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Allot Communications Ltd (IL:ALLT)
:ALLT
Earnings Data
Report Date
May 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
14.11Last Year’s EPS
6.27Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive picture driven by double‑digit revenue growth, rapid SECaaS ARR expansion (up ~69% YoY), materially improved profitability and cash generation, a strengthened balance sheet with $88M cash and no debt, and multiple product launches and large Smart wins that improve multi‑year visibility. Notable risks include supply‑chain component cost pressure from AI data center demand, FX headwinds due to a weaker USD versus the shekel, higher planned sales and R&D investments, and timing uncertainty tied to CSP/MVNO go‑to‑market campaigns and long sales cycles. On balance, the company highlighted substantial operational and financial progress with manageable execution and macro risks going into 2026.Company Guidance
Double‑Digit Revenue Growth and Strong Quarterly Performance
Full‑year 2025 revenue of $102.0M, up 11% versus $92.2M in 2024; Q4 2025 revenue $28.4M, up 14% year‑over‑year.
Rapid Expansion of Cybersecurity as a Service (SECaaS)
Q4 SECaaS revenue of $8.1M, up 70% YoY and representing 28% of Q4 revenue; SECaaS ARR of $30.8M as of Dec‑2025, up 69% YoY; full‑year SECaaS revenue $26.8M (26% of total revenue).
Material Profitability Improvement and Cash Generation
Full‑year non‑GAAP operating income $8.9M versus $0.6M in 2024 (large YoY improvement); Q4 non‑GAAP operating income $3.6M, up 101% YoY. Full‑year non‑GAAP net income $10.9M ($0.23/diluted) versus $1.6M ($0.04) in 2024 (~+581% YoY). Q4 non‑GAAP net income $4.1M ($0.08), up 105% YoY.
Stronger Margins and Improved Cash Balance
Non‑GAAP gross margin improved to 71.9% in Q4 (from 69.7% prior year) and 72.0% for full year (from 70.6%). Positive operating cash flow of $8.1M in Q4 and $17.8M for the full year. Cash, bank deposits and investments totaled $88M at year‑end versus $59M a year earlier (increase of ~$29M). Company has no debt.
Product Innovation and Go‑to‑Market Momentum
New product releases and deployments include OffNet solution (upsold to existing/new customers), Firewall as a Service (live), DDoS protection for SMBs, and domain‑level identity monitoring. Pipeline of AI‑enabled products under development and planned product launches in 2026.
Large Smart (Network Intelligence) Contract Wins and Backlog Visibility
Recent wins include a Tier‑1 Asia multiyear deal (high single‑digit millions) and a prior tens‑of‑millions deal with a Tier‑1 EMEA operator; another high‑seven‑digit agreement announced. Book‑to‑bill reported >1 and Smart revenues expected to be recognized in 2026–2027, improving revenue visibility.
Outlook: Continued Double‑Digit Growth Guidance for 2026
Company expects 2026 revenue between $113M and $117M (guiding to continued double‑digit growth) and forecasts continued double‑digit ARR growth for SECaaS, with ongoing improvements in profitability.
IL: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
IL:ALLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | 2997.00 | 2355.00 | -21.42% |
Nov 20, 2025 | 2845.00 | 3165.00 | +11.25% |
Aug 14, 2025 | 2577.00 | 2470.00 | -4.15% |
May 12, 2025 | 2235.00 | 2675.00 | +19.69% |
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 (IL:ALLT) report earnings?
Allot Communications Ltd (IL:ALLT) is schdueled to report earning on May 19, 2026, Before Open (Confirmed).
What is Allot Communications Ltd (IL:ALLT) earnings time?
Allot Communications Ltd (IL:ALLT) earnings time is at May 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 the P/E ratio of Allot Communications Ltd stock?
The P/E ratio of Allot is N/A.
What is IL:ALLT EPS forecast?
IL:ALLT EPS forecast for the fiscal quarter 2026 (Q1) is 14.11.