Allot Ltd reports second quarter 2026 earnings beat and raises full-year revenue guidance

Allot Ltd reported strong second quarter 2026 results, characterized by its fourth consecutive quarter of double-digit growth and a return to GAAP operating profitability. The company saw significant expansion in its high-margin Security-as-a-Service (SECaaS) segment and a notable performance in the North American market, prompting management to raise its full-year 2026 revenue outlook.

Key Highlights

• Revenue grew 15% year-over-year to $27.7 million, exceeding analyst estimates of $26.85 million.
• Non-GAAP EPS reached $0.09, more than doubling the $0.04 analyst estimate, while GAAP net income improved to $2.6 million from a loss in the prior year.
• SECaaS revenues surged 47% year-over-year to $9.4 million, now representing approximately 34% of total quarterly revenue.
• Management raised 2026 revenue guidance to between $115 million and $118 million, reflecting confidence in North American demand and long-term SECaaS scaling.