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Allot’s SECaaS Shift Brings Growth but Flat Revenue and Dilution Risks

Allot logoAllot
Sig1.55Sen-4.10Env0.00Soc0.00Gov-2.90

Allot’s shift to an SECaaS model suggests respectable growth, but overall revenues remain flat as legacy sales decline. Customer concentration is rising, with the top 10 customers at 57% of revenues, increasing volatility risk. Confidence in forward guidance is undermined by aggressive growth and margin assumptions, high SBC-driven dilution, and reliance on CSP partners.

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