Research analysts who have asked questions during Allot earnings calls.
Nehal Chokshi
Northland Capital Markets
8 questions for ALLT
Also covers: AGYS, AVPT, CSGS +13 more
JH
Jonathan Ho
William Blair & Company
5 questions for ALLT
Also covers: AKAM, AXON, CHKP +15 more
MC
Matt Calitri
Needham & Company, LLC
3 questions for ALLT
Also covers: ESTC
SE
Shaul Eyal
TD Cowen
3 questions for ALLT
Also covers: CGNT, CHKP, CLBT +14 more
Jonathan Ruykhaver
Cantor Fitzgerald
2 questions for ALLT
Also covers: CRWD, FROG, GTLB +6 more
RW
Rory Wallace
Outerbridge Capital Management
2 questions for ALLT
DK
David Kaynan
Kaynan Wealth Management
1 question for ALLT
MC
Matthew Calitri
Needham & Company
1 question for ALLT
Also covers: AI, CGNT, FROG +5 more
MK
Matt Kellitree
Needham & Company
1 question for ALLT
RD
Rory Donald Wallace
Outerbridge Capital
1 question for ALLT
Recent press releases and 8-K filings for ALLT.
Allot Reports Strong Q4 and Full-Year 2025 Results with Double-Digit Revenue Growth
ALLT
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Allot reported strong financial performance for Q4 2025, with revenue of $28.4 million, up 14% year-over-year, contributing to a full-year 2025 revenue of $102 million, an 11% increase from 2024.
- The Cybersecurity-as-a-Service (SECaaS) offering was a key growth driver, with Q4 2025 revenue of $8.1 million, up 70% year-over-year, and an Annual Recurring Revenue (ARR) of $30.8 million as of December 2025, up 69% year-over-year. Recurring revenue constituted 62% of total revenue for the full year.
- The company significantly improved profitability and cash flow, with full-year 2025 non-GAAP operating income reaching $8.9 million and non-GAAP net income at $10.9 million ($0.23 per diluted share). Allot generated $17.8 million in positive operating cash flow for the full year and ended 2025 with a strong balance sheet of $88 million in cash and no debt.
- Looking ahead to 2026, Allot forecasts continued double-digit revenue growth, with expected revenues between $113 million and $117 million, driven by strong double-digit SECaaS ARR growth and ongoing profitability improvements, supported by new product launches and significant project wins.
3 days ago
Allot Reports Strong Q4 and Full Year 2025 Results with Double-Digit Revenue Growth
ALLT
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Allot reported strong financial results for Q4 and full year 2025, with total revenue reaching $102 million for the full year, an 11% increase over 2024, and Q4 revenue at $28.4 million, up 14% year-over-year.
- The company achieved its highest level of profit and cash flow in over a decade, with non-GAAP operating income of $8.9 million and non-GAAP net income of $10.9 million ($0.23 per diluted share) for the full year 2025, alongside $17.8 million in positive operating cash flow.
- Cybersecurity-as-a-Service (SECaaS) was a primary growth driver, with ARR reaching $30.8 million as of December 2025, a 69% year-over-year increase, and recurring revenue comprising 62% of total revenue for the full year.
- Allot ended 2025 with a strong balance sheet, holding $88 million in cash and no debt.
- For 2026, Allot expects total revenue to be between $113 million and $117 million, projecting continued strong double-digit SECaaS ARR growth and profitability improvements.
3 days ago
Allot Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Guidance
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot delivered $102 million in total revenue for 2025, an 11% increase over 2024, with Cybersecurity as a Service (SECaaS) revenue reaching $26.8 million and its Annual Recurring Revenue (ARR) growing 69% year-over-year to $30.8 million by December 2025.
- The company achieved significant improvements in profitability and 2025, reporting $8.9 million in non-GAAP operating income and $10.9 million in non-GAAP net income, alongside $17.8 million in positive operating cash flow.
- Allot ended 2025 with a strong balance sheet, holding $88 million in cash and no debt.
- For 2026, Allot anticipates total revenue to be between $113 million and $117 million, with SECaaS expected to continue delivering strong double-digit ARR growth and contributing to overall revenue growth.
- The company is expanding its cybersecurity offerings with new products like Off-Net, Firewall as a Service, and identity protection, while leveraging AI to enhance solutions and address evolving threats in the consumer and SMB markets.
3 days ago
Allot Announces Strong Q4 2025 Results with Revenue Growth and Increased Profitability
ALLT
Earnings
Revenue Acceleration/Inflection
- Allot reported Q4 2025 revenues of $28.4 million, marking a 14% year-over-year increase, and achieved a gross margin of 72%.
- The company significantly improved profitability, with non-GAAP operating profit reaching $3.6 million and non-GAAP net income growing 105% year-over-year to $4.1 million in Q4 2025.
- Cybersecurity Annual Recurring Revenue (SECaaS ARR) demonstrated substantial growth, increasing 69% year-over-year to $30.8 million as of December 31, 2025.
- Allot maintained a strong financial position with $88 million in cash and short bank deposits and no debt as of December 31, 2025.
3 days ago
Allot Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Guidance
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot reported total revenue of $102 million for the full year 2025, an 11% increase over 2024, and Q4 2025 revenue of $28.4 million, up 14% year-over-year.
- The Cybersecurity-as-a-Service (SECaaS) offering was a primary growth driver, with Annual Recurring Revenue (ARR) up 69% year-over-year to $30.8 million as of December 2025, and SECaaS revenue growing 70% in Q4 2025 to $8.1 million.
- The company achieved significant profitability improvements in 2025, reporting non-GAAP operating income of $8.9 million and non-GAAP net income of $10.9 million (or $0.23 per diluted share) for the full year.
- Allot ended 2025 with a strong balance sheet, holding $88 million in cash and no debt, and generated $17.8 million in positive operating cash flow for the full year.
- For 2026, Allot forecasts double-digit revenue growth to between $113 million and $117 million, driven by continued strong double-digit ARR growth from its SECaaS business, alongside further profitability improvements.
3 days ago
Allot Ltd. Announces Fourth Quarter and Full Year 2025 Financial Results
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot Ltd. reported revenues of $28.4 million for the fourth quarter of 2025, a 14% increase year-over-year, and $102.0 million for the full year 2025, an 11% increase compared to 2024.
- Non-GAAP operating profit for Q4 2025 was $3.6 million, a 101% increase compared to Q4 2024, and for the full year 2025, it was $8.9 million, a significant improvement from $0.6 million in 2024.
- The company achieved 69% year-over-year SECaaS ARR growth in 2025, reaching $30.8 million as of December 2025.
- Allot ended 2025 with $88 million of total cash and no debt.
- For 2026, Allot is guiding for revenue growth acceleration to between $113 and $117 million, with continued profitability improvements.
3 days ago
Allot Outlines Growth Strategy and Financial Targets at Needham Conference
ALLT
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Allot's cybersecurity as a service (SECaaS) business, currently 30% of total business, is a key growth driver, projected to grow over 60% year-over-year in 2025 and over 50% in 2024. The larger networking segment (70% of business) is expected to show stable to slight growth.
- The company reported 14% top-line revenue growth in Q3. SECaaS boasts gross margins of approximately 80%, contributing to an overall gross margin of around 70% in Q3, with expectations for further improvement as SECaaS expands.
- Growth in SECaaS is fueled by new Communication Service Provider (CSP) partnerships, expansion within existing CSPs like Verizon and Vodafone, and continuous R&D innovation, including a recent partnership with Compax Ventures.
- Allot has strong revenue visibility for its networking business into 2026 and 2027 from new multi-million dollar deals. Overall, nearly 70% of the company's revenue is recurring.
- The long-term strategy for 2025-2027 targets profitable growth, aiming to increase Annual Recurring Revenue (ARR) to $100 million and then $200 million, with security services anticipated to become the majority of revenue.
Jan 14, 2026, 4:00 PM
Allot Discusses Growth Strategy and Financial Performance at Needham Conference
ALLT
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Allot's business is driven by its cybersecurity as a service (SECaaS) segment, which constitutes 30% of its business and is projected to grow over 60% year-over-year in 2025, significantly impacting top-line growth.
- The company reported 1.4% top-line revenue growth in Q3.
- SECaaS boasts high gross margins of approximately 80%, contributing to an overall gross margin of around 70% in Q3, with expectations for further improvement as SECaaS expands.
- Allot announced a new strategic partnership with Comcast Ventures to integrate its security offerings into Comcast's telco as a service model.
- Nearly 70% of Allot's total revenue is recurring, providing strong revenue visibility into 2026 and 2027.
Jan 14, 2026, 4:00 PM
Allot Highlights Strong Cybersecurity as a Service Growth and Strategic Vision at Needham Conference
ALLT
Revenue Acceleration/Inflection
Guidance Update
New Projects/Investments
- Allot's Cybersecurity as a Service (SECaaS) segment, comprising 30% of its business, is the primary growth driver, with over 60% year-over-year growth guided for 2025 and over 50% growth in 2024.
- The networking business, which makes up 70% of revenue, is expected to remain stable with slight growth, supported by new platforms like Tera III and a strong backlog extending into 2026 and 2027.
- The company reported 1.4% top-line revenue growth in Q3 and benefits from nearly 70% recurring revenue across its segments.
- SECaaS gross margins are approximately 80%, contributing to an overall Q3 gross margin of about 70%, with expectations for further improvement as SECaaS expands.
- Strategic partnerships, including a recent collaboration with Comcast Ventures and expansion with Verizon, are fueling SECaaS growth, with a long-term vision to achieve $100 million to $200 million in ARR.
Jan 14, 2026, 4:00 PM
Allot Partners with Compax Venture for Mobile Cybersecurity Services
ALLT
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Allot Ltd. announced a partnership with Compax Venture to integrate Allot NetworkSecure and OffNetSecure into Compax Venture's MVNO services, providing cyber protection to subscribers.
- This collaboration will enable Compax Venture's brand communities to offer comprehensive, advanced cybersecurity and content filtering protection, enhancing the value of their mobile services.
- For Allot, this partnership is expected to provide a crucial service differentiator and establish a sustainable recurring revenue stream, aiming to drive growth and increase customer loyalty.
Jan 13, 2026, 11:34 AM
Quarterly earnings call transcripts for Allot.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more