AlphAIalphai — Financial news for AI agents
yahoo.comAUG 193 min read$ALLT

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.

Original reporting
yahoo.com
Published Aug 19, 2026, 3:00 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 19, 2026, 3:18 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.
About alphai AI DeskScoring methodologyReport an issue
Allot (ALLT) Q2 2026 Earnings Call Transcript — source image
Source · yahoo.com
Decision brief

The 30-second read

$ALLTBearishMed
01

Why it matters

The earnings release provides fresh financial metrics and revised guidance, essential for valuation updates.

02

Market read

Allot's earnings and guidance update are the primary drivers of market reaction for the ticker.

03

What to watch

Share purchase program and expanding SECaaS backlog may offset short-term revenue concerns.

Relevance 7/10Novelty 7/10Timing: Q2 2026 earnings release

Background

Allot is a cybersecurity-as-a-service provider focusing on network visibility and SECaaS solutions.

Company-level read

Ticker impact

$ALLTBearishMedium confidence
Context

Allot reported Q2 2026 revenue of $27.7M, 15% YoY growth, and narrowed 2026 revenue guidance to $115M-$118M.

Expected impact

Short-term downside pressure; price may test recent support levels.

Evidence & confidence

Guidance is materially lower than prior range, indicating weaker demand despite revenue growth.

Market effects

Sector

SECaaS and network security providers may see heightened scrutiny on growth forecasts.

Regional

North American telecom operators could experience modest sentiment impact.

Global

Limited to cybersecurity niche; broader market effect minimal.

Counterpoint

What could challenge this read

The guidance cut may be temporary; strong backlog and cash position could support a rebound.

Key entities

  • Company
    Allot

    Cybersecurity and network intelligence provider.

  • Executive
    Liat Nahum

    Chief Financial Officer of Allot.

Read at source← All news

Related articles

AUG 14
$ALLTMed

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.

yahoo.com6 min
AUG 14
$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.

finance.yahoo.com4 min
AUG 12
$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

SEC EDGAR 6-K2 min
SEP 8
$EQIXMedAI 8/10

Equinix Is Doubling Down on AI Data Centers. How to Play EQIX Stock Here

Equinix (EQIX) reported Q2 revenue of $2.63B, up 16% YoY, beating estimates. AFFO was $11.78/share, up 19% YoY. The company raised full-year guidance and unveiled a multi-year growth plan. EQIX stock has surged 34% over the past year and offers a 1.98% dividend yield. Analysts rate it a 'Strong Buy' with an average price target of $1,232.19.

yahoo.com3 min
SEP 8
$IBKRMedAI 8/10

Interactive Brokers Earns Interest on $182 Billion of Its Clients' Idle Cash. Will Anthropic's IPO Drain It?

Interactive Brokers (IBKR) reported $182.4B in uninvested client cash, up 27% YoY, earning interest until invested. Anthropic's potential $2T IPO could impact cash levels, but SpaceX's IPO didn't drain IBKR's reserves. IBKR's Q2 net interest income rose 23% to $1.06B, half of total revenues. Client accounts and trading activity grew, mitigating cash outflows. IBKR stock is near $92, trading at 29x next year's earnings.

fool.com3 min