Compax Venture Partners with Allot for its New Mobile Cybersecurity Services

Rhea-AI Summary

Allot (NASDAQ: ALLT) and Compax Venture announced a global partnership on January 13, 2026 to embed Allot NetworkSecure and OffNetSecure into new MVNO brand communities powered by Compax’s Telco-as-a-Service platform.

The service will deliver network-based, clientless cybersecurity, content filtering and off‑network protection for subscribers, enabling brands to offer managed cyber protection and a potential recurring revenue channel.

News Market Reaction

-1.98%

1 alert

-1.98% News Effect

On the day this news was published, ALLT declined 1.98%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $10.46 Vol: Volume 310,550 is below 2...

low vol

$10.46 Last Close

Volume Volume 310,550 is below 20-day average of 467,147 (relative volume 0.66). low

Technical Price $11.10 trades above 200-day MA $8.48 and is 6.88% below 52-week high $11.92.

Peers on Argus

ALLT is up 2.4% while key peers are mixed: XNET up 6.7%, ARQQ and BAND modestly ...

ALLT is up 2.4% while key peers are mixed: XNET up 6.7%, ARQQ and BAND modestly positive, with GRRR and TLS down. This points to a stock-specific move rather than a broad sector rotation.

Historical Context

5 past events · Latest: Jan 05 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 05	Investor conference	Neutral	+6.9%	Management presenting and meeting investors at Needham Growth Conference in New York.
Nov 20	Earnings results	Positive	+1.5%	Q3 2025 results with revenue and SECaaS ARR growth and raised guidance.
Nov 17	Conference participation	Neutral	-1.8%	Announcement of participation in Needham Tech Week and virtual investor meetings.
Nov 03	Earnings call notice	Neutral	-2.0%	Scheduling release and conference call for Q3 2025 financial results.
Oct 09	Conference presentation	Neutral	-5.6%	LD Micro Main Event presentation and investor one-on-one availability.

Pattern Detected

Recent news, especially solid Q3 2025 earnings, tended to see modest positive price reactions, while routine conference announcements produced mixed, generally small moves.

Recent Company History

Over the last few months, Allot has focused on investor visibility and demonstrating progress in its SECaaS strategy. The company reported strong Q3 2025 results with revenue growth and SECaaS ARR expansion on Nov 20, 2025, which was followed by a positive share reaction. Multiple conference and investor events between Oct 09, 2025 and Jan 05, 2026 showed management actively engaging the market. Today’s partnership news fits into this narrative of scaling network-based cybersecurity offerings with service provider partners.

Market Pulse Summary

This announcement expands Allot’s SECaaS footprint by enabling Compax Venture’s MVNO brand communiti...

Analysis

This announcement expands Allot’s SECaaS footprint by enabling Compax Venture’s MVNO brand communities to bundle NetworkSecure and OffNetSecure for subscribers. It reinforces the company’s strategy of network-based, clientless cybersecurity and content filtering for mobile users. In the context of prior Q3 2025 growth and ongoing investor outreach, investors may watch how many brands adopt the service, subscriber uptake, and the contribution to recurring revenue over time.

Key Terms

mvno, secaaS, bss/oss, ransomware, +4 more

8 terms

mvno technical

"New brand community to be the first MVNO to include Allot NetworkSecure services"

An MVNO, or Mobile Virtual Network Operator, is a company that offers mobile phone services by leasing network access from major wireless providers instead of owning the infrastructure itself. This allows them to sell phone plans at competitive prices and target specific customer groups. For investors, MVNOs represent a way to participate in the telecom industry’s revenue without the high costs of building and maintaining network towers.

secaaS technical

"a leading global provider of innovative security-as-a-service (SECaaS) and network intelligence"

SecaaS (Security as a Service) is a cloud-based model where cybersecurity tools and monitoring are provided on a subscription basis instead of being installed and managed in-house. For investors, SecaaS matters because it shifts costs from large upfront IT purchases to recurring revenue for providers, can scale quickly for customers, and affects a company’s risk profile and operating margins—similar to hiring a remote security firm instead of building an internal guard team.

bss/oss technical

"Compax with its comprehensive BSS/OSS software suite and Compax Venture, provides fully managed"

BSS/OSS stands for Business Support Systems and Operations Support Systems, the two sets of backstage software that telecom and network companies use to run services, bill customers, provision equipment and monitor networks. Investors care because these systems determine how efficiently a company can add customers, fix outages and collect revenue—think of BSS as the cash register and customer ledger, and OSS as the factory controls and sensors that keep the service running smoothly.

ransomware technical

"protection from cybersecurity threats, including malware, viruses, phishing and ransomware."

Ransomware is malicious software that locks or encrypts a company’s computer files and systems, then demands payment for their release — like a thief changing the locks on a business and asking for a ransom. It matters to investors because attacks can halt operations, trigger large cleanup costs, damage customer trust, lead to regulatory fines or legal claims, and reduce future revenue, all of which can hurt a company’s financial value.

phishing technical

"protection from cybersecurity threats, including malware, viruses, phishing and ransomware."

Phishing is a type of online scam where fraudsters send fake emails, texts or websites that mimic legitimate firms to trick people into giving up passwords, account numbers or other sensitive information—like a fake baited hook pretending to be a trusted service. For investors, falling for phishing can lead to stolen funds or trading accounts, unauthorized trades, lost personal data and costly reputational or regulatory problems for firms that fail to protect client information.

malware technical

"protection from cybersecurity threats, including malware, viruses, phishing and ransomware."

Malware is malicious software that infiltrates computers, networks or devices to damage systems, steal or corrupt data, or disrupt normal operations — like a digital burglar or pest that sneaks in and tampers with a business’s tools and records. For investors, malware matters because attacks can cause service outages, lost sales, costly cleanup and legal penalties, erode customer trust, and create sudden, material risks to revenue and stock price.

content filtering technical

"Also providing content filtering, NetworkSecure is a key factor in protecting children"

Content filtering is the process of screening, prioritizing, or blocking information—such as news items, press releases, or messages—based on set rules or criteria so only approved or relevant material is shown. For investors, it matters because filters act like a bouncer or spam filter: they shape which facts reach the market, reduce misleading or noncompliant material, and can influence which companies or stories attract attention and affect prices.

wi-fi technical

"when connected as a guest to a Wi-Fi network."

Wireless networking technology that lets devices connect to the internet and each other without cables, acting like an invisible bridge between phones, computers, sensors and routers. Investors care because Wi‑Fi influences how products and services are used, how much equipment and infrastructure companies must build or upgrade, and where revenue or costs may shift — stronger or wider Wi‑Fi can boost customer engagement, enable new services, and create security and regulatory risks that affect valuations.

AI-generated analysis. Not financial advice.

New brand community to be the first MVNO to include Allot NetworkSecure services through the innovative business model offered by Compax Venture.

HOD HASHARON, Israel, January 13, 2026 - Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions for communication service providers and enterprises, today announced that. Compax Venture, part of Compax group, a global technology provider offering an innovative “Telco as a Service” platform, will implement the first MVNOs to offer cyber protection services based on Allot NetworkSecure and OffNetSecure.  

Compax with its comprehensive BSS/OSS software suite and Compax Venture, provides fully managed MVNO services to brands and communities around the world, covering every aspect required for a fully enabled go-to-market. With the Allot network security solution, these brands and communities will be able to provide their subscribers with comprehensive, advanced cybersecurity and content filtering protection, making their mobile services more valuable to their community members.

“The addition of advanced, managed cybersecurity services, powered by our partnership with Allot, is a pivotal moment for Compax Venture and our brand partners,” said Frank von Seth, CEO of Compax Venture. “It’s no longer enough to just connect a community; we must protect it. This capability immediately increases the value proposition for every brand community we serve, ensuring their members benefit from a secure, trustworthy, and seamless digital experience.”

"We are thrilled to be the chosen cybersecurity partner for Compax Venture’s innovative brand community strategy,” said Amir Oren, VP Sales, EMEA for Allot. “Integrating Allot’s network-based security not only provides a crucial service differentiator but also establishes a sustainable recurring revenue stream, driving growth and increasing customer loyalty. We look forward to a deep and successful collaboration with the Compax Venture team globally."

NetworkSecure is a network-based cybersecurity service platform, offering zero-touch, clientless operation, requiring no application installation by the end customer. With NetworkSecure, a part of the Allot Secure cybersecurity platform, Compax Venture can offer its brand customers protection from cybersecurity threats, including malware, viruses, phishing and ransomware. Also providing content filtering, NetworkSecure is a key factor in protecting children and their families from harmful content.

OffNetSecure is an extension of the Allot Secure cybersecurity platform for telecom operators. It provides seamless cyber threat protection for subscribers when they are not connected to the provider’s network, for example, when connected as a guest to a Wi-Fi network. This type of connectivity also gives the service provider an additional branded channel for staying in touch with the subscriber which, until now, has been a ‘blind spot’ for the provider.

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Additional Resources:
Allot Blog: https://www.allot.com/blog
Follow us on Twitter: @allot_ltd
Follow us on LinkedIn: https://www.linkedin.com/company/allot-communications

About Allot

Allot Ltd. (NASDAQ: ALLT, TASE: ALLT) is a provider of leading innovative converged cybersecurity solutions and network intelligence for service providers and enterprises worldwide, enhancing value to their customers. Our solutions 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.

Forward-Looking Statement

This release contains forward-looking statements, which 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 expressed or implied 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 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 filed with the Securities and Exchange Commission. Forward-looking statements in this release are made pursuant to the safe harbor provisions contained in the Private Securities Litigation Reform Act of 1995. These 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.

FAQ

What did Allot (ALLT) announce with Compax Venture on January 13, 2026?

Allot announced a partnership to supply NetworkSecure and OffNetSecure to Compax Venture’s MVNO brand communities.

How will Allot NetworkSecure protect subscribers offered by Compax Venture MVNOs?

NetworkSecure provides network-based, zero-touch protection against malware, phishing, ransomware and offers content filtering without end‑user app installation.

What is OffNetSecure and why does it matter for ALLT customers?

OffNetSecure extends protection when subscribers are off the operator network (for example on guest Wi‑Fi), closing a previous blind spot and enabling branded touchpoints.

Will the Compax Venture and Allot deal create recurring revenue for ALLT?

The companies said the integrated managed cybersecurity services establish a sustainable recurring revenue stream for service providers.

Which companies will offer the new cybersecurity services to mobile subscribers?

Compax Venture will implement the Allot security services for its MVNO brand customers and communities worldwide.

Does the Allot and Compax Venture announcement change how users install security on mobile devices?

No; NetworkSecure operates clientless and requires no application installation by the end customer.