Allot Posts 14% Q4 Revenue Growth and 69% SECaaS ARR Surge
Allot reported fourth-quarter revenues of $28.4 million, up 14% year-over-year, and SECaaS ARR jumped 69% to $30.8 million, while non-GAAP operating profit rose 101% to $3.6 million. The company ended 2025 with $88 million cash, zero debt, and guides 2026 revenue to $113–$117 million.
1. Fourth-Quarter 2025 Results
Allot reported Q4 2025 revenues of $28.4 million, up 14% year-over-year, driven by a 69% surge in SECaaS ARR to $30.8 million. GAAP operating profit rose to $2.6 million from $0.3 million, non-GAAP operating profit doubled to $3.6 million, and operating cash flow nearly doubled to $8.1 million.
2. Full-Year 2025 Performance
For the full year 2025, revenues reached $102.0 million, an 11% increase over 2024, while GAAP operating income swung to $3.6 million from a $6.0 million loss. Non-GAAP operating income improved to $8.9 million, operating cash flow totaled $17.8 million, cash balances rose to $88 million, and the company carried no debt.
3. 2026 Outlook
Management expects SECaaS to sustain robust double-digit ARR growth in 2026 and has guided full-year revenues to $113–$117 million, reflecting continued profitability improvements and strong backlog visibility. Leadership highlighted integration of cybersecurity and network intelligence solutions to address expanding AI-driven threat surfaces.