Allot : Q4 2020 Factsheet

/Q4 2020

www.allot.com

COMPANY PROFILE

Allot Ltd. (NASDAQ, TASE: ALLT) is a provider of leading innovative network intelligence and security solutions for service providers and enterprise worldwide, enhancing value to their customers. Our solutions are deployed globally for network and application analytics, tra c control and shaping, network-based security services, and more. Allot's multi-service platforms are deployed by over 500 mobile, fixed and cloud service providers as well as over 1000 enterprises. Our industry leading network-based security as a service solution has achieved over 50% penetration with some service providers and is already used by over 20 million subscribers globally.

MARKET FOCUS

Security: Allot Secure is a security service delivery platform designed to empower CSPs to provide a seamless customer experience by unifiying network-based security, home gateway security and security clients in a branded value added service.

Actionable Intelligence: Allot Smart solutions give CSPs and enterprises the ability to see, classify and quantify all of the activity on their networks so they can ensure consistent and reliable quality of experience and service.

MANAGEMENT TEAM

Erez Antebi, CEO

Ziv Leitman, CFO

Ran Fridman, EVP Global Sales

Keren Rubanenko, SVP Allot Smart Business Unit

Rael Kolevsohn, VP General Counsel

Pini Gvili, VP Operations

Ronit Weinstein, VP Human Resources

Noam Lila , VP Customer Success

BOARD OF DIRECTORS

Yigal Jacoby, Chairman

Nurit Benjamini

Itsik Danzinger Manuel Echanove

Ronen Priel, CTO Vered Zur, VP Marketing

Yael Villa, SVP Cyber Security Business Unit

Hagay Katz, VP Strategic Accounts, Cyber Security

Mark Shteiman, VP Product Management, Allot Smart Business Unit

Aharon Mullokandov, VP R&D,

Cyber Security Business Unit

Steven D. Levy

Miron (Ronnie) Kenneth Nadav Zohar

KEY TAKEAWAYS

Allot continues to successfully execute its long term growth plan with:

• • New recurring revenue security as a service deals

• • Cumulative MAR* of $280M

• • Recurring security revenues totaled $2M in 2020, with guidance of $6-$8M for 2021 and expectations for $25M in 2022

• • 2020 year over year annual revenue growth of 23%

• • 2020 Gross margins of 71%.

SHARE CHART

as of January 31, 2021

QUARTERLY REVENUES - in $M

2019

2020

All reported results are Non-GAAP.

STOCK FUNDAMENTALS

as of January 31, 2021

Ticker	ALLT
Exchanges	Nasdaq, Tel Aviv Stock Exchange
Industry	Technology; Communications Services
No. of Shares	35.4M
Outstanding
52 week High	$15.25
52 week Low	$6.44

FINANCIAL HIGHLIGHTS

2020 Revenues: $136M

2020 Q4 Revenues: $39M, up 28% YoY

Cash and investments as of Dec. 31, 2020: $99M

2021 Revenue Guidance: $145-150M

LATEST NEWS

Jan 19, 2021: Tier-1 Telecom Service Provider in Europe Selects

Allot HomeSecure and BusinessSecure to Provide Cyber-protection to Consumers and SMBs

Jan 13, 2021: Allot Secure Selected to Provide Cybersecurity Services to a Tier-1 European Mobile Provider with Over 10 Million Subscribers

Jan 11, 2021: Allot Introduces DNS Secure to Expand its Mass-market Security Portfolio

Nov 30, 2020: Allot Research Finds 68% of Global Consumers Would Consider Switching Telcos for Better Cybersecurity

Oct 29, 2020: MEO Launches Cybersecurity Service for Mobile Subscribers, Powered by Allot

Oct 21, 2020: Tier-1 Telecom Service Provider in APAC Selects Allot HomeSecure to Provide Cyber-protection to Consumers

*MAR (maximum annual revenue potential of concluded transactions) was estimated by Allot upon transaction signature and constitutes an approximation of the theoretical annual revenues Allot would receive if 100% of the customer's subscribers, as estimated by Allot, signed up for the service.

INVESTOR RELATIONS

Ehud Helft / Kenny Green, GK Investor Relations	PUBLIC RELATIONS	Seth Greenberg, Allot
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