Allot Ltd (NAS:ALLT)

Q1 2026 Allot Ltd Earnings Call Transcript

May 12, 2026 / 12:00 PM GMT

Release Date Price: $8.38 (+6.62%)

Transcript

Key Points

Positve

Allot Ltd (ALLT) reported a 14% year-over-year increase in first-quarter revenues, marking the third consecutive quarter of double-digit growth.
The company's Cybersecurity First strategy has been successful, with CCAS ARR growing nearly 60% year-over-year.
Recurring revenue now represents 67% of total revenue, providing strong visibility into future quarters.
Allot Ltd (ALLT) generated its strongest-ever quarterly operating cash flow, exceeding $10 million.
The company ended the quarter with almost $100 million in cash and no debt, strengthening its balance sheet.

Negative

The competitive nature of the security services industry poses ongoing challenges.
There are risks associated with changing market trends and delays in the launch of services by customers.
Operating expenses increased slightly due to investments in sales, marketing, and R&D.
The company's growth is heavily reliant on CSP customers' marketing efforts and service adoption.
The fluctuation in product revenue due to project maturity and execution milestones can impact quarterly results.

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

ALLT.OQ - Allot Ltd
Q1 2026 Allot Ltd Earnings Call
May 12, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day to all of you and welcome to ALOT's conference call to discuss its financial results for the quarter. I would like to thank ALOT's management for hosting this conference call. All participants are present in listen-only mode. Following the formal presentation, instructions will be given for the question-and-answer session. As a reminder, this conference call is being recorded. If you have not received the company's press release, please check the company's website at www.alot.com.

With me today on the line are Mr. Eyal Harari, CEO and Mr. Niat Nahum, CFO.

Following Eyal's prepared remarks, we will open the call for the question-and-answer session. Both Eyal and Niat will be available to answer those questions.

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