Cyabra Provides Shareholder Update on Public Company Execution and Growth Priorities
Rhea-AI Summary
Cyabra (Nasdaq: CYAB) provided a shareholder letter dated May 5, 2026 outlining its first month as a public company after completing a de-SPAC on March 27, 2026. The CEO highlighted 2025 revenue of $5.70 million, multi-year six-figure customer renewals, sovereign and enterprise clients, and five near-term execution priorities.
Priorities include expanding recurring revenue, converting partnerships to distribution, deepening platform capabilities, maintaining capital discipline, and improving public-company communication. Q1 2026 results will be reported later in May.
Positive
- Completed de-SPAC and began trading on March 27, 2026
- Revenue grew to $5.70 million in 2025 (from $4.16M in 2024)
- Secured multi-year six-figure renewals and new Fortune 500 engagement
- Sovereign and enterprise client base includes NATO, Korea MOFA, PepsiCo, e.l.f., and IPG
Negative
- Company is early in its public-company lifecycle and must prove execution as a listed issuer
- Formal Q1 2026 financial results had not been reported at the time of the letter
News Market Reaction – CYAB
In the May 5 session, CYAB declined 32.94%, reflecting a significant negative market reaction. Argus tracked a peak move of +25.4% during that session. Argus tracked a trough of -53.8% from its starting point during tracking. Our momentum scanner triggered 73 alerts that day, indicating high trading interest and price volatility. Trading volume was exceptionally heavy at 86.2x the daily average, suggesting significant selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| 2026-04-29 | Board appointments | Positive | -0.7% | Named high-profile board to support institutional and public-sector expansion. |
| 2026-04-14 | Contract renewal | Positive | -10.9% | Announced expanded two-year six-figure contract with leading management firm. |
| 2026-04-07 | Conference sponsorship | Positive | +4.8% | Premium sponsorship and CEO talk at Meltwater Summit 2026 as new public company. |
| 2026-03-31 | Fortune 500 deal | Positive | -22.6% | Secured yearly six-figure agreement with major Fortune 500 consumer brand. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent positive operational and governance news has often coincided with negative price reactions, indicating a pattern of selling into good news.
Over the past weeks, Cyabra has highlighted several positive milestones: a major Fortune 500 agreement on Mar 31, an expanded two-year contract on Apr 14, and premium sponsorship at Meltwater Summit 2026 on May 5‑6. It also formalized a high-profile board on Apr 29. Despite these updates emphasizing enterprise traction and governance depth, shares often moved lower afterward. Today’s shareholder letter continues that narrative of growth and public‑company positioning against a backdrop of prior weak price responses.
Key Terms
de-spac transaction financial
recurring-revenue financial
gross margin financial
synthetic media technical
lock-up financial
restricted stock units financial
schedule 13d regulatory
schedule 13g regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
New York, NY, May 05, 2026 (GLOBE NEWSWIRE) -- Cyabra, Inc. (Nasdaq: CYAB) ("Cyabra" or the "Company"), an AI-powered platform that helps governments and enterprises detect coordinated manipulation and protect digital trust, today provided the following Letter to Shareholders from Co-Founder and CEO Dan Brahmy.
To our shareholders,
This letter is intended to provide a clear update on where the business stands and what we are focused on next.
I write to you from a unique vantage point: as a founder who has spent seven years building Cyabra’s foundation, as a fellow shareholder whose interests are directly aligned with yours, and as a CEO dedicated to translating our operational momentum into measurable value for our stockholders.
The first month as a public company
Cyabra completed its de-SPAC transaction and began trading on March 27, 2026 and leading up to the completion of the transaction and since closing, we have successfully capitalized on a number of growth opportunities, as previously announced, such as:
| - | Signing of a yearly six-figure agreement with a major Fortune 500 consumer brand. | |
| - | Signing of an expanded two-year renewal agreement valued in the six figures with a leading management firm. |
What Cyabra is?
Cyabra is a digital trust platform. We help institutions distinguish authentic activity from coordinated manipulation across public digital channels. Our framework is built around three layers — the actors involved, the behaviors they exhibit, and the content they amplify — and our platform translates that analysis into structured evidence and clear mitigation steps. We surface evidence and institutions retain judgment. That distinction is deliberate, and it is the basis for how sovereign and enterprise customers integrate our work into their own decision-making.
Why institutions choose Cyabra
The clearest evidence of the success of our platform is the institutions that have chosen to work with us. Cyabra has been engaged by NATO and Korea's Ministry of Foreign Affairs in the public sector, and by global enterprises, including PepsiCo, e.l.f. Beauty, and IPG. In 2022, Cyabra was commissioned to provide independent analysis during what became the most-watched corporate transaction of the decade — Elon Musk's acquisition of Twitter — and our findings were cited globally across more than 11,000 media reports. That body of work, accumulated over years, is what allows a company at our current scale to operate alongside organizations many multiples our size.
On April 14, 2026, we announced an expanded two-year renewal with a global entertainment management firm, valued in the six figures. The renewal broadened the scope of our services to include real-time narrative and authenticity analysis, proactive threat alerts, and enhanced monitoring for impersonation and AI-generated content. This kind of expansion — existing customers choosing to deepen their use of our platform — is the form of growth we believe matters most for a recurring-revenue business.
Governance and the operational reach behind our customer base
Cyabra's access to sovereign customers and Fortune 100 enterprises does not happen by accident at our scale. It is supported by the operational reach of our Board of Directors and Advisory Board, which together combine deep experience across national security, intelligence, government operations, global enterprise, and strategic communications.
Our Board includes Mike Pompeo (former U.S. Secretary of State and former Director of the Central Intelligence Agency), Josette Sheeran (Capital Group, World Economic Forum, former U.S. Ambassador), James Flanagan (former COO of PwC), Sonny Vu (founder of Misfit), and Michael Madon (Chief Revenue Officer of ABCorp and former senior leader at Mimecast and the U.S. Treasury intelligence community).
We treat this as one of the most important assets we have as a company at this stage. It is also part of why we believe in the durability of our customer relationships and the credibility of our institutional pipeline.
Financial foundation
Our revenue has grown from
We will report formal Q1 2026 results later in May.
What we are focused on
As a public company, our work over the next several quarters is structured around five priorities:
| ● | Expanding recurring revenue from existing customers through renewals, upsells, and broader platform adoption. | |
| ● | Converting strategic partnerships and channel relationships into scalable distribution across public sector and enterprise segments. | |
| ● | Deepening the Cyabra platform — bringing authenticity assessment, coordination detection, synthetic media analysis, and mitigation workflows together in a single, integrated system. | |
| ● | Maintaining capital discipline. We will aim to prioritize investments that support recurring revenue growth, customer expansion, as well as product capabilities that strengthen our competitive position. | |
| ● | Improving public-company communication. We intend to communicate with shareholders regularly, and to focus those updates on measurable progress — customer expansion, product development, partnerships, and financial performance. |
Looking ahead
In the coming quarters, we expect to share progress across commercial expansion, product development, partnership initiatives, and governance milestones. We intend for the cadence and substance of our communication to reflect the standard public shareholders are entitled to expect from a newly listed company.
Closing
We are early in our life as a public company. The task in front of us is clear: execute with discipline, expand recurring revenue, deepen customer relationships, and communicate progress with the transparency public shareholders are entitled to expect. We believe Cyabra is building in a market that will become increasingly important to governments, enterprises, and the institutions that depend on a coherent picture of digital activity. Our responsibility is to prove that through results.
Thank you for your continued support.
Sincerely,
Dan Brahmy
Co-Founder and Chief Executive Officer
Cyabra, Inc.
About Cyabra
Cyabra helps global enterprises and governments restore trust and authenticity online by analyzing manipulated content, coordinated behaviors, and inauthentic actors. The platform helps teams understand who is operating, how activity is amplified, and where coordinated activity is shaping perception, translating evidence into clear mitigation steps. By reducing ambiguity and misdirected response, Cyabra enables proportionate, evidence-led action when clarity matters most.
For more information, visit www.cyabra.com.
Contact:
Investors: ir@cyabra.com
Media: pr@cyabra.com
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical statements of fact and statements regarding Cyabra's intent, belief, or expectations, including, but not limited to, statements regarding Cyabra's future results of operations and financial position, planned products and services, business strategy and plans, market size and growth opportunities, competitive position and market trends. Some of these forward-looking statements can be identified by the use of forward-looking words, including "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "plan," "targets," "projects," "could," "would," "continue," "forecast" or the negatives of these terms or variations of them or similar expressions. These statements relate to future events and involve known and unknown risks, uncertainties, and other factors which may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include those set forth in Cyabra's filings with the Securities and Exchange Commission. Prospective investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date of this press release. Cyabra undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise.
