Allot Earnings Call Transcripts
Fiscal Year 2026
-
Cybersecurity services for consumers and SMBs are driving rapid growth, with CCaaS now 30% of revenue and expected to surpass 60% YoY growth. Strong partnerships, recurring revenue, and innovation in AI-based protection underpin a strategy focused on CSP channels and expanding market reach.
Fiscal Year 2025
-
Delivered double-digit revenue growth in 2025, driven by strong SECaaS adoption and recurring revenue, with robust profitability and cash flow. Guidance for 2026 anticipates continued double-digit growth, strong margins, and further expansion in cybersecurity offerings.
-
Q3 2025 saw 14% revenue growth and record profitability, driven by strong CCAs and Smart product performance. CCAs ARR rose 60% year-over-year, and guidance was raised for both revenue and CCAs growth. Cash position strengthened to $81 million with no debt.
-
The company has transitioned from network intelligence to a high-growth cybersecurity-as-a-service model, leveraging CSP partnerships to reach mass-market consumers and small businesses. With strong recurring revenue, high margins, and recent major contract wins, it is positioned for continued expansion and innovation.
-
Q2 2025 saw 9% revenue growth and a 73% year-over-year surge in SECaaS ARR, now $25.2M. Major wins with Verizon and a Tier 1 EMEA telco, improved margins, and a debt-free balance sheet support raised 2025 guidance and strong long-term outlook.
-
Q1 2025 saw 6% revenue growth and a return to profitability, led by a 49% rise in CCaaS revenue and major telco partnerships. Full-year CCaaS ARR is expected to grow around 50%, with a strong pipeline in both Smart and security segments.
Fiscal Year 2024
-
Q4 and full-year 2024 saw a return to growth and profitability, driven by strong SECaaS performance and major new contracts. Gross margin rebounded to 70%, cash flow turned positive, and double-digit SECaaS growth is expected to continue in 2025.
-
Q3 saw a return to profitability, with revenue up 3% year-over-year and strong SECaaS growth (up 69%). Gross margin improved to 71.7%, and positive cash flow was achieved. SECaaS ARR and revenue are expected to continue double-digit growth, driven by new telecom partnerships.
-
Q2 saw positive operating cash flow, a 54% year-over-year increase in SECaaS revenue, and a 95% reduction in non-GAAP operating loss. SECaaS ARR is expected to grow 50% year-over-year, with new expansion agreements set to drive further growth.