “CODM”) reviews and assesses performance. The Company’s Chief Executive Officer, President and Chief Operating Officer have joint responsibility as the CODM and review and assess the performance of the Company as a whole.

 

The primary financial measures used by the CODM to evaluate performance and allocate resources are net income (loss) and operating income (loss). The CODM uses net income (loss) and operating income (loss) to evaluate the performance of the Company’s ongoing operations and as part of the Company’s internal planning and forecasting processes. Information on net income (loss) and operating income (loss) is disclosed in the condensed consolidated statements of operations. Segment expenses and other segment items are provided to the CODM on the same basis as disclosed in the condensed consolidated statements of operations.

 

The CODM does not evaluate performance or allocate resources based on segment assets, and therefore such information is not presented in the notes to the financial statements. The Company is a single-segment business.

 

Use of Estimates

 

The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions about future events that affect the amounts reported in the financial statements and accompanying notes. Future events and their effects cannot be determined with absolute certainty. Therefore, the determination of estimates requires the exercise of judgment. Actual results inevitably will differ from those estimates, and such differences may be material to the financial statements. The most significant accounting estimates inherent in the preparation of the Company’s financial statements include impairments and fair value estimates for assets acquired in business combinations and assessment of useful lives of acquired intangible assets. The fair values and estimates related to the Acquisition (as defined and discussed in Note 3) were based on a number of factors, including a valuation by an independent third party.  The Company also uses a Black-Scholes model for estimates in calculating share-based compensation.  

 

Revisions to the Company’s estimates may result in increases or decreases to revenues and income and are reflected in the condensed consolidated financial statements in the periods in which they are first identified. If the Company’s estimates indicate that a contract loss will be incurred, a loss provision is recorded in the period in which the loss first becomes probable and can be reasonably estimated. Contract losses are the amount by which the estimated costs of the contract exceed the estimated total revenue that will be generated by the contract and are included in cost of revenues in the Company’s condensed consolidated statements of operations. There were no contract losses for the periods presented.

 

Business Combinations

 

The Company accounts for business combinations in accordance with the provisions of Accounting Standards and Codifications (“ASC”) Topic 805, Business Combinations. Business combinations are accounted for using the acquisition method, whereby the consideration transferred is allocated to the net assets acquired based on their respective fair values measured on the acquisition date. The difference between the fair value of these assets and the purchase price is recorded as goodwill. Transaction costs other than those associated with the issue of debt or equity securities, and other direct costs of a business combination are not considered part of the business acquisition transaction and are expensed as incurred.

  

Revenue Recognition

 

The Company’s revenue is measured based on the consideration specified in a contract with a customer. The Company’s contracts with its customers often include promises to transfer multiple products and services. Determining whether products and services are considered distinct performance obligations that should be accounted for separately versus together may require significant judgment. When a cloud-based service includes both on-premises software licenses and cloud services, judgment is required to determine whether the software license is considered distinct and accounted for separately, or not distinct and accounted for together with the cloud service and recognized over time. Certain cloud services depend on a significant level of integration, interdependency and interrelation between the desktop applications, and cloud services and are accounted for together as one performance obligation. Revenue from cloud services is recognized ratably over the period in which the cloud services are provided. The Company otherwise recognizes revenue when it satisfies a performance obligation by transferring control of a product or service or by arranging for the sale of a vendor’s products or service to a customer.

 

6

 

The Company recognizes revenue from the sale of services as it performs the underlying services, typically based on time and materials basis based upon hours incurred for the performance completed to date for which the Company has the right to consideration. The Company recognizes revenue on sales of goods at a point in time when the customer takes control of the goods, which typically occurs when title and risk of loss have passed to the customer. In most cases, the Company serves as principal; therefore it recognizes revenue on a gross basis for each of the Company’s services and product offerings principally because the Company is primarily responsible for fulfilling the promise to provide specified goods or service, and the Company has discretion in establishing the price of specified good or service. When the Company serves as an agent, it recognizes revenue on a net basis.

 

The Company classifies its right to consideration in exchange for deliverables as either a receivable or a contract asset (unbilled receivable). A receivable is a right to consideration that is unconditional (i.e., only the passage of time is required before payment is due). For example, the Company recognizes a receivable for revenue related to the Company’s transaction- or volume-based contracts when earned regardless of whether amounts have been billed. Such receivables are presented in accounts receivable, net in the Company’s condensed consolidated balance sheets. The Company maintains an allowance for credit losses to provide for the estimated amount of receivables that may not be collected. The allowance is based upon an assessment of customer creditworthiness, historical payment experience, the age of outstanding receivables, judgment, and other applicable factors.

 

A contract asset is a right to consideration that is conditional upon factors other than the passage of time. Contract assets are presented in “current and other assets” in the Company’s condensed consolidated balance sheets and primarily relate to unbilled amounts on fixed-price contracts utilizing the output method of revenue recognition. The Company’s contract assets and liabilities are reported at the end of each reporting period. The difference between the opening and closing balances of the contract assets and deferred revenue primarily results from the timing difference between performance obligations and the customer’s payment. The Company receives payments from customers based on the terms established in their contracts, which may vary generally by contract type.

 

The Company’s contract assets and liabilities are reported in a net position on a contract-by-contract basis at the end of each reporting period. The difference between the opening and closing balances of the contract assets and “deferred revenue” primarily results from the timing difference between performance obligations and the customer’s payment. The Company receives payments from customers based on the terms established in their contracts, which may vary generally by contract type.

 

The Company sells hardware and software products on both a stand-alone basis without any services and as a solution bundled with services. When the Company provides a combination of hardware and software products with the provision of services, the Company separately identifies its performance obligations under the contract and the hardware and/or software products or services that will be provided. The total transaction price for an arrangement with multiple performance obligations is allocated at contract inception to each performance obligation in proportion to the stand-alone selling price of the hardware or software. The selling price is the price at which the Company would sell a promised good or service separately to a customer. The Company estimates the price based on observable inputs, including direct labor hours and allocatable costs, or uses observable stand-alone prices when they are available. The Company’s professional services include the design and implementation of a wide range of IT products and services. Such services are typically provided by us or third-party subcontractor vendors on a stand-alone basis.

   

Subscription Revenue

 

The Company also generates subscription revenue from monthly premium subscription services from sales of its ManyCam software. Subscription revenues are presented net of refunds, credits, and known and estimated credit card chargebacks. During the three months ended March 31, 2026 and 2025, subscriptions were offered in durations of twelve-month and twenty-four-month terms. All subscription fees, however, are paid by credit card at the origination of the subscription regardless of the term of the subscription. Revenues from multi-month subscriptions are recognized on a straight-line basis over the period where the service is offered to the customer, indicated by length of the subscription term purchased. The unearned portion of subscription revenue is presented as deferred revenue in the accompanying condensed consolidated balance sheets.

 

Intangible Assets

 

Intangible assets include intellectual property either owned by the Company or to which the Company has a license. Intangible assets acquired in a business combination are recognized at fair value using generally accepted valuation methods deemed appropriate for the type of intangible asset acquired. The Company’s intangible assets include patents, internally developed software, intellectual property (e.g., trade names, trademarks and URLs) and subscriber relationships/customer lists.

 

7

 

The Company’s intangible assets represent definite lived intangible assets, which are being amortized on a straight-line basis over their estimated useful lives as follows:

 

Patents   20 years 
Trade names, trademarks, product names, URLs   5-10 years 
Internally developed software   3-7 years 
Non-compete agreements   3 years 
Subscriber/customer relationships   3-12 years 
Order Backlog   1 year 

 

The Company reviews intangible assets for impairment whenever events or changes in business circumstances indicate that the carrying amount of the assets might not be recoverable. Factors that the Company considers in deciding when to perform an impairment review include significant underperformance of the business in relation to expectations, significant negative industry or economic trends, and significant changes or planned changes in the use of the assets. If an impairment review is performed to evaluate a long-lived asset for recoverability, the Company compares forecasts of undiscounted cash flows expected to result from the use and eventual disposition of the long-lived asset to its carrying value. An impairment loss would be recognized when estimated undiscounted future cash flows expected to result from the use of an asset are less than its carrying amount. The impairment loss would be based on the excess of the carrying value of the impaired asset over its fair value, determined based on discounted cash flows. No impairments were recorded on intangible assets as no impairment indicators were noted for the periods presented in these condensed consolidated financial statements. 

 

The fair values of acquired intangible assets are determined based on estimates and assumptions that are deemed reasonable by the Company. Significant assumptions include the discount rates and certain assumptions that form the basis of the forecasted results of the acquired business, including EBITDA, revenue, revenue growth rates, royalty rates and technology obsolescence rates. These assumptions are forward looking and could be affected by future economic and market conditions. The Company engages third-party valuation specialists who review the Company’s critical assumptions and calculations of the fair value of acquired intangible assets in connection with significant acquisitions.

 

Goodwill

 

Goodwill is recorded when the purchase price paid for an acquisition exceeds the estimated fair value of the net identified tangible and intangible assets acquired. The Company evaluates its goodwill for impairment in accordance with ASC Topic 350, Intangibles - Goodwill and Other, by assessing qualitative factors to determine whether it is more likely than not (that is, a likelihood of more than 50 percent) that the fair value of a reporting unit is less than its carrying amount, including goodwill. The Company performs the quantitative goodwill impairment test, if, after assessing the totality of events or circumstances such as those described in paragraph ASC 350-20-35-3C(a) through (g), the Company determines that it was more likely than not that the fair value of a reporting unit is less than its carrying amount. An impairment charge is recognized for the amount by which the carrying amount exceeded the reporting unit’s fair value, limited to the total amount of goodwill related to the reporting unit.

 

The Company tests the recorded amount of goodwill for impairment on an annual basis on December 31 of each fiscal year or more frequently if there are indicators that the fair value of the goodwill exceeds its carrying amount. The Company has one reporting unit.

 

Leases

 

The Company determines if an arrangement is, or contains, a lease at inception. Operating leases are included in operating lease right-of-use (“ROU”) assets, operating lease liabilities, current and operating lease liabilities, noncurrent in the Company’s condensed consolidated balance sheets. ROU assets represent the Company’s right to use an underlying asset for the lease term and lease liabilities represent its obligation to make lease payments arising from the lease. Operating lease ROU assets and liabilities are recognized at commencement date (or acquisition date) based on the present value of lease payments over the lease term. As the Company’s leases do not provide an implicit rate, the Company uses an incremental borrowing rate based on the information available at the transition date and subsequent lease commencement dates in determining the present value of lease payments. This is the rate the Company would have to pay if borrowing on a collateralized basis over a similar term to each lease. The Company’s lease terms may include options to extend or terminate the lease when it is reasonably certain that the Company will exercise that option. Lease expense for lease payments made under operating leases is recognized on a straight-line basis over the lease term.

 

8

 

Property and equipment

 

Property and equipment are stated at cost, less accumulated depreciation and amortization. Depreciation and amortization is calculated using the straight-line method over the estimated useful lives of those assets, as follows:

 

Computers and equipment   5 years 
Website development   3 years 
Furniture and fixtures   7 years 

 

Repairs and maintenance costs are expensed as incurred.

 

Property and equipment is evaluated for recoverability whenever events or changes in circumstances indicate that the carrying amounts of the assets might not be recoverable. In evaluating an asset for recoverability, the Company estimates the future cash flow expected to result from the use and eventual disposition of the asset. If the expected future undiscounted cash flow is less than the carrying amount of the asset, an impairment loss, equal to the excess of the carrying amount over the fair value of the asset, is recognized. No impairment losses were recorded on property and equipment for the periods presented in these condensed consolidated financial statements.

  

Fair Value Measurements

 

Fair value measurements affect the Company’s accounting for certain of its financial assets. Fair value is defined as the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date and is measured according to a hierarchy that includes:

 

  Level 1: Observable inputs, such as quoted prices in active markets.

 

  Level 2: Inputs, other than quoted prices in active markets, that are observable either directly or indirectly. Level 2 assets and liabilities include debt securities with quoted market prices that are traded less frequently than exchange-traded instruments. This category includes U.S. government agency-backed debt securities and corporate-debt securities.

 

  Level 3: Unobservable inputs in which there is little or no market data.

 

In connection with the Acquisition, the Company initially recognized a non-current liability of $704,000 for the Earn-Out (as defined below). The Earn-Out Liability (as defined below) is classified as a Level 3 measurement for which fair value is derived from inputs that are unobservable and significant to the overall fair value measurement. The fair value of the Earn-Out Liability is estimated using a Monte Carlo simulation model that utilizes key assumptions including forecasted revenues and volatilities of the underlying financial metrics during the Earn-Out period. The Company assessed the fair value of the Earn-Out Liability at December 31, 2025 and re-measured the fair value by adjusting this amount (as permitted during the measurement period) to zero. Any subsequent changes in the estimated fair value of the liability are reflected in selling, general and administrative expenses until the liability is settled.

 

Concentration of Credit

 

As of March 31, 2026, two of the Company’s customers represented receivable balances more than 10% of the total accounts receivable balance. These two customers represented 42% and 13%, respectively, of the total accounts receivable balance for the three months ended March 31, 2026. For the year end December 31, 2025, two customers represented 24% and 15%, respectively, of the total accounts receivable. For the three months ended March 31, 2026 and 2025, Newtek, a related party, and its affiliates represented 30.9% and 32.5% of total revenue, respectively.

 

3. Acquisition

 

On January 2, 2025 (the “Closing Date”), the Company completed the acquisition of Newtek Technology Solutions, Inc., a New York corporation (“NTS”), pursuant to that certain Agreement and Plan of Merger (the “Acquisition Agreement”), dated August 11, 2024, by and among the Company, PALT Merger Sub 1, Inc., a New York corporation and a direct and wholly owned subsidiary of the Company (“First Merger Sub”), PALT Merger Sub 2, LLC, a Delaware limited liability company and a direct and wholly owned subsidiary of the Company (“Second Merger Sub”), NTS and NewtekOne, Inc., a Maryland corporation and the sole stockholder of NTS (“Newtek”). Pursuant to the terms of the Acquisition Agreement, on the Closing Date: (i) NTS merged with and into First Merger Sub, with NTS continuing as the surviving entity (the “Interim Surviving Entity” and such merger, the “First Step Merger”), and (ii) immediately following the consummation of the First Step Merger, the Interim Surviving Entity merged with and into Second Merger Sub (the “Second Step Merger” and, together with the First Step Merger, the “Acquisition”), with the Second Merger Sub surviving as a wholly owned subsidiary of the Company. Following the closing of the Acquisition (the “Acquisition Closing”), the Company changed its name from “Paltalk, Inc.” to “Intelligent Protection Management Corp.”

 

9

 

The aggregate consideration delivered by the Company to Newtek at the Acquisition Closing consisted of (i) $4,000,000 in cash (as adjusted pursuant to the Acquisition Agreement, the “Acquisition Closing Cash Consideration”) and (ii) 4,000,000 shares of the Company’s Series A Non-Voting Common Equivalent Stock (the “Series A Preferred Stock” and such shares issued at the Acquisition Closing, the “Acquisition Closing Stock Consideration” and together with the Acquisition Closing Cash Consideration, the “Acquisition Closing Consideration”). Each share of Series A Preferred Stock will automatically convert into one share of the Company’s common stock, par value $0.001 per share (subject to certain customary anti-dilution adjustments), upon the occurrence of certain qualifying transfers by Newtek to third parties. In connection with the Acquisition, the Company incurred professional fees of $0.3 million for the three months ended March 31, 2025, which amounts are included in “general and administrative expenses” in the condensed consolidated statement of operations.

 

The aggregate purchase price delivered by the Company to Newtek was $12,904,000, which consisted of (i) $4,000,000 in cash and (ii) 4,000,000 shares of Series A Preferred Stock, which had a fair value of $8,200,000 on the Closing Date. Newtek is also entitled to earnout payments under certain circumstances of up to $5,000,000 (the “Earn-Out” or “Earn-Out Liability”) based on the Company’s achievement of certain cumulative average adjusted EBITDA thresholds for the 2025 and 2026 fiscal years, which had a fair value of $704,000 on the Closing Date. The Company financed the cash portion of the purchase price using existing cash on hand.

 

The Earn-Out may be paid, in the Company’s sole discretion, in cash, in shares of Series A Preferred Stock (the “Acquisition Earn-Out Stock Consideration”) or in a combination thereof. Pursuant to the Acquisition Agreement, to the extent that all or a portion of the Acquisition Earn-Out Amount is paid in shares of Series A Preferred Stock, the number of shares of Series A Preferred Stock to be issued to Newtek will be calculated based on the average of the daily volume weighted average prices of the Company’s common stock during each trading day during a 60 calendar-day period ending on December 31, 2026; provided, that in no event shall such price be less than $1.00.

 

Pursuant to the Acquisition Agreement, if the issuance of the Acquisition Earn-Out Stock Consideration would cause Newtek’s “total equity” (as calculated under the Bank Holding Company Act of 1956, as amended (the “BHCA”), and as implemented and interpreted by the Board of Governors of the Federal Reserve System) in the Company to exceed one-third of the Company’s total equity (the “Total Equity Cap”), then the number of shares of Series A Preferred Stock issuable as Acquisition Earn-Out Stock Consideration will be adjusted so that the Company will issue to Newtek the maximum number of shares of Series A Preferred Stock that would not cause Newtek’s total equity to exceed the Total Equity Cap, with a corresponding increase to the Acquisition Earn-Out Amount paid in cash.

 

The Acquisition was accounted for as a business combination using the acquisition method of accounting in accordance with ASC Topic 805, Business Combinations. Under the acquisition method of accounting, the assets acquired and liabilities assumed were recorded at their fair values as of the Closing Date. The fair values of intangible assets were based on valuations using various income approaches and methods, such as the multi-period excess earnings method, relief from royalty method, etc., which require the use of significant estimates and assumptions, including estimating future cash flows and developing appropriate discount rates. The excess of the purchase price over the tangible assets, identifiable intangible assets and assumed liabilities was recorded as goodwill. The results of NTS have been included in the Company’s single-segment business.

 

10

 

The fair value of all the acquired identifiable assets and liabilities summarized below were based on preliminary valuations and were updated as the Company obtained additional information during the acquisition measurement period, which ended on January 2, 2026. The purchase price allocation as of the Closing Date and then re-forecasted as of December 31, 2025 was as follows:

 

   At
Closing 
Date
   Change   At
December 31,
2025
 
Assets acquired:            
Accounts receivable  $3,535,343   $257,293 (1)  $3,792,636 
Prepaid expenses and other current assets   129,233    
--
    129,233 
Property and equipment, net   738,046    
--
    738,046 
Operating lease right-of-use asset   212,452    
--
    212,452 
Intangible assets   7,910,000    
--
    7,910,000 
Other assets   998,228    
--
    998,228 
Total assets acquired   13,523,302    257,293 (1)   13,780,595 
Liabilities assumed:               
Accounts payable   46,692    
--
    46,692 
Accrued expenses and other current liabilities   370,059    
--
    370,059 
Operating lease liabilities   212,452    
--
    212,452 
Deferred revenue   3,450,000    
--
    3,450,000 
Deferred tax liability   2,056,600    
--
    2,056,600 
Total liabilities assumed   6,135,803    
--
    6,135,803 
Total identifiable net assets acquired   7,387,499    257,293 (1)   7,644,792 
Total purchase price: (includes $4,000,000 of cash, 4,000,000 shares of Series A Preferred Stock, which had a fair value of $8,200,000 and $704,000 of contingent consideration at the closing and $4,000,000 of cash, 4,000,000 shares of Series A Preferred Stock, which had a fair value of $8,200,000 and $0 of contingent consideration at December 31, 2025, respectively)   12,904,000    704,000 (2)   12,200,000 
Goodwill  $5,516,501   $961,293   $4,555,208 

 

(1) Reflects an adjustment of $257,293 related to valuation of accounts receivable on the Closing Date.

 

(2) Reflects an adjustment of $704,000 related to the re-measurement of the fair value of the related contingent consideration (earnout) liability

  

The preliminary purchase price allocation resulted in goodwill of $5,516,501 ($4,555,208 as of December 31, 2025) and will be deductible for income tax purposes. The resulting amount of goodwill is attributed to expected synergies from cross-sale opportunities and future growth. Intangible assets of $7,910,000 include customer relationships of $5,275,000, order backlog of $438,000, and trademarks and trade names of $2,197,000, which are being amortized on a straight-line basis, over weighted-average useful lives of 8 years1 year, and 8 years, respectively.

  

After the Acquisition Closing, and in the normal course of business, certain amounts were due to the Company by Newtek and its affiliates. For the three months ended March 31, 2026 and 2025, sales to Newtek and its affiliates totaled $2.0 million and $1.8 million, respectively.

 

In connection with the Acquisition, the Company entered into a referral arrangement with Newtek pursuant to which Newtek will refer potential clients to the Company for a fee. The referral arrangement with Newtek is terminable by either the Company or Newtek at any time. For the three months ended March 31, 2026 and 2025 the Company incurred $125,352 and $76,183 of expense in connection with the referral arrangement, respectively. These amounts are included in the “sales, marketing and product development expenses” in the condensed consolidated statement of operations.

 

11

 

4. Property and Equipment, net

 

Property and equipment consisted of the following for the periods presented:

 

   For the
Three Months
Ended
March 31,
2026
(unaudited)
   For the Year
Ended
December 31,
2025
 
Computer equipment  $239,329   $169,121 
Software   590,613    590,613 
Datacenter software   330,528    330,528 
Servers   66,838    66,838 
Total property and equipment   1,227,308    1,157,100 
Less: Accumulated depreciation   (719,581)   (606,472)
Total property and equipment, net  $507,727   $550,628 

 

Depreciation expense for the three months ended March 31, 2026 and 2025 was $113,109 and $105,976, respectively.

 

The Company only holds property and equipment in the United States.

 

5. Intangible Assets, Net

 

Intangible assets, net consisted of the following at March 31, 2026 and December 31, 2025:

 

   March 31, 2026 (unaudited)   December 31, 2025 
   Gross       Net   Gross       Net 
   Carrying   Accumulated   Carrying   Carrying   Accumulated   Carrying 
   Amount   Amortization   Amount   Amount   Amortization   Amount 
Patents  $50,000   $(41,875)  $8,125   $50,000   $(41,250)  $8,750 
Trade names, trademarks product names, URLs   2,664,425    (646,809)   2,017,616    2,664,425    (551,651)   2,112,774 
Internally developed software   2,190,006    (1,192,336)   997,670    2,190,006    (1,114,122)   1,075,884 
Subscriber/customer relationships   6,549,101    (2,216,065)   4,333,036    6,549,101    (2,027,673)   4,521,428 
Order Backlog   438,000    (438,000)   
--
    438,000    (438,000)   
--
 
Total intangible assets  $11,891,532   $(4,535,085)  $7,356,447   $11,891,532   $(4,172,696)  $7,718,836 

  

Amortization expense for the three months ended March 31, 2026 was $362,389 as compared to $578,065 for the three months ended March 31, 2025. The aggregate amortization expense for each of the next four years and thereafter is estimated to be $1,087,171 in 2026, $1,449,562 in 2027 and 2028, and $3,370,152 thereafter.

 

6. Divestiture

 

On the Closing Date and prior to the Acquisition Closing, the Company completed the sale to Meteor Mobile Holdings, Inc., a Delaware corporation (“Meteor Mobile”), of its telecommunications services provider, “Vumber”, as well as its “Paltalk” and “Camfrog” applications and certain assets and liabilities related to such services provider and applications (the “Transferred Assets,” and such sale, the “Divestiture,” and, together with the Acquisition, the “Transactions”) pursuant to that certain Asset Purchase Agreement, dated November 7, 2024, by and among the Company, its wholly owned subsidiaries Paltalk Holdings, Inc., Paltalk Software, Inc., Camshare, Inc., A.V.M. Software, Inc. and Vumber, LLC (collectively, the “Sellers”), and Meteor Mobile. As a result of the Divestiture, the Company is no longer engaged in the business of providing video-based, live streaming, virtual camera and telecommunications software to consumers, as and to the extent such businesses were previously conducted by the Company pursuant to the “Vumber,” “Paltalk” and “Camfrog” applications. In addition, prior to the Acquisition Closing, the Company ceased all operations of its “Tinychat” service and application. The consideration delivered by Meteor Mobile to the Company at the closing of the Divestiture consisted of (i) $1,350,000 in cash and (ii) the assumption of all of the liabilities of the Sellers arising out of, or relating to, the Business or the Transferred Assets, other than certain excluded liabilities (the “Divestiture Closing Consideration”).

  

12

  

In addition to the Divestiture Closing Consideration, the Company is entitled to receive, with respect to each Earn-Out Period, as defined and described below, certain payments in cash based on the cash revenue, net of any refunds, received by Meteor Mobile that is attributable to the Business (such cash revenue, the “Legacy Business Revenue”), as follows:

 

  from the six-month period beginning on July 1, 2025 and ending on December 31, 2025 (“Earn-Out Period 1”), an amount equal to (i) for any Legacy Business Revenue greater than or equal to $3,500,000 and less than $4,250,000, the amount of such Legacy Business Revenue multiplied by 0.30 plus (ii) for any Legacy Business Revenue greater than or equal to $4,250,000, the amount of such Legacy Business Revenue in excess of $4,250,000 multiplied by 0.40; and

 

  from each of the twelve-month period beginning on January 1, 2026 and ending on December 31, 2026 (“Earn-Out Period 2”), the twelve-month period beginning on January 1, 2027 and ending on December 31, 2027 (“Earn-Out Period 3”), and the twelve-month period beginning on January 1, 2028 and ending on December 31, 2028 (“Earn-Out Period 4” and collectively with Earn-Out Period 1, Earn-Out Period 2 and Earn-Out Period 3, the “Earn-Out Periods”), an amount equal to (i) for any Legacy Business Revenue greater than or equal to $7,000,000 and less than $8,500,000, the amount of such Legacy Business Revenue multiplied by 0.30 plus (ii) for any Legacy Business Revenue greater than or equal to $8,500,000, the amount of such Legacy Business Revenue in excess of $8,500,000 multiplied by 0.40 (the aggregate amount, if any, earned during the Earn-Out Periods, the “Divestiture Earn-Out Amount”).

 

In the event of a change of control (as defined in the Divestiture Agreement) of Meteor Mobile during any of the Earn-Out Periods, the Company is entitled to receive an acceleration payment in cash, net of any Divestiture Earn-Out Amounts previously paid to us (the “Acceleration Payment”). If any of the Transferred Assets are sold independently from the other assets of Meteor Mobile, the Company will be entitled to (i) 50% of the aggregate consideration paid to Meteor Mobile for the Transferred Assets minus (ii) the aggregate amount of any Divestiture Earn-Out Amounts received by the Sellers by the date of the change of control, minus (iii) the aggregate amount of any Acceleration Payments previously paid through such date. If any of the Transferred Assets are sold contemporaneously with other assets of Meteor Mobile, the Company is entitled to (x) the aggregate consideration paid to Meteor Mobile for the Transferred Assets multiplied by the ratio of the trailing 12-month EBITDA of the Transferred Assets sold and the EBITDA of all assets sold minus (y) the aggregate amount of any Divestiture Earn-Out Amounts received by the Sellers by the date of the change of control, minus (z) the aggregate amount of any Acceleration Payments previously paid through such date. The minimum Acceleration Payment for the sale of “Paltalk,” “Camfrog” and “Vumber” is $1,650,000, $450,000 and $300,000, respectively, and the Acceleration Payments payable to the Company are capped at $5,000,000 in the aggregate.

 

The amount earned in Earn-Out Period 1 was $31,263 and is included in “other income” in the consolidated statement of operations for the year ended December 31, 2025.

 

7. Accrued Expenses and Other Current Liabilities

 

Accrued expenses and other current liabilities consisted of the following for the periods presented:

 

   March 31,   December 31, 
   2026   2025 
   (unaudited)     
Compensation, benefits and payroll taxes  $120,211   $325,113 
Other accrued expenses   518,749    652,149 
Sales tax   114,088    49,449 
Amounts due to Meteor Mobile   7,398    5,022 
Total accrued expenses and other current liabilities  $760,446   $1,031,733 

 

8. Income Taxes

 

The Company’s provision for income taxes consists of federal, foreign, and state taxes, as applicable, in amounts necessary to align the Company’s year-to-date tax provision with the effective rate that it expects to achieve for the full year. Each quarter the Company updates its estimate of the annual effective tax rate and records cumulative adjustments as necessary.

 

For the three months ended March 31, 2026, the Company recorded an income tax benefit of $24,590. The effective tax rate for the three months ended March 31, 2026 was 3.6% which differs from the statutory rate of 21% primarily due to limited tax benefit being provided on current pre-tax losses due to the Company’s valuation allowance position, differences in foreign tax rates from the U.S. statutory rate of 21%, and state and local taxes. The Company continues to conclude that its U.S. deferred tax assets are not realizable on a more-likely-than-not basis and maintains a full valuation allowance against such deferred tax assets.

 

13

 

For the three months ended March 31, 2025, the Company recorded a non-recurring income tax benefit of $2,060,065 which included a discrete tax benefit of $1,665,189 primarily related to a partial reversal of its U.S. valuation allowance as the Acquisition created a source of future U.S. taxable income allowing for the recognition of certain deferred tax assets. The effective tax rate for the three months ended March 31, 2025 was 164.7% which differs from the statutory rate of 21% primarily related to changes in the Company’s valuation allowance due to the Acquisition accounting. The Company continues to conclude that its U.S. deferred tax assets are not realizable on a more-likely-than-not basis and maintains a full valuation allowance against such deferred tax assets.

 

9. Stockholders’ Equity

 

Intelligent Protection Management Corp. 2025 Long-Term Incentive Plan

 

On May 8, 2025, at the Company’s 2025 annual meeting of stockholders (the “2025 Annual Meeting”), the Company’s stockholders approved the Intelligent Protection Management Corp. 2025 Long-Term Incentive Plan (the “2025 LTIP”). As a result, the 2025 LTIP became effective on May 8, 2025. Concurrently with the adoption of the 2025 LTIP, the 2016 Plan (defined below) was terminated as to future awards. The 2025 LTIP provides for the granting of incentive stock options, nonqualified stock options, stock appreciation rights, restricted stock, restricted stock units, performance awards, dividend equivalent rights and other awards that may be granted singly, in combination, or in tandem, and which may be paid in cash, shares of common stock, other consideration, or any combination thereof. Subject to certain adjustments, the maximum aggregate number of shares of common stock that may be delivered pursuant to awards under the 2025 LTIP is 1,200,000 shares, plus any Prior Plan Awards (as defined in the 2025 LTIP).

 

The Intelligent Protection Management Corp. Amended and Restated 2011 Long-Term Incentive Plan (the “2011 Plan”) was terminated as to future awards on May 16, 2016. As of March 31, 2026, a total of 2,487 shares of the Company’s common stock may be issued pursuant to outstanding options awarded under the 2011 Plan; however, no additional awards may be granted under such plan. The Intelligent Protection Management Corp. 2016 Long-Term Incentive Plan (the “2016 Plan”) was terminated as to future awards on May 8, 2025. As of March 31, 2026, a total of 682,550 shares of the Company’s common stock may be issued pursuant to outstanding options awarded under the 2016 Plan; however, no additional awards may be granted under the 2016 Plan.

 

As of March 31, 2026, a total of 1,001,037 shares of the Company’s common stock may be issued pursuant to outstanding options awarded under the 2025 LTIP.

 

Stock Options

 

The following table summarizes the assumptions used in the Black-Scholes pricing model to estimate the fair value of the options granted during the three months ended March 31, 2026:

 

Expected volatility   118.1%
Expected life of option (in years)   5.26.2 
Risk free interest rate   4.07%
Expected dividend yield   0.0%

 

The expected life of the options is the period of time over which employees and non-employees are expected to hold their options prior to exercise. The expected life of options has been determined using the “simplified” method as prescribed by Staff Accounting Bulletin 110, which uses the midpoint between the vesting date and the end of the contractual term. The volatility of the Company’s common stock is calculated using the Company’s historical volatilities beginning at the grant date and going back for a period of time equal to the expected life of the award. The Company estimates potential forfeitures of stock awards and adjusts recorded stock-based compensation expense accordingly. The Company estimates pre-vesting forfeitures primarily based on the Company’s historical experience and is adjusted to reflect actual forfeitures as the stock-based awards vest.

 

The following table summarizes stock option activity during the three months ended March 31, 2026:

 

       Weighted 
       Average 
   Number of   Exercise 
   Options   Price 
Stock Options:        
Outstanding at January 1, 2026   687,895   $2.41 
Granted during the period   316,000    1.62 
Cancelled/Forfeited, during the period   
--
    
--
 
Expired, during the period   (2,858)   5.43 
Outstanding at March 31, 2026   1,001,037   $2.15 
Exercisable at March 31, 2026   620,037   $2.43 

 

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At March 31, 2026, there was $560,674 of total unrecognized compensation expense related to stock options, which is expected to be recognized over a weighted average period of 3.5 years.

 

On March 31, 2026 and 2025, the aggregate intrinsic value of stock options that were outstanding and exercisable was $13,140 and $16,920, respectively. The intrinsic value of stock options is calculated based on the exercise price of the underlying awards and the fair value of such awards as of the period-end date.

  

During the three months ended March 31, 2026, the Company granted stock options to members of the Board of Directors (the “Board”) to purchase an aggregate of 40,000 shares of common stock at a weighted average exercise price of $1.62 per share. The stock options vest in four equal quarterly installments on the last day of each calendar quarter in 2026 and have a term of ten years. During the three months ended March 31, 2026, the Company also granted options to employees to purchase an aggregate of 276,000 shares of common stock. These options vest in equal tranches over a four-year period. The stock options granted during the three months ended March 31, 2026 have a term of ten years, an exercise price of $1.62 per share and a weighted average fair value of $1.41 per share, or $445,439 in the aggregate. The options granted during the three months ended March 31, 2025 had a weighted average fair value of $1.79 per share and an aggregate fair value of $545,550.

 

Stock-based compensation expense for the Company’s stock options for the three months ended March 31, 2026 and 2025, totaled $23,556 and $167,629, respectively and is included in “general and administrative expenses” in the condensed consolidated statements of operations.

 

Series A Preferred Stock

 

On December 30, 2024, the Company filed with the Secretary of State of the State of Delaware the Certificate of Designations designating the Series A Preferred Stock (the “Certificate of Designations”), and establishing the preferences, conversion or other rights, voting powers, restrictions, limitations as to dividends and other distributions, qualifications, or terms or conditions of redemption of the shares of Series A Preferred Stock. The total number of authorized shares of Series A Preferred Stock is 9,000,000 shares. On January 2, 2025, as partial consideration for the Acquisition, the Company issued 4,000,000 shares of Series A Preferred Stock.

 

Stock Repurchase Plan

 

On May 8, 2025, the Board approved a stock repurchase plan for up to $400,000 of the Company’s outstanding common stock (the “Stock Repurchase Plan”), which expired on the one-year anniversary of such date. For the three months ended March 31, 2026, 50,000 shares of common stock were repurchased by the Company pursuant to the Stock Repurchase Plan at an average price of $1.67 per share, or an aggregate of $83,491.

 

Charter Amendment

 

On May 8, 2025, at the 2025 Annual Meeting, the Company’s stockholders approved an amendment to the Company’s Certificate of Incorporation, as amended, to increase the Company’s shares of authorized common stock from 25,000,000 to 50,000,000. The amendment was filed with the Secretary of State of the State of Delaware on May 8, 2025.

 

Treasury Shares

   

As of March 31, 2026 and December 31, 2025, the Company had 843,221 and 793,221 shares of its common stock, respectively, classified as treasury shares on the Company’s consolidated balance sheets.

 

10. Net Income (Loss) Per Share

 

Basic earnings and net (loss) income per share are computed by dividing the net (loss) income available to common stockholders by the weighted average number of common shares outstanding during the period as defined by ASC Topic 260, Earnings Per Share. The Company applies the multiple-class method in calculating earnings per share. Earnings and losses are shared pro-rata between the multiple classes of shares. The Company has two classes of stock, Series A Preferred Stock and common stock, that the calculations for weighted-average number of shares and earnings per share by class are based on. Diluted earnings per share is computed using the weighted average number of common shares and, if dilutive, potential common shares outstanding during the period. Potential common shares consist of the incremental common shares issuable upon the exercise of stock options (using the treasury stock method). To the extent stock options are antidilutive, they are excluded from the calculation of diluted loss per share. For the three months ended March 31, 2026 and 2025, 1,001,037 and 845,136 of shares issuable upon the exercise of outstanding stock options, respectively, were not included in the computation of diluted net loss per share because their inclusion would be antidilutive.

 

15

 

The following table summarizes the net loss per share calculation for the periods presented:

 

   Three Months Ended 
   March 31,
(unaudited)
 
   2026   2025 
Net (loss) income – basic and diluted  $(660,214)  $808,530 
Weighted average shares outstanding – basic and diluted   13,071,393    13,192,543 
Per share data:        
Basic from operations  $(0.05)  $0.06 
Diluted from operations  $(0.05)  $0.06 

 

   Three Months Ended
March 31, 2026
 
   Series A
Preferred
Stock
   Common Stock 
Allocation of net loss  $(202,033)  $(458,181)
Weighted average shares outstanding – basic and diluted   4,000,000    9,071,393 
Net loss per share  – basic and diluted  $(0.05)   (0.05)

 

    Three Months Ended
March 31, 2025
 
    Series A
Preferred
Stock
    Common Stock  
Allocation of net income   $ 242,424     $ 566,106  
Weighted average shares outstanding – basic and diluted     3,955,556       9,236,987  
Net income per share  – basic and diluted   $ 0.06       0.06  

 

11. Leases

 

On April 9, 2021, the Company entered into a lease extension agreement with Jericho Executive Center LLC (“JEC”) for its office space at 30 Jericho Executive Plaza in Jericho, New York, which commenced on December 1, 2021. On May 28, 2024, the Company entered into an additional lease extension agreement with JEC, which extends the lease period by two years to November 30, 2026. Beginning on December 1, 2024, the monthly rent totaled $6,850 per month. The new extension gave the Company an option to terminate the second year in July 2025, which the Company did not elect to exercise. The Company’s monthly office rent payments under the lease are currently approximately $7,055 per month. As of March 31, 2026, the Company had no long-term leases that were classified as financing leases and did not have additional operating or financing leases that had not yet commenced.

 

In connection with the Acquisition, the Company assumed an operating lease with IO New Jersey One, LLC (“Iron Mountain”) for a data center that includes office space and equipment located in Edison, New Jersey. The lease with Iron Mountain automatically renewed on April 30, 2026 for a one-year term, and will automatically renew thereafter for additional terms of one year each, unless either party provides the other party with written notice that it will not renew the lease within ninety days of the current term. The renewal options have not been included in the Company’s operating lease right-of-use asset and liability, as the Company is not reasonably certain to exercise such options as of March 31, 2026. The Company’s monthly rent payments under the lease are currently $12,255 per month.

 

In connection with the Acquisition, the Company also assumed an operating lease with Aligned Data Centers (Phoenix) PropCo, LLC (“ADC”) for a data center that includes office and storage space located in Phoenix Arizona. As of the Closing Date, the lease with ADC was set to expire on August 30, 2025, subject to automatically one-year renewals thereafter, unless either party provided a notice of non-renewal within six months of the current term. Since the Company was not reasonably certain to exercise such options, and the remaining lease term did not extend beyond twelve months of the Closing Date, the Company applied the short-term measurement and recognition exemption in ASC Topic 842, Leases, as of January 2, 2025. On January 24, 2025, the Company entered into a lease extension agreement with ADC, which extended the lease period by two years to August 30, 2027. During the first quarter of 2026, we amended our agreement with ADC to extend the lease through August 31, 2032. Since the lease extension agreement resulted in a lease term greater than twelve months, the Company recorded an operating lease right-of-use asset and liability on February 2, 2026 of $3,221,523, which includes the remaining lease term of approximately seven months and two-year extension term. The lease extension agreement modified the automatic renewal term from one year to two years, which has not been included in the Company’s operating lease right-of-use asset and liability, as the Company was not reasonably certain to exercise such options as of March 31, 2026. The Company’s monthly rent payments under the lease are currently $53,853 per month.

 

As of March 31, 2026, the Company had no long-term leases that were classified as financing leases and did not have additional operating or financing leases that had not yet commenced.

 

As of March 31, 2026, the Company had operating lease liabilities of approximately $4,216,450 (of which $465,656 is classified as short-term liabilities and $3,750,794 is classified as long-term liabilities) and operating lease right-of-use assets of approximately $4,193,680, all of which are included in the accompanying condensed consolidated balance sheets.

16

 

Total rent expense for the three months ended March 31, 2026 and 2025 was $104,337 and $103,460, respectively, of which $11,775 and $1,500, respectively, was sublease income.  Rent expense is recorded under “general and administrative expense” in the condensed consolidated statements of operations.  

 

The following table summarizes the Company’s operating leases for the periods presented:

 

   Three Months Ended 
   March 31, 
   2026   2025 
Cash paid for amounts included in the measurement of operating lease liabilities:  $251,245   $233,893 
Weighted average assumptions:          
Remaining lease term   6.32    1.95 
Discount rate   6.69%   4.58%

 

As of March 31, 2026, future minimum payments under non-cancellable operating leases were as follows:

 

   Amount 
For the year ended December 31:    
2026  $790,432 
2027   714,466 
2028   806,192 
2029   830,378 
2030   855,289 
Thereafter   1,479,876 
Less: present value adjustment   (1,260,183)
Present value of minimum lease payments  $4,216,450 
Current liability  $465,656 
Long term liability  $3,750,794 

 

12. Commitments and Contingencies

 

Cisco WebEx Patent Litigation

 

On July 23, 2021, a wholly owned subsidiary of the Company, Paltalk Holdings, Inc., filed a patent infringement lawsuit (the “Lawsuit”) against WebEx Communications, Inc., Cisco WebEx LLC and Cisco Systems, Inc. (collectively, “Cisco”), in the U.S. District Court for the Western District of Texas (the “Trial Court”). The Company alleged that certain of Cisco’s products have infringed U.S. Patent No. 6,683,858, and that the Company was entitled to damages.

 

On August 29, 2024, the jury awarded the Company $65.7 million (the “Award”) in a jury verdict in connection with the Lawsuit. On October 8, 2024, an order granting a motion for final judgment (the “Final Judgment”) was entered into in the Trial Court in connection with the Lawsuit in favor of the Company in the amount of the Award and started the time for filing any post-trial motions or appeal.

 

In response to the Final Judgment, Cisco filed a motion for Judgment as a Matter of Law (“JMOL”) with the Trial Court. On August 27, 2025, the Trial Court denied Cisco’s JMOL as to validity and infringement. However, the Trial Court granted Cisco’s motion for a new trial with respect to damages. On October 29, 2025, the Trial Court ordered a hearing set for November 12, 2025 to consider the Company’s motion for reconsideration; however, on November 11, 2025, the Trial Court denied the Company’s motion.

 

Cisco also appealed the Trial Court judgment of validity and infringement (the “Appeal”) to the U.S. Court of Appeals for the Federal Circuit (the “Appeals Court”). Each party is expected to complete and submit its briefs with respect to the Appeal during the second or third quarter of 2026. Upon submission of such briefs, the Appeals Court will then decide whether the parties will appear to argue the Appeal or to render a decision on the Appeal based on the briefs submitted by each party. 

 

17

 

The exact amount of the Award proceeds to be received by the Company will be determined based on a number of factors and will reflect the deduction of significant litigation-related expenses, including legal fees. Consequently, the Company estimates that it would receive no more than one third of the gross proceeds in connection with the Award, which Award is subject to post-trial proceedings (including any potential appellate proceedings by Cisco).

 

Cisco ManyCam Litigation

 

On March 7, 2025, Cisco Systems, Inc. and Cisco Technology, Inc. filed a complaint against the Company in the U.S. District Court for the District of Delaware, alleging that the Company’s ManyCam software has infringed U.S. Patent Nos. 8,830,293 and 8,941,708 and seeking damages and injunctive relief. The Company intends to vigorously defend itself against these claims. In October 2025, the Company filed an inter partes review (“IPR”) with the Patent Review Board to invalidate Cisco Patents 8,830,293 and 8,941,708. On February 24, 2026, the Patent Review Board denied the IPR related to Cisco Patent 8,941,708 and on April 1, 2026, the Patent Review Board also denied the IPR related to Cisco Patent 8,830,293.

 

The Company has not recorded any liability for this matter as it does not believe a loss is probable, and it cannot estimate any reasonable possible loss or range of possible loss. It is possible that an unfavorable resolution to this matter could have an adverse effect on the Company’s results of operations, financial position or cash flows. The Company incurred approximately $0.8 million in aggregate expense in defense of these claims ($0.7 million for the year ended December 31, 2025 and $0.1 million for the three months ended March 31, 2026).

 

Legal Proceedings

 

The Company may be included in legal proceedings, claims and assessments arising in the ordinary course of business. The Company evaluates the need for a reserve for specific legal matters based on the probability of an unfavorable outcome and the reasonability of an estimable loss. No reserve was deemed necessary as of March 31, 2026.

 

13. Related Party Transactions

 

Relationship

 

As of March 31, 2026 and December 31, 2025, Newtek beneficially owned approximately 30.6%, respectively of the Company’s issued and outstanding common stock or common-equivalent equity (on an as-converted and fully-diluted basis). Newtek is also a significant customer of the Company.

 

Deposit Accounts at Newtek Bank

 

The Company has a commercial banking relationship with Newtek Bank.  At March 31, 2026 the Company had $1,363,391 on deposit in commercial accounts with Newtek Bank, as well as a certificate of deposit in the amount of $1,046,021. The certificate of deposit is classified as restricted cash as it was used to secure the Credit Agreement described below. There were no amounts outstanding under the Credit Agreement at March 31, 2026 and the Credit Agreement matured on April 10, 2026.

 

Revenue and Accounts Receivable

 

Revenue from Newtek and its subsidiaries and affiliates are presented below:

 

   Three months ended
March 31,
(unaudited)
 
   2026   2025 
         
Revenue from Newtek and subsidiaries and affiliates  $1,961,938   $1,794,953 
% of total revenue   30.9%   32.5%

 

18

 

Accounts receivable from Newtek and its subsidiaries and affiliates are presented below:

 

    March 31,
2026
    December 31, 2025
    (unaudited)      
           
Accounts receivable from Newtek and subsidiaries and affiliates   $ 50,064     $ 75,601

 

These amounts are unsecured, non-interest bearing and due under normal trade terms. Management did not record an allowance for credit losses related to these balances as of any of the periods presented.

 

Accounts Payable, Accrued Expenses and other General and Administrative Expenses

 

The Company has a referral arrangement with Newtek whereby it pays commissions for referrals of customers services. Included in accounts payable and accrued expenses at March 31, 2026 and December 31, 2025 was $68,056 and $46,450, respectively, in connection with these payments. For the three months ended March 31, 2026 and 2025 the Company paid Newtek $125,352 and $76,183, respectively in connection with these agreements. These amounts are unsecured, non-interest bearing, and due under normal trade terms.

 

In addition, the Company subleased space to an affiliate of Newtek and received $33,400, which was offset against rent expense.

 

Concentration

 

Because Newtek is both a significant shareholder and a major customer, the Company has a concentration of revenue with this related party. The loss of this customer could have a material adverse effect on the Company’s operations.

 

Business Loan Agreement and Credit Agreement and Revolving Promissory Note

 

On April 10, 2025, the Company, Intelligent Protection LLC, a wholly owned subsidiary of the Company (“IPM LLC” and, together with the Company, the “Borrowers”), and Newtek Bank, National Association (“Newtek Bank”), a subsidiary of Newtek, entered into that certain business loan agreement and that certain credit agreement and revolving promissory note (together, the “Loan Agreements”), which provided for a secured revolving line of credit to the Borrowers in the maximum amount of $1,000,000 on the terms and conditions set forth in the Loan Agreements (the “Facility”). The obligations of the Borrowers under the Loan Agreements were secured by substantially all of the assets of the Borrowers.

 

The Facility matured on April 10, 2026. No amounts were drawn on the revolving line of credit during its term.

 

14. Subsequent Events

 

Management has evaluated subsequent events or transactions occurring through the date the condensed consolidated financial statements were issued (May 12, 2026) and determined that no events or transactions are required to be disclosed herein.

 

19

 

ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS

 

This Management’s Discussion and Analysis of Financial Condition and Results of Operations is intended to provide a reader of our financial statements with a narrative from the perspective of our management on our financial condition, results of operations, liquidity and certain other factors that may affect our future results. The following discussion and analysis should be read in conjunction with: (i) the accompanying unaudited condensed consolidated financial statements and notes thereto for the three months ended March 31, 2026 and 2025, (ii) the consolidated financial statements and notes thereto for the year ended December 31, 2025 included in our Annual Report on Form 10-K (the “Form 10-K”) filed with the Securities and Exchange Commission (the “SEC”) on March 17, 2026 and (iii) the discussion under the caption “Management’s Discussion and Analysis of Financial Condition and Results of Operations” of the Form 10-K. Aside from certain information as of December 31, 2025, all amounts herein are unaudited.

   

Forward-Looking Statements

 

In addition to historical financial information, the following discussion and analysis contains forward-looking statements that involve risks, uncertainties and assumptions. See “Forward-Looking Statements.” Our results and the timing of selected events may differ materially from those anticipated in these forward-looking statements as a result of many factors, including those discussed under “Item 1A. Risk Factors” in Part II of this report and “Item 1A. Risk Factors” in the Form 10-K.

 

Overview

 

We provide a comprehensive range of IT-related services, including managed IT security services, secure private cloud hosting, managed backup and disaster recovery, professional services, procurement services, web hosting, and other related services including consulting and implementing technology solutions for large enterprise and commercial clients across the United States as well as small-and-medium sized businesses. We also offer and support our ManyCam software, which is a live streaming software and virtual camera that allows users to deliver professional live videos on streaming platforms, video conferencing apps and distance learning tools.

 

We have an over 20-year history of technology innovation and hold eight patents.

 

Our IT and Cloud-Based Solutions

 

We sell and provide a range of services across six core areas, each as further described below: (i) managed IT security services, (ii) secure private cloud hosting, (iii) managed backup and disaster recovery, (iv) professional services, (v) procurement services and (vi) web hosting.

 

1. Managed IT Security Services

 

Our managed IT security services provide clients with ongoing management and support of their IT systems and services under a subscription or contract-based model. Our managed IT security services include proactive monitoring, regular system maintenance, comprehensive cybersecurity management, data backup, and disaster recovery, as well as help desk support for users. Managed IT security services are intended to ensure that a client’s IT infrastructure and services remain operational, secure and optimized.

 

2. Secure Private Cloud Hosting

 

Our secure private cloud hosting offerings include a digital infrastructure which consists of dedicated and fully isolated cloud environments designed to deliver security, control and compliance for business-critical applications and client data.

 

We operate a secure private cloud from private suites in completely isolated areas that are leased within two Tier 3 data center facilities located in Phoenix, Arizona, and Edison, New Jersey (the “Data Centers”), pursuant to certain license agreements. As of March 31, 2026, the terms of the license agreements for the Data Centers located in Arizona and New Jersey extend through 2032 and 2026, respectively. With respect to the Data Center in Edison, New Jersey, the lease automatically renewed on April 30, 2026 for a one year term. Although we do not own or operate the Data Centers, we aim to use the high-level operations and standards provided by the Data Centers through our license agreements to provide our customers with secure and flexible cloud services. The Data Centers each conform to The Uptime Institute’s Tier 3 Certification, which is a globally recognized standard for validating critical data center infrastructure. The Tier 3 classification provides us with a degree of confidence that the Data Centers provide the necessary power, cooling, maintenance, and fault tolerance required for secure and reliable operations. Our critical infrastructure, hosted within the Data Centers, is designed to meet and exceed Tier 3 standards in all relevant categories. This allows us to deliver secure and compliant services to customers within heavily regulated industries, including financial services and healthcare, and other industries. Additionally, we incorporate a redundant, carrier-neutral network design for communications paths, along with multiple hosting locations for our services, which improve the availability and resilience of our cloud services.

 

20

 

We leverage state-of-the-art security measures, including data encryption, network segmentation, advanced firewalls, multi-factor authentication and continuous monitoring to safeguard against unauthorized access and cyber threats. We believe our secure private cloud hosting provides our clients with strong availability, data integrity and reliable performance, while meeting stringent compliance requirements. Our secure private cloud hosting solutions are backed by 24/7 support from our expert team, with the goal of delivering secure, flexible and resilient infrastructure tailored to each client’s unique business needs. We actively engage with third parties to enhance our secure private cloud offerings with artificial intelligence (“AI”) features and benefits.

 

3. Managed Backup and Disaster Recovery

 

Our managed backup and disaster recovery solutions provide comprehensive protection for customers’ critical data and IT infrastructure, which is intended to ensure business continuity and rapid recovery in the event of data loss, cyberattacks or system failures. We utilize advanced backup technologies with automated, regular data backups, off-site replication and secure storage to prevent data corruption or loss. Our disaster recovery solutions are designed to offer quick restoration of systems and data with minimal downtime, supported by flexible recovery plans tailored to meet customers’ specific needs. With continuous monitoring, end-to-end encryption, and expert support available 24/7, we aim to ensure that our customers’ data is secure, accessible and compliant with industry standards. Pricing for our managed backup and disaster recovery solutions is based upon the customer contract and depends on the amount of backup storage needed. Customers are typically charged set rates per the contract and are charged monthly based on usage.

  

4. Professional Services

 

Our professional services include the design and implementation of a wide range of IT products and services, such as cybersecurity, software planning, IT infrastructure, data center design and configuration, hybrid or cloud computing solutions, website development, developing or integrating systems and software, and IT cost management. In addition, we are planning to launch an AI Data Readiness solution in the second quarter of 2026 that we believe will improve the reliability, security, and outcome of adopting AI technologies by assessing, structuring, and securing business data in a safe and effective manner.

 

5. Procurement Services

 

We offer two types of procurement services to our customers. We can either: (i) obtain software and hardware products on behalf of our customers, in which case our vendors drop ship the products to our end customers, or (ii) obtain hardware or software on behalf of our customers and perform additional configuration and/or add additional inputs to the products before the products are shipped to our customers. In the instance where we sell hardware and software products as a solution bundled with services, we typically obtain the products or software from our vendors, add the additional inputs/configuration as detailed in the customer contract, and then ship the products to the end customer. For each type of procurement service, our customers have their own negotiated contract and payment terms. Procurement revenue can be uneven throughout the year as it is the result of our customers both replacing existing hardware as well as purchasing new hardware in connection with new projects, which projects are traditionally tied to customer budgets that are often higher early in the calendar year.

 

6. Web Hosting

 

Our web hosting services consist of several advanced security measures, including Secure Sockets Layer and Transport Layer Security (“SSL/TLS”) encryption, firewalls, distributed denial-of-service (“DDoS”) protection, malware scanning, and secure server configurations. Our web hosting services include features such as regular data backups, web application firewalls, strict access control policies and continuous monitoring and expert support, all of which are intended to ensure our customers’ compliance with industry standards and provide a reliable and secure environment for our customers’ online presence. Our web hosting services are designed to provide customer websites with an additional layer of protection from cyber attacks and threats.

  

Our ManyCam Software Product

 

In addition to our IT and cloud-based solutions, we offer and support our ManyCam software, which is a live streaming software and virtual camera that allows users to deliver professional live videos on streaming platforms, video conferencing apps and distance learning tools. The ManyCam software provides multiple camera feeds, backgrounds and effects while also enabling users to share presentations, spreadsheets and documents. We cross sell ManyCam as an offering for our new customers and seek to optimize our cross-selling efforts of ManyCam with our other technology solutions.

  

First Quarter 2026 Operational Highlights

 

Operational highlights during the three months ended March 31, 2026:

 

executed an extension of our existing Phoenix data center colocation license agreement with an industry-leading data center provider through August 2032;

  

entered into a strategic collaboration with MASORI Therapeutics (“MASORI”), an advanced artificial intelligence (“AI”) platform that accelerates results by reducing cost, complexity, and time for small and medium AI models, allowing organizations to save significantly by decreasing necessary code development and providing AI-related benefits;

 

21

 

successfully achieved SOC 2 Type 1 compliance, a key milestone in our ongoing commitment to safeguarding customer data and delivering trusted cybersecurity and cloud infrastructure solutions;

 

during the first quarter of 2026, 50,000 shares of common stock, were repurchased under the Stock Repurchase Plan (defined below) for an aggregate of $83,491. As of March 31, 2026, all shares of common stock available for repurchase under the Stock Repurchase Plan had been repurchased;

 

 for the three months ended March 31, 2026 revenue totaled $6.4 million compared to $5.5 million for the three months ended March 31, 2025, an increase of 15.2%, primarily attributed to an increase in managed IT services (excluding web hosting) of 19% compared to the prior year period, as well as an increase in procurement revenue of 78.4% compared to the prior year period; 

 

  net loss for the three months ended March 31, 2026 totaled $0.7 million compared to net income of $0.8 million for the three months ended March 31, 2025. Net income in 2025 was attributed to us recording an income tax benefit during the first quarter of 2025 of approximately $2.1 million in connection with the Transactions (defined below);

 

  Adjusted EBITDA for the three months ended March 31, 2026 totaled negative $0.2 million compared to negative $0.5 million at March 31, 2025;
     
  we had cash used by operations of $0.2 million; for the three months ended March 31, 2026 compared to cash provided by operations of $1.7 million for the three months ended March 31, 2025;  
     
  deferred revenue was $4.7 million as of March 31, 2026, which will be recognized as revenue in future quarters as products and/or services are installed; and  
     
  at March 31, 2026, we had $8.1 million of cash and cash equivalents, including $1.0 million of restricted cash, on our balance sheet and no long-term debt.

  

2026 Business Objectives

 

For the near term, our business objectives include:

 

  continuing the integration of our comprehensive portfolio of IT-related solutions and expanding functionality through strategic partnerships. We are collaborating with strategic third parties to integrate AI and predictive analytics capabilities into our platform, enabling customers to leverage AI-driven insights within existing data environments. In addition, our partnership with MASORI supports advanced AI and is designed to accelerate results that enhance automation and system integration capabilities, improving workflow efficiency and scalability. These partnerships are intended to strengthen our technology offerings and enhance customer value;

 

  undertaking an initiative to consolidate our accounting-based systems through the implementation of a third-party e-commerce integration system. This implementation is intended to support improved system integration, increased automation of financial processes, and enhanced consistency of financial data across our operations. We believe this initiative will contribute to more efficient financial management and support future growth initiatives;
     
  incorporating ManyCam as an offering for our new customers and seeking to optimize our cross-selling efforts with our other technology solutions;

 

  continuing to explore strategic opportunities, including, but not limited to, potential mergers or acquisitions of other assets or entities that are synergistic to our businesses; and

 

  continuing to defend our intellectual property.

 

Sources of Revenue

 

Our main sources of revenue are described below. As a result of the variability of contract and service type, some of the revenue we report in each period is deferred revenue from contracts we entered into during previous periods. This may make it difficult for us to quickly increase revenue through the entry into new contracts in any period, and a decline in new or renewed contracts in any one quarter will negatively affect our revenue in future quarters. As a result, revenue generated in prior quarters may not provide a reliable indication of future results.

 

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Managed IT Security Services

 

Customers of our managed IT security services typically pay a recurring fee, often based on service-level agreements that define the specific services and performance metrics.

 

Secure Private Cloud Hosting

 

Our secure private cloud hosting offerings include a digital infrastructure which consists of dedicated and fully isolated cloud environments designed to deliver security, control and compliance for business-critical applications and client data. We operate a secure private cloud from private suites in completely isolated areas that are leased within two Tier 3 data center facilities located in Phoenix, Arizona and Edison, New Jersey (the “Data Centers”), pursuant to license agreements that extend until 2032 and 2027, respectively. Although we do not own or operate the Data Centers, we aim to use the high-level operations and standards provided by the Data Centers through our license agreements to provide our customers with secure and flexible cloud services. 

  

We leverage state-of-the-art security measures, including data encryption, network segmentation, advanced firewalls, multi-factor authentication and continuous monitoring to safeguard against unauthorized access and cyber threats. We believe our secure private cloud hosting provides our clients with strong availability, data integrity and reliable performance, while meeting stringent compliance requirements. Our secure private cloud hosting solutions are backed by 24/7 support from our expert team, with the goal of delivering secure, flexible and resilient infrastructure tailored to each client’s unique business needs. We actively engage with third parties to enhance our secure private cloud offerings with AI features and benefits. Revenue from such cloud services is recognized ratably over the period in which the cloud services are provided.

 

Managed Backup and Disaster Recovery

 

Pricing for our managed backup and disaster recovery solutions is based upon the customer contract and depends on the amount of backup storage needed. Customers are typically charged set rates per the contract and are charged monthly based on usage.

 

Professional Services

 

Revenue in connection with professional services is generally recognized upon achievement of milestones or on a straight line basis for all fixed fee arrangements.

 

Procurement Services

 

For each type of procurement service, our customers have their own negotiated contract and payment terms. When we provide a combination of hardware and software products with the provision of services, we will separately identify our performance obligations under the contract and the hardware and/or software products or services that will be provided. The total transaction price for an arrangement with multiple performance obligations is typically allocated at contract inception to each performance obligation in proportion to the stand-alone selling price of the hardware or software. The selling price is the price at which we would sell a promised good or service separately to a customer. We estimate the price based on observable inputs, including direct labor hours and allocable costs, or use observable stand-alone prices when they are available.

 

Web Hosting

 

Each of our customers has their own contract and payment terms with respect to our web hosting services. The duration of such contracts is typically between one and four years, although the term may vary based on the needs of each particular customer. Customers of our web hosting services are invoiced on a monthly basis and pay a monthly fee, with revenue recognized on a monthly basis.

 

Subscription Revenue

 

We also generate subscription revenue from monthly premium subscription services for our ManyCam software. Subscription revenues are presented net of refunds, credits and known and estimated credit card chargebacks. During the three months ended March 31, 2026 and 2025, subscriptions were offered in durations of twelve-month and twenty-four-month terms. All subscription fees, however, are paid by credit card at the origination of the subscription regardless of the term of the subscription. Revenues from multi-month subscriptions are recognized on a straight-line basis over the period where the service is offered to the customer, indicated by length of the subscription term purchased. The unearned portion of subscription revenue is presented as deferred revenue in the accompanying condensed consolidated balance sheets.

 

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Costs and Expenses

 

Cost of revenue

 

Cost of revenue consists primarily of compensation and other employee-related costs for personnel engaged in data center and customer care functions, credit card processing fees, hosting fees, data center rent, bandwidth costs and, in the case of procurement revenue, the cost of the hardware and/or subscriptions. Cost of revenue also includes compensation and other employee-related costs for technical personnel, consultants and subcontracting costs.

 

Sales marketing and product development expense

 

Sales marketing and product development expense consists primarily of (i) advertising expenditures and compensation (including stock-based compensation) and other employee-related costs for personnel and consultants engaged in sales and sales support marketing and development functions and (ii) development of the technology of our applications, and consultant-related costs that are not capitalized for personnel engaged in the design, testing and enhancement of service offerings. Advertising and promotional spend includes online marketing, including fees paid to search engines and offline marketing, which primarily consists of partner-related payments to those who direct traffic to our brands.

 

General and administrative expense

 

General and administrative expense consists primarily of compensation (including non-cash stock-based compensation) and other employee-related costs for personnel engaged in executive management, finance, legal, tax and human resources and facilities costs and fees for other professional services and cost of insurance.

 

Depreciation and amortization expense

 

Depreciation and amortization expenses consist primarily of amortization of intangible assets as well as depreciation on property and equipment.

 

Litigation expenses

 

Litigation expenses relate to expenses incurred in our patent defense against Cisco Systems, Inc. and Cisco Technology, Inc. (the “Cisco ManyCam Litigation”).

 

Key Metrics

 

Our management relies on certain non-GAAP financial measures to manage and evaluate our business. The non-GAAP financial measures set forth below help us evaluate growth trends, establish budgets, measure the effectiveness of our advertising and marketing efforts and assess operational efficiencies. We also discuss net cash provided by operating activities under the “Liquidity and Capital Resources” section below. Adjusted EBITDA is discussed below.

 

    Three Months Ended  
    March 31,
(unaudited)
 
    2026     2025  
Net cash (used in) provided by operating activities   $ (195,712 )   $ 1,744,783  
                 
Loss from operations   $ (768,182 )   $ (1,333,927 )
Loss from operations as a percentage of total revenues     (12.1 )%     (24.2 )%
Net (loss) income   $ (660,214 )   $ 808,530  
Net (loss) income as a percentage of total revenues     (10.4 )%     14.7 %
Adjusted EBITDA   $ (167,519 )   $ (482,257 )
Adjusted EBITDA as percentage of total revenues     (2.6 )%     (8.7 )%

 

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Adjusted EBITDA

 

Adjusted EBITDA is a non-GAAP financial measure. Adjusted EBITDA is defined as net income (loss) adjusted to exclude interest (income) expense, net, other (income) expense, net, income tax (benefit) expense, depreciation and amortization expense, stock-based compensation expense, net loss from discontinued operations, impairment loss in connection with the Divestiture and litigation expenses relating to the Cisco ManyCam Litigation, as each are applicable to the periods presented.

 

We present Adjusted EBITDA because it is a key measure used by our management and Board of Directors (the “Board”) to understand and evaluate our core operating performance and trends, to develop short- and long-term operational plans and to allocate resources to expand our business. In particular, the exclusion of certain expenses in calculating Adjusted EBITDA can provide a useful measure for period-to-period comparisons of the cash operating income generated by our business. We believe that Adjusted EBITDA is useful to investors and others to understand and evaluate our operating results, and it allows for a more meaningful comparison between our performance and that of competitors.

 

Limitations of Adjusted EBITDA

 

Our use of Adjusted EBITDA has limitations as an analytical tool, and you should not consider this performance measure in isolation from or as a substitute for analysis of our results as reported under GAAP. Some of these limitations are that Adjusted EBITDA does not reflect, among other things: cash capital expenditures for assets underlying depreciation and amortization expense that may need to be replaced or for new capital expenditures; interest income, net; other expense, net; the potentially dilutive impact of stock-based compensation; the provision for income taxes; litigation expenses incurred in connection with the Cisco ManyCam Litigation; and net loss from discontinued operations. Other companies, including companies in our industry, may calculate Adjusted EBITDA differently, which reduces its usefulness as a comparative measure.

 

Because of these limitations, you should consider Adjusted EBITDA alongside other financial performance measures, including various cash flow metrics, net income (loss) and our other GAAP results. The following table presents a reconciliation of net income (loss), the most directly comparable financial measure calculated and presented in accordance with GAAP, to Adjusted EBITDA for each of the periods indicated:

 

   Three Months Ended 
   March 31,
(unaudited)
 
   2026   2025 
Reconciliation of net income (loss) to Adjusted EBITDA:        
Net (loss) income  $(660,214)  $808,530 
Interest income, net   (61,378)   (82,392)
Income tax benefit   (24,590)   (2,060,065)
Other income   (22,000)   -- 
Litigation expenses relating to the Cisco ManyCam Litigation   101,609    -- 
Depreciation and amortization expense   475,498    684,041 
Stock-based compensation expense   23,556    167,629 
Adjusted EBITDA  $(167,519)  $(482,257)

 

25

 

Results of Operations

 

The following table sets forth condensed consolidated statements of operations data for each of the periods indicated as a percentage of total revenues:

 

   Three Months Ended 
   March 31,
(unaudited)
 
   2026   2025 
Total revenue   100.0%   100.0%
Costs and expenses:          
Cost of revenue   51.3%   44.7%
Sales marketing and product development expense   12.2%   13.9%
General and administrative expense   39.5%   53.2%
Depreciation and amortization   7.5%   12.4%
Litigation expenses relating to the Cisco ManyCam Litigation   1.6%   -- 
Total costs and expenses   112.1%   124.2%
Loss from operations   (12.1)%   (24.2)%
Interest income, net   1.0%   1.5%
    Other income, net   0.3%   -- 
Loss from operations before income tax benefit   (10.8)%   (22.7)%
Income tax benefit   0.4%   37.4%
Net income (loss)   (10.4)%   14.7%

 

Three Months Ended March 31, 2026 Compared to Three Months Ended March 31, 2025

 

Revenue

 

Total revenue increased by 15.2% to $6,354,751 for the three months ended March 31, 2026 from $5,518,038 for the three months ended March 31, 2025. This increase was driven by increased managed information technology revenue, attributed to both new customers as well as the expansion of services sold to existing customers, and an increase in procurement revenue related to sale of AI-related equipment to customers, partially offset by decreases in professional services revenue and subscription revenue.

 

The following table sets forth our total revenue for the three months ended March 31, 2026 and 2025, the increase or decrease between those periods, the percentage increase or decrease between those periods, and the percentage of total revenue that each represented for those periods:

 

                            % Revenue  
    Three Months Ended                 Three Months Ended  
    March 31,
(unaudited)
    $     %     March 31,
(unaudited)
 
    2026     2025     Increase
(Decrease)
    Increase
(Decrease)
    2026     2025  
Managed information technology   $ 3,920,494       3,558,833       361,661       10.2 %     61.7 %     64.5 %
Procurement revenue     1,696,901       951,379       745,522       78.4 %     26.7 %     17.2 %
Professional services revenue     483,300       726,607       (243,307 )     (33.5 )%     7.6 %     13.2 %
Subscription revenue     254,056       281,219       (27,163 )     (9.7 )%     4.0 %     5.1 %
Total revenues   $ 6,354,751     $ 5,518,038     $ 836,713       15.2 %     100.0 %     100.0 %

 

The increase in revenue is attributed to an increase in managed information technology revenue of 10.2% compared to the prior year period, as well as an increase in procurement revenue of 78.4% compared to the prior year period. With respect to our core managed information technology solutions, which consist of managed IT security services and managed backup and disaster recovery solutions, revenue increased 19% compared to the prior year period. The increase in revenue was partially offset by a decrease in professional services revenue compared to the prior year of $243,307, or 33.5%, and a decrease in subscription revenue compared to the prior year of $27,163, or 9.7%. Our subscription revenue relates to the sales from our ManyCam software. The decrease in subscription revenue was primarily driven by increased competition in the virtual camera and streaming software space.

 

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Costs and Expenses

 

Total costs and expenses for the three months ended March 31, 2026 increased by $270,968, or 4.0%, as compared to the three months ended March 31, 2025. The following table presents our costs and expenses for the three months ended March 31, 2026 and 2025, the increase or decrease between those periods and the percentage increase or decrease between those periods and the percentage of total revenue that each represented for those periods:

 

                    % Revenue 
   Three Months Ended            Three Months Ended 
   March 31,
(unaudited)
   $   %    March 31,
(unaudited)
 
   2026   2025   Increase
(Decrease)
   Increase
(Decrease)
    2026   2025 
Cost of revenue  $3,260,166   $2,464,663   $795,503    32.3%    51.3%   44.7%
Sales marketing and product development expense   778,029    765,364    12,665    1.7%    12.2%   13.9%
General and administrative expense   2,507,631    2,937,897    (430,266)   (14.6)%    39.5%   53.2%
Depreciation and amortization   475,498    684,041    (208,543)   (30.5)%    7.5%   12.4%
Litigation expenses relating to the Cisco ManyCam Litigation   101,609    --    101,609          1.6%   -- 
Total costs and expenses  $7,122,933   $6,851,965   $270,968    4.0%    112.1%   124.2%

 

Cost of revenue

 

Our cost of revenue for the three months ended March 31, 2026 increased by $795,503, or 32.3%, as compared to the three months ended March 31, 2025. This increase was primarily due to an increase in costs associated with procurement equipment of $656,624, managed services expenses of $2,851, subscriptions and licensing expenses of $352,364, and rent related to our Data Centers of $11,898, offset by decreases in professional and consulting costs of $184,744 and web hosting expense of $8,147.

 

Sales marketing and product development expense

 

Our sales marketing and product development expense for the three months ended March 31, 2026 increased by $12,665, or 1.7%, as compared to the three months ended March 31, 2025. The increase in sales marketing and product development expense for the three months ended March 31, 2026 was primarily due to an increase in consulting expense of $26,150 and commissions of $31,014, partially offset by a decrease in salary and salary-related expenses of approximately $81,080. Headcount on our sales team decreased from 15 in the prior year period to approximately 13 people in the three months ended March 31, 2026, and the associated salary and salary-related costs are included in “sales marketing and product development expense” for the three months ended March 31, 2026.

 

General and administrative expense

 

Our general and administrative expense for the three months ended March 31, 2026 decreased by $430,266, or 14.6%, as compared to the three months ended March 31, 2025. The decrease in general and administrative expense for the three months ended March 31, 2026 was primarily due to a decrease in legal, professional and accounting expenses of $207,686, as the prior year included Transaction-related expenses and a decrease in insurance costs of $49,476, compared to prior year which included some initial start-up costs. Salary and salary related expenses increased by $87,404, primarily as a result of increased benefit costs compared to the three months ended March 31, 2026, but was offset by a decrease in $144,075 of non-cash share-based compensation. Overall headcount remained unchanged at 41 individuals.

 

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Non-Operating Income

 

The following table presents the components of non-operating income for the three months ended March 31, 2026 and the three months ended March 31, 2025, the increase or decrease between those periods and the percentage increase or decrease between those periods and the percentage of total revenue that each represented for those periods:

 

                   % Revenue 
   Three Months Ended           Three Months Ended 
   March 31,
(unaudited)
   $   %   March 31,
(unaudited)
 
   2026   2025   Increase
(Decrease)
   Increase
(Decrease)
   2026   2025 
Interest income, net  $61,378   $82,392   $(21,014)   (25.5)%   1.0%   1.5%
Other income, net  $22,000   $--   $22,000    N/A    0.3%   -- 
Total non-operating income  $83,378   $82,392   $986    1.2%   1.3%   1.5%

 

Non-operating income for the three months ended March 31, 2026 was $83,378, an increase of $986, or 1.2%, as compared to non-operating income of $82,392 for the three months ended March 31, 2025. The increase was primarily a result of a decrease in the amount of principal we invested and at varying interest rates.

 

Income Taxes

 

Our provision for income taxes consists of federal, foreign and state taxes, as applicable, in amounts necessary to align our year-to-date tax provision with the effective rate that we expect to achieve for the full year. For the three months ended March 31, 2026, we recorded an income tax benefit of $24,590 consisting primarily of foreign taxes. For the three months ended March 31, 2025, we recorded a non-recurring income tax benefit of $2,060,065, primarily related to a partial reversal of our U.S. valuation allowance as the Acquisition (defined below) created a source of future U.S. taxable income allowing for the recognition of certain deferred tax assets.

 

Liquidity and Capital Resources

 

   Three Months Ended
March 31,
(unaudited)
 
   2026   2025 
Condensed Consolidated Statements of Cash Flows Data:        
Net cash (used in) provided by operating activities  $(195,712)  $1,744,783 
Net cash used in investing activities   (70,208)   (4,000,000)
Net cash (used in) provided by financing activities   (83,491)   1,350,000 
Net decrease in cash, cash equivalents and restricted cash  $(349,411)  $(905,217)

 

Currently, our primary source of liquidity is cash on hand. We believe that our cash and cash equivalents balance, and our expected cash flows from operations will be sufficient to meet all of our financial obligations for at least one year from the date these financial statements are issued. As of March 31, 2026, we had $8,084,650 of cash and cash equivalents, which included $1,046,021 of restricted cash.

 

Additionally, we expect our long-term liquidity position will be sufficient to meet our long-term liquidity needs with cash flows from operations. However, in the event of changes in business conditions or other developments, including a sustained market deterioration, unanticipated regulatory developments, significant acquisitions, competitive pressures, or to the extent our liquidity needs prove to be greater than expected or cash generated from operations is less than anticipated, we may need additional liquidity. To the extent we elect to finance our long-term liquidity needs, we believe that the potential financing capital available to us in the future will be sufficient.

 

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Our primary use of working capital is related to product development resources and investment in marketing initiatives to grow the business in order to maintain and create new services and features in applications for our clients and users. In the future, we may seek to grow our business by expending our capital resources to fund strategic acquisitions, investments and partnership opportunities.

 

Stock Repurchase Plan

 

On May 8, 2025, the Board approved a stock repurchase plan for up to $400,000 of our outstanding common stock (the “Stock Repurchase Plan”), which expired on the one-year anniversary of such date. For the three months ended March 31, 2026, we purchased 50,000 shares of common stock pursuant to the Stock Repurchase Plan at an average price of $1.67 per share, or an aggregate of $83,491.

 

NTS Acquisition

 

On January 2, 2025, we acquired Newtek Technology Solutions, Inc. (“NTS”) from NewtekOne, Inc., the sole stockholder of NTS (“Newtek”), through a two-step merger process (the “Acquisition”) pursuant to an agreement and plan of merger (the “Acquisition Agreement”). The aggregate consideration we delivered to Newtek at the closing of the Acquisition consisted of (i) $4,000,000 in cash and (ii) 4,000,000 shares of our Series A Non-Voting Common Equivalent Stock (“Series A Preferred Stock”). In addition to the foregoing closing consideration, the Acquisition Agreement provides that Newtek is entitled to receive an amount up to $5,000,000 (the “Acquisition Earn-Out Amount”) based on our achievement of certain cumulative average adjusted EBITDA thresholds for the 2025 and 2026 fiscal years. The Acquisition Earn-Out Amount may be paid, in our sole discretion, in cash (the “Acquisition Earn-Out Cash Consideration”), in shares of Series A Preferred Stock (the “Acquisition Earn-Out Stock Consideration”) or in a combination thereof. Pursuant to the Acquisition Agreement, to the extent that all or a portion of the Acquisition Earn-Out Amount is paid in shares of Series A Preferred Stock, the number of shares of Series A Preferred Stock to be issued to Newtek will be calculated based on the average of the daily volume weighted average prices of our common stock during each trading day during a 60 calendar-day period ending on December 31, 2026; provided, that in no event shall such price be less than $1.00.

 

Pursuant to the Acquisition Agreement, if the issuance of the Acquisition Earn-Out Stock Consideration would cause Newtek’s “total equity” (as calculated under the Bank Holding Company Act of 1956, as amended, and as implemented and interpreted by the Board of Governors of the Federal Reserve System) in us to exceed one-third of our total equity (the “Total Equity Cap”), then the number of shares of Series A Preferred Stock issuable as Acquisition Earn-Out Stock Consideration will be adjusted so that we will issue to Newtek the maximum number of shares of Series A Preferred Stock that would not cause Newtek’s total equity to exceed the Total Equity Cap, with a corresponding increase to the Acquisition Earn-Out Cash Consideration.

 

The Divestiture

 

On January 2, 2025, we completed the sale to Meteor Mobile Holdings, Inc., a Delaware corporation (“Meteor Mobile”) of our telecommunications services provider, “Vumber”, as well as our “Paltalk” and “Camfrog” applications and certain assets and liabilities related to such services provider and applications (the “Transferred Assets” and such sale, the “Divestiture” and the Divestiture and the Acquisition together, the “Transactions”) pursuant to that certain Asset Purchase Agreement (the “Divestiture Agreement”), by and among us, our wholly owned subsidiaries Paltalk Holdings, Inc., Paltalk Software, Inc., Camshare, Inc., A.V.M. Software, Inc., and Vumber, LLC (collectively, the “Sellers”), and Meteor Mobile. The consideration delivered by Meteor Mobile to us at the closing of the Divestiture consisted of (i) $1,350,000 in cash and (ii) the assumption of all of the liabilities of the Sellers arising out of, or relating to, the business of providing video-based, live streaming, virtual camera and telecommunications software to consumers, as and to the extent such businesses were previously conducted by us pursuant to the “Vumber,” “Paltalk” and “Camfrog” applications (the “Business”) or the Transferred Assets, other than certain excluded liabilities (the “Divestiture Closing Consideration”). In addition to the Divestiture Closing Consideration, we are entitled to receive, with respect to each Earn-Out Period, as defined and described below, certain payments in cash based on the cash revenue, net of any refunds, received by Meteor Mobile that is attributable to the Business (such cash revenue, the “Legacy Business Revenue”), as follows:

 

  from the six-month period beginning on July 1, 2025 and ending on December 31, 2025 (“Earn-Out Period 1”), an amount equal to (i) for any Legacy Business Revenue greater than or equal to $3,500,000 and less than $4,250,000, the amount of such Legacy Business Revenue multiplied by 0.30 plus (ii) for any Legacy Business Revenue greater than or equal to $4,250,000, the amount of such Legacy Business Revenue in excess of $4,250,000 multiplied by 0.40; and

 

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  from each of the twelve-month period beginning on January 1, 2026 and ending on December 31, 2026 (“Earn-Out Period 2”), the twelve-month period beginning on January 1, 2027 and ending on December 31, 2027 (“Earn-Out Period 3”), and the twelve-month period beginning on January 1, 2028 and ending on December 31, 2028 (“Earn-Out Period 4” and collectively with Earn-Out Period 1, Earn-Out Period 2 and Earn-Out Period 3, the “Earn-Out Periods”), an amount equal to (i) for any Legacy Business Revenue greater than or equal to $7,000,000 and less than $8,500,000, the amount of such Legacy Business Revenue multiplied by 0.30 plus (ii) for any Legacy Business Revenue greater than or equal to $8,500,000, the amount of such Legacy Business Revenue in excess of $8,500,000 multiplied by 0.40 (the aggregate amount, if any, earned during the Earn-Out Periods, the “Divestiture Earn-Out Amount”).

 

In the event of a change of control (as defined in the Divestiture Agreement) of Meteor Mobile during any of the Earn-Out Periods, we are entitled to receive an acceleration payment in cash, net of any Divestiture Earn-Out Amounts previously paid to us (the “Acceleration Payment”). If any of the Transferred Assets are sold independently from the other assets of Meteor Mobile, we will be entitled to (i) 50% of the aggregate consideration paid to Meteor Mobile for the Transferred Assets minus (ii) the aggregate amount of any Divestiture Earn-Out Amounts received by the Sellers by the date of the change of control, minus (iii) the aggregate amount of any Acceleration Payments previously paid through such date. If any of the Transferred Assets are sold contemporaneously with other assets of Meteor Mobile, we are entitled to (x) the aggregate consideration paid to Meteor Mobile for the Transferred Assets multiplied by the ratio of the trailing 12-month EBITDA of the Transferred Assets sold and the EBITDA of all assets sold minus (y) the aggregate amount of any Divestiture Earn-Out Amounts received by the Sellers by the date of the change of control, minus (z) the aggregate amount of any Acceleration Payments previously paid through such date. The minimum Acceleration Payment for the sale of “Paltalk,” “Camfrog” and “Vumber” is $1,650,000, $450,000 and $300,000, respectively, and the Acceleration Payments payable to us are capped at $5,000,000 in the aggregate.

 

The amount earned in Earn Out Period 1 was $31,263 and was included in other income in the consolidated statement of operations for the year ended December 31, 2025.

 

Business Loan Agreement and Credit Agreement and Revolving Promissory Note

 

On April 10, 2025, we, Intelligent Protection LLC, our wholly owned subsidiary (“IPM LLC” and, together with the Company, the “Borrowers”), and Newtek Bank, National Association (“Newtek Bank”), a subsidiary of Newtek, entered into that certain business loan agreement and that certain credit agreement and revolving promissory note (together, the “Loan Agreements”), which provided for a secured revolving line of credit to the Borrowers in the maximum amount of $1,000,000 on the terms and conditions set forth in the Loan Agreements (the “Facility”). The obligations of the Borrowers under the Loan Agreements were secured by substantially all of the assets of the Borrowers.

 

The Facility matured on April 10, 2026. No amounts were drawn on the revolving line of credit during its term.

 

Operating Activities

 

Net cash used in operating activities was $195,712 for the three months ended March 31, 2026, as compared to net cash provided by operating activities of $1,744,783 for the three months ended March 31, 2025. The amount of cash provided by operations for the three months ended March 31, 2025 was primarily attributed to the change in the business activities of the Company following the Transactions compared to the three months ended March 31, 2026, specifically, the collection of accounts receivable (favorable by $0.2 million), the timing of payment of payables (favorable by $0.7 million), as well as amounts collected by the Company during the first quarter following the Divestiture due to Meteor Mobile and paid subsequent to quarter end of $0.4 million.

 

Investing Activities

 

Net cash used in investing activities for the three months ended March 31, 2026 was $70,208 and was used to purchase fixed assets for use in the business. Net cash used in investing activities for the three months ended March 31, 2025 was $4,000,000 and related to the cash consideration paid by the Company to Newtek in connection with the Acquisition.

 

Financing Activities

 

Net cash used in financing activities was $83,491 for the three months ended March 31, 2026, and was used to repurchase shares of our common stock pursuant to our Stock Repurchase Plan. Net cash provided by financing activities was $1,350,000 for the three months ended March 31, 2025 and was attributed to the consideration received in connection with the Divestiture.

 

30

 

Contractual Obligations and Commitments

 

There have been no other material changes to our contractual obligations and commitments disclosed in the contractual obligations and commitments section of Management’s Discussion and Analysis of Financial Condition and Results of Operations in the Form 10-K.

 

Off-Balance Sheet Arrangements

 

As of March 31, 2026, we did not have any off-balance sheet arrangements.

  

Critical Accounting Estimates

 

The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions about future events that affect the amounts reported in the financial statements and accompanying notes. Future events and their effects cannot be determined with absolute certainty. Therefore, the determination of estimates requires the exercise of judgment. Actual results inevitably will differ from those estimates, and such differences may be material to the financial statements. Our critical accounting estimates have not significantly changed since December 31, 2025 and are disclosed in our Annual Report on Form 10-K for the year ended December 31, 2025.

  

ITEM 3. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK

 

Not applicable.

 

ITEM 4. CONTROLS AND PROCEDURES

 

Evaluation of Disclosure Controls and Procedures

 

Our management, including our principal executive officer and principal financial officer, evaluated the effectiveness of our disclosure controls and procedures (as defined in Rules 13a-15(e) or 15d-15(e) under the Exchange Act) as of the end of the period covered by this report. There are inherent limitations to the effectiveness of any system of disclosure controls and procedures. In designing and evaluating the disclosure controls and procedures, our chief executive officer recognized that any controls and procedures, no matter how well designed and operated, can provide only reasonable assurance of achieving the desired control objectives.

 

Based on the evaluation as of March 31, 2026, our management, including our principal executive officer and principal financial officer, concluded that our disclosure controls and procedures were effective to provide reasonable assurance that information we are required to disclose in reports that we file or submit under the Exchange Act is recorded, processed, summarized and reported within the time periods specified in the SEC’s rules and forms, and that such information is accumulated and communicated to our management, including our chief executive officer and chief financial officer, as appropriate, to allow timely decisions regarding required disclosure.

 

Changes in Internal Control over Financial Reporting

 

There have been no changes in our internal control over financial reporting (as defined in Rules 13a-15(f) or 15d-15(f) under the Exchange Act) during the quarterly period covered by this report that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

 

31

 

PART II: OTHER INFORMATION

 

ITEM 1. LEGAL PROCEEDINGS 

 

Cisco WebEx Patent Litigation

 

On July 23, 2021, a wholly owned subsidiary of the Company, Paltalk Holdings, Inc., filed a patent infringement lawsuit (the “Lawsuit”) against WebEx Communications, Inc., Cisco WebEx LLC and Cisco Systems, Inc. (collectively, “Cisco”), in the U.S. District Court for the Western District of Texas (the “Trial Court”). The Company alleged that certain of Cisco’s products have infringed U.S. Patent No. 6,683,858, and that the Company was entitled to damages.

 

On August 29, 2024, the jury awarded the Company $65.7 million (the “Award”) in a jury verdict in connection with the Lawsuit. On October 8, 2024, an order granting a motion for final judgment (the “Final Judgment”) was entered into in the Trial Court in connection with the Lawsuit in favor of the Company in the amount of the Award and started the time for filing any post-trial motions or appeal.

 

In response to the Final Judgment, Cisco filed a motion for Judgment as a Matter of Law (“JMOL”) with the Trial Court. On August 27, 2025, the Trial Court denied Cisco’s JMOL as to validity and infringement. However, the Trial Court granted Cisco’s motion for a new trial with respect to damages. On October 29, 2025, the Trial Court ordered a hearing set for November 12, 2025 to consider the Company’s motion for reconsideration; however, on November 11, 2025, the Trial Court denied the Company’s motion.

 

Cisco also appealed the Trial Court judgment of validity and infringement (the “Appeal”) to the U.S. Court of Appeals for the Federal Circuit (the “Appeals Court”). Each party is expected to complete and submit its briefs with respect to the Appeal during the first half of 2026. Upon submission of such briefs, the Appeals Court will then decide whether the parties will appear to argue the Appeal or to render a decision on the Appeal based on the briefs submitted by each party.

 

The exact amount of the Award proceeds to be received by the Company will be determined based on a number of factors and will reflect the deduction of significant litigation-related expenses, including legal fees. Consequently, the Company estimates that it would receive no more than one third of the gross proceeds in connection with the Award, which Award is subject to post-trial proceedings (including any potential appellate proceedings by Cisco).

 

Cisco ManyCam Litigation

 

On March 7, 2025, Cisco Systems, Inc. and Cisco Technology, Inc. filed a complaint against the Company in the U.S. District Court for the District of Delaware, alleging that the Company’s ManyCam software has infringed U.S. Patent Nos. 8,830,293 and 8,941,708 and seeking damages and injunctive relief. The Company intends to vigorously defend itself against these claims. In October 2025, the Company filed an inter partes review (“IPR”) with the Patent Review Board to invalidate Cisco Patents 8,830,293 and 8,941,708. On February 24, 2026, the Patent Review Board denied the IPR related to Cisco Patent 8,941,708 and on April 1, 2026, the Patent Review Board also denied the IPR related to Cisco Patent 8,830,293.

 

The Company has not recorded any liability for this matter as it does not believe a loss is probable, and it cannot estimate any reasonable possible loss or range of possible loss. It is possible that an unfavorable resolution to this matter could have an adverse effect on the Company’s results of operations, financial position or cash flows. The Company incurred approximately $0.8 million in aggregate expense in defense of these claims ($0.7 million for the year ended December 31, 2025 and $0.1 million for the three months ended March 31, 2026).

  

Legal Proceedings

 

To our knowledge, other than as described above, there are no material pending legal proceedings to which we are a party or of which any of our property is the subject.

 

ITEM 1A. RISK FACTORS

 

There were no material changes to the Risk Factors disclosed in “Item 1A. Risk Factors” in the Form 10-K during the three months ended March 31, 2026. For more information concerning our risk factors, please see “Item 1A. Risk Factors” in the Form 10-K. 

 

32

 

ITEM 2. UNREGISTERED SALES OF EQUITY SECURITIES AND USE OF PROCEEDS

 

Unregistered Sale of Equity Securities 

 

There were no sales of unregistered securities during the quarter ended March 31, 2026 that were not previously reported on a Current Report on Form 8-K.

 

Issuer Purchases of Common Stock

  

The following table details our repurchases of common stock during the three months ended March 31, 2026:

 

Period  Total Number
of Shares
Purchased (1)
   Average Price
Paid Per Share
   Total Number
of Shares
Purchased as
Part of
Publicly
Announced
Plans or
Programs
   Maximum
Approximate
Dollar
Value of Shares
that May Yet Be
Purchased
Under the Plans
or Programs
 
January 1, 2026 – January 31, 2026   --   $--    --   $98,952 
February 1, 2026 – February 28, 2026   18,667   $1.68    18,667   $67,596 
March 1, 2026 – March 31, 2026   31,333   $1.66    31,333   $-- 
Total   50,000   $1.67    50,000      

 

(1) On May 8, 2025, we announced that our Board of Directors approved the Stock Repurchase Plan for up to $400,000 of our outstanding common stock, which expired on the one-year anniversary of such date.

 

ITEM 3. DEFAULTS UPON SENIOR SECURITIES

 

None.

 

ITEM 4. MINE SAFETY DISCLOSURES

 

None.

 

ITEM 5. OTHER INFORMATION

 

During the three months ended March 31, 2026, none of the Company’s directors or executive officers adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.

 

33

 

ITEM 6. EXHIBITS 

 

(a) Exhibits required to be filed by Item 601 of Regulation S-K.

 

The following exhibits are included herein or incorporated herein by reference:

 

Exhibit    
Number   Description
     
2.1#   Agreement and Plan of Merger, dated August 11, 2024, by and among Paltalk, Inc., PALT Merger Sub 1, Inc., PALT Merger Sub 2, LLC, Newtek Technology Solutions, Inc. and NewtekOne, Inc. (incorporated by reference to Exhibit 2.1 to the Current Report on Form 8-K of the Company filed on August 12, 2024 by the Company with the SEC).
2.2#***   Asset Purchase Agreement, dated November 7, 2024, by and among Paltalk, Inc., Paltalk Holdings, Inc., Paltalk Software, Inc., Camshare, Inc., A.V.M. Software, Inc., Vumber, LLC, and Meteor Mobile Holdings, Inc. (incorporated by reference to Exhibit 2.1 to the Current Report on Form 8-K of the Company filed on November 8, 2024 by the Company with the SEC).
3.1   Certificate of Incorporation of Intelligent Protection Management Corp. (as amended through May 8, 2025) (incorporated by reference to Exhibit 3.1 to the Quarterly Report on Form 10-Q of the Company filed on May 14, 2025 by the Company with the SEC).
3.2   Amended and Restated Bylaws of Intelligent Protection Management Corp. (as amended through January 2, 2025) (incorporated by reference to Exhibit 3.2 to the Annual Report on Form 10-K of the Company filed on March 24, 2025 by the Company with the SEC).
3.3   Certificate of Designations of Series A Non-Voting Common Equivalent Stock of Intelligent Protection Management Corp. (incorporated by reference to Exhibit 3.3 to the Current Report on Form 8-K of the Company filed on January 2, 2025 by the Company with the SEC).
10.1   Form of Director and Officer Nonqualified Stock Option Agreement under the Intelligent Protection Management Corp. 2025 Long-Term Incentive Plan (incorporated by reference to Exhibit 10.16 to the Annual Report on Form 10-K of the Company filed on March 17, 2026 by the Company with the SEC).
31.1*   Certification of the Chief Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
31.2*   Certification of the Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
32.1**   Certification of the Chief Executive Officer and Chief Financial Officer pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
101.INS   Inline XBRL Instance Document.
101.SCH   Inline XBRL Taxonomy Schema Document.
101.CAL   Inline XBRL Calculation Linkbase Document.
101.DEF   Inline XBRL Definition Linkbase Document.
101.LAB   Inline XBRL Label Linkbase Document.
101.PRE   Inline XBRL Presentation Linkbase Document.
104   Cover Page Interactive Data File (Formatted as Inline XBRL and contained in Exhibit 101).

 

# Schedules and exhibits have been omitted pursuant to Item 601(a)(5) of Regulation S-K. Intelligent Protection Management Corp. hereby undertakes to furnish supplemental copies of any of the omitted schedules and exhibits upon request by the Securities and Exchange Commission.

 

* Filed herewith.

 

** The certification attached as Exhibit 32.1 is not deemed “filed” with the Securities and Exchange Commission and is not to be incorporated by reference into any filing of Intelligent Protection Management Corp. under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, whether made before or after the date of the Quarterly Report on Form 10-Q, irrespective of any general incorporation language contained in such filing.

 

*** Certain confidential information has been excluded pursuant to Item 601(b)(2)(ii) of Regulation S-K. Such excluded information is not material and is the type that Intelligent Protection Management Corp. treats as private or confidential.

 

34

 

SIGNATURES

 

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

  Intelligent Protection Management Corp.
     
Date: May 12, 2026 By: /s/ Jason Katz
    Jason Katz
    Chief Executive Officer
    (Principal Executive Officer and
duly authorized officer)

 

  Intelligent Protection Management Corp.
     
Date: May 12, 2026 By: /s/ Kara Jenny
    Kara Jenny
    Chief Financial Officer
    (Principal Financial and Accounting Officer
and duly authorized officer)

 

35

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FAQ

How did Intelligent Protection Management Corp. (IPM) perform in Q1 2026?

IPM generated $6.35 million in revenue and reported a net loss of $0.66 million in Q1 2026. Revenue rose from $5.52 million a year earlier, while results shifted from prior net income that was boosted by a large one-time tax benefit.

What is Intelligent Protection Management Corp.’s cash and debt position after Q1 2026?

IPM ended Q1 2026 with $8.08 million in cash and cash equivalents, including $1.05 million of restricted cash. The company reported no long-term debt, giving it balance sheet flexibility despite a modest operating cash outflow of $0.20 million in the quarter.

How reliant is Intelligent Protection Management Corp. (IPM) on Newtek for revenue?

Newtek and its affiliates contributed $1.96 million of revenue, or 30.9% of IPM’s total Q1 2026 revenue. Newtek is also a significant shareholder, so this dual role as major customer and owner creates a concentration risk if the relationship or volumes change materially.

What is the status of Intelligent Protection Management Corp.’s Cisco WebEx patent case?

A jury awarded IPM $65.7 million in damages in the Cisco WebEx patent suit, and final judgment was entered. The trial court ordered a new trial on damages, and Cisco appealed validity and infringement; both sides are expected to complete appeal briefing during 2026.

How much deferred revenue does Intelligent Protection Management Corp. have?

IPM reported $4.65 million of deferred revenue as of March 31, 2026. This balance reflects cash collected for services and products not yet fully delivered, which will be recognized as revenue in future periods as installations and ongoing service obligations are satisfied.