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Side-by-side financial comparison of Allot Ltd. (ALLT) and Blaize Holdings, Inc. (BZAI). Click either name above to swap in a different company.
Allot Ltd. is the larger business by last-quarter revenue ($24.1M vs $23.8M, roughly 1.0× Blaize Holdings, Inc.). Allot Ltd. runs the higher net margin — -7.0% vs -13.9%, a 6.8% gap on every dollar of revenue. On growth, Blaize Holdings, Inc. posted the faster year-over-year revenue change (2377500.0% vs 8.5%). Allot Ltd. produced more free cash flow last quarter ($4.0M vs $-16.5M).
Allot Ltd., formerly Allot Communications, is an Israeli high-tech company that develops telecommunications software. The company is headquartered in Hod Hasharon, Israel.
Blaize Holdings, Inc. is a technology company specializing in edge artificial intelligence computing solutions. It designs energy-efficient AI processors, low-latency inference software stacks, and end-to-end edge AI development tools, serving key segments including autonomous driving, industrial automation, smart cities, and edge healthcare monitoring.
ALLT vs BZAI — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $24.1M | $23.8M |
| Net Profit | $-1.7M | $-3.3M |
| Gross Margin | 72.1% | 10.8% |
| Operating Margin | -1.7% | -89.8% |
| Net Margin | -7.0% | -13.9% |
| Revenue YoY | 8.5% | 2377500.0% |
| Net Profit YoY | 49.6% | 50.7% |
| EPS (diluted) | $-0.04 | $0.16 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $23.8M | ||
| Q3 25 | — | $11.9M | ||
| Q2 25 | $24.1M | — | ||
| Q1 25 | $23.1M | — | ||
| Q2 24 | $22.2M | — | ||
| Q2 23 | $25.0M | — | ||
| Q2 22 | $32.8M | — |
| Q4 25 | — | $-3.3M | ||
| Q3 25 | — | $-26.3M | ||
| Q2 25 | $-1.7M | — | ||
| Q1 25 | $-332.0K | — | ||
| Q2 24 | $-3.4M | — | ||
| Q2 23 | $-20.7M | — | ||
| Q2 22 | $-6.2M | — |
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | 72.1% | — | ||
| Q1 25 | 69.3% | — | ||
| Q2 24 | 68.5% | — | ||
| Q2 23 | 69.2% | — | ||
| Q2 22 | 68.7% | — |
| Q4 25 | — | -89.8% | ||
| Q3 25 | — | -190.3% | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -3.1% | — | ||
| Q2 24 | -15.2% | — | ||
| Q2 23 | -85.8% | — | ||
| Q2 22 | -19.8% | — |
| Q4 25 | — | -13.9% | ||
| Q3 25 | — | -221.3% | ||
| Q2 25 | -7.0% | — | ||
| Q1 25 | -1.4% | — | ||
| Q2 24 | -15.1% | — | ||
| Q2 23 | -82.8% | — | ||
| Q2 22 | -19.0% | — |
| Q4 25 | — | $0.16 | ||
| Q3 25 | — | $-0.25 | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $-0.01 | — | ||
| Q2 24 | $-0.09 | — | ||
| Q2 23 | $-0.55 | — | ||
| Q2 22 | $-0.17 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $60.1M | $45.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $99.7M | $39.0M |
| Total Assets | $154.1M | $102.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $45.8M | ||
| Q3 25 | — | $24.0M | ||
| Q2 25 | $60.1M | — | ||
| Q1 25 | $10.1M | — | ||
| Q2 24 | $15.9M | — | ||
| Q2 23 | $15.5M | — | ||
| Q2 22 | $15.5M | — |
| Q4 25 | — | $39.0M | ||
| Q3 25 | — | $1.3M | ||
| Q2 25 | $99.7M | — | ||
| Q1 25 | $50.0M | — | ||
| Q2 24 | $46.7M | — | ||
| Q2 23 | $76.1M | — | ||
| Q2 22 | $114.4M | — |
| Q4 25 | — | $102.2M | ||
| Q3 25 | — | $60.9M | ||
| Q2 25 | $154.1M | — | ||
| Q1 25 | $140.3M | — | ||
| Q2 24 | $132.5M | — | ||
| Q2 23 | $177.8M | — | ||
| Q2 22 | $229.3M | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $4.4M | $-16.5M |
| Free Cash FlowOCF − Capex | $4.0M | $-16.5M |
| FCF MarginFCF / Revenue | 16.5% | -69.6% |
| Capex IntensityCapex / Revenue | 1.7% | 0.3% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-6.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $-16.5M | ||
| Q3 25 | — | $-24.9M | ||
| Q2 25 | $4.4M | — | ||
| Q1 25 | $1.7M | — | ||
| Q2 24 | $1.2M | — | ||
| Q2 23 | $-11.3M | — | ||
| Q2 22 | $-7.8M | — |
| Q4 25 | — | $-16.5M | ||
| Q3 25 | — | $-24.9M | ||
| Q2 25 | $4.0M | — | ||
| Q1 25 | $1.4M | — | ||
| Q2 24 | $217.0K | — | ||
| Q2 23 | $-11.6M | — | ||
| Q2 22 | $-9.1M | — |
| Q4 25 | — | -69.6% | ||
| Q3 25 | — | -210.2% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 6.1% | — | ||
| Q2 24 | 1.0% | — | ||
| Q2 23 | -46.4% | — | ||
| Q2 22 | -27.7% | — |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.2% | — | ||
| Q2 24 | 4.3% | — | ||
| Q2 23 | 1.2% | — | ||
| Q2 22 | 3.9% | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
