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    Rory Donald Wallace

    Research Analyst at Outerbridge Capital

    Rory Donald Wallace is Chief Investment Officer and Founder at Outerbridge Capital Management LLC, specializing in investment management across technology and technology-impacted sectors with a focus on value-driven, turnaround opportunities. He has played a leading role in covering and engaging with companies such as Barnes & Noble Education and Allot Ltd., notably driving a 380% share price increase at Barnes & Noble Education following a cooperation and board refresh. Wallace began his investment career at Straus Asset Management as a Portfolio Manager, later founding DHC Partners LP and serving as an Independent Director at Barnes & Noble Education before launching Outerbridge Capital in 2015. He holds an undergraduate degree from Stanford University and has held key strategic, analytical, and portfolio management roles, though there is no public record of FINRA registration or specific securities licenses.

    Rory Donald Wallace's questions to Allot (ALLT) leadership

    Rory Donald Wallace's questions to Allot (ALLT) leadership • Q1 2025

    Question

    Rory Donald Wallace asked about the potential for other operators to follow Verizon's lead in bundling security as a default option, the product roadmap for new offerings like OffNetSecure and NetProtect as a service, clarification on the '8-figure deals' in the Smart product pipeline, and the progress of the SECaaS transition with Vodafone.

    Answer

    CEO Eyal Harari stated that Verizon's bundling strategy is a strong vote of confidence that competitors will likely notice and potentially replicate. He detailed the product strategy of leveraging existing Smart assets into new 'as-a-service' offerings to create synergies. Harari confirmed the pipeline includes multi-million dollar and some 8-figure deals, driven by the new Tera III platform and increased go-to-market efforts. Regarding Vodafone, he noted that revenue from the SECaaS transition is flowing but has not yet peaked, representing further growth potential as they expand into more Vodafone operating companies.

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