Allot Posts Double-Digit 2025 Growth, Sets 2026 Revenue Outlook of $113–$117 Million
The shift to subscription security services is accelerating as carriers adopt Allot’s network-embedded offerings.
Overview
- Q4 revenue rose 14% to $28.4 million, lifting full-year 2025 revenue to $102 million, up 11% year over year.
- SECaaS was the primary driver with Q4 revenue of $8.1 million, up 70% year over year, and SECaaS ARR reaching $30.8 million, up 69%.
- Recurring revenue accounted for 62% of full-year revenue as the business mix moved toward subscriptions.
- Profitability and cash improved, with management citing the best profit and cash flow in over a decade and year-end cash of $88 million with no debt.
- For 2026 the company guided to roughly 70% non‑GAAP gross margin and higher sales and marketing and R&D spend, noted component cost and FX pressures, highlighted CSP wins with Verizon, Vodafone and Más Móvil, and outlined SMB-focused and AI-enabled security initiatives in development.