Mass & Emergency Notification — Public Alerting, Critical-Event Management and Campus/Hospital/Workforce Alerts
Entry signal — what decides who wins here
One thing must be trueEntry turns on a single condition that can be named and tested before much is spent. Clear it and this becomes an execution question; fail it and no amount of operating skill helps.
Displace an incumbent the screen found well defended — payments attached to the workflow, data that does not leave, a contract that renews itself. Share here means giving a buyer a reason to break something that currently works, which is a higher bar than being better.
This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.
Companies named in this market · 14
The binding constraint — incumbent vulnerability
The public half of this market is a free government pipe, and the private half has already been bought by private equity, Motorola, GardaWorld and BlackBerry. In the US, FEMA's IPAWS carries every wireless emergency alert, Emergency Alert System broadcast and NOAA Weather Radio message, and more than 2,000 federal, state, local, tribal and territorial alerting authorities use it [A]. In Canada, Pelmorex (The Weather Network's owner, Oakville) runs the NAAD System behind Alert Ready under a 2009 CRTC broadcasting order and charges nothing for it [A]. It carried 931 emergency alerts in 2025 and 1,208 in the first nine months of 2026 [A]. What vendors sell is the layer around that pipe: the CAP-compliant software an alerting authority writes its alert in (FEMA's own page says authorities use commercially available software), opt-in community alerts by text, voice and app, and internal messaging to employees, students and patients. That layer is consolidated. Everbridge, the only pure-play that ever filed, reported $448.8M of revenue in 2023, up 3.9% from $431.9M, and lost $47.3M. Its 10-K described the market as one where some competitors sell at a lower price, "which has resulted in pricing pressure" [A]. Thoma Bravo agreed to buy it in February 2024 at $28.60 a share (about $1.5B) and closed in July 2024 at $35.00 a share (about $1.8B) [B]. GardaWorld bought OnSolve (about 400 staff) in July 2024 and folded it into Crisis24 [B]. Motorola bought Rave Mobile Safety in December 2022 and runs it inside the Command Center line [B]. Vista Equity Partners has held a controlling stake in AlertMedia since 2021, and Reuters reported in February 2026 that Vista had hired JPMorgan to sell it. People familiar with the matter put its revenue above $100M [B for the report, C for the figure]. Singlewire (InformaCast) has been PSG-backed since 2021, and BlackBerry still sells AtHoc to governments [A]. The listed small player shows what is left for an entrant. Genasys, which sells LRAD sirens and acoustics plus Genasys Protect software, had a Software segment of $8.9M in FY2025 with an operating loss of $11.9M. A single customer, Puerto Rico's dam early-warning project, was 32% of company revenue [A]. How it differs from its neighbours: the 911/CAD/RMS record (9131-public-safety-cad-911-dispatch-and-rms) covers answering a call and dispatching a unit, and it explicitly leaves mass notification out. This record covers the outbound broadcast to residents and staff. Alarm monitoring (561621) is a monitored-premises subscription sold to households, not a broadcast. Contact-centre platforms (5614) handle inbound service queues, and the only overlap is the voice and SMS carriers both rent. NAICS 9131 is the anchor because municipal emergency management buys the public-alerting side. Universities (6113), hospitals (622) and enterprises buy the internal side from the same vendors. Incumbent vulnerability decides it: the free government pipe sets the ceiling, and the owners of the layer above it are the best-capitalised buyers in public safety.
The incumbent
Who owns this market and who is coming for it. Fields a screen never reached say so rather than guessing.
Financials & market size — sourced
Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.
Market size, derived
Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.
Disclosed revenue from 2 of 12 named vendors. The market is at least this large.
No vendor has both a disclosed revenue and a published share.
Only a revenue floor is known — the true market is larger by whatever the undisclosed vendors earn.
Competitor set · 12 named · 2 disclose revenue
| Name | Revenue | Share | Note |
|---|---|---|---|
| EverbridgeA | $449M | — | FY2023 (year ended 2023-12-31), from its last 10-K filed 2024-02-27; FY2022 $431.892M (+3.9%); net loss $47.305M. The last year it published, not a current figure. Thoma Bravo signed at $28.60/share (~$1.5B) on 2024-02-05 and closed at $35.00/share (~$1.8B) on 2024-07-02; delisted from Nasdaq — The reference critical-event-management platform: Mass Notification, Public Warning, Safety Connection, IT Alerting (xMatters), Risk Intelligence. 10-K: 6,700+ customers in 87+ countries at end-2023 |
| Motorola Solutions (Rave Mobile Safety)NYSE: MSIA | not disclosed | — | Not broken out. Rave sits inside Command Center, which was 21% of a $4,429M Software and Services segment in FY2025, and that line includes CAD, records and 911 too (see the CAD/RMS record). Acquired December 2022 with undisclosed terms; Rave was based in Framingham, Massachusetts — Rave Alert, Rave Guardian and the Rave Panic Button for K-12, universities, hospitals and governments; ravemobilesafety.com now redirects to motorolasolutions.com |
| OnSolve (Crisis24, GardaWorld)B | not disclosed | — | Private. GardaWorld completed the acquisition on 2024-07-31 and put OnSolve into its Crisis24 business; price not disclosed. About 400 employees across the US, Europe and India at close — onsolve.com now redirects to a Crisis24 page. Pairs mass notification with Crisis24 risk intelligence and travel risk |
| AlertMediaB | not disclosed | — | Private. Reuters (13 Feb 2026, via syndication) reported, from people familiar with the matter, revenue above $100M and that Vista had hired JPMorgan to explore a $1B-plus sale. That is unconfirmed by the company [C] — Austin, Texas. Employee-safety notification plus threat intelligence for enterprises; Vista Equity's Foundation Fund invested in 2021 |
| Singlewire Software (InformaCast)B | not disclosed | — | Private. PSG growth-equity investment in April 2021, with undisclosed terms. Formed in 2009 to buy InformaCast from CDW. Its own claim: 7,000+ customers in 2021 and 5,000+ on its homepage now [C] — Madison, Wisconsin. Notifications over IP phones, overhead paging, desktops and mobile. Strongest in K-12 and healthcare |
| BlackBerry (AtHoc)NYSE: BBA | not disclosed | — | Not broken out. AtHoc is one of three products in the Secure Communications division ($258.9M FY2026, year ended 2026-02-28). AtHoc product revenue rose $3.5M year on year per the 10-K, but no total is given — Crisis communications and personnel accountability, sold mainly to government and defence. Named by Everbridge as a mass-notification competitor |
| GenasysNASDAQ: GNSSA | $41M | — | FY2025 (year ended 2025-09-30), 10-K filed 2025-12-15: total $40.757M (FY2024 $24.008M). Software segment $8.918M (+21.5%) with an operating loss of $11.883M; Hardware $31.839M, driven by the Puerto Rico Early Warning System. One customer was 32% of revenue. Net loss $18.1M — San Diego. LRAD and Acoustics sirens plus Genasys Protect (Zonehaven evacuation, Evertel). A certified IPAWS provider. Names Everbridge, OnSolve and Rave Alert as its software competitors |
| RegroupC | not disclosed | — | Private; no revenue or funding disclosed — Founded in San Francisco in 2006, per its about page. Mass notification for schools, local government and businesses |
| OmnilertC | not disclosed | — | Private; no outside funding found — Founded 2004 as a campus emergency-alert system, per its about page. Now leads with AI gun detection on existing cameras, with notification as the response layer |
| F24 (FACT24)C | not disclosed | — | Private; not checked — European alerting and crisis-management SaaS (FACT24). Named by Everbridge as a mass-notification competitor |
| Pelmorex (Alert Ready / NAAD System)A | not disclosed | — | Private. NAAD is operated under CRTC Broadcasting Order 2009-340 at no charge to alerting authorities or distributors — Oakville, Ontario; owner of The Weather Network. The national aggregator: alerting authorities push to it, and it pushes to broadcasters and LTE carriers. This is a regulated utility, not a competitor an entrant can displace |
| ICEsoft Technologies (Voyent Alert!)CSE: ISFTC | not disclosed | — | Small-cap listed on the CSE. No current figures were opened. Its October 2021 release reported 36 new communities onboarded in one quarter and its first 6 US communities [C] — Calgary. Opt-in municipal alerting (text, voice, email, app) for Canadian communities. This is the Canadian municipal niche where the global platforms are thinnest |
Startups & challengers
Newer and smaller vendors going at the incumbent — funded challengers first. Named, not researched to the depth of the field above; a company with a page here links to it.
| Company | Stage | What it does | Raised |
|---|---|---|---|
| Alertus Technologies | Startup | Desktop pop-up, alert beacons and campus alerting hardware/software; site not opened (its robots.txt bars AI agents) | — |
| Hyper-Reach | Scrappy competitor | Municipal mass notification and IPAWS alerting; site returned 403 to an automated check, so nothing on it was read | — |
Vendor landscape
Market leaders, the full paid field, and every open-source alternative. Where a free tier exists it is what sets the price floor, so it is analysis rather than an appendix.
$448.8M FY2023, the last published year [A]; private since July 2024
>$100M revenue per Reuters' unnamed sources, Feb 2026 [C]
Not broken out; inside Command Center, ~$930M with CAD/911/records [A, derived]
Private; ~400 employees at acquisition, July 2024 [B]
Paid field · 9 vendors
Thoma Bravo since July 2024
Bundled toward Motorola's 911 and CAD estate
GardaWorld since July 2024
Vista Equity; reported for sale in 2026
PSG-backed since 2021
Inside a $258.9M Secure Communications division
Software segment $8.9M FY2025, loss-making
Private, undisclosed
CSE-listed small cap
Open source · none — there is no price floor
No maintained open-source mass-notification product was verified at screen, and none is listed. The constraint on price is the government pipes (IPAWS and NAAD), which are free to the alerting authority, plus the bundling of notification into suites the buyer already owns: Motorola's 911 and CAD estate, BlackBerry's government security stack, and the IP-phone and paging systems Singlewire rides on.
The free floor here is not open source. It is the state. IPAWS in the US and Pelmorex's NAAD System in Canada carry the public alert to every phone, radio and TV at no charge to the alerting authority. A vendor can sell only the authoring console in front of them and the opt-in and internal channels beside them. The alerting authority must use commercially available CAP-compliant software to reach IPAWS, which is why every vendor here advertises IPAWS certification [A].
Evidence
Evidence. Sourced by direct retrieval, 2026-10-18 to 2026-10-20. Tier A, opened: Everbridge's FY2023 10-K (evbg-20231231, filed 2024-02-27), which gives revenue of $448.788M against $431.892M, 6,700+ customers in 87+ countries, the line that lower-priced competitors 'resulted in pricing pressure', and the named competitors (AlertMedia, BlackBerry, F24, OnSolve, Rave for mass notification; Genasys among public warning). Revenue and net loss were checked against SEC XBRL company facts. Genasys's FY2025 10-K (filed 2025-12-15) gives total revenue, both segments, the 32% customer concentration, the $60.0M backlog 'largely related to one customer' and the named competitors. BlackBerry's FY2026 10-K (filed 2026-04-09) gives Secure Communications at $258.9M and the AtHoc product-revenue change. FEMA's IPAWS page gives the 2,000+ alerting authorities, the CAP-compliant commercial software and the WEA/EAS/NOAA channels. Pelmorex's NAAD page gives CRTC Broadcasting Order 2009-340 and 'no charge by Pelmorex'. Alert Ready's alert-count and roles pages and Public Safety Canada's NPAS page were also opened. Tier B: the Thoma Bravo signing release ($28.60, ~$1.5B, go-shop to 2024-02-29) and the closing release as carried by SecurityInfoWatch ($35.00, ~$1.8B, 2024-07-02). GardaWorld's OnSolve closing release on Newswire. Reuters' February 2026 AlertMedia sale report, read via a syndicating station site; its revenue figure comes from unnamed sources and is tier C. Help Net Security on Rave's December 2022 acquisition (Framingham). Singlewire's own PSG release. Tier C: vendor homepages and about pages, each opened: Everbridge (founded 2002), Singlewire (Madison HQ), Regroup (founded San Francisco 2006), Omnilert (founded 2004), Voyent Alert!, F24, Crisis24/OnSolve and Pelmorex (Oakville address). ICEsoft's October 2021 Newsfile release covers Voyent Alert! adoption. NOT sourced, stated plainly: market size is UNVERIFIED. No vendor still files a figure for mass notification alone, Everbridge stopped reporting in 2024, and Motorola, BlackBerry and GardaWorld do not break out Rave, AtHoc or OnSolve. Deal prices for Rave and OnSolve were not disclosed. Alertus and Hyper-Reach were not opened (robots and a 403), and Genasys's own site was not opened because its robots.txt bars AI agents; its facts come from its 10-K. A 'Canada Alert' product separate from Alert Ready was not found and nothing is claimed about one. Voyent Alert! is ICEsoft of Calgary, not an Ottawa company. A $400M figure for Vista's 2021 AlertMedia stake appears in search snippets but was not confirmed at a source and is not used.
Where the industry talks
The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.
Emergency managers across government, universities and healthcare (it runs Universities and Colleges and Healthcare caucuses); issues the AEM and CEM certifications
State emergency-management directors, the state-level IPAWS alerting authorities and buyers
Ontario municipal and institutional emergency managers; runs the DEMCON conference and an October 2026 webinar series
National network of emergency-management practitioners and researchers; AGM at its symposium at NAIT, Edmonton, May 2026; publishes HazNet
Business-continuity journal and conferences (DRJ Fall 2026, Spring 2027). This is the corporate buyer of crisis notification
The public face of Canada's National Public Alerting System; publishes the alert count and the test schedule each alerting authority follows
APCO and NENA are already on the 911/CAD record and are not repeated. r/EmergencyManagement was not checked (reddit robots.txt disallows automated access). Urgent Communications and Government Technology's Emergency Management were not opened because their robots files bar AI agents.