$ALLT

Allot Ltd. Q2 2026 Earnings Call Summary

Allot Ltd. reported a fourth straight quarter of double-digit growth, citing North America strength and SECaaS scaling. SECaaS revenue rose 47% YoY to over one-third of total revenue. The company raised 2026 revenue guidance to $115m–$118m and expects 40%+ SECaaS growth, targeting ~70% gross margin and continued cash flow improvement. It also authorized a $40m share repurchase.

Original reporting
Published Aug 14, 2026, 11:45 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 14, 2026, 12:07 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Allot Ltd. Q2 2026 Earnings Call Summary — source image
Decision brief

The 30-second read

$ALLTBullishMed
01

Why it matters

Traders can update expectations for 2026 revenue and SECaaS growth based on the raised guidance and explicit buyback authorization, while monitoring partner-driven timing risk for second-half SECaaS acceleration.

02

Market read

Raised 2026 revenue guidance, a 40%+ SECaaS growth expectation for 2026, and a $40 million share repurchase program are the key decision-relevant updates for positioning.

03

What to watch

SECaaS timing depends on CSP partner marketing execution; delays in partner campaigns could push ARR recognition and affect near-term delivery versus the raised guidance.

Relevance 7/10Novelty 6/10Timing: today, following the Q2 2026 earnings call summary

Background

The article summarizes Allot Ltd.'s Q2 2026 earnings call, focusing on growth drivers (SECaaS and Tera III), margin/efficiency, and capital allocation.

Company-level read

Ticker impact

$ALLTBullishMedium confidence
Context

Allot raised 2026 revenue guidance to $115 million to $118 million and expects SECaaS revenue growth of 40% or more.

Expected impact

Moderately positive bias for the next few sessions as traders reprice 2026 growth and capital return expectations.

Evidence & confidence

The article provides specific, time-bound guidance and capital allocation details (buyback size, cash position, debt-free) tied to operating drivers (SECaaS ARR growth, North America share).

Market effects

Signals continued demand for cybersecurity as a service and network intelligence platforms, potentially supportive for peers with similar recurring-revenue models.

North America share jump to 31% from 17% suggests stronger regional execution that could influence investor sentiment toward telecom-adjacent security vendors.

EMEA land-and-expand execution (four new SECaaS deals) supports a broader view that recurring cybersecurity subscriptions are scaling across regions.

Counterpoint

North America growth is partly driven by large, non-recurring Tera III platform sales, so results could be more volatile than SECaaS ARR alone implies.

Key entities

  • Allot Ltd.

    Provider of cybersecurity as a service (SECaaS) and network intelligence platform (Tera III), reporting Q2 2026 results and updated 2026 guidance.

  • Tera III platform

    High-capacity gateway platform driving a multi-year refresh cycle and large platform sales.

  • SECaaS

    Cybersecurity as a Service segment with 47% YoY growth and over one-third of total revenue.

Related articles

$ALLTMed

Allot (ALLT) Q2 2026 Earnings Call Transcript

Allot (ALLT) reported Q2 2026 revenue of $27.7M, up 15% YoY, with SECaaS revenue at $9.4M, up 47% YoY. North America revenue grew to 31% of total, driven by strong demand for Tera III and smart products. The company raised and narrowed 2026 revenue guidance to $115M-$118M, citing accelerating growth and profitability. The board approved a $40M share purchase program, reflecting confidence in the company's strategy and financial strength.

$ALLTMed

Allot Ltd (ALLT) (Q2 2026) Earnings Call Highlights: Revenue Surges 15%

Allot Ltd (ALLT) reported Q2 2026 earnings call highlights. Management said revenue rose 15% and strength came from both CCaaS and its smart product line. CEO Eyal Harari said backlog remains at a very high level. CFO Liat Nahum cited deferred revenue increasing by $7.5M QoQ plus $13.4M from Q1, improving visibility for 2026-27, and discussed a share buyback.

$ALLTHigh

Allot Ltd. (ALLT): Financial results for Q2 2026

Allot Ltd. (ALLT) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Allot Announces Second Quarter 2026 Financial Results Raising 2026 revenue guidance to $115–$118 million Hod Hasharon, Israel – August 12, 2026 – Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network

$HTHMed

Hilltop Holdings Inc (HTH) Q3 2026 Earnings Call Highlights: Bank Strength Offset

Hilltop Holdings (HTH) reported Q3 2026 earnings with mixed results. Prime Lending had a $11M pre-tax loss due to rising mortgage rates. The company faced $16M in mark-to-market losses and a $21M AOCI impact. Non-interest income declined, with mortgage revenues down $9M. Management expects deposit costs to rise and net interest margin to level out. Loan growth was strong, driven by Texas regions. Share repurchases slowed due to valuation concerns.

$LMTHighAI 8/10

Lockheed Martin, Blackstone and P&G Beat Q3 Estimates as $14 Billion Deal Wave and $317.5 Million IPO Reshape US Markets

Lockheed Martin (LMT) reported Q3 EPS of $7.97, beating estimates, and raised its full-year revenue forecast to $80B-$82B. Blackstone (BX) beat EPS estimates with $1.32, and shares rose 8.4%. Procter & Gamble (PG) reported Q1 EPS of $2.00, beating estimates, with sales up 4%. Equifax (EFX) saw Q3 revenue rise 10%, with mortgage revenue up 15%, despite market weakness. Shares of all companies rose following earnings reports.

$AXPHighAI 9/10

American Express Co (AXP) Q3 2026 Earnings Call Highlights: Reco

American Express (AXP) reported Q3 2026 revenue of $20.1B, up 9% YoY, with GAAP EPS of $5.42 and adjusted EPS of $4.68. Net card fees grew 17%, while billed business rose 8%. The company reaffirmed 10% revenue growth guidance and raised EPS guidance. It also announced a $336M restructuring charge and increased legal reserves. AXP returned $2.2B to shareholders through buybacks and dividends. International spend grew 11%, and new card acquisitions totaled 3.1M, with 76% on fee-paying products.