David Kaynan's questions to Allot Ltd (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.