Allot Ltd Dossier
Qualitative Analysis
Business overview
Allot Ltd. (NASDAQ: ALLT, TASE: ALLT) is a leading global provider of innovative Security-as-a-Service (SECaaS) and deep network intelligence solutions. Headquartered in Hod Hasharon, Israel, the company was founded in 1996. Allot specializes in delivering converged cybersecurity and network analytics solutions that protect mobile, fixed, and cloud service provider networks, as well as enterprises. Its multi-service platforms are deployed by over 500 communications service providers (CSPs) and more than 1,000 enterprises globally. Its core growth engine is its network-native SECaaS offering, which provides zero-effort, always-on security embedded directly into the service provider's network to protect millions of subscribers from cyber threats.
Research as of 19 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
Strategic realignment of the business model to focus on Security-as-a-Service (SECaaS) offerings, shifting from traditional hardware/licensing to high-margin recurring subscription revenues.
Expected impact: Improves revenue quality and visibility, with recurring revenues reaching 67% of total revenue in Q1 2026 and SECaaS ARR growing 59% year-over-year to $33.7 million.
Development and commercial expansion of OffNetSecure, a solution designed to protect telecom subscribers from cyber threats even when they are connected to the internet outside of their provider's native network.
Expected impact: Provides a comprehensive 360-degree security umbrella for telecom operators, increasing subscriber adoption rates and driving higher average revenue per user (ARPU).
Mergers, Acquisitions & Partnerships
Recent deals and strategic collaborations
Strategic Partnerships
Enables Mobile Virtual Network Operators (MVNOs) powered by Compax to embed Allot's NetworkSecure and OffNetSecure platforms directly at the network level, expanding Allot's SECaaS distribution channel beyond traditional Tier-1 telecom operators.
Terms: Supports recurring subscription-based SECaaS revenue sharing.
Allot provides the network-level cybersecurity and content filtering technology for Radiant Mobile, America's first Christian MVNO, which launched nationwide on May 5, 2026, to block pornography and other restricted content categories directly on the cellular network.
Terms: Commercial contract based on subscriber-level network security licensing.