Allot NASDAQ: ALLT reported second-quarter 2026 revenue growth, improved profitability and stronger operating cash flow, supported by continued expansion of its Security-as-a-Service, or SECaaS, business and a sharp increase in North American sales.
Allot Communications (ALLT) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.03 per share a year ago.
Allot Ltd. (ALLT) Q1 2026 Earnings Call Transcript
Allot NASDAQ: ALLT reported a stronger start to 2026, with management pointing to accelerating revenue growth, expanding cybersecurity revenue and record operating cash flow during the company's first-quarter earnings call.
Allot Communications (ALLT) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.02 per share a year ago.
Allot Ltd. (ALLT) is entering a multi-year growth cycle, driven by surging SECaaS ARR (+69% YoY) and robust DNI bookings, with $88 million net cash and zero debt. Our $18.50 SOTP price target is based on 2025 trailing numbers, with potential upside from accelerating Verizon and Vodafone SECaaS adoption. CRPO now covers 97% of 2026 DNI revenue guidance versus 52% - 66% historically, signaling unprecedented forward visibility and suggesting management's outlook is highly conservative.
ALLT beats Q4 estimates as revenues rise 14% Y/Y, fueled by 69% SECaaS growth and expanding margins.
Allot Ltd. (ALLT) Q4 2025 Earnings Call Transcript
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.
ALLT's SECaaS ARR jumps 60% in Q3 2025, lifting recurring revenues to 63% and nearing 30% of sales as new telecom deals fuel growth.
ALLT heads into Q4 with double-digit revenue growth expected as SECaaS momentum builds, while valuation remains below peers.
ALLT jumps 15% in three months as SECaaS ARR surges over 60%, lifts 2025 outlook and trades at a discount to peers.