STOCK TITAN

Allot First Quarter 2026 Results: Revenue Growth Accelerates to 14% YoY with Increased Margins

(Positive)
Tags

Allot (NASDAQ: ALLT) reported unaudited Q1 2026 revenue of $26.4 million, up 14% year-over-year, with SECaaS revenue of $8.7 million, up 71%. March 2026 SECaaS ARR reached $33.7 million, a 59% increase.

GAAP operating income was $1.5 million (vs. a loss in Q1 2025) and GAAP net income was $1.9 million, or $0.04 per diluted share. Operating cash flow hit a record $10.6 million, while cash, deposits and investments totaled $98 million. Recurring revenue exceeded 67% of total revenue. Allot reaffirmed 2026 revenue guidance of $113–$117 million and indicated visibility to at least 40% SECaaS revenue growth in 2026.

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Positive

  • Total revenue grew 14% year-over-year to $26.4 million
  • SECaaS revenue rose 71% year-over-year to $8.7 million
  • SECaaS ARR increased 59% year-over-year to $33.7 million
  • Recurring revenue exceeded 67% of total quarterly revenue
  • GAAP operating margin reached 5.8% versus a prior-year loss
  • Operating cash flow increased to $10.6 million from $1.7 million
  • Cash, deposits and investments grew to $98 million from $88 million
  • 2026 revenue guidance of $113–$117 million reaffirmed

Negative

  • None.

News Market Reaction – ALLT

+6.62%
28 alerts
+6.62% Session close to close
+5.1% Peak Tracked
-10.1% Trough Tracked
$421.47M Market Cap
1.0x Rel. Volume

In the May 12 session, ALLT gained 6.62%, reflecting a notable positive market reaction. Argus tracked a peak move of +5.1% during that session. Argus tracked a trough of -10.1% from its starting point during tracking. Our momentum scanner triggered 28 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock moved +6.6% in the session following this news. A strong positive reaction aligns with the...
Analysis

The stock moved +6.6% in the session following this news. A strong positive reaction aligns with the company’s steady fundamental improvement. Q1 2026 delivered revenue of $26.4M (up 14% YoY), SECaaS revenue of $8.7M (up 71% YoY), and GAAP net income of $1.9M. Past earnings have sometimes seen sharp reversals despite good news, as with the -29.56% move after FY 2025 results, so investors have historically faced volatility even on solid quarters.

Key Figures

Q1 2026 Revenue: $26.4M Q1 2026 SECaaS Revenue: $8.7M Mar 2026 SECaaS ARR: $33.7M +5 more
8 metrics
Q1 2026 Revenue $26.4M Up 14% year-over-year vs Q1 2025 revenue of $23.2M
Q1 2026 SECaaS Revenue $8.7M Security-as-a-Service, up 71% year-over-year
Mar 2026 SECaaS ARR $33.7M Annual recurring SECaaS revenue, up 59% year-over-year
Q1 2026 GAAP Net Income $1.9M ($0.04 diluted EPS) Improved from a $0.3M net loss ($0.01) in Q1 2025
Q1 2026 Non-GAAP Net Income $3.1M ($0.06 diluted EPS) Up from $0.8M ($0.02) in Q1 2025
Operating Cash Flow $10.6M Q1 2026 operating cash flow vs $1.7M in Q1 2025
Cash & Investments $98M Cash, deposits, restricted deposits and investments as of Mar 31, 2026
2026 Revenue Guidance $113–117M Full-year 2026 revenue guidance reaffirmed in the release

Previous Earnings Reports

5 past events · Latest: Feb 25 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Feb 25 FY25 earnings Positive -29.6% Full-year 2025 return to profitability and 11% revenue growth with 2026 guidance.
Nov 20 Q3 2025 earnings Positive +1.5% Q3 2025 revenue up 14% YoY, strong SECaaS ARR and raised 2025 guidance.
Aug 14 Q2 2025 earnings Positive -9.1% Strong SECaaS growth, major tier-1 EMEA deal, guidance raised and equity offering.
May 12 Q1 2025 earnings Positive +24.1% Q1 2025 profitable growth with SECaaS up 49% YoY and higher ARR.
Feb 25 Q4 2024 earnings Positive +16.9% Q4 2024 inflection to revenue growth and profitability with SECaaS acceleration.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Earnings releases are generally positive fundamentally, but price reactions have been mixed with both strong rallies and sharp selloffs.

Recent Company History

Over the past year, Allot’s earnings events have highlighted a turnaround to growth and profitability. Q4 2024 marked renewed growth and SECaaS acceleration. Through 2025, quarterly updates showed rising SECaaS ARR, improving margins, and higher operating cash flow. FY 2025 results on Feb 25, 2026 confirmed a full-year return to profitability with $102.0M revenue and $3.7M GAAP net income. Today’s Q1 2026 report, with double-digit revenue growth and higher margins, extends that trend and reaffirms $113–117M 2026 revenue guidance.

Key Terms

security-as-a-service, secaas arr, gaap, non-gaap, +2 more
6 terms
security-as-a-service technical
"a leading global provider of innovative Security-as-a-Service (SECaaS)"
Security-as-a-service is a subscription model where a third-party provider delivers cybersecurity tools and monitoring over the internet instead of a company buying and running its own software and hardware. For investors, it matters because this model creates recurring revenue and scalability for the provider while shifting capital and operational costs away from customers—making growth, customer retention, and trust in the provider’s reliability and compliance the key drivers of value.
secaas arr financial
"March 2026 SECaaS ARR* of $33.7 million, up 59% year-over-year"
Annual recurring revenue from Security-as-a-Service products, representing the predictable, subscription-based income a company expects each year from cloud-delivered security tools and services. Investors use this metric like a thermometer for a business’s subscription health: higher, steady SecaaS ARR suggests reliable cash flow, easier forecasting, and potentially faster growth, while shrinking or unstable ARR can signal customer churn or weak demand.
gaap financial
"Gross profit on a GAAP basis for the first quarter of 2026 was $18.7 million"
GAAP, or Generally Accepted Accounting Principles, are a set of standardized rules and guidelines that companies follow when preparing their financial statements. They ensure consistency, transparency, and comparability across different companies, making it easier for investors to understand and compare financial information accurately. This helps investors make informed decisions based on trustworthy and uniform financial reports.
View in glossary
non-gaap financial
"Gross profit on a non-GAAP basis for the first quarter of 2026 was $18.8 million"
Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.
View in glossary
available-for-sale marketable securities financial
"Available-for-sale marketable securities | | 59,299 | | 48,663"
Available-for-sale marketable securities are financial investments a company holds that can be sold relatively quickly—such as stocks, bonds or short-term notes—but are not part of its core operations. They matter to investors because they represent spare cash that can be converted to funds or used to smooth short-term needs, while fluctuations in their market value can affect a company’s reported capital and future earnings when sold; think of them as a readily sellable reserve in a household’s emergency jar.
rsus financial
"The disposed shares were originally granted as RSUs and the sale is associated"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Recurring Revenue Reaches 67% of Total Revenue

HOD HASHARON, Israel, May 12, 2026 /PRNewswire/ -- Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, today announced its unaudited financial results for the first quarter of 2026.

Financial Highlights for the First Quarter of 2026

  • Revenues of $26.4 million, up 14% year-over-year;
  • Security as a Service (SECaaS) revenues of $8.7 million, increasing 71% year-over-year;
  • March 2026 SECaaS ARR* of $33.7 million, up 59% year-over-year;
  • GAAP operating income of $1.5 million, compared with an operating loss of $0.7 million in the first quarter of 2025;
  • Non-GAAP operating income of $2.6 million, compared with $0.4 million in the first quarter of 2025;
  • Record operating cash flow of $10.6 million.

Management Comment

Eyal Harari, CEO of Allot, commented, "We are pleased to report a strong start to 2026, with revenues increasing 14% year-over-year, marking our third consecutive quarter of double-digit revenue growth. Our success was driven by a robust expansion in our cybersecurity business, resulting in meaningful improvements in margins and profit, as well as record operating cash flow."

Mr. Harari continued, "Our cybersecurity segment remains the primary engine of growth and drove Recurring Revenues** to over 67% of total revenue in the quarter. Strong organic growth in SECaaS revenues and ARR reflects increasing adoption of telco-provided cybersecurity services powered by Allot and provides us with strong visibility into continued double-digit growth for the full year."

Concluded Mr. Harari, "Looking ahead, we reaffirm our 2026 revenue guidance of $113 million to $117 million, with continued profitability improvements throughout the year. Following a strong first quarter we feel increasingly confident toward the upper end of that range and furthermore, we now have the strong visibility ahead to predict 40% or more SECaaS revenue growth in 2026."

First Quarter 2026 Financial Results Summary

Total revenues for the first quarter of 2026 were $26.4 million, a 14% increase year-over-year compared with $23.2 million in the first quarter of 2025.

Gross profit on a GAAP basis for the first quarter of 2026 was $18.7 million (gross margin of 70.9%), a 17% increase compared with $16.0 million (gross margin of 69.3%) in the first quarter of 2025.

Gross profit on a non-GAAP basis for the first quarter of 2026 was $18.8 million (gross margin of 71.3%), a 16% increase compared with $16.3 million (gross margin of 70.4%) in the first quarter of 2025.

Operating income on a GAAP basis for the first quarter of 2026 was $1.5 million (operating margin of 5.8%), compared with an operating loss of $0.7 million in the first quarter of 2025.

Operating income on a non-GAAP basis for the first quarter of 2026 was $2.6 million (operating margin of 9.9%), compared with $0.4 million (operating margin of 1.8%) in the first quarter of 2025.

Net income on a GAAP basis for the first quarter of 2026 was $1.9 million, or $0.04 per diluted share, compared with a net loss of $0.3 million, or $0.01 loss per basic share, in the first quarter of 2025.

Net income on a non-GAAP basis for the first quarter of 2026 was $3.1 million, or $0.06 income per diluted share, compared with $0.8 million, or $0.02 per diluted share, in the first quarter of 2025.

Operating cash flow generated in the quarter was $10.6 million compared with $1.7 million in the first quarter of 2025.

Cash and cash equivalents, bank deposits, restricted deposits and investments as of March 31, 2026, totaled $98 million, compared with $88 million as of December 31, 2025.

Conference Call & Webcast:

The Allot management team will host a conference call to discuss its first quarter 2026 earnings results today, May 12, 2026 at 8:00 am ET, 3:00 pm Israel time. To access the conference call, please dial one of the following numbers:

US: 1-888-668-9141, UK: 0-800-917-5108, Israel: +972-3-918-0699

A live webcast and, following the end of the call, an archive of the conference call, will be accessible on the Allot website at: https://investors.allot.com/ 

About Allot

Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT) is a leading provider of innovative converged cybersecurity solutions and network intelligence offerings for service providers and enterprises worldwide. Allot enhances value to its customers' customers through its solutions, which are deployed globally for network-native cybersecurity services, network and application analytics, traffic control and shaping, and more. Allot's multi-service platforms are deployed by over 500 mobile, fixed and cloud service providers and over 1000 enterprises. Our industry-leading network-native security-as-a-service solution is already used by many millions of subscribers globally.

For more information, visit www.allot.com

Performance Metrics

* SECaaS ARR – measures the current annual recurring SECaaS revenues, which is calculated based on estimated revenues for the month of March 2026 and multiplied by 12.

** Recuring Revenues - measures the current recurring support & maintenance revenues, plus the current SECaaS recuring revenues.

GAAP to Non-GAAP Reconciliation:

The Company presents non–GAAP financial measures that adjust GAAP results to exclude items that management considers not reflective of the Company's ongoing operational performance. Non-GAAP gross profit is defined as GAAP gross profit excluding share-based compensation expenses, amortization of intangible assets and acquisition–related expenses. Non-GAAP operating income is defined as GAAP net operating excluding primarily share-based compensation expenses, amortization of intangible assets and acquisition–related expenses. Non-GAAP net income is defined as GAAP net income excluding primarily share-based compensation expenses, amortization of intangible assets, acquisition–related and other non–recurring expenses, financial income or expenses related to exchange rate differences and changes in tax-related items.

These non-GAAP measures should be considered in addition to, and not as a substitute for, comparable GAAP measures. The non-GAAP results and a full reconciliation between GAAP and non-GAAP results are presented below. The Company provides these non-GAAP financial measures because it believes they present a better measure of the Company's core business and management uses the non-GAAP measures internally to evaluate the Company's ongoing performance. Accordingly, the Company believes they are useful to investors in enhancing an understanding of the Company's operating performance.


Safe Harbor Statement

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this release that do not relate to matters of historical fact should be considered forward-looking statements, including, without limitation, statements regarding our expected financial performance and operational performance including, revenue, recurring revenue, SECaaS revenues and profitability growth, as well as statements that include the words "expect," "intend," "plan," "believe," "project," "forecast," "estimate," "may," "should," "anticipate" and similar statements of a future or forward-looking nature. These forward-looking statements express the current beliefs and expectations of Company management. Such statements involve a number of known and unknown risks and uncertainties that could cause our future results, performance or achievements to differ significantly from the results, performance or achievements set forth in such forward-looking statements. Important factors that could cause or contribute to such differences include risks relating to: our accounts receivables, including our ability to collect outstanding accounts and assess their collectability on a quarterly basis; our ability to meet expectations with respect to our financial guidance and outlook; our ability to compete successfully with other companies offering competing technologies; the loss of one or more significant customers; consolidation of, and strategic alliances by, our competitors; government regulation; the timing of completion of key project milestones which impact the timing of our revenue recognition; lower demand for key value-added services; our ability to keep pace with advances in technology and to add new features and value-added services; managing lengthy sales cycles; operational risks associated with large projects; our dependence on third party channel partners for a material portion of our revenues; and other factors discussed under the heading "Risk Factors" in the Company's annual report on Form 20-F for the fiscal year 2025, filed with the Securities and Exchange Commission as such factors may be updated from time to time in our other filings with the SEC, which are accessible on the SEC's website at www.sec.gov. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Additionally, the forward-looking statements are made only as of the date hereof, and the company undertakes no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.

Investor Relations Contact:

EK Global Investor Relations

Ehud Helft

+1 212 378 8040

allot@ekgir.com

Public Relations Contact:

Seth Greenberg, Allot Ltd.

+972 54 922 2294

sgreenberg@allot.com

 

ALLOT LTD.

AND ITS SUBSIDIARIES

CONSOLIDATED  BALANCE  SHEETS

(U.S. dollars in thousands)



March 31,


December 31,



2026


2025




ASSETS





CURRENT ASSETS:





Cash and cash equivalents


$                   13,116


$                17,107

Restricted deposit


3,199


3,573

Short-term bank deposits


21,800


15,100

Available-for-sale marketable securities


59,299


48,663

Trade receivables, net (net of allowance for credit losses of
$9,388 and $9,611 on March 31, 2026 and December 31,
2025 , respectively)


20,544


17,451

Other receivables and prepaid expenses


10,105


9,906

Inventories


15,756


13,180

Total current assets


143,819


124,980






NON-CURRENT ASSETS:





Severance pay fund


$                        301


$                     295

Restricted deposit


701


3,327

Operating lease right-of-use assets


5,237


5,518

Other assets 


1,040


732

Property and equipment, net


5,736


6,014

Goodwill


31,833


31,833

Total non-current assets


44,848


47,719






Total assets


$                  188,667


$              172,699






LIABILITIES AND SHAREHOLDERS' EQUITY





CURRENT LIABILITIES:





Trade payables


$                     1,440


$                     938

Employees and payroll accruals


7,907


9,254

Deferred revenues


38,085


24,700

Short-term operating lease liabilities


1,146


348

Other payables and accrued expenses


11,669


11,919

Total current liabilities


60,247


47,159






LONG-TERM LIABILITIES:





Deferred revenues


$                      7,495


$                  5,912

Long-term operating lease liabilities


4,726


5,392

Accrued severance pay


863


886

Total long-term liabilities


13,084


12,190






SHAREHOLDERS' EQUITY


115,336


113,350






Total liabilities and shareholders' equity


$                  188,667


$              172,699

 

ALLOT LTD.

AND ITS SUBSIDIARIES

CONSOLIDATED STATEMENTS OF OPERATIONS

(U.S. dollars in thousands, except share and per share data)








Three Months Ended




March 31,




2026


2025









Revenues

$            26,425


$            23,150



Cost of revenues

7,684


7,103



Gross profit  

18,741


16,047









Operating expenses:






Research and development costs, net

6,282


5,991



Sales and marketing

7,823


7,338



General and administrative

3,108


3,427



Total operating expenses

17,213


16,756









Operating income (loss)

1,528


(709)



Financial income, net

785


673



Income (loss) before tax

2,313


(36)



Income tax expenses

370


296



Net income (loss)

$             1,943


$               (332)









Income (loss) per share






 Basic

$               0.04


$              (0.01)









 Diluted

$               0.04


$              (0.01)









Weighted average shares outstanding






 Basic

48,777,078


39,620,521



 Diluted

49,893,370


39,620,521



 

ALLOT LTD.

AND ITS SUBSIDIARIES

CONSOLIDATED STATEMENTS OF CASH FLOWS 

(U.S. dollars in thousands)







Three Months Ended



March 31,



2026


2025







Cash flows from operating activities:










Net income (loss)

$          1,943


$           (332)


Adjustments to reconcile net income (loss) to net cash used in operating activities:





Depreciation and amortization

659


1,346


Share-based compensation

1,094


981


Capital loss 

-


255


Loss (Gain) of foreign exchange on cash and cash equivalents 

20


(10)


Changes in operating assets and liabilities:





Decrease in accrued severance pay, net

(29)


(4)


(Increase) Decrease in other assets, other receivables and prepaid expenses

(1,434)


1,424


Increase  in accrued interest and amortization of premium on available-for sale marketable securities

(234)


(341)


Decrease (Increase) in operating leases liability

132


(143)


Decrease in operating lease right-of-use asset

281


304


Increase in trade receivables

(3,093)


(2,752)


(Increase) Decrease in inventories

(2,576)


418


Increase in trade payables

502


75


Decrease in employees and payroll accruals

(1,347)


(2,212)


Increase in deferred revenues

14,968


2,263


(Increase) Decrease in other payables and accrued expenses

(311)


403







Net cash provided by operating activities

$        10,575


$          1,675







Cash flows from investing activities:










Decrease in restricted deposit

$          3,000


$             303


Investment in short-term bank deposits

(10,500)


(8,700)


Withdrawal of short-term bank deposits

3,800


7,250


Purchase of property and equipment

(381)


(281)


Investment in marketable securities

(29,965)


(28,976)


Proceeds from redemption or sale of marketable securities

19,500


22,400







Net cash used in investing activities

$       (14,546)


$         (8,004)







Cash flows from financing activities:










Proceeds from exercise of stock options

$                  -


$             238


Net cash provided by financing activities

$                  -


$             238







Effect of exchange rate changes on cash and cash equivalents

(20)


10







Increase (Decrease) in cash and cash equivalents

(3,991)


(6,081)


Cash, cash equivalents at the beginning of the period

17,107


16,142







Cash, cash equivalents at the end of the period

$        13,116


$        10,061







Non-cash activities:





ROU asset and lease liability decrease, due to lease termination

$                  -


$              (71)


 

ALLOT LTD.

AND ITS SUBSIDIARIES

RECONCILIATION OF GAAP TO NON-GAAP  CONSOLIDATED  STATEMENTS  OF  OPERATIONS

(U.S. dollars in thousands, except per share data)









Three Months Ended




March 31,




2026


2025




(Unaudited)








GAAP cost of revenues

$          7,684


$          7,103


 Share-based compensation 

(105)


(94)


 Amortization of intangible assets 

-


(152)


Non-GAAP cost of revenues

$          7,579


$          6,857








 GAAP gross profit 

$        18,741


$        16,047


 Share-based compensation 

105


94


 Amortization of intangible assets 



152


 Non-GAAP gross profit 

$        18,846


$        16,293








 GAAP operating expenses 

$        17,213


$        16,756


 Share-based compensation  - Research and development costs, net  

(191)


(242)


 Share-based compensation - Sales and marketing 

(397)


(305)


 Share-based compensation - General and administrative 

(401)


(340)


 Non-GAAP operating expenses 

$        16,224


$        15,869








 GAAP operating Income (Loss) 

$          1,528


$           (709)


 Share-based compensation 

1,094


1,039


 Amortization of intangible assets 



94


 Non-GAAP operating Income 

$          2,622


$            424








 GAAP Net income (Loss) 

$          1,943


$           (332)


 Share-based compensation 

1,094


981


 Amortization of intangible assets 

-


152


 Exchange rate differences* 

(22)


(61)


 Changes in tax related items 


43


45


 Non-GAAP Net income  

$          3,058


$            785








 Non-GAAP income (loss) per share 





 Basic  


$            0.06


$           0.02


 Diluted  


$            0.06


$           0.02














Weighted average shares outstanding





 Basic  


48,777,078


39,620,521


 Diluted  


50,966,541


42,880,655








* Financial income or expenses related to exchange rate differences in connection with revaluation of assets and
liabilities in non-dollar denominated currencies. 


 

Other financial metrics (Unaudited)

U.S. dollars in millions, except top 10 customers as a % of revenues and number of
shares




Q1-26


FY 2025


FY 2024


Revenues geographic breakdown









Americas


3.8

15 %

19.1

19 %

14.2

15 %


EMEA


15.9

60 %

63.7

62 %

54.0

59 %


Asia Pacific


6.7

25 %

19.2

19 %

24.0

26 %




26.4

100 %

102.0

100 %

92.2

100 %










Revenues breakdown by type








SECaaS (Security as a Service)

8.7

33 %

26.8

26 %

16.5

18 %


Products & Professional Services


8.6

33 %

39.3

38 %

38.4

42 %


Support & Maintenance

9.1

34 %

35.9

36 %

37.3

40 %




26.4

100 %

102.0

100 %

92.2

100 %










Top 10 customers as a %  of  revenues


46 %


41 %


43 %



 


SECaaS (Security as a Service) revenues- U.S. dollars in millions (Unaudited)




















Q1-2026

8.7










Q4-2025:

8.1










Q3-2025:

7.3










Q2-2025:

6.4










Q1-2025:

5.1





















SECaaS ARR* - U.S. dollars in millions (Unaudited)




















Mar. 2026:

33.7










Dec. 2025:

30.8










Dec. 2024:

18.2










Dec. 2023:

12.7































 

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SOURCE Allot Ltd.

FAQ

How did Allot (ALLT) perform in Q1 2026 earnings?

Allot reported Q1 2026 revenue of $26.4 million, up 14% year-over-year, and GAAP net income of $1.9 million. According to Allot, diluted EPS was $0.04, and operating cash flow reached $10.6 million, indicating improved profitability and liquidity.

What were Allot (ALLT) SECaaS revenue and ARR results for Q1 2026?

Allot’s Q1 2026 SECaaS revenue was $8.7 million, a 71% year-over-year increase. According to Allot, March 2026 SECaaS ARR reached $33.7 million, up 59% year-over-year, reflecting strong adoption of its cybersecurity services and growing recurring revenue visibility.

What is the share of recurring revenue in Allot (ALLT) Q1 2026 results?

Recurring revenue accounted for over 67% of Allot’s total Q1 2026 revenue. According to Allot, this includes recurring support, maintenance, and SECaaS revenues, which enhance revenue predictability and underpin expectations for continued double-digit growth for the full year 2026.

What guidance did Allot (ALLT) provide for its full-year 2026 revenue?

Allot reaffirmed its 2026 revenue guidance of $113 million to $117 million. According to Allot, management now feels increasingly confident toward the upper end of this range and anticipates at least 40% SECaaS revenue growth during 2026, based on current visibility.

How profitable was Allot (ALLT) in Q1 2026 on a GAAP and non-GAAP basis?

Allot generated Q1 2026 GAAP operating income of $1.5 million and GAAP net income of $1.9 million. According to Allot, non-GAAP operating income was $2.6 million, while non-GAAP net income reached $3.1 million, or $0.06 per diluted share.

What does Allot (ALLT) Q1 2026 cash flow and cash position indicate for investors?

Allot reported record Q1 2026 operating cash flow of $10.6 million, up from $1.7 million a year earlier. According to Allot, cash, cash equivalents, deposits and investments totaled $98 million at March 31, 2026, supporting operational flexibility and growth investments.