Allot Reports Strong Q4 & FY2025 Results with 69% SECaaS ARR Growth and Positive 2026 Outlook

summarizeSummary

Allot Ltd. delivered a strong financial performance in 2025, marking a significant turnaround from the previous year's losses. The company achieved double-digit revenue growth and its highest profit in over a decade, driven primarily by its cybersecurity solutions. The exceptional 69% year-over-year growth in SECaaS Annual Recurring Revenue (ARR) to $30.8 million underscores the success of its cybersecurity-first strategy and product development. With a strong balance sheet, including $88 million in cash and no debt, and positive guidance for accelerated revenue growth and continued profitability in 2026, the company appears well-positioned for sustained momentum. Investors should note the strong operational execution and the increasing contribution from high-growth SECaaS offerings.

check_boxKey Events

• Strong Q4 & FY2025 Financial Performance

  Reported Q4 revenues up 14% year-over-year to $28.4 million and full-year revenues up 11% year-over-year to $102.0 million.

• Significant Profitability Turnaround

  Achieved GAAP operating profit of $3.6 million for FY2025, a substantial improvement from a $6.0 million loss in 2024, and non-GAAP operating profit of $8.9 million.

• Exceptional SECaaS Growth

  SECaaS Annual Recurring Revenue (ARR) grew 69% year-over-year to $30.8 million by December 2025, highlighting success in a key strategic area.

• Robust Cash Position & No Debt

  Ended 2025 with $88 million in total cash and no debt, reflecting strong financial health and positive operating cash flow of $17.8 million for the year.

auto_awesomeAnalysis

Allot Ltd. delivered a strong financial performance in 2025, marking a significant turnaround from the previous year's losses. The company achieved double-digit revenue growth and its highest profit in over a decade, driven primarily by its cybersecurity solutions. The exceptional 69% year-over-year growth in SECaaS Annual Recurring Revenue (ARR) to $30.8 million underscores the success of its cybersecurity-first strategy and product development. With a strong balance sheet, including $88 million in cash and no debt, and positive guidance for accelerated revenue growth and continued profitability in 2026, the company appears well-positioned for sustained momentum. Investors should note the strong operational execution and the increasing contribution from high-growth SECaaS offerings.