Allot

ALLT

Market cap $307M

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.

69% YoY SECaaS ARR growth in 2025, with strong revenue growth and record profitability Guiding for revenue growth acceleration to $113-$117 million in 2026 HOD HASHARON, Israel, Feb. 25, 2026 /PRNewswire/ -- Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, today announced its unaudited financial results for the fourth quarter and full year of 2025.

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 outpaces CRWD with surging SECaaS growth and lower valuation as CrowdStrike faces slowing revenue momentum.

ALLT jumps 15% in three months as SECaaS ARR surges over 60%, lifts 2025 outlook and trades at a discount to peers.

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.

Hod Hasharon, Israel, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, announced today that it will host a conference call to discuss its fourth quarter and full year 2025 results on Wednesday, February 25, 2026 at 9:00 AM ET (2:00 PM UK, 4:00 PM Israel).