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Allot Communications Ltd (ALLT)
NASDAQ:ALLT
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 12, 2025
|% Change Since: 33.91%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call presents a positive outlook with strong revenue growth, expanded partnerships, and new product launches. However, there are some uncertainties regarding the exact growth of SECaaS ARR, dependent on service provider marketing efforts.Company Guidance
During Allot's first quarter 2025 results conference call, the company highlighted several key metrics showcasing its strong performance and strategic direction. Allot reported a 6% year-over-year revenue increase, reaching $23.2 million, with the Security as a Service (SECaaS) solution playing a pivotal role by contributing 22% or $5.1 million to the quarterly revenue, up 49% from the previous year. The SECaaS annual recurring revenue (ARR) stood at $21.2 million, marking a 55% year-over-year increase. The company achieved a non-GAAP gross margin of 70.4% and reported a non-GAAP net income of $0.8 million, contrasting with a loss in the same quarter last year. Additionally, Allot maintained a positive operating cash flow of $1.7 million, boosting its cash position to over $60 million by the end of the quarter. These results were attributed to the successful execution of Allot's security-first strategy, partnerships with major telcos like Verizon and Vodafone, and the launch of new products, such as OffNetSecure. Looking ahead, Allot projects a SECaaS revenue and ARR growth of around 50% or more for the full year 2025, emphasizing its optimism about future profitability and market opportunities.Revenue and SECaaS Growth
First quarter revenue increased by 6% year-over-year to $23.2 million. SECaaS contributed $5.1 million, up 49% year-over-year, comprising 22% of total revenue.
Partnership Expansion with Verizon
Allot expanded its partnership with Verizon Business, providing cybersecurity protection to over 30 million mobile subscribers. Verizon became the largest contributor to SECaaS revenues in Q1.
Profitability Achieved
Allot reported a non-GAAP net income of $0.8 million, compared to a loss in the same quarter last year, with a positive operating cash flow of $1.7 million.
New Product Launches
Launched the OffNetSecure solution at RSA in San Francisco, expanding cybersecurity protection to off-network customers. Received positive feedback and strong interest.
Partnership Expansion with Vodafone
Continued growth in SECaaS adoption with Vodafone and potential expansions into more regions.
Smart Product Pipeline Growth
Increased demand for smart products, with a strong pipeline including multi-million and eight-figure deals, driven by the new Tera III platform.
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, 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% |
Aug 27, 2024 | $3.48 | $3.29 | -5.46% |
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 Aug 12, 2025, TBA Not Confirmed.
What is Allot Communications Ltd (ALLT) earnings time?
Allot Communications Ltd (ALLT) earnings time is at Aug 12, 2025, TBA Not 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 (Q2) is 0.