Allot Ltd. (ALLT) Q1 2026 Earnings Call Transcript
Allot Ltd. (ALLT) Q1 2026 Earnings Call Transcript
Allot Q1 Earnings Call Highlights
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) Beats Q1 Earnings and Revenue Estimates
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: Multiple Inflection Points Support An $18.50 SOTP
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.
Allot's Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
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 Ltd. (ALLT) Q4 2025 Earnings Call Transcript
Allot Communications (ALLT) Beats Q4 Earnings and Revenue Estimates
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.
Is Cybersecurity as a Service Becoming Allot's Core Growth Engine?
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.
Allot Pre-Q4 Earnings Analysis: Should You Hold or Fold the Stock?
ALLT heads into Q4 with double-digit revenue growth expected as SECaaS momentum builds, while valuation remains below peers.
Allot Rises 15% in 3 Months: Should You Hold or Fold the Stock?
ALLT jumps 15% in three months as SECaaS ARR surges over 60%, lifts 2025 outlook and trades at a discount to peers.
Allot's Zero-CAC Arbitrage Driving Structural SaaS Re-Rating
Allot Ltd. is rated Buy, driven by a structural shift from legacy hardware to high-margin Security-as-a-Service (SECaaS) with a Zero-CAC distribution model. ALLT's SECaaS ARR is growing over 60% year-over-year, driving operating leverage, gross margins above 72%, and a non-linear expansion in free cash flow margins. Sum-of-the-Parts analysis indicates 42% upside, with intrinsic equity value at $12.94/share versus the current $9.14, if SECaaS multiples re-rate.
Allot Rises 21% in 6 Months: Should You Buy the Stock Right Now?
ALLT shares climb 20.6% in six months as surging SECaaS adoption, raised guidance and improving recurring revenue strengthen Allot's growth outlook.
