EL7.AI
StocksMedium•12 November 2026•
2 min read

Allot Posts Third-Quarter Revenue of $30.6 Million, Up 16% Year Over Year

Key Facts

1Allot's third-quarter 2026 revenue was about $30.6 million, up 16% year over year.
2Third-quarter SECaaS revenue was $9.9 million, up 37% year over year, and its annual recurring revenue run rate reached $38.8 million in September, up 41%.
3Third-quarter operating cash flow reached $7.4 million, up 85% from the year-earlier period.
4Allot raised its 2026 revenue guidance range to $116–118 million and expects SECaaS revenue growth to exceed 40%.

Allot announced on November 12 that third-quarter 2026 revenue reached $30.6 million, up 16% year over year from $26.4 million in the same period of 2025. The announcement came ahead of the results conference call the company scheduled for the same day at 8:30 a.m. Eastern Time. SECaaS revenue rose to $9.9 million during the quarter, up 37% year over year. The annual recurring revenue run rate for these services reached $38.8 million in September 2026, up 41% from a year earlier. The company said it expects SECaaS revenue growth to exceed 40% in 2026.

Operating and profitability metrics improved from the third quarter of last year. GAAP operating income was about $2.8 million, compared with $2.2 million in the same period of 2025. On a non-GAAP basis, operating income reached $3.9 million, compared with $3.7 million a year earlier. GAAP net income was about $3.4 million, or $0.07 per diluted share, compared with $2.8 million in the third quarter of 2025. Operating cash flow was $7.4 million, up 85% from $4.0 million in the year-earlier period.

Allot raised the midpoint of its 2026 revenue outlook and narrowed the range to $116–118 million. In the second quarter, the company had set annual revenue guidance at $115–118 million, after reporting quarterly revenue of $27.7 million, up 15% year over year. The new range raises the low end of the annual guidance compared with the range announced after the second-quarter results. The company said, "We are raising the midpoint of our 2026 outlook and narrowing the range to between $116 million and $118 million." It added, "We also expect 2026 SECaaS revenue growth to exceed 40%."

ALLT shares closed at $8.97 on November 11, ahead of the results announcement the following day. The company said its third-quarter results were unaudited and that it would release them before the conference call began. This gives investors a basis for comparing quarterly performance with the company’s raised annual guidance and the second-quarter results that preceded the announcement. The reported figures show year-over-year increases in quarterly revenue and SECaaS revenue, alongside improved operating income, net income and operating cash flow. The results conference call scheduled for November 12 is expected to cover details of the company’s performance and outlook for the year.

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