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    David Kaynan

    Research Analyst at Kaynan Wealth Management

    David Kaynan is an Investment Banking Analyst at Houlihan Lokey specializing in real estate equity and debt advisory, transaction execution, and strategic alternatives for institutional clients. He has contributed to key transactions in the real estate and capital markets sectors and has played a role in valuation services and fairness opinions for diverse property-level and entity-level deals. Since joining Houlihan Lokey, Kaynan has built experience structuring and executing value-optimizing transactions, previously supporting diligence and management profiling for education services clients during earlier analyst training. While specific professional credentials and securities licenses are not listed, Kaynan leverages financial analysis to support major clients across the real estate and broader capital markets landscape.

    David Kaynan's questions to Allot (ALLT) leadership

    David Kaynan's questions to Allot (ALLT) leadership • Q4 2024

    Question

    David Kaynan of Kaynan Wealth Management asked for historical context on SECaaS customer attachment rates to better understand the potential of the Verizon deal. He also inquired about the growth prospects for the legacy DPI business in 2025 and sought more color on the composition of the 'strong pipeline' mentioned in the prepared remarks.

    Answer

    CEO Eyal Harari responded, explaining that SECaaS attachment rates depend heavily on the carrier's go-to-market strategy but that an average of 15-25% is a reachable goal, with past successes nearing 50%. Regarding the legacy DPI business, Harari projected stable revenue for 2025 but noted a potential for upside, tempered by low predictability. He clarified that the strong pipeline is diverse, containing opportunities for new SECaaS customers, expansions with existing clients, and deals for the 'Smart' product line.

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