Allot Q2 Revenue Up 9% YoY, SECaaS ARR Up 73% YoY

Allot reported Q2 Non-GAAP EPS of $0.03, with revenues of $24.1 million, up 9% YoY. SECaaS revenue accounted for 27% of overall revenue, while June 2025 SECaaS ARR reached $25.2 million, a 73% YoY increase.

Allot Ltd. and Elbit Systems Ltd. reported strong financial results for the second quarter of 2025, beating analysts' expectations. Both companies demonstrated robust growth, driven by increased demand and strategic partnerships.

Allot Ltd.
Allot, a cybersecurity firm, reported a 9% year-over-year (YoY) growth in quarterly revenue, reaching $24.1 million, which surpassed analysts' estimates by $1.15 million [1]. The company's SECaaS (Software as a Service) revenue accounted for 27% of overall revenue, with a significant 73% YoY increase in June 2025 SECaaS ARR to $25.2 million [1]. Allot also raised its full-year 2025 revenue guidance to $98-102 million, reflecting strong performance and market demand [1]. The company's stock recently traded at 39 times the next 12-month earnings, compared to a P/E of 66 three months ago [1].

Elbit Systems Ltd.
Elbit Systems reported a non-GAAP EPS of $3.23, up 34.02% from the forecasted $2.41, and revenues of $1.97 billion, exceeding expectations by 8.24% [2]. The company's revenues grew 16.86% YoY, driven by strong demand for defense technologies. Elbit Systems' stock price surged 4.89% in pre-market trading following the announcement, reflecting positive investor sentiment [2]. The company maintained a positive outlook, targeting mid-teens growth for the remainder of 2025 and double-digit growth into 2026 [2].

Both companies' strong Q2 results highlight the resilience and growth potential of the cybersecurity and defense sectors. Investors should closely monitor these companies' future earnings reports and strategic initiatives to gauge their long-term prospects.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXD11B83:0-cybersecurity-firm-allot-s-q2-revenue-beats-estimates-raises-guidance/
[2] https://www.investing.com/news/transcripts/earnings-call-transcript-elbit-systems-beats-q2-2025-earnings-expectations-93CH-4188991