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Allot (ALLT) investor relations material
Allot LD Micro Main Event XIX Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.LD Micro Main Event XIX Investor Conference summary21 Oct, 2025
Company overview and strategic focus
Established over two decades ago, specializing in network intelligence and now cybersecurity.
Shifted focus five years ago to cybersecurity, targeting underserved small business and consumer markets.
Leverages relationships with communication service providers (CSPs) as strategic partners, enabling a B2B2C/B2B2B model.
Offers two main product lines: network intelligence (75% of business) and cybersecurity-as-a-service (SECaaS, 25%).
Over 1 billion connected customers managed globally, with major CSPs and Fortune 500 clients.
Financial performance and growth
Achieved 73% year-over-year growth in SECaaS, aiming for $30 million ARR from this line in 2024.
Total revenue guidance for 2024 is around $100 million, with 8% expected growth.
About 60% of revenue is recurring, with positive cash flow and non-GAAP operating profit since Q4 2023.
High gross margins in SECaaS, often in the high 80s to 90% range.
Raised $55 million in a secondary offering in June, eliminated convertible debt, and is now debt-free with over $70 million in capital.
Market opportunity and business model
Focuses on mass-market cybersecurity, addressing a gap left by enterprise-focused competitors.
Partners with CSPs to reach millions of end customers, charging $1–$2 per subscriber for basic services.
Achieves high attach rates (15–50%) with carrier customers, creating a billion-dollar opportunity.
Growth driven by expanding carrier partnerships, upselling to existing network customers, and launching new services.
Not exclusive with any carrier; exploring additional channels for future expansion.
How does Allot's B2B2C model differ?
What drives high gross margin for CCAS?
Explain the new networking platform's impact.
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Next Allot earnings date
Q3 202518 Nov, 2025
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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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