Allot Ltd
NASDAQ:ALLT
Allot Ltd
Allot Ltd. engages in the development and provision of network intelligence and security solutions for mobile, fixed service providers, and enterprises. The firm has a global and diverse customer base composed of mobile and fixed broadband service providers, cable operators, private networks, data centers, governments and enterprises, such as financial and educational institutions. Its integrated solutions include analytics, traffic management, video caching and optimization, policy control and charging, service enablement and security solutions. The Allot Service Gateway platforms (including Allot Service Gateway Tera, and Allot Service Gateway 9500), as well as Allot NetEnforcer platforms are based on technology, designed for in-line deployment in a range of networks. Allot service Gateway platforms are designed for deployment both on traditional and virtualized network access infrastructure.
Allot Ltd. engages in the development and provision of network intelligence and security solutions for mobile, fixed service providers, and enterprises. The firm has a global and diverse customer base composed of mobile and fixed broadband service providers, cable operators, private networks, data centers, governments and enterprises, such as financial and educational institutions. Its integrated solutions include analytics, traffic management, video caching and optimization, policy control and charging, service enablement and security solutions. The Allot Service Gateway platforms (including Allot Service Gateway Tera, and Allot Service Gateway 9500), as well as Allot NetEnforcer platforms are based on technology, designed for in-line deployment in a range of networks. Allot service Gateway platforms are designed for deployment both on traditional and virtualized network access infrastructure.
Revenue Growth: Allot delivered double-digit revenue growth in 2025, reaching $102 million, up 11% year-over-year.
Cybersecurity ARR: Cybersecurity as a Service annual recurring revenue (ARR) ended 2025 at $30.8 million, up 69% year-over-year, and is driving a growing share of total revenue.
Profitability: Allot reported its highest profit and operating cash flow in over a decade, with full-year non-GAAP net income of $10.9 million and operating cash flow of $17.8 million.
Balance Sheet: The company ended 2025 with $88 million in cash and no debt, providing strong liquidity and flexibility.
Guidance Raised: Management is guiding for 2026 revenue between $113 million and $117 million, representing continued double-digit growth, and expects further profitability improvements.
Margins: Gross margin is expected to remain around 70% in 2026, with some pressure from hardware component costs offset by a growing share of high-margin cybersecurity revenue.
SECaaS Momentum: Cybersecurity as a Service remains the main growth engine, with robust adoption among CSPs, MVNOs, and SMBs, and management expects strong double-digit ARR growth in 2026.
