Slide 1: Q2 2026 Earnings
Q 2 2026 Earnings August 12th , 2026
Slide 2: Allot Q2-26 Earnings
Allot Q 2- 26 Earnings EYAL HARARI LIAT NAHUM Chief Executive Officer Chief Financial Officer 2
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains forward - looking statements, which express the current beliefs and expectations of Company management . Such statements involve a number of known and unknown risks and uncertainties that could cause our future results, performance or achievement
Slide 4: Business Performance Strategy
Business Performance Strategy 4
Slide 5: Q2 2026: Key Highlights
Q 2 2026 : KEY HIGHLIGHTS Strong Q 2, Revenue Growth Accelerates to 15% YoY marked fourth consecutive quarter of double-digit revenue growth Solid cybersecurity ARR growth, with 44 % growth YoY “As we are performing ahead of our expectations, we are raising and narrowing our 2026 revenue guidance to
Slide 6: Cyber Security First Strategy Update
01 Breadth of our SECaaS growth – new customers, geographies, end-user segments and applications, all on the same platform 02 Upsell deal in Europe – selling a new service to an existing SECaaS customer – the first sale of identity monitoring service to SMB customers Cyber Security Expansion to SMB
Slide 7: Q2 2026 Financial Results
Q2 2026 Financial Results allot
Slide 8: Q2 2026 Results
Q 2 2026 Results $ 27.7 m 71.8 % $ 2.7 m Operating profit $1.2M Q 2 2025 1 vs Revenues up YoY 15% Gross Margin 1 m $ 4.6 Net income 1 vs $ 1.5m Q 2 2025 36 .1 47 m % $ m SECaaS ARR at June 2026 2 SECaaS revenue up $ 8.5 Operating cash flow vs $ 4.0 m Q 2 2025 YoY to $ 9.4m 1. Non - GAAP – please ref
Slide 9: Key Financial Highlights
Key Financial Highlights Recurring revenue engine – SECaaS ARR up 44 % YoY to $36.1M2 as of June 2026 Revenues growth 15% year - over - year, marking our fourth consecutive quarter of double - digit growth Operating profit 1 $2.7M and $ 8.5 M in operating cash flow in Q 2 2026 Strengthening Balance
Slide 10: Achieving Growth and Profitability
Achieving Growth and Profitability Revenue & Operating Profit * $2.7 M Revenue $27.7M ($1M) $1.2M $24.1 M $22.2 M 15% YoY Revenue Growth Operating Profit (loss) Q2'24 Q2'25 Q2'26 Q2'24 Q2'25 Q2'26 *Non-GAAP – please refer to the appendix for reconciliations to the most directly comparable GAAP measu
Slide 11: Growing Recurring Revenue
Growing Recurring Revenue 1 SECaaS Revenue Quarterly Total Revenue 25 % YoY Recurring Revenue Growth 1 % Non-Recurring $9.4 M % Recurring $28.4 M $27.7M $26.4 M $8.7 M $26.4 M $8.1M $24.1 M $7.3M 40% 33% 37% 33% $6.4 M 38% 60% 67% 67% 63% 62% Q 2'25 Q 3'25 Q 4 ' 25 Q 1'26 Q 2'26 Q 2'25 Q 3'25 Q 4 '2
Slide 12: Financial Highlights
Financial highlights $M 2022 2023 2024 2025 Q 2 2026 Revenues 123 93 92 102 27.7 Gross Margin 69 % 60 % 71% 72% 72% OPEX 108 111 64 64 17.2 Operating Profit (Loss) (23 ) (55) 0.6 8.9 2.7 SECaaS revenues 7.2 10.6 16.5 26.8 9.4 SECaaS ARR (last month run - rate) 9.2 12.7 18.2 30.8 36.1 *Non-GAAP – ple
Slide 13: Consolidated Balance Sheet
allot Consolidated Balance Sheet ALLOT LTD. AND ITS SUBSIDIARIES CONSOLIDATED BALANCE SHEETS (U.S. dollars in thousands) Tune 30, December 31, 2026 2025 ASSETS CURRENT ASSETS: Cash and cash equivalents $ 13,759 $ 17,107 Restricted deposit 3,637 3,573 Short-term bank deposits 31,100 15,100 Available-
Slide 14: Consolidated Balance Sheet (Cont.)
Consolidated Balance Sheet (Cont.)
Slide 15: Consolidated Statement of Operations (Non-GAAP)
Consolidated Statement of Operations (Non - GAAP)
Slide 16: Consolidated Statement of Operations (GAAP)
Consolidated Statement of Operations (GAAP)
Slide 17: Thank You!
bool allot - a Thank You! F. * Bye allot
Slide 18: Contact Us
Contact Us Company Contacts Investor relations Eyal Harari Ehud Helft Chief Executive Officer Managing Partner, Allot , Ltd . Investor Relations eharari@allot.com E.K. Global IR ehud@ekgir.com Liat Nahum Chief Financial Officer Allot, Ltd. lnahum@allot.com 18