Allot Ltd. (ALLT) SEC Filings & Earnings Calls
EquiReason read 22 Allot Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-10-22 — Annual general meeting results; one agenda item not approved, no material financial or operational impact..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 441.5M
- P/E TTM
- —
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 18 Nov, in 25 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
26 Aug 2026SC 13D/AQVT Financial LP filed an amended Schedule 13D disclosing an 11.72% activist stake in Allot Ltd., with intent to engage with management and board on strategy and operations.open
Figures in the filing · each found in the filing text
| Beneficial ownership shares · 2026-08-24 | 5,734,812 | |
| Percent of class · 2026-08-24 | 11.7% |
26 Aug 2026SC 13D/AQVT Financial LP filed an amended Schedule 13D disclosing an 11.72% activist stake in Allot Ltd., with intent to engage with management and board on strategy and operations.open
Figures in the filing · each found in the filing text
| Beneficial ownership shares · 2026-08-24 | 5,734,812 | |
| Percent of class · 2026-08-24 | 11.7% |
12 Aug 20266-KAllot 2Q26 earnings: revenue $27.7M (+15% y/y), SECaaS ARR $36.1M (+44% y/y), GAAP operating income $1.1M vs loss, non-GAAP operating income $2.7M (+125% y/y). Guidance raised to $115-118M from prior. $40M buyback authorized.earningsopen
Figures in the filing · each found in the filing text
| Total revenues · Q2-2026 | $28M | +15% y/y |
| SECaaS revenues · Q2-2026 | $9M | +47% y/y |
| SECaaS ARR · Q2-2026 | $36M | +44% y/y |
| GAAP operating income · Q2-2026 | $1M | -375% y/y |
| Non-GAAP operating income · Q2-2026 | $3M | +125% y/y |
| GAAP net income · Q2-2026 | $3M | -253% y/y |
| Non-GAAP net income · Q2-2026 | $5M | +207% y/y |
| Operating cash flow · Q2-2026 | $9M | +113% y/y |
| Cash and cash equivalents, bank deposits, restricted deposits and investments · Q2-2026 | $107M | +22% y/y |
Guidance
FY26 revenue raised to $115-118M from prior; SECaaS revenue growth expected 40% or more
Management raised full-year revenue guidance due to solid execution and visibility, with continued profitability improvement.
Risks flagged
Gross margin slightly declined y/y (71.3% vs 72.1% GAAP)
“Gross profit on a GAAP basis ... gross margin of 71.3% ... compared with ... 72.1%” · word for word
12 May 20266-KAllot reported Q1 2026 revenue of $26.4M (+14% YoY), SECaaS ARR $33.7M (+59% YoY), GAAP operating income $1.5M vs loss, record operating cash flow $10.6M.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $26M | +14% y/y |
| SECaaS revenue · SECaaS · Q1-2026 | $9M | +71% y/y |
| SECaaS ARR · SECaaS · March 2026 | $34M | +59% y/y |
| GAAP operating income · Q1-2026 | $2M | |
| Non-GAAP operating income · Q1-2026 | $3M | |
| Operating cash flow · Q1-2026 | $11M | |
| GAAP net income · Q1-2026 | $2M | |
| Non-GAAP net income · Q1-2026 | $3M | |
| Cash and cash equivalents, bank deposits, restricted deposits and investments · March 31, 2026 | $98M |
Guidance
2026 revenue guidance $113M-$117M, confident toward upper end; 40%+ SECaaS growth
Reaffirmed guidance with confidence toward upper end, driven by strong SECaaS growth and profitability improvements.
Risks flagged
Dependence on cybersecurity segment for growth; competition and market adoption risks.
“Forward-looking statements subject to risks; competitive landscape.”
31 Mar 202620-F/AAllot Ltd. reported a return to profitability in FY2025 with revenue growth of 10.6% YoY and operating income of $3.6 million.earningsopen
Figures in the filing · each found in the filing text
| Total revenues · FY2025 | $102M | +11% y/y |
| Net income (loss) · FY2025 | $4M | |
| Operating cash flow · FY2025 | $18M | +269% y/y |
| Free cash flow · FY2025 | $15M |
Risks flagged
Customer concentration in Africa
“During 2023, the Company recognized a $22,563 increase in the credit losses provision. This increase was primarily due to management’s estimation regarding the deterioration in the economic conditions of four customers, mainly in Africa, during 2023 and their ability to repay their outstanding debt.”
Allowance for credit losses remains elevated
“Allowance for credit losses amounted to $9,611 and $25,306 as of December 31, 2025 and 2024, respectively.”
26 Mar 202620-FAllot reported FY2025 results: net income of $3.7M vs net loss of $5.9M in FY2024, GAAP gross margin improved to 71.1% from 69.1%, SECaaS revenue grew 62% YoY to $26.8M, and operating cash flow turned positive at $17.8M.earningsopen
Figures in the filing · each found in the filing text
| SECaaS revenues · SECaaS · FY2025 | $27M | +62% y/y |
| Recurring revenues · FY2025 | $63M | +17% y/y |
| SECaaS ARR · SECaaS · FY2025 | $31M | +69% y/y |
| revenue · FY2025 | $102M | |
| net_income · FY2025 | $4M | |
| operating_cash_flow · FY2025 | $18M | +271% y/y |
| free_cash_flow · FY2025 | $16M | |
| GAAP gross margin · FY2025 | 71.1% | |
| Non-GAAP gross margin · FY2025 | 72.0% | |
| Non-GAAP net income · FY2025 | $11M |
Risks flagged
ILS appreciation risk
“In 2025, the ILS appreciated by approximately 14% against the U.S. dollar, and during the beginning of 2026 has continued to appreciate materially against the U.S. dollar” · word for word
5G architecture risk
“in 5G networks this TDF function will be merged with the User Plane Function (UPF), which is provided by major NEP (Network Equipment Provider) competitors. This change in network architecture may jeopardize Allot’s ability to sell a standalone TDF function” · word for word
Customer concentration risk
“In 2025, our ten largest customers accounted for 40.7% of our total revenues.” · word for word
Dependence on network intelligence solutions
“sales of our network intelligence solutions... accounted for 63% of our total revenue in 2025.”
SECaaS growth slower than anticipated
“the growth of our SECaaS recurring revenue model has been slower than originally anticipated.” · word for word
25 Feb 20266-KAllot reports Q4/FY2025 results: revenue +14% YoY in Q4, +11% FY; SECaaS ARR +69% YoY; GAAP operating profit $2.6M vs $0.3M; guides FY2026 revenue $113-117M; strong cash flow.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q4-2025 | $28M | +14% y/y |
| SECaaS ARR · SECaaS · December 2025 | $31M | +69% y/y |
| GAAP operating profit · Q4-2025 | $3M | |
| Non-GAAP operating profit · Q4-2025 | $4M | +100% y/y |
| Operating cash flow · Q4-2025 | $8M | +99% y/y |
| Cash and equivalents · December 31, 202 | $88M | |
| Revenue (FY) · FY2025 | $102M | +11% y/y |
| GAAP operating profit (FY) · FY2025 | $4M | |
| Non-GAAP operating profit (FY) · FY2025 | $9M | |
| Operating cash flow (FY) · FY2025 | $18M |
Guidance
FY2026 revenue guidance $113-117M vs FY2025 $102M
Guiding for revenue growth acceleration to $113-117M in 2026, with continued profitability improvements; strong backlog and visibility.
Risks flagged
Dependence on cybersecurity market growth and competitive dynamics.
“Growth primarily driven by cybersecurity solutions; any slowdown in demand could impact results.”
Guidance range implies potential variability; midpoint $115M vs FY2025 $102M implies ~13% growth.
“Guidance $113-117M; execution risk to achieve acceleration.”
20 Nov 20256-KAllot reported Q3 2025 revenues $26.4M (+14% YoY), SECaaS ARR $27.6M (+60% YoY), GAAP operating income $2.2M; raising full year guidance to $100-103M.earningsopen
Figures in the filing · each found in the filing text
| Revenues · Q3-2025 | $26M | +14% y/y |
| SECaaS ARR · SECaaS · September 2025 | $28M | +60% y/y |
| GAAP operating income · Q3-2025 | $2M | |
| Non-GAAP operating income · Q3-2025 | $4M | |
| Net income (GAAP) · Q3-2025 | $3M | |
| Operating cash flow · Q3-2025 | $4M | |
| Total cash · Q3-2025 | $81M |
Guidance
FY2025 revenue guidance raised to $100-103M
Raising full year 2025 revenue guidance to between $100-103 million; strong SECaaS growth and profitability.
Allot Ltd. — questions
- What did Allot Ltd. file recently?
- 22 SEC filings in the last 12 months. Latest: 6-K on 2026-10-22 — Annual general meeting results; one agenda item not approved, no material financial or operational impact.
Every figure on this page comes from Allot Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.