Slide 1: Q3 2025 Earnings
Q3 2025 Earnings Nov 20th, 2025 1
Slide 2: Allot Q3-25 Earning
Allot Q3-25 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
Business Performance allot
Slide 5: Q3 2025: Key Highlights
Q3 2025: KEY HIGHLIGHTS Continued YoY revenue growth 14% to $26.4 for Q3 2025 Accelerated SECaaS growth, with 60% growth in SECaaS ARR YoY to $27.6m as of September 30th 2025 We are increasing our 2025 SECaaS Improved gross margin to 72% and increased profitability revenue and SECaaS ARR growth to 1
Slide 6: Q3 2025 Financial Results
allot Q3 2025 Financial Results S=0
Slide 7: Q3 2025 Results – A Turnaround in Progress
Q3 2025 Results – A Turnaround in Progress 72 3.7 m 26.4 m % $ Operating income1 vs $1.1m Q3 2024 $ Revenues up YoY 14% Gross Margin1 m $ 4.6 Net income1 56 vs $1.3m Q3 2024 27.6 m % m $ SECaaS ARR at Sep 20252 SECaaS revenue $ 4 Operating cash flow vs $1.9m Q3 2024 up YoY to $7.3m 1. Non-GAAP – ple
Slide 8: Key Financial Highlights
Key Financial Highlights Recurring revenue engine accelerating – SECaaS ARR up 60% YoY to $27.6M2 and now comprises 28% of total revenue Positive operating income1 $3.7m and $4m in operating cash flow in Q3 2025 Strong gross margin profile – 72%1 in Q3 2025, with upside potential as higher-margin SE
Slide 9: Achieving Growth and Profitability
Achieving Growth and Profitability Commentary Revenue & Operating Profit (Loss)* $3.7M Revenue Operating Profit (Loss) • Q3 2025 revenue grew 14% YoY, driven primarily $1.1M $1.2M $26.4M by increased SECaaS contribution, recent wins, and $24.1M $22.6M $23.2M strong customer demand • SECaaS 28% of re
Slide 10: Growing Recurring Revenue
Growing Recurring Revenue1 LTM Total Revenue2 SECaaS Revenue 24% YoY Recurring Revenue Growth1 % Non-Recurring % Recurring $91.6M $92.2M $93.5M $95.4M $98.5M $16.5M 37% 36% 42% 40% 46% $10.6M $7.2M 60% 63% 64% 54% 58% LTM2 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 2022 2023 2024 1. Recurring revenue refers to t
Slide 11: Financial summary table
$M 2022 2023 2024 Q2 2025 Q3 Q1 2025 2025 Revenues 123 93 92 24.1 26.4 Gross Margin 69% 60% 71% 73.4% 72.2% OPEX 108 111 64 16.4 15.4 Operating Profit (Loss) (23) (55) 0.6 1.2 3.7 SECaaS revenues 7.2 10.6 16.5 6.4 7.3 SECaaS ARR (last month run-rate) 9.2 12.7 18.2 25.2 27.6 Non-GAAP 11
Slide 12: Consolidated Balance Sheet
Consolidated Balance Sheet 12
Slide 13: Consolidated Balance Sheet (Cont.)
Consolidated Balance Sheet (Cont.) 13
Slide 14: Consolidated Statement of Operations (Non-GAAP)
Consolidated Statement of Operations (Non-GAAP) 14
Slide 15: Consolidated Statement of Operations (GAAP)
Consolidated Statement of Operations (GAAP) 15
Slide 16: Thank You!
Thank You! 16
Slide 17: 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 17