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Here are 1-3 brief analogies to describe Senstar Technologies (SNT):

• Like Honeywell's security division, but focused exclusively on high-security perimeter protection for critical infrastructure like power plants and military bases.
• They're the 'Fort Knox architects' for national borders, military bases, and critical infrastructure, providing sophisticated physical security and surveillance.
• Think of them as the 'Lockheed Martin for physical perimeter security', building advanced intrusion detection and surveillance systems for governments and high-risk facilities.

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• Perimeter Intrusion Detection Systems (PIDS): Sensors designed to detect intruders along a perimeter, including fence-mounted, buried, and free-standing options, sometimes integrated with intelligent LED lighting.
• Physical Barriers: Products designed to impede or prevent physical intrusion into protected areas.
• Video Management Software (VMS) and Analytics: A common operating platform for managing video surveillance, incorporating intelligent video analytics and electronic access control systems.
• Security Video Observation and Surveillance Systems: Systems for monitoring and observing secure areas, including advanced thermal imaging capabilities.
• Life Safety and Duress Alarm Systems: Systems designed to alert personnel to life-threatening situations or duress events.

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Senstar Technologies (SNT) sells its products primarily to other companies. Its major customers are system integrators and distribution channels.

The provided background information does not identify the specific names of these major customer companies (system integrators or distributors), nor does it provide their stock symbols.

These system integrators and distributors then deploy Senstar's perimeter intrusion detection, video analytics, and surveillance systems to various end-users. While not direct customers of Senstar Technologies, the ultimate recipients of their products fall into categories such as:

• Critical Infrastructure & Government: Including military bases, power plants, air and sea ports, prisons, industrial sites, oil and gas facilities, and national borders.
• Commercial & Public Venues: Such as large retailer organizations, banks, and sites for sporting events (e.g., athlete villages and stadiums), and municipalities.

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Fabien Haubert, Chief Executive Officer

Fabien Haubert has served as Chief Executive Officer of Senstar Technologies since April 2023, having previously served as interim CEO from April 2023. He joined Senstar in February 2018 as Vice President Sales for the EMEA region and was the Managing Director for the Senstar Group from January 2020. With over 25 years of experience, Mr. Haubert has held executive roles in several UK and Netherlands-based security companies, including IndigoVision, TKH Security Solutions, Siqura, Optelecom, and NKF Electronics, focusing on video management, IP video surveillance, intrusion, access control, and the telecom sector. He holds a Master of Science degree in Electronics Engineering and a Master of Strategy and Engineering of International Business.

Alicia Kelly, Chief Financial Officer

Alicia Kelly has served as Chief Financial Officer of Senstar Technologies since March 2024, after joining the company as VP of Finance in 2019. Ms. Kelly possesses over 20 years of experience in financial management and business leadership within high-tech corporations with global development and manufacturing capabilities. Before joining Senstar, she spent nearly a decade in group controller roles overseeing worldwide operations for the Defense Solutions segment of Curtiss-Wright. She also held Director positions within Curtiss-Wright's Supply Chain and Customer Services functions, and earlier in her career, held financial management roles in software development and contract manufacturing companies. Ms. Kelly is a Canadian CPA and holds a Bachelor of Business Administration degree.

Matthieu Currat, Chief Operating Officer

Matthieu Currat has held the position of Chief Operating Officer since July 2024 and also served as Vice President APAC since December 2023. Prior to Senstar, he held several leadership roles at Omnisens SA, including CEO and COO, where he led strategy, implemented business improvements, and managed its successful integration within Prysmian Group. His earlier career included various engineering and management positions at Technip across multiple countries.

Jeremy Weese, Chief Technology Officer

Jeremy Weese has served as Chief Technology Officer since March 2020. He began his career at Senstar in 1999 as a design engineer and progressed through various levels of responsibility within the research and development department. Before becoming CTO, Mr. Weese was responsible for the company's product portfolio and R&D activities as VP of Engineering and oversaw overall operations as COO. He is a Professional Engineer, a member of the IEEE, and holds a B.A.Sc. degree in Computer Engineering from the University of Ottawa.

Gillon Beck, Executive Chairman

Gillon Beck has served as a director and Executive Chairman of Senstar Technologies since September 2023, and as a director and Executive Chairman of the Senstar-Israel board of directors since September 2014. He has been involved with the company (or its predecessor, Magal Security Systems Ltd.) since 2003. Mr. Beck holds a Bachelor of Science degree in Industrial Engineering from the Technion – Israel Institute of Technology and a Master of Business Administration in Finance from Bar-Ilan University. Notably, FIMI V, a private equity firm, was previously involved in a cancelled acquisition of a significant stake in Magal Security Systems Ltd.

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Here are the key risks to Senstar Technologies (SNT):

1. Revenue Volatility and Reliance on Project-Based Sales: Senstar Technologies' revenue streams can be inconsistent due to the "lumpy" nature of large, non-recurring projects, particularly in the public sector. This reliance on project-based sales can lead to significant fluctuations in top-line growth and earnings, making future performance difficult to predict.
2. Intense Competition and the Need for Continuous Innovation: The security solutions market in which Senstar operates is highly competitive. The company must continuously invest in research and development to introduce and enhance new products and penetrate new markets to maintain and grow its market share. Failure to innovate or effectively compete against other players could adversely impact its business and profitability.
3. Global Supply Chain Disruptions and Geopolitical Factors: Senstar's operations have been negatively affected by global supply-chain challenges. The company also faces risks from tariffs imposed by governments in countries where it operates. Additionally, the company has identified and addressed specific supply chain risks related to forced labor, indicating the potential for broader geopolitical and ethical sourcing challenges to impact its supply chain and operations.

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The increasing adoption of autonomous drones and ground robots equipped with advanced AI for perimeter patrol, surveillance, and intrusion detection presents a clear emerging threat. These mobile, AI-driven systems offer a dynamic alternative to fixed perimeter infrastructure, potentially reducing the demand for Senstar's traditional PIDS (Perimeter Intrusion Detection Systems) and static surveillance solutions.

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Senstar Technologies Ltd. (SNT) operates in several security markets globally. The addressable market sizes for its main products and services are as follows:

• Perimeter Intrusion Detection Systems (PIDS): The global perimeter security market, which includes PIDS, was valued at approximately USD 79.24 billion in 2024.

• Video Analytics and Management Systems, and Security Video Observation and Surveillance Systems: The global video surveillance market, which encompasses these systems, was estimated at USD 73.75 billion in 2024.

• Security Thermal Imaging Observation and Surveillance Systems: The global thermal imaging market was valued at USD 7.31 billion in 2024. The security & surveillance segment is a major application within this market.

• Life Safety Systems: The global fire and life safety system market was accounted for USD 88.5 billion in 2025.

• Duress Alarm Systems: The global burglar alarm systems market, which includes duress alarm systems, is projected to reach USD 7.3 billion in 2025.

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Outbound Investments

• Senstar Technologies Corporation entered into a definitive agreement on December 9, 2025, to acquire Blickfeld GmbH for €10.4 million in cash, along with €1 million in performance-based earnouts.
• The acquisition of Blickfeld GmbH, a producer of 3D LiDAR sensors, was finalized on February 17, 2026, for the stated terms.
• This acquisition was funded from the company's existing cash and cash equivalents and short-term bank deposits, which totaled $21.7 million as of September 30, 2025.

Share Issuance

• The company reported proceeds from the issuance of common stock of $0.43 million in fiscal year 2021.
• In fiscal year 2022, common stock issuance generated $0.02 million.
• For fiscal year 2024, the issuance of common stock contributed $0.04 million.

Capital Expenditures

• Capital expenditures for fiscal year 2021 were $0.79 million.
• Capital expenditures for fiscal year 2022 amounted to $0.16 million, and in fiscal year 2023 they were $0.38 million.
• For fiscal year 2024, capital expenditures totaled $0.27 million.