Key Takeaways Allot posted Q4 EPS of 8 cents on $28.4M revenues, both above estimates and up Y/Y.Allot's SECaaS revenues jumped 68.8% year over year, making up 28% of total sales.ALLT guides 2026 revenues of $113-$117M, with the consensus estimate for EPS pegged at 28 cents.Allot Ltd. (ALLT) reported better-than-expected fourth-quarter 2025 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.Allot’s fourth-quarter non-GAAP earnings of 8 cents per share surpassed the Zacks Conse ...

Allot Communications (ALLT) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.08%. A quarter ago, it was expected that this internet protocol services company would post earnings of $0.04 per share when it actually produced earnings of $0.1, delivering a surprise of +150%.Over the l ...

Non-GAAP operating income more than doubled to $3.6 million in the fourth quarter from $1.8 million in the prior-year quarter. For the full year, non-GAAP operating income rose to $8.9 million from $0.6 million in 2024. Non-GAAP net income was $4.1 million, or $0.08 per diluted share, in the fourth quarter, and $10.9 million, or $0.23 per diluted share, for the full year.On a non-GAAP basis, Allot reported fourth-quarter gross margin of 71.9%, up from 69.7% a year earlier. Full-year 2025 non-GAAP gross marg ...

Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEyal Harari - CEOKenny Green - Co-Founder and DirectorLiat Nahum - CFOMatt Calitri - VP of Equity ResearchRory Wallace - Founder and Chief Investment OfficerConference Call ParticipantsJonathan Ho - Research AnalystJonathan Ruykhaver - Senior Research AnalystNehal Chokshi - Senior Research AnalystShaul Eyal - Managing Director and Senior AnalystKenny GreenGood day to all of you, welcome to Allot conference call to ...

Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEyal Harari - CEOKenny Green - Co-Founder and DirectorLiat Nahum - CFOMatt Calitri - VP of Equity ResearchRory Wallace - Founder and Chief Investment OfficerConference Call ParticipantsJonathan Ho - Research AnalystJonathan Ruykhaver - Senior Research AnalystNehal Chokshi - Senior Research AnalystShaul Eyal - Managing Director and Senior AnalystKenny GreenGood day to all of you, welcome to Allot conference call to ...

Financial Data and Key Metrics Changes - The company reported a strong fourth quarter with revenue of $28.4 million, up 14% year-over-year, and total revenue for 2025 reached $102 million, an 11% increase from $92.2 million in 2024 [17][4] - Cybersecurity-as-a-Service (CCaaS) revenue was $8.1 million in the fourth quarter, up 70% year-over-year, and comprised 28% of total revenue for the quarter [17][4] - Annual recurring revenue (ARR) for CCaaS was $30.8 million as of December 2025, reflecting a 69% year-over-year increase [17][4] - Non-GAAP operating income for Q4 was $3.6 million, a 101% increase compared to $1.8 million in Q4 2024, and for the full year, it was $8.9 million compared to $0.6 million in 2024 [19][20] - The company ended 2025 with over $88 million in cash and no debt, providing strategic flexibility for growth initiatives [5][20] Business Line Data and Key Metrics Changes - Recurring revenue increased to 28% of total revenue in Q4 and represented 62% of total revenue for the full year, enhancing revenue visibility [5][17] - The CCaaS offering is the primary growth driver, with significant traction and a strong pipeline of new business opportunities [6][15] Market Data and Key Metrics Changes - The company is focused on expanding its partnerships with Communication Service Providers (CSPs) and telcos to enhance its market reach [6][7] - The partnership with Compax Venture allows for the introduction of cybersecurity services to MVNO customers, expanding the addressable market [6][7] Company Strategy and Development Direction - The company aims to be a cybersecurity-first organization, integrating cybersecurity and network intelligence to enhance its service offerings [5][6] - The strategy includes expanding the CCaaS model and introducing new products like Off-Net solutions to increase average revenue per user (ARPU) [8][11] - The company plans to evolve its offerings to provide comprehensive protection for consumers and SMBs, addressing underserved markets [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, expecting continued double-digit revenue growth in 2026, with total revenue projected between $113 million and $117 million [15][23] - The company anticipates strong demand for its cybersecurity services, driven by increasing awareness of cybersecurity threats [48][72] - Management acknowledged potential cost pressures from supply chain constraints but remains confident in maintaining a gross margin around 70% [21][23] Other Important Information - The company is actively investing in marketing and sales to strengthen its go-to-market capabilities and support new product launches [14][23] - Participation in major industry events like Mobile World Congress and RSA Conference is planned to showcase new products and drive customer engagement [14][15] Q&A Session Summary Question: What drove the strength in the CCaaS business this quarter? - Management noted strong adoption rates for security services launched with customers, contributing to increased ARR and revenue [26] Question: Can you elaborate on the MVNO opportunity? - Management highlighted that targeting MVNOs with cybersecurity offerings could differentiate their services and potentially unlock significant new revenue streams [30][32] Question: Is the wording around CCaaS ARR expectations more positive than a year ago? - Management confirmed strong demand for solutions and visibility into growth, indicating robust expectations for CCaaS ARR [36][38] Question: What is the book-to-bill ratio in the Smart business? - Management reported a book-to-bill ratio over one, indicating strong demand and a healthy backlog for 2026 [78][79] Question: How is the company addressing AI-driven fraud attempts? - Management emphasized leveraging network visibility to identify and protect against sophisticated fraud attempts, enhancing customer security [68][69]

1 Q4 2025 Earnings Feb 25th , 2026 Allot Q4-25 Earning EYAL HARARI Chief Executive Officer LIAT NAHUM Chief Financial Officer 2 Forward Looking Statements This presentation contains forward-looking statements, which express the current beliefs and expectations of Company management. Such statements involve a number of known and unknown risks and uncertainties that could cause our future results, performance or achievements to differ significantly from the results, performance or achievements set forth in su ...

Key Takeaways Allot's SECaaS ARR surged 60% year over year in Q3 2025, reaching 28% of total revenues.ALLT sees growth from Tier-1 telecom launches, rising subscribers and higher attach rates.Allot's Compax Venture deal expands SECaaS to MVNOs, boosting recurring revenue mix.Allot Ltd. (ALLT) is witnessing strong growth in its Cybersecurity as a Service (SECaaS) business, which is becoming the main driver for the company's revenue growth. In the third quarter of 2025, SECaaS annual recurring revenues (ARR) ...

Allot Limited (NASDAQ:ALLT) is one of the 9 small-cap software infrastructure stocks with the highest upside potential. On January 12, Cantor Fitzgerald began coverage of Allot Limited (NASDAQ:ALLT), assigning an Overweight rating and a $15 price target. This resulted in an upside potential of more than 49% at the prevailing level. Copyright: bluebay / 123RF Stock Photo The firm highlighted the company’s transition towards a security-centric consumer model, supported by the growing contribution of Secu ...

Group 1: Small-Cap Stocks Overview - Small-cap stocks have underperformed large- and mid-cap indexes globally over the past decade, with exceptions in India and Australia, but valuation-driven opportunities may arise within this segment [1] - The valuation gap between large and small-cap stocks is more pronounced in Europe than in the U.S., indicating potential for growth in small-cap investments [2] Group 2: Software Industry Outlook - The global software industry is expected to see significant AI adoption and a shift towards AI-first products by 2026, leading to increased competition [3] - Larger software companies are likely to invest in becoming comprehensive platforms through strategic acquisitions, creating investment opportunities in select areas [3] Group 3: Small-Cap Software Infrastructure Stocks - A methodology was employed to identify U.S.-listed software infrastructure companies with market capitalizations between $300 million and $2 billion, focusing on those with at least 45% upside potential [6] - Nine small-cap software infrastructure stocks with the highest upside potential were selected and ranked [4][6] Group 4: Allot Limited (NASDAQ:ALLT) Analysis - Allot Limited has an upside potential of 45.6%, with Cantor Fitzgerald assigning an Overweight rating and a $15 price target, indicating a potential upside of over 49% [9] - The company is transitioning towards a security-centric consumer model, benefiting from strong business momentum and partnerships with telecom carriers, while its valuation remains below comparable companies [10] - Allot Limited offers network intelligence and security solutions, including a comprehensive suite of end-to-end security management services through its Allot Secure Management platform [12]