Recent Insider Transactions • May 27
Chief Product Officer recently sold €71k worth of stock On the 22nd of May, Mark Shteiman sold around 11k shares on-market at roughly €6.46 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €121k more than they bought in the last 12 months. Annonce • Apr 27
Allot Ltd. to Report Q1, 2026 Results on May 12, 2026 Allot Ltd. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026 Annonce • Feb 25
Allot Ltd. Provides Earnings Guidance for the Year 2026 Allot Ltd. provided earnings guidance for the year 2026. For the year, company is Guiding for revenue growth acceleration to $113 Million to $117 million in 2026. Annonce • Feb 05
Allot Ltd. to Report Q4, 2025 Results on Feb 25, 2026 Allot Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026 Buy Or Sell Opportunity • Jan 09
Now 24% undervalued Over the last 90 days, the stock has risen 4.0% to €9.15. The fair value is estimated to be €12.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 41% per annum over the same time period. Annonce • Nov 20
Allot Ltd. Raises Revenue Guidance for the Full Year 2025 Allot Ltd. raised revenue guidance for the full year 2025. For the year, the company expects revenue guidance to between $100 million - $103 million. Annonce • Nov 05
Allot Ltd., Annual General Meeting, Dec 10, 2025 Allot Ltd., Annual General Meeting, Dec 10, 2025. Location: co. offices, Israel Annonce • Nov 03
Allot Ltd. to Report Q3, 2025 Results on Nov 20, 2025 Allot Ltd. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 20, 2025 Annonce • Aug 14
Allot Ltd. Introduces Revenue Guidance for the Full Year of 2025 Allot Ltd. introduced revenue guidance for the full year of 2025. For the year, the company expects revenue to be between $98 million to $102 million, positioning the company for a year of profitable growth. Annonce • Jul 29
Allot Ltd. to Report Q2, 2025 Results on Aug 14, 2025 Allot Ltd. announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025 Annonce • Apr 28
Allot Ltd. to Report Q1, 2025 Results on May 12, 2025 Allot Ltd. announced that they will report Q1, 2025 results on May 12, 2025 Annonce • Apr 22
Allot Ltd. Launches New Off-Network Cybersecurity Solution, Part of Its 360-Degree Protection Platform Allot Ltd. announced that the company is launching its new OffNetSecure solution and will demo it at the RSA Conference in San Francisco. The new hassle-free solution protects telecom customers against cyberthreats when they are connected to the internet through means other than their provider's network. The Allot OffNetSecure solution is an extension of the Allot Secure cybersecurity platform for telecom operators. It provides seamless cyber threat protection for consumer and SMB telecom 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. As an extension of Allot Secure, OffNetSecure contributes to the 360-degree solution that offers protection against malware, phishing and malware attacks. The Allot OffNet Secure solution is implemented on the end customer's Android smartphones and tablets, Apple phones and iPads and is activated as a part of the provider's branded customer care or other app that is already running on the customer's device. Unlike endpoint protection clients, Allot OffNetSecure requires no download, no installation and no updating by the end customer. Allot OffNetSecure can increase the telecom provider's revenue by enabling them to create premium plans and offer unified provisioning, policies, configurations and reporting with other Allot Secure products. Annonce • Feb 05
Allot Ltd. to Report Q4, 2024 Results on Feb 25, 2025 Allot Ltd. announced that they will report Q4, 2024 results on Feb 25, 2025 Buy Or Sell Opportunity • Jan 07
Now 20% undervalued Over the last 90 days, the stock has risen 156% to €6.40. The fair value is estimated to be €8.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 89% in the next 2 years. Breakeven Date Change • Jan 01
Forecast to breakeven in 2027 The analyst covering Allot expects the company to break even for the first time. New forecast suggests the company will make a profit of US$3.00m in 2027. Average annual earnings growth of 62% is required to achieve expected profit on schedule. Annonce • Dec 03
Allot Announces Its New Service Gateway Tera III for Top Tier Telecom Operators Allot Ltd. announced that it has developed the Allot Service Gateway (SG) Tera III multiservice platform. At 2.8 Tbps, the new SG-Tera III will be the highest capacity multiservice gateway platform in the telecommunications market. The SG-Tera III will deliver scalable, carrier grade performance for actionable network intelligence, traffic management including traffic classification, automated congestion management, service steering and chaining, and content filtering, plus cybersecurity protection services – all in one unified platform and at scale. The SG-Tera III platform ensures a smooth upgrade path from earlier platforms including Allot’s leading SG-Tera II. The SG-Tera III platform enables Tier-1 operators to meet traffic growth challenge driven by 5G and new fiber deployments and scale up in cost efficient way. The SG-Tera III will provide the granular visibility and network optimization that operators need to consistently deliver the required Quality of Experience (QoE) for advanced use cases such as M2M communication, massive IOT, Fixed-Wireless Access (FWA) and real Fixed-Mobile Convergence (FMC). Providing the application and services’ QoE required by subscribers will keep them satisfied and reduce churn. The commercial off-the-shelf (COTS) based SG-Tera III extends the performance, scale and resiliency of Allot’s service gateways. It leverages the field-proven, carrier grade architecture of the Allot SG-Tera line of products, offering unprecedent scale and flexibility of network and steering ports, with up to 26x 400 Gbps ports or 104x 100 Gbps ports. Annonce • Nov 06
Allot Ltd., Annual General Meeting, Dec 11, 2024 Allot Ltd., Annual General Meeting, Dec 11, 2024. Location: 22 hanagar street, neve neeman industrial zone b, hod hasharon Israel Annonce • Oct 31
Allot Ltd. to Report Q3, 2024 Results on Nov 19, 2024 Allot Ltd. announced that they will report Q3, 2024 results on Nov 19, 2024 Reported Earnings • Aug 29
Second quarter 2024 earnings released: US$0.087 loss per share (vs US$0.55 loss in 2Q 2023) Second quarter 2024 results: US$0.087 loss per share (improved from US$0.55 loss in 2Q 2023). Revenue: US$22.2m (down 12% from 2Q 2023). Net loss: US$3.36m (loss narrowed 84% from 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 40% per year, which means it has not declined as severely as earnings. Annonce • Aug 12
Allot Ltd. to Report Q2, 2024 Results on Aug 27, 2024 Allot Ltd. announced that they will report Q2, 2024 results on Aug 27, 2024 Reported Earnings • Jun 04
First quarter 2024 earnings released: US$0.065 loss per share (vs US$0.30 loss in 1Q 2023) First quarter 2024 results: US$0.065 loss per share (improved from US$0.30 loss in 1Q 2023). Revenue: US$21.9m (up 3.6% from 1Q 2023). Net loss: US$2.51m (loss narrowed 78% from 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 50% per year, which means it has not declined as severely as earnings. Annonce • May 29
Allot Appoints Liat Nahum as New Chief Financial Officer, Effective July 1, 2024 Allot Ltd. announced the appointment of Mrs. Liat Nahum as the new Chief Financial Officer. Nahum, who will join on July 1, 2024, brings with her significant financial and international management experience from leadership roles at publicly listed technology companies. Before joining the company, Nahum served for more than 20 years in a wide range of financial leadership roles, most recently as a Strategic Business Executive and Director of Finance at Amdocs Ltd. Previously, she served as VP of Finance at Taboola Inc. Mrs. Nahum is a Certified Public Accountant and holds a B.A. in Finance and Accounting from the University of Haifa and an M.B.A. in Accounting and Business Management from the Ruppin Academic Center. Buy Or Sell Opportunity • May 13
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to €1.90. The fair value is estimated to be €1.57, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 61%. Annonce • May 11
Allot Ltd. to Report Q1, 2024 Results on May 29, 2024 Allot Ltd. announced that they will report Q1, 2024 results on May 29, 2024 Annonce • May 08
Allot Announces Chief Executive Officer Changes Allot Ltd. announced the appointment of Eyal Harari as its Chief Executive Officer effective May 6, 2024. He will be replacing Mr. Erez Antebi. At the request of the company's Board of Directors, Mr. Antebi has agreed to assist Mr. Harari during a transition period and thereafter, to continue to provide consulting services to the company. Prior to joining Allot, between November 2019 and January 2024, Mr. Harari served as Chief Executive Officer of Radcom Ltd., a NASDAQ listed company and a leader in providing automated service assurance solutions for telecom operators running 5G/4G networks. Mr. Harari held a number of senior and management positions within the Radcom group of companies during the period from January 2001 to November 2019 including, Chief Operating Officer of Radcom Ltd. and the CEO of Radcom’s U.S subsidiary, Radcom Inc., between December, 2016 and November, 2019. Mr. Harari holds a B.Sc in Computer Science from the Open University of Israel, an M.B. A in Business Administration from Tel Aviv University and an M. A in Business Law from Bar Ilan University. Buy Or Sell Opportunity • Apr 13
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 50% to €1.99. The fair value is estimated to be €1.66, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 61%. Reported Earnings • Apr 12
Full year 2023 earnings released: US$1.66 loss per share (vs US$0.87 loss in FY 2022) Full year 2023 results: US$1.66 loss per share (further deteriorated from US$0.87 loss in FY 2022). Revenue: US$93.2m (down 24% from FY 2022). Net loss: US$62.8m (loss widened 96% from FY 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 49% per year, which means it has not declined as severely as earnings. Annonce • Apr 12
Allot Ltd. Announces Resignation of Ziv Leitman as Chief Financial Officer, Effective June 30, 2024 Allot Ltd. announced that its Chief Financial Officer, Ziv Leitman, is leaving the company to assume the position of Chief Financial Officer at a promising start up company in a different field of activity. The Company has commenced a formal search for a new Chief Financial Officer. To ensure a seamless transition, Mr. Leitman will continue in his position through June 30, 2024. Buy Or Sell Opportunity • Mar 21
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 49% to €2.08. The fair value is estimated to be €1.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 61%. Buy Or Sell Opportunity • Feb 29
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 47% to €1.76. The fair value is estimated to be €1.46, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 61%. Reported Earnings • Feb 16
Full year 2023 earnings released: US$1.66 loss per share (vs US$0.87 loss in FY 2022) Full year 2023 results: US$1.66 loss per share (further deteriorated from US$0.87 loss in FY 2022). Revenue: US$93.2m (down 24% from FY 2022). Net loss: US$62.8m (loss widened 96% from FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 49% per year, which means it has not declined as severely as earnings. Annonce • Jan 12
Allot Ltd. to Report Fiscal Year 2023 Results on Feb 15, 2024 Allot Ltd. announced that they will report fiscal year 2023 results on Feb 15, 2024 Annonce • Jan 11
Allot Ltd. Provides Revenue Guidance for the Year Ended December 31, 2023 Allot Ltd. provided revenue guidance for the year ended December 31, 2023. for the year, the company expects revenues to be within the guidance range the company provided on November 16, 2023. Reported Earnings • Nov 17
Third quarter 2023 earnings released: US$0.32 loss per share (vs US$0.35 loss in 3Q 2022) Third quarter 2023 results: US$0.32 loss per share (improved from US$0.35 loss in 3Q 2022). Revenue: US$22.6m (down 9.6% from 3Q 2022). Net loss: US$12.4m (loss narrowed 4.4% from 3Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings. Annonce • Nov 17
Allot Ltd. Provides Earnings Guidance for the Fourth Quarter of 2023 Allot Ltd. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenues of $20 million to $25 million. Annonce • Nov 09
Allot Ltd., Annual General Meeting, Dec 13, 2023 Allot Ltd., Annual General Meeting, Dec 13, 2023, at 14:30 Israel Standard Time. Location: 22 Hanagar Street, Neve Ne’eman Industrial Zone B, Hod Hasharon Israel Hod-Hasharon Israel Agenda: To approve an amendment to the Company’s Articles of Association, effective immediately upon the approval of this Proposal 1, to provide for the elimination of the different classes of members of the Board of Directors of the Company, so that after completion of their current term, the term of each director who is elected or reelected at or after the Annual Meeting, who shall continue to serve for fixed three-year terms in accordance with the Israel Companies Law shall be one year; To elect David Reis as a Class II director and Chairman of the Board, to serve until the 2026 annual meeting of shareholders, and until his successor has been duly elected and qualified, or until his office is vacated in accordance with the Company’s Articles of Association or the Israel Companies Law; to approve the grant of RSUs of the Company to Erez Antebi, the Company’s President and Chief Executive Officer; and to consider other matters. Annonce • Nov 03
Allot Ltd. to Report Q3, 2023 Results on Nov 16, 2023 Allot Ltd. announced that they will report Q3, 2023 results on Nov 16, 2023 New Risk • Oct 13
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 33% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (€77.7m market cap, or US$81.6m). Annonce • Sep 28
Allot Ltd. Announces Chairman Changes Allot Ltd. announced that its Board of Directors has appointed David Reis as Chairman of the Board effective immediately. Current Chairman and Founder, Yigal Jacoby, has decided to step down from his position as Chairman in order to focus on other opportunities. He will remain a director until the end of this year. Mr. Reis has served as a director of Stratasys for the last seven years, including three years as Vice Chairman and before that as Chief Executive Officer for four years. He has significant additional experience as a Chief Executive officer and board member of public and private companies. Mr. Reis' appointment as a director is subject to ratification by shareholders at Allot's next annual general meeting which is expected to be held in early December 2023. Annonce • Sep 02
Allot Ltd. Provides Earnings Guidance for the Third Quarter and Full Year of 2023 Allot Ltd. provided earnings guidance for the third quarter and full year of 2023. For the quarter, the company expects revenues to be approximately $25 million.For the year, the company expects revenues to be between $95 million to $110 million (of which SECaaS revenues are expected to be approximately $11 million). Operating loss to be between $38 million to $44 million (includes a $14.1 million provision for credit losses from two customers in Africa). Reported Earnings • Sep 01
Second quarter 2023 earnings released: US$0.55 loss per share (vs US$0.17 loss in 2Q 2022) Second quarter 2023 results: US$0.55 loss per share (further deteriorated from US$0.17 loss in 2Q 2022). Revenue: US$25.0m (down 24% from 2Q 2022). Net loss: US$20.7m (loss widened 233% from 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings. New Risk • Jul 20
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: €87.6m (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 23% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (€87.6m market cap, or US$98.1m). Annonce • May 17
Allot Ltd. Provides Earnings Guidance for the Full Year 2023 and Reiterated Earnings Guidance for 2024 Allot Ltd. provided earnings guidance for the full year 2023 and reiterated earnings guidance for 2024. Looking ahead, management reiterates its financial expectations as: Full year 2023 revenues of $110 million to $120 million (of which SECaaS revenues are expected to be between $11 million and $13 million); Full year 2023 operating loss and net negative cash flow of between $15 million and $20 million.Reiterates expectations to be profitable in 2024. Reported Earnings • May 17
First quarter 2023 earnings released: US$0.30 loss per share (vs US$0.17 loss in 1Q 2022) First quarter 2023 results: US$0.30 loss per share (further deteriorated from US$0.17 loss in 1Q 2022). Revenue: US$21.1m (down 34% from 1Q 2022). Net loss: US$11.4m (loss widened 85% from 1Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 37% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 29
Full year 2022 earnings released: US$0.87 loss per share (vs US$0.42 loss in FY 2021) Full year 2022 results: US$0.87 loss per share (further deteriorated from US$0.42 loss in FY 2021). Revenue: US$122.7m (down 16% from FY 2021). Net loss: US$32.0m (loss widened 113% from FY 2021). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings. Reported Earnings • Mar 01
Full year 2022 earnings released: US$0.87 loss per share (vs US$0.42 loss in FY 2021) Full year 2022 results: US$0.87 loss per share (further deteriorated from US$0.42 loss in FY 2021). Revenue: US$122.7m (down 16% from FY 2021). Net loss: US$32.0m (loss widened 113% from FY 2021). Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings. Annonce • Feb 14
Allot Ltd. to Report Q4, 2022 Results on Feb 28, 2023 Allot Ltd. announced that they will report Q4, 2022 results on Feb 28, 2023 Reported Earnings • Nov 16
Third quarter 2022 earnings released: US$0.35 loss per share (vs US$0.085 loss in 3Q 2021) Third quarter 2022 results: US$0.35 loss per share (further deteriorated from US$0.085 loss in 3Q 2021). Revenue: US$25.0m (down 34% from 3Q 2021). Net loss: US$12.9m (loss widened 321% from 3Q 2021). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Annonce • Nov 16
Allot Ltd. Reiterates Earnings Guidance for the Full Year of 2022 Allot Ltd. reiterated earnings guidance for the full year of 2022. Maintaining guidance for full year revenues of $125 million to $130 million, with expectations that full year revenues will trend toward the lower end of the range. Annonce • Nov 04
Allot Ltd., Annual General Meeting, Dec 14, 2022 Allot Ltd., Annual General Meeting, Dec 14, 2022, at 14:30 Israel Standard Time. Location: at the offices of the Company, at 22 Hanagar Street, Neve Ne’eman Industrial Zone B Hod-Hasharon Israel Agenda: To approve an amendment to the Company’s Articles of Association, to provide for the elimination of the different classes of members of the Board of Directors of the Company, so that after completion of their current term, the term of each director who is elected or reelected at or after the Annual Meeting; to elect Raffi Kesten as a Class II director, to serve until the 2023 annual meeting of shareholders, and until his successor has been duly elected and qualified, or until his office is vacated in accordance with the Company’s Articles of Association or the Israel Companies Law; to approve the existing compensation policy for officers and directors of the Company for the years 2022-2025 as required by the Israel Companies Law; and to consider other matters, if any. Annonce • Aug 18
Allot Ltd. Provides Revenue Guidance for the Third Quarter of 2022 and Earnings Guidance for the Full Year of 2022 Allot Ltd. provided revenue guidance for the third quarter and full year of 2022. For the period, the company expected Revenues to be approximately $25 million.For the full year, company expected revenue to be between $125 million - $130 million. The company expects their loss for the full year 2022 to be between $23 million and $24 million, the same as they expected at the beginning of the year. Reported Earnings • Aug 17
Second quarter 2022 earnings released: US$0.17 loss per share (vs US$0.11 loss in 2Q 2021) Second quarter 2022 results: US$0.17 loss per share (down from US$0.11 loss in 2Q 2021). Revenue: US$32.8m (down 7.1% from 2Q 2021). Net loss: US$6.23m (loss widened 57% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Annonce • Aug 04
Allot Ltd. to Report Q2, 2022 Results on Aug 16, 2022 Allot Ltd. announced that they will report Q2, 2022 results on Aug 16, 2022 Reported Earnings • May 18
First quarter 2022 earnings released: US$0.17 loss per share (vs US$0.11 loss in 1Q 2021) First quarter 2022 results: US$0.17 loss per share (down from US$0.11 loss in 1Q 2021). Revenue: US$31.9m (up 2.3% from 1Q 2021). Net loss: US$6.13m (loss widened 55% from 1Q 2021). Over the next year, revenue is expected to shrink by 1.1% compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Annonce • May 18
Allot Ltd. Provides Earnings Guidance for the Year 2022 Allot Ltd. provided earnings guidance for the year 2022. For the year, the company expects Revenues to be between $135-140 million. Annonce • May 13
Allot Announces Management Changes Allot Ltd. announced that it has appointed Raffi Kesten to its Board of Directors as an independent director. The Company also announced that it has entered into a Cooperation Agreement with Outerbridge Capital Management, LLC (“Outerbridge Capital”), QVT Financial LP, and certain of their affiliates (collectively, “Outerbridge”), which collectively own approximately 7.5% of the Company’s outstanding shares. Raffi Kesten brings to Allot over 30 years of senior executive business and management experience in the high-tech and cybersecurity industry. Raffi served as the General Manager and COO of NDS, a pay TV media and security company. Following the acquisition of NDS by Cisco, Raffi served as VP of the Service Provider Security and Video Division of Cisco. He later joined JVP, one of Israel’s leading venture capital firms, where he led JVP’s investments in technology startups and served on several Boards, including CyberArk (CYBR). Most recently, Raffi served as Chief Revenue Officer of RadWare (RDWR), a leading provider of cybersecurity and application delivery solutions. Mr. Kesten will be replacing Ronnie Kenneth, who is leaving the Board (after serving since October 2014) in order to dedicate more time to his new impact fund that he recently established. Mr. Kesten will also be replacing Mr. Kenneth as a member of the Compensation and Nominating Committee, and Mr. Nadav Zohar, a serving Director of the Company, will be replacing Mr. Kenneth as a member of the Audit Committee. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Lead Independent Director Efrat Makov was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annonce • Apr 25
Allot Ltd. to Report Q1, 2022 Results on May 17, 2022 Allot Ltd. announced that they will report Q1, 2022 results Pre-Market on May 17, 2022 Annonce • Mar 31
Lynrock Lake Engages in Discussions with Allot On March 30, 2022, Lynrock Lake LP announced that in light of a proposal by other shareholders to add a shareholder representative to the Board of Directors a director of Allot Ltd. invited Cynthia Paul to have a discussion on March 28, 2022. Lynrock Lake added that the two parties discussed the composition of the Company’s Board in an effort to enhance value for all shareholders. Lynrock Lake also stated that it might engage in further discussions with members of the Board and/or the Company’s management regarding composition of the Company’s Board. Annonce • Feb 24
Outerbridge Capital Sends Letter to the Board of Allot Ltd. On February 18, 2022, Outerbridge Capital Management, LLC announced that following certain meetings between representatives of Outerbridge Capital and members of Allot Ltd.’s management team and Board of Directors, Outerbridge Capital delivered a letter to the Board reiterating its views in the Company’s potential and its support of the Company’s CEO and management team, but also noting certain concerns with worrisome actions taken by the Company recently, including its recent dilutive capital raise and the Board’s failure to deliver shareholder value over the course of the prior few years. Outerbridge Capital added that it intends to continue to work constructively with the Company to enhance value for all of its shareholders. Reported Earnings • Feb 17
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: US$0.42 loss per share (down from US$0.27 loss in FY 2020). Revenue: US$145.6m (up 7.1% from FY 2020). Net loss: US$15.0m (loss widened 61% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.3%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Annonce • Feb 01
Allot Ltd. to Report Q4, 2021 Results on Feb 15, 2022 Allot Ltd. announced that they will report Q4, 2021 results on Feb 15, 2022 Reported Earnings • Nov 10
Third quarter 2021 earnings released: US$0.085 loss per share (vs US$0.068 loss in 3Q 2020) The company reported a soft third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$38.2m (up 9.8% from 3Q 2020). Net loss: US$3.07m (loss widened 28% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Reported Earnings • Aug 11
Second quarter 2021 earnings released: US$0.11 loss per share (vs US$0.10 loss in 2Q 2020) The company reported a soft second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$35.3m (up 7.6% from 2Q 2020). Net loss: US$3.98m (loss widened 10% from 2Q 2020). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • May 12
First quarter 2021 earnings released: US$0.11 loss per share (vs US$0.048 loss in 1Q 2020) The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$31.2m (up 6.5% from 1Q 2020). Net loss: US$3.96m (loss widened 138% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 12
Allot Ltd. Provides Revenue Guidance for the Full Year of Fiscal 2021 Allot Ltd. provided revenue guidance for the full year of fiscal 2021. For the year, The company expects revenues to grow to between $145-150 million. Reported Earnings • Mar 17
Full year 2020 earnings released: US$0.27 loss per share (vs US$0.25 loss in FY 2019) The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: US$135.9m (up 24% from FY 2019). Net loss: US$9.35m (loss widened 8.0% from FY 2019). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Feb 18
Broadband Provider in Japan Selects Allot Traffic Management Solution Allot Ltd. announced that their SmartTraffic QoE solution has been selected by a broadband provider in Japan. The solution, which provides comprehensive network traffic analytics plus flexible, granular and precise real-time traffic management, will be implemented to ensure fair use of network bandwidth for all of the provider’s broadband customers. With this deal, Allot replaces an existing solution from a competing vendor, further expanding its presence in Japan. The SmartTraffic QoE solution from Allot utilizes Allot’s Dynamic Actionable Recognition Technology to identify different types of encrypted traffic. It prioritizes critical applications over those that hog bandwidth based on Key Quality Indicators (KQIs). Using those KQIs, network traffic is dynamically shaped to ensure that heavy users do not negatively impact the Quality of Experience (QoE) of regular customers. Is New 90 Day High Low • Feb 12
New 90-day high: €13.40 The company is up 49% from its price of €9.00 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period. Reported Earnings • Feb 10
Full year 2020 earnings released: US$0.27 loss per share (vs US$0.25 loss in FY 2019) The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: US$135.9m (up 24% from FY 2019). Net loss: US$9.35m (loss widened 8.0% from FY 2019). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Feb 10
Revenue beats expectations Revenue exceeded analyst estimates by 0.08%. Over the next year, revenue is forecast to grow 14%, compared to a 22% growth forecast for the Software industry in Germany. Annonce • Jan 26
Allot Ltd. to Report Q4, 2020 Results on Feb 09, 2021 Allot Ltd. announced that they will report Q4, 2020 results on Feb 09, 2021 Annonce • Jan 20
Tier-1 Telecom Service Provider in Europe Selects Allot HomeSecure and BusinessSecure to Provide Cyber-Protection to Consumers and Smbs Allot Ltd. announced that a tier-1 CSP in Europe has selected Allot HomeSecure and BusinessSecure to provide consumers and SMBs with cybersecurity and content control services to protect the CPEs/routers and devices in their homes and businesses. This deal follows the service provider’s successful implementation of Allot’s NetworkSecure. The HomeSecure and BusinessSecure solutions will be deployed in CPEs provided to consumers and SMBs by the service provider, and in the operator’s network. The services are expected to be made available to the service provider’s fixed broadband customers. Subscribers to the service will pay a monthly fee that is shared between the service provider and Allot. Allot HomeSecure and BusinessSecure both provide security for IoT, smart appliances, and the devices connected to the home or business network. They integrate into the existing router with the addition of a thin software client that provides network visibility, cybersecurity and content controls without the need for any configuration by the customer. Allot HomeSecure and BusinessSecure use AI to identify and profile connected devices and to detect and act upon anomalous device behavior. HomeSecure and BusinessSecure have the option to be managed from an easy-to-use app that gives customers control over their network security and content controls. Annonce • Jan 14
Allot Ltd. Is Selected to Provide Cybersecurity Services to a Tier-1 European Mobile Provider with over 10 Million Subscribers Allot Ltd. announced that a tier-1 mobile service provider in Europe has selected Allot Secure solutions to deliver comprehensive cybersecurity services to its consumer, SOHO and small business customers. Subscribers to the service will pay a monthly fee that is shared between the service provider and Allot. Annonce • Jan 12
Allot Ltd. Introduces DNS Secure to Expand its Mass-market Security Portfolio Allot Ltd. announced that a new mass-market cybersecurity solution, Allot DNS Secure, will join the Allot Secure family of cybersecurity solutions for communication service providers (CSPs). The new solution is supported by an agreement with Open-Xchange to license its OX PowerDNS technology, which will be integrated into Allot DNS Secure. OX PowerDNS technology complements Allot’s comprehensive threat database and unique proxy capabilities, such as carrier grade performance; multi-protocol enforcement and scalability up to many millions of subscribers. As a network-based cybersecurity solution, DNS Secure enables effortless user onboarding, eliminating the need for subscribers to download, install or update any software. Is New 90 Day High Low • Jan 09
New 90-day high: €11.20 The company is up 39% from its price of €8.05 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 17% over the same period. Is New 90 Day High Low • Dec 22
New 90-day high: €9.55 The company is up 20% from its price of €7.95 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share. Analyst Estimate Surprise Post Earnings • Nov 05
Revenue beats expectations Revenue exceeded analyst estimates by 0.04%. Over the next year, revenue is forecast to grow 18%, compared to a 14% growth forecast for the Software industry in Germany. Reported Earnings • Nov 05
Third quarter 2020 earnings released: US$0.068 loss per share The company reported a solid third quarter result with improved revenues and control over expenses, though losses increased. Third quarter 2020 results: Revenue: US$34.8m (up 26% from 3Q 2019). Net loss: US$2.39m (loss widened 13% from 3Q 2019). Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 24% per year. Annonce • Oct 30
Allot Ltd.'s Brand MEO Launches Cybersecurity Service for Mobile Subscribers Allot Ltd. announced that MEO, a brand of Altice Portugal has launched MEO Net Segura, network-based zero-touch, clientless cybersecurity and parental controls services, powered by Allot NetworkSecure. The network-based MEO offering protects consumers against cybersecurity threats, including malware, phishing, ransomware and cryptomining, while also providing configurable parental controls that ensure kids view only appropriate content. These services are provided from within the MEO network, which enables a zero-touch approach, requiring no download or configuration by the subscribers. To complement NetworkSecure, the Allot EndpointSecure solution potentially provides MEO the capability to provide cybersecurity protection to customers even when they are off the MEO network. MEO can also use the Allot solutions to provide cybersecurity services to their SMB customers. On top of anti-malware protection, the new services provide consumers with MEO branded activity reports and real-time security alerts. These notifications offer an additional customer touch point to strengthen brand loyalty. Protecting more than 20 million subscribers globally, Allot reports that other telecom customers have achieved adoption rates of up to 50% with zero-touch network-based subscriber services based on NetworkSecure, and enhanced by Allot consumer marketing services. Annonce • Oct 15
Allot Ltd. to Report Q3, 2020 Results on Nov 04, 2020 Allot Ltd. announced that they will report Q3, 2020 results at 9:00 AM, GMT Standard Time on Nov 04, 2020 Annonce • Oct 06
Telefónica Expands ‘Conexión Segura’ Security-as-a-Service Solution Powered by Allot Ltd. to Protect Spanish SMBs from Cyberattacks Allot Ltd. announced that Telefónica España, has expanded its Allot-powered ‘Conexión Segura’ SECaaS service to protect small and medium-sized business (SMBs) against a broad range of cyber threats. The expansion also includes the new version of McAfee MultiAccess that includes privacy control capabilities for up to 10 devices. So far in 2020, the number of SMBs in Spain that have subscribed to the service has exceeded Telefónica forecasts by almost 3 years. Since the end of March, despite the economic constraints imposed by the COVID-19 pandemic, customer demand has continued to grow at double-digit monthly rates. Conexión Segura leverages the Allot NetworkSecure solution to provide effective and immediate protection against phishing, ransomware, malicious third-party sites, and malware in both fixed and mobile networks. The solution provides recurring revenue that is shared between Telefónica, McAfee and Allot. Installed in the core of the Telefónica network, Conexión Segura also prevents users from accessing websites categorized as risky or inappropriate due to their content. According to Telefónica, during March and April 2020, the Conexión Segura service prevented the download of more than 1 million computer viruses, 168,000 pieces of malware and blocked 1.2 million pages containing malicious or suspect content. Small businesses are extremely vulnerable to cyberattacks and often lack in-house cybersecurity skills. Conexión Segura offers SMB owners peace of mind by protecting business and employee devices both in and out of the office and keeping inappropriate content out of the workplace with the Allot multi-tenant network-based security platform. Is New 90 Day High Low • Sep 25
New 90-day low: €7.45 The company is down 22% from its price of €9.50 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.08 per share. Annonce • Jul 18
Allot Ltd. to Report Q2, 2020 Results on Aug 04, 2020 Allot Ltd. announced that they will report Q2, 2020 results at 9:00 AM, GMT Standard Time on Aug 04, 2020