Allot Reports 16% Quarterly Revenue Growth and Narrows 2026 Forecast

Allot reported third-quarter revenue of $30.6 million on November 12, up 16% from $26.4 million a year earlier, alongside higher profit and operating cash flow. The Hod Hasharon company, which provides security-as-a-service and network-intelligence solutions to communications providers and enterprises, also narrowed its full-year revenue forecast. Security-as-a-service revenue reached $9.9 million, an increase of 37%. The company put its September annual recurring revenue metric for that business at $38.8 million, up 41%; it calculates the measure by multiplying estimated September revenue by 12. CEO Eyal Harari said: “We delivered a strong third quarter, combining double-digit revenue growth with improved profitability and robust cash generation.” Net income under generally accepted accounting principles rose to $3.4 million from $2.8 million in the third quarter of 2025. Diluted earnings per share were $0.07 in both periods. Operating income increased to $2.8 million from $2.2 million, while operating cash flow rose to $7.4 million from $4 million. Cash, cash equivalents, deposits and investments totaled $112 million at September 30, compared with $88 million at the end of 2025. Allot now forecasts 2026 revenue of $116 million to $118 million, a narrower range with a higher midpoint. It expects security-as-a-service revenue growth above 40% for the year. Management scheduled an earnings call for November 12 at 15:30 Israel time.