Allot Ltd.: management transactions · United States · SEC (Form 4)

About Allot Ltd.

Allot Ltd. (NASDAQ: ALLT) is a technology company focused on network intelligence and cybersecurity for communications service providers and enterprises. The company is headquartered in Hod Hasharon, Israel, and was incorporated in November 1996 under Israeli law. Although it is not a U.S.-domiciled company, Allot’s shares are listed on the NASDAQ market in the United States, which makes it part of the U.S. small-cap/technology investment universe and subject to U.S.-style disclosure standards. ([investors.allot.com](https://investors.allot.com/static-files/d9897163-7054-4bc7-91d4-f442bba00d57?utm_source=openai)) Allot’s core business has evolved around network visibility, traffic management, policy and charging control, and application analytics. Over time, the company has increasingly emphasized cybersecurity, particularly its Security-as-a-Service (SECaaS) offering, which is designed to protect mobile, fixed, and cloud subscribers at the network level. Its strategy is to combine security and intelligence inside the communication network itself, helping service providers improve subscriber protection while also supporting monetization and ARPU expansion. ([allot.com](https://www.allot.com/?utm_source=openai)) From a commercial standpoint, Allot sells primarily to telecom operators and, to a smaller extent, to enterprises. Management has disclosed a broad global footprint, with deployments at more than 500 mobile, fixed, and cloud service providers and more than 1,000 enterprises worldwide. This installed base gives Allot a niche competitive position: it is not a mass-market cybersecurity vendor, but rather a specialized provider at the intersection of telecom infrastructure, traffic control, and security services. ([investors.allot.com](https://investors.allot.com/news-releases/news-release-details/allot-files-annual-report-form-20-f-year-ended-december-31-2024?utm_source=openai)) Geographically, the company operates globally, with sales and customer relationships spanning Europe, the Middle East, Africa, the Americas, and other international markets. A notable recent commercial win came in July 2025, when Allot announced a multi-year, tens-of-millions-of-dollars agreement with a tier-1 telecom operator in EMEA for an integrated network intelligence and cybersecurity solution. The deal included traffic management, policy and charging control, network visibility and analytics, and several security services such as DDoS protection, anti-botnet, and reputation protection. ([investors.allot.com](https://investors.allot.com/news-releases/news-release-details/allot-signs-landmark-deal-tier-1-emea-telecom-operator-valued?utm_source=openai)) Recent operating news has been constructive. In 2025, Allot reported double-digit growth in SECaaS ARR across the year, improving profitability, and a return to stronger revenue growth. In the fourth quarter of 2025, the company reported $28.4 million of revenue, 69% year-over-year growth in December SECaaS ARR, GAAP operating profit of $2.6 million, and total cash of $88 million with no debt. Management also guided 2026 revenue to $113 million–$117 million, signaling continued momentum. ([allot.com](https://www.allot.com/corporate/media-center/press-releases/allot-announces-fourth-quarter-2025-financial-results/?utm_source=openai)) Overall, Allot is best viewed as a specialized technology and cybersecurity name with a differentiated telecom-centric business model. For investors, the key appeal lies in its network-native security platform, recurring SECaaS growth, global carrier relationships, and the ongoing operational turnaround visible in recent results. ([allot.com](https://www.allot.com/corporate/media-center/press-releases/allot-announces-fourth-quarter-2025-financial-results/?utm_source=openai))