Allot Posts Record Cybersecurity as a Service Revenue Jump
Allot reported second quarter 2025 results on August 14, 2025, delivering 9% year-over-year revenue growth to $24.1 million (non-GAAP) and a record Cybersecurity as a Service (CSaaS) annual recurring revenue (ARR) of $25.2 million, up 73% year over year. The company turned a non-GAAP operating loss into $1.2 million in non-GAAP operating income, completed a $46 million equity offering, eliminated all debt, and raised full-year 2025 revenue and CSaaS growth guidance. Major contract wins, including Verizon Business and a Tier one European telecom, signal a significant expansion in Allot(NASDAQ:ALLT) addressable market and financial outlook.
CSaaS contributed 27% of total revenue (non-GAAP) in Q2 2025, a substantial increase from prior periods. Additional ARR growth was driven by Vodafone’s migration to the new CSaaS platform, as well as the successful launch of Verizon’s My Business Plan, with results presented mainly on a non-GAAP basis.
The rapid expansion of CSaaS not only diversifies Allot’s revenue streams but also supports higher gross margins and improved profitability, strengthening the company’s long-term business model.
Source Fool.com
Verizon Communications Inc. Stock
Verizon Communications Inc. is currently one of the favorites of our community with 17 Buy predictions and no Sell predictions.
With a target price of 43 € there is a positive potential of 21.68% for Verizon Communications Inc. compared to the current price of 35.34 €.
