Supplier of solutions for broadband providers.
Allot enters 2026 with a stronger recurring engine, higher service profitability and a cleaner balance sheet, but collections quality and the fact that the reset was also funded through dilution still keep it from being a fully completed transition story.
Allot has already built a real SECaaS engine that is lifting revenue quality and margins, but in 2025 it is still not large enough to carry the whole company story on its own because 63% of revenue still comes from network intelligence.
Allot's 2025 capital reset was real: Lynrock disappeared, equity rose to $113.4 million, and the liquidity base grew. But the business did not fund that move on its own, and shareholders paid for it through material dilution.
Allot's customer book looks cleaner at the end of 2025, but the clean-up came mainly through $15.5 million of write-offs against legacy balances; the encouraging part is that the live book now looks calmer, with only $67 thousand of current-period provisioning and $0.9 million o…
