Saturday, March 28, 2015

Allot: Two 10% Customers in 2014


Allot Communications filled its annual report to the SEC (here). The report states that "In 2014, we derived 44% of our total revenues from two Tier 1 mobile and fixed operators, and the revenues derived from each of these operators were higher than 10% of our total revenues".

[Potentially related post: "Allot Receives a $15M Expansion Order, W/Analytics and DDoS Protection" - here and "Allot's US Tier1 MNO $9M Order: "not a classical DPI"" - here. Note that these two announcements are about orders, not recognized revenues]

With total revenues of $117.2M for 2014, the revenues from the 2 operators amount to $51.6M.

This is much higher customer concentration compares to previous years - "We derived 14% of our total revenues in 2012 from one global Tier 1 mobile operator group and 45% of our total revenues in 2013 from three Tier 1 mobile and fixed operators. The revenues derived from each of these three operators were higher than 10% of our total revenues".

Feel free to guess which geographic locations provided the two customers: 



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