Allot Ltd.
Allot Ltd. develops and sells network intelligence and security solutions for mobile, fixed, and cloud service providers as well as enterprises. Its products are used for network-native cybersecurity, traffic control and shaping, and application analytics across a global installed base.
Fiscal year 2025 · change from previous year
Development 2020–2025
Business
Share of revenueSecurity-as-a-service offerings delivered through Allot's network-native security platform.
Software and platform products sold for security, intelligence, and traffic management use cases.
Recurring support, maintenance, and related services for installed platforms.
Implementation, integration, and other project-based services for customer deployments.
Additional recurring revenue streams tied to customer usage and platform deployment.
Products
Reported · share of revenue- Services69.6 %
- Products30.4 %
Source: 20-F/A FY2025, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.
Customers
Allot sells primarily to communications service providers that embed its security and intelligence functions into their networks, as well as enterprises that use its platforms for network visibility and protection. The company also serves cloud service providers, with customer deployments spanning mobile, fixed, and cloud environments.
Buy embedded security and network intelligence solutions to protect subscribers and add service value.
Use traffic control, shaping, and security functions to manage network performance and protection.
Deploy security and analytics offerings within cloud-delivered service environments.
Purchase network intelligence and cybersecurity products for visibility, control, and protection.
Strategy
Allot's strategy centers on embedding security and network intelligence into service providers' networks so customers can offer differentiated services to end users. The company also expands recurring revenue through SECaaS and maintenance, while leveraging its installed base of service providers and enterprises to deepen adoption.
Recurring revenue improves visibility and reduces dependence on one-time product sales.
Operators can distribute Allot's services to large subscriber bases through their networks.
Enterprise sales diversify end markets and extend the platform beyond telecom use cases.
Geography
2025Allot operates globally, with customer deployments across service providers and enterprises in multiple regions. The company is incorporated in Israel and reports securities listings in both the U.S. and Israel, but its commercial footprint is international rather than concentrated in one country.
Share of the revenue the company reports by geography.
Risks
Allot's business depends on winning and retaining long-sales-cycle contracts with service providers and enterprises, which can make revenue timing uneven. Competition in cybersecurity and network software, plus the need to integrate into customer networks, can slow adoption and increase execution risk.
- Competitive pressure in cybersecurity softwareImpact: HighLikelihood: High
The company operates in a crowded market where platform differentiation and pricing matter.
Exposure: SECaaS and network security
- Customer concentration in service providersImpact: HighLikelihood: Medium
A meaningful share of the business depends on telecom and cloud operators adopting and renewing deployments.
Exposure - Revenue timing from multi-year contractsImpact: MediumLikelihood: High
Contract milestones, renewals, and deferred revenue can shift reported revenue between periods.
Exposure: SECaaS and support contracts
- Implementation and integration riskImpact: MediumLikelihood: Medium
Products must be embedded in customer networks and may require technical customization.
Exposure: Service-provider deployments
Accounting
Judgemental itemsProducts, SECaaS, and services may be recognized at different points or over time.
Impact: Can change reported revenue mix and quarterly comparability
The company discloses remaining performance obligations and deferred revenue balances.
Impact: Helps assess future revenue conversion
SECaaS base fees may require estimates of collectible and measurable consideration.
Impact: Can affect revenue estimates and adjustments
U.S. GAAP requires judgment for accruals, contingencies, and revenue-related estimates.
Impact: May affect earnings and balance-sheet items
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Last updated: 28/09/2026