Allot Ltd. Earnings Recaps
Q3 2025
Nov 20, 2025
Allot reported a strong third quarter for 2025, achieving a 14% year-over-year revenue increase and marked profitability improvements, driven by robust growth in its Cybersecurity as a Service segment.
Key takeaways
- Q3 revenue reached $26.4 million, the first double-digit growth in years, supported by a 60% year-over-year increase in CCaaS Annual Recurring Revenue (ARR).
- The company returned to operating profitability with solid gains across its cybersecurity and network intelligence offerings.
- Cash reserves exceeded $80 million with no debt, positioning Allot strongly for future growth and strategic investments.
- Continued traction with major telcos for CCaaS solutions is enhancing customer loyalty and subscription revenue opportunities.
- Full-year 2025 revenue guidance raised to $100–$103 million, indicating sustained momentum moving into 2026.
Q2 2025
Aug 14, 2025
Allot delivered robust second quarter 2025 results, characterized by a remarkable 73% year-over-year growth in its SECaaS segment and a significant strengthening of its balance sheet.
Key takeaways
- SECaaS ARR soared to $25.2 million, representing over 25% of total revenues for the first time.
- Overall revenue increased by 9% year-over-year, coupled with improved margins and operating cash flow.
- The successful launch of Verizon's My Biz Plan is expected to drive long-term growth, with over 30 million potential subscribers.
- Allot enhanced its financial position with over $72 million in net cash and no debt following a recent share offering.
- The company raised its SECaaS growth forecast for 2025 to a range of 55% to 60% year-over-year growth.