Allot raises 2026 revenue guidance after strong Q2

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Summary · why it matters

Allot reported second-quarter 2026 revenue of $27.7 million, up 15% year-over-year, and raised its full-year revenue guidance to between $115 million and $118 million from the previous range of $130 million to $170 million. Security-as-a-Service revenue grew 47% to $9.4 million, representing 34% of total revenue, while SECaaS annual recurring revenue rose 44% to $36.1 million. The company posted non-GAAP operating income of $2.7 million and non-GAAP net income of $4.6 million, or $0.09 per diluted share, compared with $1.5 million, or $0.03 per share, a year earlier. North America revenue jumped to 31% of total revenue from 17% a year ago, driven by strong product sales including the new Tera III platform. Allot's board approved a share repurchase program of up to $40 million, and the company ended the quarter with $107 million in cash and no debt.

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