Allot extends NetworkSecure to business IoT on 4G and 5G

Allot Ltd. (Nasdaq and TASE: ALLT) says it partners with more than 500 communication service providers and over 1,000 enterprises. On November 5, 2026, it detailed new Allot NetworkSecure capabilities for SIM-enabled business IoT devices across 4G and 5G networks.

The release ties the product to a wider ambition: turning network security into billable operator revenue.

By Amara Osei

What does NetworkSecure actually do?

NetworkSecure applies firewall and access policies inside the operator's network, blocking malicious and unauthorized traffic before it reaches the device. Allot attributes that enforcement to its AI-driven Deep Network Intelligence, which uses AI and machine learning to deliver application-aware visibility even when traffic is encrypted.

Angel Fernandez, Allot's vice president of product strategy, said: “AI is changing the economics of cyberattacks by helping attackers tackle difficult technical problems faster and at greater scale. That makes IoT particularly challenging, because businesses may have thousands of connected devices that were never designed to run conventional security software.”

Fernandez added: “By applying AI-driven intelligence and enforcement inside the network, Allot helps telcos protect and control the IoT environments of their business customers while turning security into a valuable service and a new revenue opportunity.”

The service does not depend on security software installed on each protected device. The difference is like screening parcels at a delivery centre rather than fitting antivirus software to every box.

That matters where businesses run cameras, sensors, meters and industrial equipment on constrained or unmanaged hardware. Such devices often cannot carry conventional endpoint security.

Why are connected refrigerators a telecom problem?

In May 2026, Google Threat Intelligence Group reported an AI-developed zero-day exploit intended for mass exploitation. It also observed adversaries using AI to support vulnerability research across several technologies, including embedded systems.

The physical damage is already visible. In October 2026, hundreds of supermarkets in France reported a cyberattack that disrupted their refrigeration systems, and similar incidents have since been reported in other European countries.

In early November, a refrigeration supplier to France's national blood service reported that freezer temperature settings had been changed remotely. Connected operational equipment like this is often managed remotely and rarely treated as a security asset.

For operators, the pitch is simple: apply one policy across thousands of SIM-connected endpoints, and sell protection alongside connectivity. Allot argues this extends the value of a customer's contract beyond the SIM and data plan.

Where does the revenue come from?

Allot says operators can combine connectivity with visibility, threat detection and policy enforcement, then deliver cybersecurity directly to business customers as Security-as-a-Service. The product sits inside Allot's broader cybersecurity architecture for service providers.

Its unified management layer lets telcos co-deploy and centrally manage security services for different customer segments. Provisioning, control, reporting and analytics support the delivery.

The same Deep Network Intelligence also supports traffic control and Quality of Experience optimisation, plus real-time protection against DDoS and cyber threats, Allot said. The company also describes its platform as the market's only comprehensive network-native route to security revenue; the release supplies no independent comparison for that claim.

Has NetworkSecure produced revenue yet?

Not on the evidence here. The release names no operator deploying NetworkSecure and gives no contract value, subscriber count, connected-device count, coverage figure or revenue contribution. It cites no 3GPP standard or 5G-specific feature.

Allot does cite a broad customer base: more than 500 service-provider customers, many among the world's top 10 telcos, and more than 1,000 enterprises. The company also points to 30 years of telecom experience.

Those corporate totals are not NetworkSecure deployments. The commercial claim therefore runs ahead of the commercial evidence.

A security add-on can widen an operator's revenue per connected device; it can also lengthen sales cycles and draw competition from other network-security vendors.

What could derail the rollout?

Allot's forward-looking statement lists familiar obstacles: competition, the loss of significant customers, consolidation among rivals, government regulation and lower demand for key value-added services. It also cites accounts receivable, financial guidance, lengthy sales cycles and operational risks on large projects.

Two items deserve closer attention. Revenue recognition depends on completing key project milestones, and the company depends on channel partners for a material share of revenue. Allot made the statement under the safe harbour of the Private Securities Litigation Reform Act of 1995, and it stood only as of November 5, 2026.

The next checkpoint is not another capability claim but a named operator, a connected-device count and a rollout schedule. Until then, NetworkSecure remains a well-described option rather than a reported commercial result.