Allot Ltd. (NASDAQ:ALLT) released its unaudited financial results for the third quarter of 2026 on November 12, 2026, reporting total revenues of $30.6 million and a 41% year-over-year increase in SECaaS Annual Recurring Revenue.

Key Highlights

  • Total revenue: $30.6 million in Q3 2026, up 16% year-over-year from $26.4 million in Q3 2025.
  • SECaaS revenue: $9.9 million for the quarter, a 37% increase year-over-year.
  • SECaaS ARR: $38.8 million as of September 2026, up 41% year-over-year.
  • GAAP operating income: $2.8 million (operating margin of 9.2%), compared with $2.2 million (operating margin of 8.1%) in Q3 2025.
  • Operating cash flow: $7.4 million, up 85% from $4.0 million in Q3 2025.
  • Cash and equivalents: $112 million as of September 30, 2026, compared with $88 million as of December 31, 2025.
  • Full-year 2026 revenue guidance: Raised and narrowed to between $116 million and $118 million, according to management.

Allot Reports Q3 2026 Profitability Gains and Raised Full-Year Outlook

According to the filing, Allot Ltd. reported total Q3 2026 revenues of $30.6 million, a 16% year-over-year increase from $26.4 million in Q3 2025. GAAP gross profit reached $21.9 million, representing a gross margin of 71.6%, compared with $18.9 million and a gross margin of 71.4% in the same period last year. Non-GAAP gross profit was $22.0 million, or a gross margin of 71.9%, versus $19.1 million and a gross margin of 72.2% in Q3 2025.

The company disclosed GAAP net income of $3.4 million, or $0.07 per diluted share, for Q3 2026, compared with $2.8 million, or $0.07 per diluted share, in Q3 2025. Non-GAAP net income was $4.7 million, or $0.09 per diluted share, compared with $4.6 million, or $0.10 per diluted share, in Q3 2025. Non-GAAP operating income was $3.9 million (operating margin of 12.9%), a 6% increase from $3.7 million (operating margin of 14.0%) in Q3 2025.

CEO Eyal Harari stated in the filing that "SECaaS ARR continues to grow strongly at 41% year-over-year, further building our recurring revenue base and our visibility into the quarters ahead." Management also noted a launch of Allot IOT security as part of ongoing product development. Regarding guidance, Mr. Harari stated the company is "raising the midpoint of our guidance for 2026 and narrowing the range to between $116 million and $118 million," and that SECaaS revenue growth for 2026 is expected "to be above 40%." The filing notes these statements are forward-looking and subject to the company's cautionary language under the Private Securities Litigation Reform Act of 1995.

What Was Disclosed

Allot Ltd. filed unaudited Q3 2026 earnings results showing 16% revenue growth to $30.6 million, a 41% rise in SECaaS ARR to $38.8 million, GAAP operating income of $2.8 million, and operating cash flow of $7.4 million, along with raised full-year 2026 revenue guidance.