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Allot (ALLT) investor relations material

Allot Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary14 Aug, 2025

Executive summary

  • Achieved 9% year-over-year revenue growth to $24.1M in Q2 2025, with improved margins and a shift to non-GAAP profitability.

  • CCaaS/SECaaS ARR grew 73% year-over-year, reaching $25.2M and comprising 27% of total revenue, reflecting strong traction in security offerings.

  • Secured major new contracts, including a landmark multi-year deal with a tier one EMEA telco valued in the tens of millions.

  • Completed a $46M public share offering, repaid all debt, and ended the quarter with $72M in net cash.

  • Raised full-year 2025 revenue guidance to $98–102M and increased CCaaS/SECaaS ARR growth expectations to 55–60%.

Financial highlights

  • Q2 2025 revenue was $24.1M, up from $22.2M in Q2 2024, with 9% year-over-year growth.

  • Non-GAAP gross margin improved to 73.4% from 70.6% a year ago; GAAP gross margin at 72.1%.

  • Non-GAAP operating income was $1.2M, compared to a $1M loss in Q2 2024; GAAP operating loss narrowed to $0.4M.

  • Non-GAAP net profit was $1.5M (3¢ per diluted share), versus a net loss of $800K (2¢ loss per share) last year.

  • Operating cash flow was $4.4M in Q2; cash and equivalents totaled $72M as of June 30, 2025, with no debt outstanding.

Outlook and guidance

  • 2025 revenue guidance set at $98M–$102M, positioning for profitable growth.

  • CCaaS/SECaaS ARR expected to grow 55–60% year-over-year by year-end 2025.

  • Strong backlog and pipeline provide improved visibility for the second half of the year.

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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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