Here are two analogies to describe Allot (ALLT):

• Like an air traffic controller for internet networks, optimizing data flow and ensuring quality of service for telecom providers.
• Enables internet service providers to offer network-level cybersecurity (like parental controls or anti-malware) directly from their network, much like McAfee or Norton protect individual devices.

• Allot Secure: A suite of network-based security services offered by Communication Service Providers (CSPs) to their subscribers, providing protection against malware, phishing, DDoS attacks, and offering parental control and IoT security.
• Allot Smart (Traffic Management & Analytics): Solutions that provide real-time network visibility, deep packet inspection (DPI), and policy control for optimizing network performance and enhancing user experience.
• Allot DDoS Secure: Dedicated solutions for Communication Service Providers and enterprises to detect and mitigate Distributed Denial of Service (DDoS) attacks at the network edge.

• Telefónica S.A. (Symbol: TEF)
• Vodafone Group Plc (Symbol: VOD)

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Eyal Harari - Chief Executive Officer

Eyal Harari was appointed Chief Executive Officer of Allot effective May 6, 2024. Prior to joining Allot, he served as Chief Executive Officer of Radcom Ltd., a NASDAQ-listed company providing automated service assurance solutions for telecom operators, from November 2019 to January 2024. He also held various senior and management positions within the Radcom group of companies for nearly two decades, including Chief Operating Officer of Radcom Ltd. and CEO of Radcom's U.S. subsidiary. Harari holds a B.Sc in Computer Science, an M.B.A in Business Administration, and an M.A in Business Law.

Liat Nahum - Chief Financial Officer

Liat Nahum was appointed Chief Financial Officer of Allot, joining the company on July 1, 2024. She brings over 20 years of significant financial and international management experience from leadership roles at publicly listed technology companies. Most recently, Nahum served as a Strategic Business Executive and Director of Finance at Amdocs Ltd., a public NASDAQ-listed multinational telecommunications technology company. Previously, she was the VP of Finance at Taboola Inc., a public NASDAQ-listed advertising technology company. Liat Nahum is a Certified Public Accountant and holds a B.A. in Finance and Accounting and an M.B.A. in Accounting and Business Management.

Mark Shteiman - Chief Product Officer

Mark Shteiman serves as the Chief Product Officer at Allot.

Gili Groner - Chief Human Resources Officer

Gili Groner holds the position of Chief Human Resources Officer at Allot.

Noam Lila - Senior VP of Customer Success & Operations

Noam Lila is the Senior Vice President of Customer Success & Operations at Allot.

The clear emerging threat for Allot (ALLT) is the accelerating shift towards cloud-native 5G architectures and the increasing involvement of hyperscale cloud providers in telecommunications infrastructure. As mobile network operators adopt 5G Standalone (5G SA) and virtualize their core networks using cloud-native functions, there is a growing tendency to leverage hyperscalers (such as AWS, Microsoft Azure, and Google Cloud) for underlying infrastructure and even for integrated network functions and security services. This paradigm shift could marginalize specialized vendors like Allot, as network intelligence, traffic management, and security capabilities may increasingly be offered directly by hyperscalers or deeply integrated into larger cloud-native network vendor solutions, rather than through standalone, purpose-built platforms.

Allot Ltd. (NASDAQ: ALLT) is anticipated to drive its future revenue growth over the next two to three years through several key strategies:

1. Continued Expansion of Security as a Service (SECaaS): Allot's SECaaS offering is consistently highlighted as its primary growth engine. The company has demonstrated significant year-over-year increases in SECaaS revenue and Annual Recurring Revenue (ARR), with expectations of 55-60% ARR growth in 2025. This growth is fueled by an expanding base of top-tier customers and increased adoption of its security solutions among subscribers of existing customers.
2. New Product Launches and Enhanced Offerings: Allot is expanding its product portfolio, notably with the launch of its Tera III multi-service platform, geared towards top-tier telecom operators, which is generating significant interest and contributing to a strong pipeline of opportunities. Additionally, the introduction of the OffNetSecure solution, an extension of the Allot Secure cybersecurity platform, allows service providers to protect customers when they are off-network, creating a new potential premium add-on revenue stream.
3. Strategic Partnerships and Customer Acquisition with Major Telecom Operators: Allot is actively securing new multi-million dollar agreements with major telecom players. Recent examples include Vodafone UK expanding its cybersecurity services with Allot's SECaaS solution and a landmark deal valued in the tens of millions of dollars with a tier-1 EMEA telecom operator. These partnerships are crucial for expanding Allot's reach and embedding its security and network intelligence solutions within large subscriber bases.
4. Growth in Network Intelligence and Traffic Management Solutions (Allot Smart): While SECaaS is the primary growth driver, Allot's Smart product, which focuses on network optimization and traffic management, continues to be an important part of the overall business. The company has secured multi-million dollar agreements with new customers for its Smart product, contributing to overall future growth and demonstrating ongoing demand for these solutions.

Share Issuance

• In June 2025, Allot announced a public offering of 5,000,000 ordinary shares at a price of $8.00 per share.
• The gross proceeds from this offering were expected to be $40.0 million, assuming no exercise of the underwriters' option, with total gross proceeds of $46 million received.
• Allot issued $37,691 thousand in share capital during the second quarter of 2025.

Inbound Investments

• Lynrock Lake Master Fund LP held a $40.0 million senior unsecured convertible promissory note issued by Allot in February 2022.
• In connection with a June 2025 public offering, Lynrock Lake Master Fund LP agreed to convert the remaining $8.59 million of principal outstanding under the note into 1,249,995 ordinary shares.

Capital Expenditures

• Allot's investment program in equipment at its Hod-Hasharon, Israel facility has been granted "Approved Enterprise status," making it eligible for tax benefits.
• The company reported $408 thousand in purchases of property and equipment during the second quarter of 2025, with a cumulative $689 thousand for the first six months of 2025.
• As of December 31, 2023, Allot anticipated its existing cash balances would be sufficient to cover capital expenditures for at least the next twelve months.