CEO, SuperCom
Supercom CEO Expands On Massive Growth In Contracts In 2025
About Ordan Trabelsi
Ordan Trabelsi, CEO of Supercom, has been promoting the company’s electronic monitoring technology as a solution for public safety and criminal justice reform. In a December 2024 interview, he described Supercom’s ankle bracelet system, which he said can alert both authorities and potential victims if a perpetrator violates a restraining order by approaching a protected person. Trabelsi stated that the technology is “superior to any monitoring system on the market” and argued that it could reduce recidivism rates, which he cited as 75% without such programs, to 30–35%. He also noted that Supercom had reduced its debt from $40 million to approximately $30 million over the prior year through stock issuances and a one-to-one forgiveness arrangement with lenders. In an April 2025 interview, Trabelsi discussed Supercom’s business model, describing it as a SaaS-like model where the company sells or leases devices and charges a per-unit, per-day fee to government agencies. He said the company’s customers include ministries of justice and probation departments, and that once a contract is won, it typically leads to five to fifteen years of recurring revenue. Trabelsi added that over 70% of Supercom’s recent revenue was recurring, and that the company had won multiple new projects, building its presence in the electronic monitoring industry, which he said has only about ten players globally.
Transcript (9 segments)
✨ AI-enhanced transcript with speaker attribution
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Host0:00
Well, welcome back to SuperCom channel, a global secure solution integrator and technology provider for governments and other consumer-facing organizations around the world. And joining to discuss the absolutely explosive growth in 2025 along with some expectations, here Orton, the CEO, joining us first and foremost. Welcome, sir.
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Ordan Trabelsi0:15
Thanks for having me.
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Host0:17
Yeah, such a pleasure to get you on. So I want to dive into this because just to name a couple, you signed a multi-year national contract with the government of the Nordic European country including a contract with a multi-state electronic monitoring service providing a boost to US market, your US market expansion, and that's just a couple of many. But maybe step back a little bit, let's talk about the European markets first and foremost. Tell us what's going on there.
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Ordan Trabelsi0:38
Great. So we entered the European market roughly five, six years ago. We put over $40 million in technology until today in the tracking space. And then we slowly grew in the ladder of projects in Europe for electronic monitoring. We started projects like Latvia and Lithuania, which are $100,000 each, and then larger ones like Denmark, Bulgaria, Finland $3.6 million, Sweden $7 million, and Romania $33 million, which is one of the largest projects in Europe, actually 15,000 offenders simultaneously. We reached a 65% win rate, which we're very proud of. So with an industry of only 10 players, we alone have 65% win rate, more than the other nine put together throughout many periods of time where we were competing. It was a very effective growth for us in the European market, and there's still many opportunities out there that we haven't been able to compete with yet. There's still projects in Germany, France, UK, and others that we could with our references and track record potentially take on. So there's still a pipeline in Europe which is quite interesting. And when we talk about the wins in Europe, what's generally driving this is the evaluation process with these national projects. We have over 15 national projects in Europe, and the evaluation goes through several layers and versions of the technology. They test things out and evaluate them. We receive very high scores on our technology because of our very long battery life, our lightweight design, our structure, and our biometric capabilities together with the tracking capabilities. So because of our technology, we're able to score so highly and win many of these RFPs.
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Host2:20
Yeah, definitely appreciate the insight. So when it comes to the United States, maybe talk about the growth here, the new administration, and kind of how all this plays into SuperCom.
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Ordan Trabelsi2:26
So until now, we focused mainly on Europe up until last year. The US market is actually six times the size of the European market by third party research, expected to reach $1.8 billion in the next few years. We expanded into the US, we tailored our technology and fine-tuned it for the US market, and we started bidding. It's more fragmented, smaller bids, not national projects like in Europe, and it started working very fast. We actually signed 20 new contracts in the US since the summer of '24, 10 of those were in the last 60-75 days. So the growth we see is continuing, even growing in some respects. And in the US market, we give them our technology, they evaluate it, and just like we saw in Europe, we're able to displace incumbents that have been there for many years. In Sweden, we displaced an incumbent for 24 years, and same many other nations. We're doing the same thing now in the US. The customers are able to evaluate our technology versus what they have and many times just like it better. That gives us confidence and strong belief for continued expansion into the US market at a good rate.
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Host3:34
Yeah, I really feel like you guys are in this incredible growth phase going on. You recently just announced the pricing of a $6 million registered direct offering, so you've got cash, you've got a huge runway here. Maybe tell us what investors should be focusing on in 2025 or what you're most paying attention to.
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Ordan Trabelsi3:48
Yes, so it'll be interesting to focus on the announcements for new contracts and new wins. We entered six new states in the last six to seven months, and we expect to continue expanding within those states and into new states. We sometimes announce wins with existing customers that they maybe have one project for house arrest, then we do GPS monitoring or domestic violence. Our technology, because of the unique architecture and the battery life up to one year on the bracelet, is very effective for domestic violence. Because in Romania, for example, the police come, they see violent marks on the female, they put a bracelet on the offender immediately, and he can't come close to her anymore. It's a unique architecture they were able to offer. So within the existing market, we're opening sub-markets, and you might want to look out for announcements on that, which is very exciting. We did do this capital raise, and it's for general purposes, working capital, and acquisitions. There are various resellers in the US market that we thought could be an interesting acquisition target. In the past, in 2016, we acquired a company like that, and it helped us in California gain presence and also win $35 million of new bids after the acquisition. There are other resellers throughout the US that could just accelerate our growth and complement the organic growth that we're seeing already.
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Host5:05
No, this is incredible. And I'll pass it off to the viewers at this point. We'd love to know what you think and consider subscribing as news catalysts like this hit the wire. Of course we're going to bring it to you here. But on that note, we look forward to catching you in the next one.