)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Allot
Allot (ALLT) investor relations material
Allot Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved strong Q4 and full-year 2025 results, with double-digit revenue growth and record profitability, driven by cybersecurity-first strategy and SECaaS expansion.
SECaaS ARR grew 69% year-over-year to $30.8 million, now representing a significant portion of total revenue.
Focused on underserved consumer and SMB cybersecurity markets, launching new solutions and expanding partnerships, including MVNOs and major telco wins.
Transitioned from a GAAP operating loss in 2024 to a profit in 2025, achieving the highest profit in over a decade.
Financial highlights
Q4 2025 revenue was $28.4 million, up 14% year-over-year; full-year revenue reached $102 million, up 11% from 2024.
SECaaS revenue in Q4 was $8.1 million, up 70% year-over-year; full-year SECaaS revenue was $26.8 million (26% of total revenue).
Non-GAAP gross margin for Q4 was 71.9%; full-year non-GAAP gross margin was 72%.
Q4 non-GAAP operating income was $3.6 million (12.7% margin), up 101% year-over-year; full-year non-GAAP operating income was $8.9 million.
Q4 non-GAAP net income was $4.1 million ($0.08/share), up 105% year-over-year; full-year non-GAAP net income was $10.9 million ($0.23/share).
Operating cash flow was $8.1 million in Q4 and $17.8 million for the year; cash and investments at year-end totaled $88 million, with no debt.
Outlook and guidance
Forecasting 2026 revenue between $113 million and $117 million, with continued double-digit SECaaS ARR growth and profitability improvements.
SECaaS ARR expected to maintain robust double-digit growth, outpacing total company revenue growth.
Gross margin expected to remain around 70%, with some cost pressure from AI-driven hardware demand and currency fluctuations.
Increased investment in sales, marketing, and R&D planned to support pipeline and product innovation.
Cybersecurity-first strategy impact on products
Why did Asia Pacific revenue share decrease?
What drove the significant operating profit increase?
Quantify 2026 SECaaS ARR growth expectations
AI's impact on future product development
Smart product line's 2026-2027 revenue visibility
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Allot earnings date
Q1 202611 May, 2026
Allot
Next Allot earnings date
Q1 202611 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage