Allot Ltd (NAS:ALLT)

Q1 2025 Allot Ltd Earnings Call Transcript

May 12, 2025 / 01:00 PM GMT

Release Date Price: $7.87 (+24.13%)

Transcript

Key Points

Positve

Allot Ltd (ALLT) reported a 6% year-over-year increase in first-quarter revenues, marking a return to growth.
The company's Security as a Service Solution, CIA, contributed significantly to revenue, with a 55% year-over-year increase.
Allot Ltd (ALLT) achieved a non-GAAP net income of $0.8 million, compared to a loss in the same quarter last year.
The company reported positive operating cash flow of $1.7 million, increasing its cash position to over $60 million.
Allot Ltd (ALLT) secured a significant expansion of its partnership with Verizon Business, offering a substantial growth opportunity.

Negative

The official launch of Verizon's mobile service occurred only in mid-April, resulting in minimal contribution to Q1 results.
The company's growth projections are reliant on the marketing efforts and campaigns of service providers, introducing uncertainty.
Despite positive results, there is still potential for CIA's ARR growth to be slightly below the 50% target.
The transition of Vodafone's partnership to a CCAS revenue structure is still ongoing, with some agreements not yet fully realized.
The competitive nature of the industry and reliance on external service providers' marketing strategies pose risks to growth projections.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLT.OQ - Allot Ltd
Q1 2025 Allot Ltd Earnings Call
May 12, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to our lot's first quarter 2025 results conference call. All participants are present in listen-only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded, you should have all received by now the company's press release. If you have not received it, please contact Elot's investor relations team at Ekglobal Investor Relations at 1212-378-8040 or view it in the news section of the company's website at www.allot.com. I would now like to hand over the call to Mr. Kenny Green of EK Global Investor Relations. Mr. Green, would you like to begin, please?

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