The earnings call highlights significant growth in Allot's SECaaS offerings and overall revenue, along with strategic partnerships and a strong financial position. Despite the challenges of long sales cycles in the telco market, the company's strong performance and strategic wins suggest a positive outlook.

Company Guidance -

Q3 2025

During Allot's conference call to discuss the financial results for the second quarter of 2025, the company reported strong performance across several metrics. The SECaaS (Security as a Service) annual recurring revenue (ARR) increased by 73% year-over-year, reaching $25.2 million, and contributed over 27% of the company’s total revenue, which grew by 9% year-over-year to $24.1 million. The company also achieved a non-GAAP gross margin of 73.4%, an improvement from 70.6% in the same quarter last year. Allot successfully strengthened its balance sheet, ending the quarter with $72 million in net cash and no debt, following a $46 million follow-on share offering. The company's SECaaS strategy is propelling growth, with a notable partnership with Verizon Business contributing significantly to revenue. Allot is optimistic about its future, raising its 2025 SECaaS ARR growth expectations to between 55% and 60% and projecting overall revenues of between $98 million and $102 million for the year.

SECaaS ARR Growth

SECaaS ARR was up 73% year-over-year, reaching $25.2 million, contributing over 1/4 of revenues for the first time.

Overall Revenue Growth

Allot reported a 9% year-over-year overall revenue growth with improved margins, profitability, and solid operating cash generation.

Verizon Business Partnership

The launch of Verizon Business's My Biz Plan contributed meaningfully to results, offering Allot's cybersecurity protection as a default. This partnership represents a significant long-term growth opportunity.

Strong Financial Position

Completed a share offering and ended the quarter with over $72 million in net cash and equivalents, with no debt.

Landmark Deal with Tier 1 Telco

Signed a multimillion-dollar agreement with a Tier 1 telco in EMEA, expected to contribute significantly to future growth over 2026 and 2027.

Non-GAAP Gross Margin Increase

Non-GAAP gross margin in the quarter was 73.4%, compared with 70.6% in the same quarter last year.

Allot (ALLT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ALLT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.04 / -	0.03	―	―	―
Aug 14, 2025	2025 (Q2)	0.00 / 0.03	-0.02	250.00% (+0.05)	―
May 12, 2025	2025 (Q1)	-0.05 / 0.02	-0.03	166.67% (+0.05)	―
Feb 25, 2025	2024 (Q4)	0.00 / 0.05	-0.43	111.63% (+0.48)	―
Nov 19, 2024	2024 (Q3)	-0.03 / 0.03	-0.28	110.71% (+0.31)	―
Aug 27, 2024	2024 (Q2)	-0.04 / -0.02	-0.49	95.92% (+0.47)	―
May 29, 2024	2024 (Q1)	-0.09 / -0.03	-0.21	85.71% (+0.18)
Feb 15, 2024	2023 (Q4)	-0.16 / -0.43	-0.13	-230.77% (-0.30)	―
Nov 16, 2023	2023 (Q3)	-0.27 / -0.28	-0.28	0.00% (0.00)	―	―
Aug 31, 2023	2023 (Q2)	-0.49 / -0.49	-0.11	-345.45% (-0.38)

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
Aug 14, 2025	$7.95	$7.23	-9.06%
May 12, 2025	$6.34	$7.87	+24.13%
Feb 25, 2025	$6.61	$7.73	+16.94%
Nov 19, 2024	$3.60	$3.90	+8.33%

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 Ltd (ALLT) report earnings?

Allot Communications Ltd (ALLT) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Allot Communications Ltd (ALLT) earnings time?

Allot Communications Ltd (ALLT) earnings time is at Nov 05, 2025, 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 2025 (Q3) is 0.04.

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