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Allot
Allot (ALLT) investor relations material
Allot 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business overview and value proposition
Focuses on cybersecurity services for consumers and small businesses, leveraging relationships with communication service providers (CSPs) as strategic channels.
Legacy in network intelligence, now monetizing technology through CSP partnerships to protect end customers.
Growth strategy and business mix
Two business lines: networking (70% of revenue) and cybersecurity as a service (CCaaS, 30%).
Security services have shown strong double-digit growth, with 2024 growth over 50% and 2025 guidance above 60%.
Networking business expected to remain stable with slight growth.
Q3 reported 14% top-line revenue growth, driven by CCaaS momentum.
Drivers of CCaaS momentum
Expanded sales team and new CSP partnerships open large addressable markets.
Existing CSPs expand protection across more network segments and customer types.
Service maturity cycles of 3-4 years provide organic growth.
Ongoing R&D delivers new products like OffNet and firewall, enabling upsell and cross-sell.
How does SECaaS service maturity drive growth?
How does Tera III enable cross-sell to SECaaS?
What are key CSP adoption barriers for SECaaS?
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Latest summaries
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Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRINet loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high.
- 6 FebCRINet loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next Allot earnings date
Q4 202525 Feb, 2026
Allot
Next Allot earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Allot Ltd. is a provider of network intelligence and security-as-a-service solutions for various service providers and enterprises globally. The company’s product offerings include mobile security, distributed denial of service (DDoS) protection, Internet of Things (IoT) security, traffic control and shaping solutions, and deep packet inspection (DPI) technology. Allot’s solutions, such as Allot Secure, AllotSmart, and Allot DDoS Secure/5G Protect, cater to mobile, fixed, and cloud service providers, enabling them to optimize and secure their networks. The company markets its products through direct sales, distributors, resellers, original equipment manufacturers, and system integrators.The company is headquartered in Hod Hasharon, Israel, and its shares are listed on the NASDAQ.
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