Allot Communications (ALLT)
NASDAQ:ALLT
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.03Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was positive: the company reported accelerating revenue growth (14% YoY), strong and fast-growing SECaaS performance (SECaaS revenue +71% YoY; ARR +59% YoY; guidance for 40%+ SECaaS growth), improved margins and record operating cash flow, plus a healthy cash position and no debt. Offsetting factors include dependency on CSPs for service launches and timing, some one-time cash items and deferred revenue, Smart revenue timing variability, modestly higher operating investments and an inconsistency in stated full-year revenue ranges during the call. On balance, the positives — especially the rapid SECaaS adoption, improved profitability and strong cash generation — materially outweigh the risks and uncertainties discussed.Company Guidance
Revenue Growth
Total revenue of $26.4M in the quarter, up 14% year-over-year; third consecutive quarter of double-digit YoY growth, indicating accelerating top-line momentum.
SECaaS Acceleration
Security-as-a-Service revenue of $8.7M, up 71% YoY; SECaaS ARR of $33.7M, up 59% YoY. SECaaS represented ~33% of total revenue in the quarter (vs ~20% a year ago). Management now expects 40%+ SECaaS revenue growth for 2026.
Recurring Revenue Mix & Visibility
Recurring revenue represented 67% of total revenue, providing strong visibility into future quarters and supporting predictability of the business.
Profitability Improvements
Non-GAAP gross margin improved to 71.3% (vs 70.4% prior year). Non-GAAP operating income rose to $2.6M (operating margin 9.9%) vs $0.4M (1.8%) a year ago. Non-GAAP net income was $3.1M ($0.06 per diluted share) vs $0.8M ($0.02) prior-year quarter — showing substantial margin and profit expansion.
Strong Cash Generation & Healthy Balance Sheet
Record operating cash flow of $10.6M in the quarter. Cash, short-term deposits and investments totaled $98M as of March 31, 2026 (up from $88M at Dec 31, 2025). Company has no debt, supporting balance sheet flexibility.
Smart / Tera III Momentum
Won a significant multimillion-dollar Tera III upgrade with an existing Tier 1 operator and executing multimillion-dollar Smart projects; management cites multi-year Smart project revenue visibility into 2026, 2027 and beyond.
Investments Driving Pipeline
Increased investment in R&D and sales & marketing to expand product capabilities (AI-enabled security, identity, DDoS, firewall) and build pipeline across regions; positive reception at MWC and RSA reported, supporting further opportunity development.
ALLT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ALLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $7.86 | $8.38 | +6.62% |
Feb 25, 2026 | $9.81 | $6.91 | -29.56% |
Nov 20, 2025 | $8.54 | $8.67 | +1.52% |
Aug 14, 2025 | $7.95 | $7.23 | -9.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Allot Communications (ALLT) report earnings?
Allot Communications (ALLT) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Allot Communications (ALLT) earnings time?
Allot Communications (ALLT) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALLT EPS forecast?
ALLT EPS forecast for the fiscal quarter 2026 (Q2) is 0.06.