Quarterly ResultMay 12, 2026, 06:12 AM
Allot Q1 Revenue +14% to $26.4M; GAAP Operating Income $1.5M
AI Summary
Allot Ltd. reported strong first-quarter 2026 financial results, with revenues increasing 14% year-over-year to $26.4 million. The company achieved significant growth in its Security-as-a-Service (SECaaS) segment, with revenues up 71% and Annual Recurring Revenue (ARR) up 59%. Allot also returned to GAAP operating income of $1.5 million and generated a record $10.6 million in operating cash flow. Management reaffirmed its 2026 revenue guidance of $113 million to $117 million, expressing confidence towards the upper end and predicting over 40% SECaaS revenue growth for the year.
Key Highlights
- Total revenues increased 14% YoY to $26.4 million.
- Security-as-a-Service (SECaaS) revenues grew 71% YoY to $8.7 million.
- SECaaS Annual Recurring Revenue (ARR) reached $33.7 million, up 59% YoY.
- GAAP operating income was $1.5 million, compared to a $0.7 million loss in Q1 2025.
- Non-GAAP operating income rose to $2.6 million from $0.4 million YoY.
- Record operating cash flow generated $10.6 million.
- Recurring Revenue accounted for 67% of total revenue.
- Reaffirmed 2026 revenue guidance of $113M-$117M, with 40%+ SECaaS growth.