财务数据和关键指标变化 - 公司第二季度收入为2.22亿美元,同比下降12%,但环比增长1% [36] - SECaaS收入为370万美元,同比增长54%,占总收入的17% [36] - SECaaS年度经常性收入(ARR)为1.46亿美元 [37] - 毛利率为70.6%,与去年同期和上一季度基本持平 [38] - 非GAAP经营亏损大幅改善,从去年同期的1890万美元和上季度的120万美元降至100万美元 [40] - 预计下半年非GAAP经营利润将接近盈亏平衡 [41] - 第二季度经营现金流为120万美元,现金及等价物为5.32亿美元,较上季度增加60万美元 [42][43] 各条业务线数据和关键指标变化 - SECaaS业务持续增长,第二季度收入同比增长54% [36][46] - 预计全年SECaaS收入和ARR将继续保持约50%的加速增长 [37] - 公司与一家欧洲电信客户签署了扩展协议,将于今年年底开始为其客户群提供SECaaS服务,预计将在2025年为公司带来额外的SECaaS收入增长 [15][52][53][54] - Allot Smart业务在第二季度获得了新客户和现有客户的扩展订单 [19][20] - 与日本运营商乐天移动的合作关系持续良好,乐天移动用户已超过700万 [20][21] 各个市场数据和关键指标变化 - 公司在北美市场的渗透度较低,但在该地区有初步成功案例,如与Verizon的合作 [29][30][31] - 公司正在探索进一步深化在北美市场的业务的方法,因为该地区正引领着安全增长趋势 [29][30][31] 公司战略和发展方向及行业竞争 - 公司正在制定新的战略计划,以推动收入的可持续增长和长期盈利能力 [33] - 公司将重点关注网络安全市场,这是公司的主要增长引擎之一,正在考虑对SECaaS解决方案进行改进和创新,为客户带来更多价值 [25][26] - 公司还关注5G网络的发展,预计未来5年内5G安全解决方案的复合年增长率将超过40% [27][28] - 公司正在探索如何利用自身产品来满足云计算和5G市场的需求 [28][29] - 公司正在努力提高客户中心化,以进一步巩固客户关系,从而能够在现有客户中进一步推广产品和服务 [32] 管理层对经营环境和未来前景的评论 - 公司CEO表示,公司正处于新的发展阶段,第二季度已实现收入稳定和大幅降低成本,实现了经营利润接近盈亏平衡,有信心实现可持续的长期盈利增长 [34][35] - 公司CFO表示,预计下半年非GAAP经营利润将接近盈亏平衡,现金水平将保持稳定 [41][42][43] 其他重要信息 - 公司员工人数为500人 [40] - 公司第二季度非GAAP净亏损为80万美元,每股亏损0.02美元 [41] 问答环节重要的提问和回答 问题1 **Nehal Chokshi 提问** 询问公司对2025年SECaaS ARR的预期增长 [45][46][47] **Eyal Harari 回答** 公司预计SECaaS ARR将继续保持约50%的年增长,主要来自于获取新客户、现有客户扩展使用以及现有服务的渗透率提升 [46][47][48][50] 问题2 **Nehal Chokshi 提问** 询问公司在Verizon SMB业务的增长情况 [62][63] **Eyal Harari 回答** 公司与Verizon的合作关系保持良好,Verizon的中小企业客户群仍有较大增长潜力,公司正与Verizon密切合作以提高渗透率和拓展新服务 [63][65] 问题3 **Nehal Chokshi 提问** 询问公司DPI业务线的管道情况 [69][71] **Eyal Harari 回答** 公司正在分析如何更好地利用DPI业务线的市场机会,但目前还为时尚早,无法具体量化管道情况 [70][71]

Hod Hasharon, Israel, Aug. 12, 2024 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative network intelligence and security-as-a-service (SECaaS) solutions for communication service providers (CSPs) and enterprises, announced today that it will host a conference call to discuss its second quarter 2024 results on Tuesday, August 27, 2024 at 9:00AM ET (2:00PM UK, 4:00PM Israel). The unaudited financial results of the quarter will be published prior to the commence ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Is Allot Communications (ALLT) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Allot Communications is one of 315 companies in the Business Services group. The Business Services group currently sits at #5 within the Zacks Sector Rank. The Zacks Sector Rank co ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Has Allot Communications (ALLT) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question. Allot Communications is one of 315 companies in the Business Services group. The Business Services group currently sits at #5 within the Zacks Sector Rank. The Zacks Sector ...

Allot Communications (ALLT) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Ind ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Allot Communications (ALLT) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out. Allot Communications is one of 316 individual stocks in the Business Services sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in ...

Allot Ltd. (NASDAQ:ALLT) Q1 2024 Results Conference Call May 29, 2024 9:00 AM ET Company Participants Kenny Green - EK Global Investor Relations Eyal Harari - Chief Executive Officer Conference Call Participants Nehal Chokshi - Northland Capital Markets Operator Ladies and gentlemen, thank you for standing by. Welcome to Allot's Conference Call to discuss today's announcement Allot's Results Conference Call. All participants are present in listen only mode. Following management's formal presentation, instru ...

文章核心观点 - 公司第一季度收入同比增长4%至2190万美元 [2][3] - 公司毛利率同比提升,GAAP毛利率为69.0%,非GAAP毛利率为70.4% [4][5] - 公司SECaaS(安全即服务)收入同比增长51%至340万美元,3月SECaaS年化经常性收入为1370万美元 [2][29] - 公司净亏损大幅收窄,GAAP净亏损同比减少77.9%至250万美元,非GAAP净亏损同比减少88.8%至90万美元 [6][7] 财务数据总结 收入 - 第一季度收入2190万美元,同比增长4% [2][3] - 按地区划分,美洲占20%,EMEA占57%,亚太占23% [28] - 按业务类型划分,产品占34%,专业服务占14%,SECaaS占16%,支持与维护占36% [29] - 按客户类型划分,电信服务提供商占79%,企业客户占21% [29] - 前10大客户占收入的47% [29] 盈利能力 - GAAP毛利率为69.0%,同比提升5.2个百分点 [4] - 非GAAP毛利率为70.4%,同比提升3.2个百分点 [5] - GAAP净亏损250万美元,同比减少77.9% [6] - 非GAAP净亏损90万美元,同比减少88.8% [7] 现金流 - 截至2024年3月31日,现金及等价物、短期银行存款和投资总额为5260万美元,较2023年12月31日的5490万美元有所下降 [8] 管理层评论 - 公司正在努力稳定业务,降低成本以与当前收入水平相匹配,同时保持对SECaaS长期增长引擎的投资 [2] - 新任CEO对公司未来前景充满信心,将与团队共同推动公司实现盈利增长 [2] 展望 - 全年实现非GAAP经营利润和净现金流平衡 [2] - SECaaS收入和年化经常性收入将保持两位数增长 [2]

Hod Hasharon, Israel, May 29, 2024 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide, today announced the appointment of Mrs. Liat Nahum as the new Chief Financial Officer of the Company. Nahum, who will join Allot on July 1st, 2024, brings with her significant financial and international management experience from leadership roles at publicly listed technology compani ...

Hod Hasharon, Israel, May 29, 2024 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide, today announced the appointment of Mrs. Liat Nahum as the new Chief Financial Officer of the Company. Nahum, who will join Allot on July 1st, 2024, brings with her significant financial and international management experience from leadership roles at publicly listed technology compani ...