Research analysts who have asked questions during Allot earnings calls.
Nehal Chokshi
Northland Capital Markets
6 questions for ALLT
Also covers: AGYS, AVPT, CSGS +12 more
JH
Jonathan Ho
William Blair & Company
3 questions for ALLT
Also covers: AKAM, AXON, CHKP +15 more
MC
Matt Calitri
Needham & Company, LLC
2 questions for ALLT
DK
David Kaynan
Kaynan Wealth Management
1 question for ALLT
MK
Matt Kellitree
Needham & Company
1 question for ALLT
RD
Rory Donald Wallace
Outerbridge Capital
1 question for ALLT
SE
Shaul Eyal
TD Cowen
1 question for ALLT
Also covers: CGNT, CHKP, CLBT +14 more
Recent press releases and 8-K filings for ALLT.
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.
7 days ago
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.
7 days ago
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.
7 days ago
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.
8 days ago
Allotex Receives Conditional FDA Approval for U.S. Clinical Study
ALLT
New Projects/Investments
Revenue Acceleration/Inflection
- Allotex Inc., a commercial-stage ophthalmic company in Europe, has received conditional Investigational Device Exemption (IDE) approval from the U.S. Food and Drug Administration (FDA) to initiate a U.S. clinical study for its ALLO-1™ product, a tissue-based solution for presbyopia.
- This approval represents a significant step-change, transitioning Allotex from commercialization in Europe, Canada, and other regions to U.S. clinical execution, positioning the company for global scale.
- The ALLO-1™ product already has real-world clinical use in Europe, and the FDA approval allows Allotex to gather U.S. clinical data to accelerate its path toward creating a new category in surgical presbyopia correction.
- Allotex is selectively engaging investors to support its global scale-up strategy, anticipating multiple near-term value inflection points.
Jan 8, 2026, 7:00 AM
Allot Reports Strong Q3 2025 Results with Double-Digit Revenue Growth and Raised Full-Year Guidance
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot reported Q3 2025 revenue of $26.4 million, a 14% year-over-year increase, marking the first double-digit year-over-year revenue growth in multiple years.
- The company achieved non-GAAP operating income of $3.7 million and non-GAAP net income of $4.6 million, or $0.10 per diluted share, representing its highest operating profitability in over a decade.
- Cybersecurity as a Service (CCAS) revenue surged 60% year-over-year to $7.3 million, making up 28% of total revenue, with CCAS Annual Recurring Revenue (ARR) reaching $27.6 million as of September 2025.
- Allot raised its full-year 2025 revenue guidance to between $100 million and $103 million and anticipates year-end CCAS ARR to exceed 60% year-over-year growth.
- The company concluded Q3 2025 with a strong financial position, holding $81 million in cash and no debt.
Nov 20, 2025, 2:00 PM
Allot Reports Strong Q3 2025 Results with Double-Digit Revenue Growth and Raised Full-Year Guidance
ALLT
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Allot reported Q3 2025 revenue of $26.4 million, marking a 14% year-over-year increase, and achieved its highest operating profitability in over a decade with a non-GAAP operating income of $3.7 million.
- The Cybersecurity as a Service (CCAS) segment demonstrated strong growth, with Annual Recurring Revenue (ARR) reaching $27.6 million as of September 2025, an increase of 60% year-over-year, and contributing 28% of total revenue.
- The company raised its full-year 2025 revenue guidance to between $100 million and $103 million and anticipates year-end CCAS ARR growth to exceed 60%.
- Allot ended Q3 2025 with a strong financial position, reporting $81 million in cash, bank deposits, and investments and no debt.
Nov 20, 2025, 2:00 PM
Allot Reports Strong Q3 2025 Results with Double-Digit Revenue Growth and Raised Full-Year Guidance
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot reported Q3 2025 revenue of $26.4 million, an increase of 14% year-over-year, and achieved a non-GAAP operating income of $3.7 million.
- The Cybersecurity as a Service (CCAs) segment demonstrated significant growth, with Annual Recurring Revenue (ARR) reaching $27.6 million as of September 2025, representing a 60% year-over-year increase, and contributing 28% of total revenue.
- The company's financial position is strong, with $81 million in cash and no debt as of September 30, 2025, and it generated $4 million in positive operating cash flow during the quarter.
- Allot raised its full-year 2025 revenue guidance to between $100 million and $103 million and anticipates year-end CCAs ARR growth to exceed 60% year-over-year.
Nov 20, 2025, 2:00 PM
Allot Announces Strong Third Quarter 2025 Financial Results and Raises Full Year Guidance
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot Ltd. reported revenues of $26.4 million for the third quarter of 2025, marking a 14% increase year-over-year.
- The company achieved GAAP operating income of $2.2 million and non-GAAP operating income of $3.7 million in Q3 2025, a significant improvement from the prior year.
- SECaaS ARR grew 60% year-over-year to $27.6 million as of September 2025, with SECaaS representing 28% of overall revenue.
- Allot generated $4.0 million in positive operating cash flow and ended Q3 2025 with $81 million in total cash.
- Management raised its full year 2025 revenue guidance to between $100-103 million.
Nov 20, 2025, 11:30 AM
Allot Ltd. Announces Third Quarter 2025 Financial Results
ALLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Allot Ltd. reported revenues of $26.4 million for the third quarter of 2025, marking a 14% increase year-over-year.
- SECaaS Annual Recurring Revenue (ARR) reached $27.6 million as of September 2025, demonstrating a 60% year-over-year growth.
- The company achieved a GAAP operating income of $2.2 million and a Non-GAAP operating income of $3.7 million for Q3 2025.
- Allot Ltd. raised its full year 2025 revenue guidance to between $100 million and $103 million.
Nov 20, 2025, 11:07 AM
Quarterly earnings call transcripts for Allot.
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