Slide 1: Q4 2025 Earnings
Q4 2025 Earnings Feb 25th, 2026 1
Slide 2: Allot Q4-25 Earning
Allot Q4-25 Earning 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 achievements t
Slide 4: Business Performance Strategy
Business Performance Strategy 4
Slide 5: Cyber Security First Strategy Update
01 Our subscription-based cybersecurity offering-as-a-service generates YoY growth providing us with good visibility. The pipeline continues to be strong, and our offering is gaining broad traction 02 As cybersecurity threats continue to intensify, we remain focused on protecting the consumer and SM
Slide 6: Q4 2025: Key Highlights
Q4 2025: KEY HIGHLIGHTS Strong fourth quarter, concluding a year of accelerating revenue growth and significant expansion in cybersecurity ARR Improved gross margin to 72% and increased profitability to 13% operating profit (Non-GAAP) Accelerated cybersecurity ARR growth, with 69% growth in SECaaS A
Slide 7: Q4 2025 Financial Results
allot Q4 2025 Financial Results S=0
Slide 8: Q4 2025 Results – A Strong Finish to the Year
Q4 2025 Results – A Strong Finish to the Year $ 28.4 m 72 % $ 3.6 m Operating profit1 vs $1.8M Q4 2024 Revenues up YoY 14% Gross Margin1 m $ 4.1 Net income1 vs $2.0m Q4 2024 $ 30.8 m 70 % m SECaaS ARR at Dec 20252 SECaaS revenue up YoY $ 8.1 Operating cash flow vs $4.1m Q4 2024 to $8.1m 1. Non-GAAP
Slide 9: Key Financial Highlights
Key Financial Highlights Recurring revenue engine accelerating – SECaaS ARR up 69% YoY to $30.8M2 and now comprises 28% of total revenue Highest profitability in over a decade – operating profit1 $3.6M and $8.1M in operating cash flow in Q4 2025 105% growth YoY in Net Income1 to $4.1M Strengthening
Slide 10: Achieving Growth and Profitability
Achieving Growth and Profitability Commentary Revenue & Operating Profit* $3.4M • Q4 2025 revenue grew 14% YoY, driven primarily by Revenue $28.4M $1.8M increased cybersecurity contribution, recent wins, and strong customer demand $24.3M $24.9M • SECaaS 28% of revenue, with cybersecurity ARR growing
Slide 11: Growing Recurring Revenue
Growing Recurring Revenue1 LTM Total Revenue2 SECaaS Revenue 17% YoY Recurring Revenue Growth1 % Non-Recurring % Recurring $102M $27M $92.2M $93.5M $95.4M $98.6M $16.6M 36% 38% 40% 37% 42% $10.7M $7.1M 60% 63% 64% 62% 58% LTM2 Q4'24 Q1'25 Q2'25 Q3'25 Q4' 25 2022 2023 2024 2025 1. Recurring revenue r
Slide 12: Revenues, Gross Margin and Operating Profit by Year
$M 2022 2023 2024 2025 Revenues 123 93 92 102 Gross Margin 69% 60% 71% 72% OPEX 108 111 64 64 Operating Profit (Loss) (23) (55) 0.6 8.9 SECaaS revenues 7.2 10.6 16.5 26.8 SECaaS ARR (last month run-rate) 9.2 12.7 18.2 30.8 Non-GAAP 12
Slide 13: Consolidated Balance Sheet
Consolidated Balance Sheet 13
Slide 14: Consolidated Balance Sheet (Cont.)
Consolidated Balance Sheet (Cont.) 14
Slide 15: Consolidated Statement of Operations (Non-GAAP)
Consolidated Statement of Operations (Non-GAAP) 15
Slide 16: Consolidated Statement of Operations (GAAP)
Consolidated Statement of Operations (GAAP) 16
Slide 17: Thank You!
allot » & 4 7 allot F. * “a Thank You!
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