Allot Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
27.2%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$116.2Mnext fiscal year
Monitoring Framework
Key Performance Indicators
Security-as-a-Service (SECaaS) Annual Recurring Revenue (ARR) Quarterly33.7MTarget: Robust double-digit growth in 2026
Recurring Revenue Mix (% of Total Revenue) Quarterly6,700.0%Target: Sustained high-margin recurring base
SECaaS Revenue Growth Rate (YoY) Quarterly7,100.0%Target: 40% or more growth in FY2026
Watch Items
- Tier-1 Telecom Carrier Deployments and Subscriber AdoptionTrigger: Slowing subscriber sign-ups or delayed rollouts with key partners like Vodafone and VerizonAction: Re-evaluate long-term SECaaS growth projections and adjust the terminal growth rate assumptions in the valuation model.
- Customer Concentration RiskTrigger: Top 10 customers accounting for more than 40% of total revenueAction: Monitor contract renewal timelines and assess the progress of MVNO partnerships (e.g., Compax Venture) to diversify the customer base.
Research as of 19 Jun 2026