Allot Ltd. Q2 2025 Earnings Recap

ALLT Q2 2025 August 14, 2025

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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.

Earnings Per Share Beat

$0.03 vs $-0.02 est.

+250.0% surprise

Revenue Beat

24051000 vs 22900000 est.

+5.0% surprise

Market Reaction

1-Day -9.06%

5-Day -8.43%

30-Day +9.81%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ALLT on AllInvestView.

Next Q3 2025