ALLTNasdaqComputer Communications EquipmentUS GAAP · USD

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.

Kysy yhtiöstä
Liikevaihto102milj. USD
+10,6 %v/v
Liikevoitto (EBIT)3,6milj. USD
+159,9 %v/v
EBIT-marginaali3,5%
+10,1 %-yks.v/v
Nettotulos3,7milj. USD
+163,1 %v/v
Vapaa kassavirta15,5milj. USD
+472,1 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−100−50050100150milj. USD2020: 136 milj. USD2020: EBIT −9,0 milj. USD20202021: 146 milj. USD2021: EBIT −14 milj. USD20212022: 123 milj. USD2022: EBIT −32 milj. USD20222023: 93 milj. USD2023: EBIT −65 milj. USD20232024: 92 milj. USD2024: EBIT −6,0 milj. USD20242025: 102 milj. USD2025: EBIT 3,6 milj. USD20251023,6
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
SECaaS28 %

Security-as-a-service offerings delivered through Allot's network-native security platform.

Products30 %

Software and platform products sold for security, intelligence, and traffic management use cases.

Support and maintenance22 %

Recurring support, maintenance, and related services for installed platforms.

Professional services10 %

Implementation, integration, and other project-based services for customer deployments.

Other recurring services10 %

Additional recurring revenue streams tied to customer usage and platform deployment.

Tuotteet

Raportoitu · osuus liikevaihdosta
69,6%30,4%FY2025100 %
  • Services69,6 %
  • Products30,4 %

Lähde: 20-F/A FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

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.

Mobile service providers

Buy embedded security and network intelligence solutions to protect subscribers and add service value.

Fixed and broadband providers

Use traffic control, shaping, and security functions to manage network performance and protection.

Cloud service providers

Deploy security and analytics offerings within cloud-delivered service environments.

Enterprises

Purchase network intelligence and cybersecurity products for visibility, control, and protection.

Strategia

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.

Grow recurring security revenueLyhyt aikaväli

Recurring revenue improves visibility and reduces dependence on one-time product sales.

Deepen service-provider deploymentsKeskipitkä aikaväli

Operators can distribute Allot's services to large subscriber bases through their networks.

Broaden enterprise penetrationKeskipitkä aikaväli

Enterprise sales diversify end markets and extend the platform beyond telecom use cases.

Maantiede

2025

Allot 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.

Europe70 %
Americas30 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

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.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Competitive pressure in cybersecurity software1Customer concentration in service providers2Revenue timing from multi-year contracts3Implementation and integration risk4
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Competitive pressure in cybersecurity softwareVaikutus: KorkeaTodennäköisyys: Korkea

    The company operates in a crowded market where platform differentiation and pricing matter.

    Kohdistuu: SECaaS and network security

  2. Customer concentration in service providersVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A meaningful share of the business depends on telecom and cloud operators adopting and renewing deployments.

    KohdistuuMobileFixedCloud service providers
  3. Revenue timing from multi-year contractsVaikutus: KeskitasoTodennäköisyys: Korkea

    Contract milestones, renewals, and deferred revenue can shift reported revenue between periods.

    Kohdistuu: SECaaS and support contracts

  4. Implementation and integration riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Products must be embedded in customer networks and may require technical customization.

    Kohdistuu: Service-provider deployments

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition by offering type

Products, SECaaS, and services may be recognized at different points or over time.

Vaikutus: Can change reported revenue mix and quarterly comparability

Deferred revenue and RPO

The company discloses remaining performance obligations and deferred revenue balances.

Vaikutus: Helps assess future revenue conversion

Variable consideration in SECaaS

SECaaS base fees may require estimates of collectible and measurable consideration.

Vaikutus: Can affect revenue estimates and adjustments

Management estimates

U.S. GAAP requires judgment for accruals, contingencies, and revenue-related estimates.

Vaikutus: May affect earnings and balance-sheet items

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Check Point Software Technologies Ltd

CHKP · Services-Prepackaged Software

Gilat Satellite Networks Ltd

GILT · Radio & Tv Broadcasting & Communications Equipment

Alarum Technologies Ltd.

ALAR · Services-Prepackaged Software

Arqit Quantum Inc.

ARQQ · Services-Prepackaged Software

Elbit Systems Ltd

ESLT · Aircraft Parts & Auxiliary Equipment, NEC

Ceragon Networks Ltd

CRNT · Radio & Tv Broadcasting & Communications Equipment

Päivitetty: 28.9.2026