Allot Ltd. (ALLT) Q2 2024 Earnings Call Transcript Summary
Allot Ltd. (ALLT) Q2 2024 Earnings Call Transcript Summary
The following is a summary of the Allot Ltd. (ALLT) Q2 2024 Earnings Call Transcript:
以下是Allot Ltd.（ALLT）2024年第二季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Q2 2024 revenue was $22.2 million, down 12% year-over-year but up 1% from prior quarter.
SECaaS revenue grew 54% YoY, accounting for 17% of total revenue.
2024年第二季度收入为2,220万美元，同比下降12％，但比上一季度增长1％。
SECaas收入同比增长54％，占总收入的17％。
Business Progress:
业务进展：
Continued growth in SECaaS, with a 54% increase in revenue YoY.
Signed expansion agreement with a Tier 1 European CSP, anticipated to boost revenue by year-end.
SECaaS持续增长，收入同比增长54％。
与欧洲一级CSP签署了扩张协议，预计到年底将增加收入。
Opportunity:
机会：
Cybersecurity market expected to grow; Allot focusing on mobile security enhancements.
Potential for growth from 5G network rollouts and increased cloud adoption.
网络安全市场有望增长；Allot专注于增强移动安全。
5G 网络的推出和云采用率的提高带来的增长潜力。
Risk:
风险：
Project delays possible in telecom sector due to long implementation and integration times.
由于实施和集成时间长，电信行业的项目可能会延迟。
Financial Performance:
财务业绩：
Allot reported Q2 2024 revenue of $22.2 million, marking a 12% year-over-year decline but a 1% increase compared to the previous quarter.
SECaaS revenue was $3.7 million, up 54% year-over-year, comprising 17% of total revenue.
Gross margin was stable at 70.6%.
Non-GAAP operating loss significantly reduced by 95% to $1 million.
Generated positive operating cash flow of $1.2 million and increased net cash position.
Non-GAAP net loss was $0.8 million, or $0.02 per share.
Allot报告称，2024年第二季度收入为2220万美元，同比下降12％，但与上一季度相比增长了1％。
SECaas收入为370万美元，同比增长54％，占总收入的17％。
毛利率稳定在70.6％。
非公认会计准则的营业亏损大幅减少了95％，至100万美元。
创造了120万美元的正运营现金流，并增加了净现金状况。
非公认会计准则净亏损为80万美元，合每股亏损0.02美元。
Business Progress:
业务进展：
Continued investment and growth in SECaaS, with revenue increasing 54% year-over-year.
Signed an expansion agreement with a Tier 1 European CSP, expected to contribute to revenue by end of year.
Launched SECaaS with Verizon business; discussing potential service expansions within different customer segments.
Increased sales to new and existing customers for Allot Smart products, including expanding relationships with Rakuten Mobile.
Developing a strategic plan to drive renewed revenue growth and long-term profitability.
对SECaaS的持续投资和增长，收入同比增长54％。
与一家欧洲一级CSP签署了扩张协议，预计将在年底前增加收入。
与Verizon业务一起启动了SECaaS；讨论了不同客户群中潜在的服务扩展。
增加了Allot Smart产品对新老客户的销售，包括扩大与乐天移动的关系。
制定战略计划以推动新的收入增长和长期盈利能力。
Opportunities:
机会：
Cybersecurity market growth and increased need for mobile security offerings.
Expanding and improving SECaaS offerings to enhance customer value and protection.
Capitalizing on the roll-out of 5G networks and the increasing adoption of cloud services for significant security needs.
网络安全市场的增长以及对移动安全产品的需求增加。
扩展和改进 SECaaS 产品以增强客户价值和保护。
充分利用 5G 网络的推出和云服务的日益普及，以满足重大安全需求。
Risks:
风险：
Implementation times and integration requirements within the telecom sector could affect project timelines and revenue recognition.
电信行业内部的实施时间和整合要求可能会影响项目时间表和收入确认。
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