| Barry Spielman | Director, Product Marketing |
| Erez Antebi | Chief Executive Officer |
| Yael Villa | Senior Vice President, Cybersecurity |
| Ziv Leitman | Chief Financial Officer |
Hello, everyone and welcome to the Allot Investor Day 2021. It’s a big day for us. Today, we are going to share a lot about our company and where we are headed and we are very excited about the future. I am Barry Spielman, Director of Product Marketing for Cybersecurity. And you are going to hear quite a bit about Cybersecurity over the next couple of hours and how it’s becoming a central pillar in the company’s growth strategy. have virtual marks and this an we thrilled this will information journey context, for are sharing us be important to that Investor the Day we and the In ride. with you milestone on management, Unit, joined Antebi; Officer, Dr. Vice for senior Senior of Head Chief Cybersecurity Executive Today, I and Allot’s the our am President by Erez our Cybersecurity Business Chief and Allot’s Financial Villa; Leitman. Officer, Yael Ziv disclaimer. of our presentations, I like our And Safe everyone Harbor before begin we to would remind today’s responses outlook and questions constitute in various statements our Certain represent forward-looking presentation and may to statements that expectations. current that additional forward-looking from you those caution anticipated We materially actual these in other statements. by cause management may projected differ not to results factors Annual Report Form subsequent that U.S. with and you on the to filings recommend factors refer recent contained risk XX-F We most the in our Commission. and Exchange Securities
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Thank you, Erez.
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you, Ziv. Thank
final now have questions session. a the already move in. we program, Q&A few the our to Instructions] on part of sent that We were So [Operator
[Operator Thank you, Okay. everyone. Barry. Instructions] you, Thank
read answer. caused rise We questions have this out I’ll a the we deferred Ziv? in big already. try will quarter. to What and then few the loud, questions revenue
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your calls? Okay. stage at provide is antivirus anti-robocall. at Yael product like screen anti No, his does least. it robo does not but provide product, it The provide, we Does malware, anti-phishing doing mobile security not We do not. explained, this
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really good rest situation COVID Israel States Asia Pacific and during were and there. many last getting in is world the of few gladly the months. Latin United there is the But a lockdowns America. in the from
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hack? Colonial to Okay. opportunity to Was another want there partner take capture with this? Yael, pipeline provider to do Is an for this you the market? cybersecurity you
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you. Thank Okay.
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reasons it. the don’t we just to same bother For do They today. talked about
do next technically. inhibitor me to a exist provide downloading sleep it’s helps there, I day. It sleep same What well. Personally, lose solution, over? to well. We actually as So the full here try Okay. suite work you guys but the
focusing to we up, – want I I think We we’re up right? we But get Ziv? sure more – it’s operators look, and market and customers are aggressively and not the use. network. think the is more that. go more losing to using think By sign on, into going these to I the our efforts you We explained if right want what the sign sleep ask, up what operators. phrase
our cycle. Think is we and those the long sales But implementation the And addressable There market. we for flow that presented long huge cycle, is execution as we very is, was have product, a overcome challenge focusing. the we That’s is this solution. we need execution for the And challenges. optimistic have, are our our are to a will the challenges.
your in mentioned protection, and million SECaaS, CapEx You in multi-hundred DPI this in CapEx or XG. user upside UPP, claim growth hope given represent be of view UPP in largely that deals, a your TAM is security a revenues security Could deals fall to XG will non-SECaaS. product. security is dollar would revenues future
with to And for? yes, as DISH growth revenue it recurring upside count that the itself, an is revenue, deal a two non-SECaaS done. Is is also DISH, with for NetProtect to revenues. deals protection. CapEx one recurring we So plane deal. is that and and That’s Not which user network is model this our in protect the Again, we signed the security security signed closed, revenues.
We have – not with DISH but pending another deal have for it, signed that fully for we it for revenue recurring yet forward? do will we’ve expect for – for security together your sorry, both to recurring we When sign that positive? service consumers their How will deal revenue company and SMBs us. cost sustainably EBITDA investment much that a you be as need a going Ziv? be announced
on our few according to EBITDA priority of guidance is growth, millions So Currently, growth. will of negative year, our have dollars. we just we a this focus positive to profitability to the a it’s EBITDA goal But provide But main company. that to a the mean grow to the flow. in and cash because order positive provide profitability mean – know our and is
for year. next we will guidance in didn’t years, definitely, provide have will few – But be positive. next the we So EBITDA
think I’m going the through I questions here.
of already answered. many think we I them questions are repeating
to this I stayed I not who you – everyone okay. appreciate It’s And granted. time, on on for day. taken really thank Okay, it’s trivial. and the until participating stayed we for Thank I want appreciate everyone not now.
hope So much. in really meet call, to hopefully and you I you your next face-to-face. thank Thank in And with but you the definitely really, some before for interest Allot. with very you even hopefully, earnings of that
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