Tue, May 3, 5:08 AM
Mon, May 2, 5:30 PM
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Tue, Feb. 9, 9:23 AM
- In addition to missing Q4 estimates, Allot (NASDAQ:ALLT) is guiding for 2016 revenue of $102M-$108M, up from 2015's $100.3M but below a $111.9M consensus. Op. margin is expected to rise Y/Y, and revenue is expected to be higher in 2H16 than 1H16.
- Deal activity: 22 large orders were received in seasonally strong Q4 (3 from new customers) vs. 26 a year ago. 13 of the large orders came from mobile carriers, and 9 from wireline carriers. $1M+ deals rose to 6 from 5 a year ago. Book-to-bill was above 1.
- Financials: Thanks to a $5.8M impairment charge, gross margin fell to 48% from 75% in Q3 and 66% a year ago. GAAP operating expenses fell by $2.9M Y/Y to $19.8M. Allot ended Q4 with $123.3M in cash and no debt.
- ALLT -1.8% premarket to $4.86. Nasdaq futures are down 1.5%.
- Allot's Q4 results, earnings release
Tue, Feb. 9, 5:45 AM
Mon, Feb. 8, 5:30 PM
Dec. 9, 2015, 4:26 PM
- Starting with a test beginning in the coming days, Verizon (NYSE:VZ) will begin offering content that doesn't count against a user's data cap, as a result of it being sponsored by a third party. A larger commercial launch is due in Q1.
- VP Marni Walden: "The capabilities we’ve built allow us to break down any byte that is carried across our network and have all or a portion of that sponsored," Critics have argued sponsored content creates an uneven playing field for those companies that can't afford it. Defenders assert the concept is fundamentally similar to toll-free calling.
- AT&T has been testing its own sponsored content solution for some time. T-Mobile, meanwhile, lets users consume a slew of music and (more recently) video services without having the activity count against their data caps; the company isn't paid by content providers for doing so.
- Allot (NASDAQ:ALLT) provides deep packet inspection (DPI) systems that allow carriers to set unique policies for different types of content traveling over their networks. Its shares rose 4.6% today, possibly aided by a bullish Tuesday afternoon column from SA author Cobia Capital Management.
Dec. 1, 2015, 11:24 AM
- Allot (ALLT -0.4%) has obtained court approval (as required by Israeli law) for a $15M buyback originally announced in August. At current levels, the buyback is good for repurchasing over 8% of outstanding shares.
- The deep packet inspection hardware vendor had $122.8M in cash at the end of Q3, and no debt. Shares are down 42% YTD.
Oct. 29, 2015, 5:03 AM
- Allot Communications (NASDAQ:ALLT): Q3 EPS of -$0.02 beats by $0.01.
- Revenue of $23.5M (-22.0% Y/Y) misses by $0.97M.
Oct. 28, 2015, 5:30 PM
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Oct. 12, 2015, 2:09 PM
- The virtual edition of Allot's (NASDAQ:ALLT) mainstay Service Gateway deep packet inspection (DPI) system allows commodity (Intel-based) hardware to be turned into DPI appliances by installing software.
- The software comes with pre-integrated services, and aims to better position Allot for growing carrier adoption of network functions virtualization (NFV - the transformation of telecom hardware platforms into software-based solutions that can be implemented on commodity servers).
- Looking to address performance concerns about NFV deployments, Allot claims a single instance of its virtual appliance solution "delivered performance on the brink of 200Gbps while inspecting traffic at wire speed and performing URL filtering."
- Shares are rallying on a quiet day for equities. Q3 results arrive on Oct. 29.
Sep. 21, 2015, 9:22 AM
- An unnamed tier-1 Asia-Pac wireline carrier has placed an $8M expansion order covering Allot's (NASDAQ:ALLT) deep packet inspection (DPI) service gateways, Service Protector threat-prevention hardware, and Websafe URL-filtering software. For reference, Allot's Q3 revenue consensus is at $25M.
- Allot: "This incumbent operator is using Allot's Service Protector in-line solution to protect national critical infrastructure, business communication, and IT infrastructure nationwide against destructive DDoS attacks ... The solution manages and secures traffic of up to two Terabits per second without the need to redirect traffic to a scrubbing center."
- Shares have risen to $5.25 premarket. They're still down 43% YTD.
Aug. 4, 2015, 9:20 AM
Aug. 4, 2015, 9:18 AM
- Low expectations have helped Allot (NASDAQ:ALLT) jump to $5.59 premarket after posting nearly in-line Q2 results and reiterating full-year sales guidance of $100M-$105M (in-line with a $102.5M consensus). The deep packet inspection hardware vendor was down 45% YTD going into earnings.
- Along with its results, Allot has launched a $15M buyback (subject to court approval, per Israeli law). It's good for repurchasing 2% of shares at current levels.
- Orders: Q2 book-to-bill was above 1. 21 orders were received vs. 18 in Q1, and (notably) 9 came from new customers vs. 3 in Q1. 15 were from mobile carriers, 5 from wireline carriers, and 1 for a cloud deployment. Six $1M+ deals were recorded. Allot also states it landed North American wins with tier-1 accounts for its security offerings, and that bookings "recovered significantly" in Q2 relative to Q1.
- GAAP operating expenses rose by less than $150K Y/Y to $20.9M. Allot ended Q2 with $120.6M in cash/investments, and no debt.
- Q2 results, PR
Aug. 4, 2015, 5:27 AM
- Allot Communications (NASDAQ:ALLT): Q2 EPS of -$0.09 in-line.
- Revenue of $21.59M (-23.4% Y/Y) beats by $0.12M.
Aug. 3, 2015, 5:30 PM
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Jul. 6, 2015, 9:12 AM
- Allot (NASDAQ:ALLT) forecasts Q2 revenue of $21M-$22 (well below a $30.4M consensus), and 2015 revenue of $100M-$105M (below a $126.3M consensus). A net operating loss is also expected; the EPS consensus is at $0.07.
- Q2 book-to-bill was above 1, aided by "three wins totaling approximately $8 million from new Tier-1 mobile operators," for which revenue recognition is expected in 2H15. The quarter-ending cash balance was $120M.
- The deep packet inspection hardware vendor blames the Q2 shortfall on "lower bookings in the first quarter as well as delays in closing certain deals during the second quarter." Shares have tumbled to $6.09 premarket, making new 52-week lows along the way.
Allot Communications Ltd. engages in the development of mobile, fixed, and enterprise networks. The firm offers analytics, security, optimization, service integration, policy and charging, and platforms products to support the digital lifestyle. It also provides 24/7 support center; design and... More
Industry: Technical & System Software
Country: United States
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