Allot Ltd. · NASDAQ:ALLT
Allot — Investor Presentation (November 2018)
18 slides from Allot's investor presentation, November 2018
Slide 1: Allot Corporate Presentation
Allot Corporate Presentation (NASDAQ, TASE: ALLT) November 2018
Slide 2: 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 3: Allot: network intelligence and security solutions for service providers
Allot is a provider of leading innovative network intelligence and security solutions for service providers worldwide, enhancing value to their customers. Markets Installed Base Company Highlights • Communication • Hundreds of CSPs • ALLT (NASDAQ, TASE) Service Providers • Tier-1 operators • 17% gro
Slide 4: The next big thing for CSPs: secured broadband
The Market Trends CONNECTIVITY VULNERABILITY COMPLEXITY 54% - 68% The top priority The care about privacy & security when drive growth via digital media, accessing the internet via mobile phones2 CSP IT services, IoT and security1 Consumer 45% will to pay for security services3 The The next big thin
Slide 5: The Allot Opportunity
The Allot Opportunity OECD Connectivity Revenue $600B 1.7B Consumers Mobile and Fixed Broadband CSP Potential Revenues $30B 5% incremental revenue from Security Up to 50% adoption Allot Potential Total $6B Addressable Market (20%) (from CSP revenues) * OECD.org June 2017
Slide 6: AllotSecure
AllotSecure anywhere, any device, any threat protection
Slide 7: Customer Centric Experience
Customer Centric Experience IoT Mobile Allot IoT E Network Networksecurity Core Security Cloud Mobile E Network Visibility Control DDOS security Home Network Networksecurity Core E IoT protection & LAN visibility Fixed Network E Visibility Control 7
Slide 8: Unified Customer Centric Experience across all platforms
Unified Customer Centric Experience Protecting all device, across all platforms Network-based IoT including IoT, in smart Security homes and offices - Protects against malware, botnets and - Integrates with existing home DDoS attacks router - Behavior profiling - Full home network visibility - Behav
Slide 9: Protecting Mobile Users
Protecting Mobile Users >20M Up to 50% €1 10 High NPS Mobiles Adoption Monthly Markets Globally In the first nine months of 2016 our Secure Net product is already Vodafone Secure Net blocked 154 €160 million in revenue... million threats, 50,000 of them we have been building quietly ransomware attac
Slide 10: Penetration Rates by Markets
Country Monthly Main GoToMarket Publicity Price (€) Penetration Rates Red 1 All new customers: Bundle with 2 months free and BTL only: Shops, Internet, by Markets automatic activation SMS, emails No ATL Blue 1 All New Customers: Bundle BTL only: 70.0% with 2 years free with Shops, Internet, automati
Slide 11: AllotSmart
AllotSmart network intelligence that makes your network smart, and your organization smarter
Slide 12: Actionable Intelligence
Actionable Intelligence Core Technology New Allot Solutions Highlighted Products • DPI (Deep Packet Inspection) Policy Control & Charging for very large pipes ClearSee - custom reports Network Intelligence - target customer segments • Leverages Machine Learning - facilitate real-time trouble shootin
Slide 13: Reliance Jio Infocomm Ltd
Reliance Jio Infocomm Ltd •216+ Million subscribers •18 Tbps *partial customer list
Slide 14: Moving Forward
Moving Forward DPI SECURITY CAPEX OPEX Preset Machine Learning & Artificial Intelligence Appliance Virtualization
Slide 15: Financials
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Slide 16: Quarterly Revenues 17% YoY
Quarterly Revenues ($USM) 17% YoY 24.2 23.2 23.0 20.9 21.7 19.5 18.5 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2017 2018
Slide 17: 2018 Results
Revenues: Q3 2018 $24.2M, Year to Date $69M 17% growth YOY Increased 2018 revenue guidelines $93-$95M 2018 Book to Bill >1 Gross Margin Growing: 68% Q3 17 71% Q3 18 Cash (30.9.18) $104.7M 2018 Results
Slide 18: Allot See. Control. Secure.
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