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:
以下是艾奧特通訊有限公司（ALLT）2024年第二季度業績會會議記錄摘要：
Financial Performance:
金融業績：
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年第二季度營業收入爲2220萬美元，同比下降12%，但較上一季度增長1%。
SECaaS的營業收入同比增長了54%，佔總收入的17%。
Business Progress:
業務進展：
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繼續保持增長勢頭，去年同比增長54%。
與一家歐洲一線雲服務提供商簽訂擴展協議，預計能夠在年底前提振收入。
Opportunity:
機會：
Cybersecurity market expected to grow; Allot focusing on mobile security enhancements.
Potential for growth from 5G network rollouts and increased cloud adoption.
網絡安全概念市場有望增長；艾奧特通訊專注於手機安全增強。
5g概念網絡的推出和雲技術的普及將爲增長提供潛力。
Risk:
風險：
Project delays possible in telecom sector due to long implementation and integration times.
由於實施和整合時間較長，電信行業可能出現項目延遲。
Financial Performance:
金融業績：
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.
艾奧特通訊報告了2024年Q2季度的營業收入爲2220萬美元，同比下降12%，但較上一季度增長1%。
SECaaS的營業收入爲370萬美元，同比增長54%，佔總營業收入的17%。
毛利率穩定在70.6%。
非通用會計減少95%的運營損失至100萬美元。
產生了正向的經營現金流120萬美元，增加了淨現金頭寸。
非通用會計淨損失爲80萬美元，每股0.02美元。
Business Progress:
業務進展：
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.
持續投資和增長SECaaS，營收同比增長54%。
與一家一線歐洲雲服務提供商簽署了擴張協議，預計將在年底爲收入做出貢獻。
與Verizon Business一起推出了SECaaS；討論不同客戶領域內的潛在服務拓展。
增加了對Allot Smart產品的新老客戶銷售，包括擴大與Rakuten Mobile的合作關係。
制定戰略計劃推動營業收入增長和長期盈利能力。
Opportunities:
機會：
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.
網絡安全市場增長和對移動安全解決方案的需求增加。
擴展和改進SECaaS供應以提升客戶價值和保護。
利用5G網絡的推出和雲服務的廣泛採用，滿足重大安全需求。
Risks:
風險：
Implementation times and integration requirements within the telecom sector could affect project timelines and revenue recognition.
電信行業內的實施時間和集成要求可能會影響項目時間表和收入確認。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。