Allot Ltd. (NASDAQ: ALLT) will publish its fourth‑quarter and full‑year 2025 financial results on February 25 2026, and will host a conference call at 9:00 AM ET to discuss the data. The company confirmed that the unaudited results will be released ahead of the call, allowing analysts and shareholders to review the figures before management comments.
The earnings release will cover the quarter ended September 30 2025 and the year ended December 31 2025. The conference call, scheduled for 9:00 AM ET (2:00 PM UK, 4:00 PM Israel), will provide management commentary on revenue, earnings, and guidance for the upcoming year. Allot’s leadership will also address forward‑looking guidance for 2026 during the discussion.
Allot’s recent performance has been driven by a rapid expansion of its Security‑as‑a‑Service (SECaaS) segment. In Q3 2025, the company reported double‑digit year‑over‑year revenue growth, with SECaaS ARR increasing 73% YoY to $24.1 million. The company also raised its full‑year 2025 revenue guidance to $100–$103 million, reflecting confidence in continued demand for its cloud‑based security platform. Gross margins improved to 69.7% in Q4 2024 and 72.1% in Q2 2025, a result of higher mix of high‑margin SECaaS contracts and disciplined cost management.
Management highlighted that the SECaaS growth is underpinned by new contracts with major telecommunications providers, including Verizon Business and Vodafone UK. These deals not only boost recurring revenue but also strengthen Allot’s market position against competitors. The company’s cash position remains robust, with over $80 million in cash and no debt, providing flexibility to invest in product development and strategic acquisitions.
While Allot has not yet released specific guidance for 2026, analysts expect the company to maintain its upward trajectory in revenue and margin expansion, given the sustained demand for security‑as‑a‑service solutions. The company’s focus on recurring revenue models and its ability to secure large contracts suggest a positive outlook for long‑term growth, even as it continues to navigate competitive pressures in the cybersecurity market.
Analysts have historically responded positively to Allot’s earnings releases, noting the company’s strong margin performance and recurring revenue growth. The modest market reaction to prior earnings underscores the importance of the company’s financial fundamentals and management’s confidence in its strategic direction.
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