Allot (ALLT) Company Report

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

Transcript

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

Transcript

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

Transcript

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

Press Release

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

6-K

Allot Ltd. Discusses Cybersecurity-as-a-Service Growth and Financial Performance

ALLT

Revenue Acceleration/Inflection

Guidance Update

New Projects/Investments

Allot Ltd. (ALLT) is experiencing significant growth in its cybersecurity-as-a-service (SECaaS) business, reporting 73% year-over-year growth in Q2 and targeting $30 million in Annual Recurring Revenue (ARR) from this segment this year.
The company expects to achieve approximately $100 million in total revenue this year, representing about 8% growth, with 60% of its business being recurring revenue.
Allot has become profitable, generating positive cash flow and positive non-GAAP operating profit since Q4 of last year, and anticipates an operating profit margin of about 5% this year.
In late June, Allot completed a secondary offering that raised $55 million, leading to the elimination of convertible debt and making the company debt-free with over $70 million in capital as of the end of Q2.
The company recently secured a multi-million dollar networking deal in July, expected to contribute to revenue in 2026 and 2027, indicating potential growth in its traditional networking business.

Oct 21, 2025, 10:00 PM

Transcript

Allot Highlights Cybersecurity Growth and Recent Capital Raise

ALLT

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

Allot, established over two decades ago, has diversified into Security as a Service (SaaS), which is now its primary growth engine. This segment reported 73% year-over-year growth in Q2 and is projected to reach $30 million in Annual Recurring Revenue (ARR) this year.
The company expects to achieve approximately $100 million in revenue this year, representing about 8% growth, with 60% of its business being recurring. Allot became profitable and started generating positive cash flow and non-GAAP operating profit in Q4 of last year.
Allot completed a secondary offering in June, raising $55 million, and is now debt-free with over $70 million in capital as of the end of Q2.
The company recently secured a multi-million dollar networking deal in July, expected to contribute to 2026 and 2027 revenue, and is expanding its Security as a Service partnerships, including a 10x addressable market expansion with Verizon.

Oct 21, 2025, 10:00 PM

Transcript

Allot Ltd. Reports Reduced Net Loss and Increased Operating Cash Flow for Six Months Ended June 30, 2025

ALLT

Earnings

Revenue Acceleration/Inflection

Layoffs

Allot Ltd. reported total revenues of $47.2 million for the six months ended June 30, 2025, an increase of 7.1% compared to $44.1 million in the same period of 2024. This was primarily driven by a 21.5% increase in service revenues to $33.2 million, while product revenues decreased by 16.2% to $14.0 million.
The company significantly reduced its net loss to $(2.0) million (or $(0.05) per share) for the six months ended June 30, 2025, from $(5.9) million (or $(0.16) per share) in the prior year period.
Net cash provided by operating activities was $6.1 million for the six months ended June 30, 2025, a substantial improvement from net cash used in operating activities of $(1.1) million in the corresponding period of 2024. This improvement was partly attributable to a cost reduction process, including a reduction in workforce.
In June 2025, Allot Ltd. completed a private placement, issuing 5,000,000 Ordinary shares for $37.7 million in proceeds and redeemed $31.4 million of convertible debt. As of June 30, 2025, the company held $26.9 million in cash and cash equivalents and had $45.5 million in working capital.