Allot Q1 Earnings Call Highlights

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Allot (NASDAQ:ALLT) reported a stronger commencement to 2026, with absorption pointing to accelerating gross growth, expanding cybersecurity gross and grounds operating currency travel during the company’s first-quarter net call.

Chief Executive Officer Eyal Harari said first-quarter gross roseate 14% twelvemonth implicit year, marking the company’s 3rd consecutive 4th of double-digit gross growth. He attributed the show to Allot’s “cybersecurity-first strategy,” peculiarly maturation successful its Security arsenic a Service, oregon SECaaS, business.

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“We intelligibly person transformed Allot into a profitable maturation company,” Harari said, adding that stronger visibility into recurring gross gives the institution assurance successful maintaining a mid-teens gross maturation trajectory implicit the coming year.

SECaaS Becomes Larger Share of Revenue

Chief Financial Officer Liat Nahum said Allot generated $26.4 cardinal successful first-quarter revenue, up 14% from the prior-year period. SECaaS gross totaled $8.7 million, up 71% twelvemonth implicit year, and represented 33% of full revenue, compared with astir one-fifth of gross a twelvemonth earlier.

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Allot’s SECaaS yearly recurring gross reached $33.7 cardinal arsenic of March 31, 2026, an summation of 59% twelvemonth implicit year. Overall, recurring gross represented 67% of full first-quarter revenue.

Harari said the increasing SECaaS concern is supported by stronger end-user adoption of cybersecurity services delivered done telecom operators. He said Allot is moving with existing communications work supplier customers to grow cybersecurity adoption portion besides pursuing caller bearer partnerships.