Allot: The Market Doesn't Appreciate The SECaaS Traction, Providing An Opportunity
Allot reported a record Q2 2026 with 15% YoY revenue growth and strong profitability, driven by its cybersecurity-first strategy. SECaaS revenue increased 47% YoY to $9.4M (34% of total revenue), ARR rose 44%, and North America revenue grew from 17% to 31% of total, supported by Tera III platform sales and a major U.S. SECaaS customer.
Why it matters — ALLT watchers would care because the strong SECaaS traction and expanding North American revenue share indicate accelerating momentum in a key growth area the market may be under-appreciating.