Matt Calitri's questions to Allot Ltd (ALLT) leadership • Q2 2025
Question
Matt Calitri of Needham & Company asked for color on the go-to-market strategy with providers, internal efforts to convert pipeline, any macroeconomic impacts on sales cycles, and the progress of other multi-million dollar deals.
Answer
CEO Eyal Harari described the go-to-market strategy as a mix of sharing best practices with existing customers and using a dedicated sales team to hunt for new carrier partnerships. He stated that they see no significant macro influence, noting that long sales cycles (12-24 months) are typical for large telco deals. He attributed strong demand and a healthy pipeline to the new SG TerraThree platform and the company's 'security first' strategy.