131216

[131216 @6df4e6d9972a44f]

@MinotaurStocks News reporter standard updates. When will we get an article update like last time?

[131216 @6df4e6d9972a44f]

@MinotaurStocks I happen to like these 6 numbers in this order.

[131216 @6df4e6d9972a44f]

@MinotaurStocks Sigh.

Anonymity is the Internet's gift.

[131216 @6df4e6d9972a44f]

@punchcard20 Smells AI generated

[131216 @6df4e6d9972a44f]

@MinotaurStocks Resilient today against the onslaught of cyber names. Maybe it's bottomed.

[131216 @6df4e6d9972a44f]

@MinotaurStocks VZ is marketing BMIS to their installed base by getting them to switch to mybiz. Which was one of your most bullish scenarios for GTM. Stock price still shows doubt. Wonder why. Maybe in economics of the revenue share, or in the level of success of the GTM.

[131216 @6df4e6d9972a44f]

@MinotaurStocks If $VZ offers $ALLT's BMIS for free to its business customers, do you think it dampens chances of other carriers adopting since they can't charge their customers? They'll say VZ offers it free.

[131216 @6df4e6d9972a44f]

@MinotaurStocks It's cursed into a labyrinth

[131216 @6df4e6d9972a44f]

@MinotaurStocks Both $VZ and $FFIV stellar earnings had no to negative impact on $ALLT share price. Strange.

[131216 @6df4e6d9972a44f]

@MinotaurStocks Come on Allot. Make it happen.

[131216 @6df4e6d9972a44f]

@MinotaurStocks $BNED hasn't been doing well lately too. The confluence of the market rallying hard alongside, and lynrock using $ALLT as exit liquidity and now another sudden waterfall decline. Glad you are keeping a leveled head.

[131216 @6df4e6d9972a44f]

@punchcard20 @MinotaurStocks Well Northland didn't raise their target price on the 1Q beat, only recently on the DNI win. The company's 1Q guidance upgrade to 50% or more for secaas growth wasn't inspiring enough, inferring a potential weak BMIS ramp/poor economics. Let's hope it was sandbagged.

[131216 @6df4e6d9972a44f]

@punchcard20 @MinotaurStocks The story was over sold in the past. Think many of us invest in $ALLT based on the trust of analysts. Just hope it's not being over sold to us again this time.

[131216 @6df4e6d9972a44f]

@punchcard20 @MinotaurStocks https://t.co/hJ5LKQTPXc
"Verizon Business would be 20x the opportunity in FWA alone, or $720 million"
Then in the comments "a TAM of 30.5 million subscriber lines that encompasses ~$180 million of ARR potential for Allot."

https://t.co/pnYSrguUaW
Now this

Subtle shifts.

[The Minotaur @MinotaurStocks]

$ALLT / $VZ MyBizPlan collaboration is a game-changer. The far right column feels attainable based on MyPlan consumer's 50% attach rate after 18mo. LT, Verizon's 100M consumer subs offer huge upside for Allot's network-native security solutions. Allot to be excited about!

[131216 @6df4e6d9972a44f]

@punchcard20 @MinotaurStocks @MinotaurStocks sudden silence is deafening, especially after the good 1Q. Wonder if he's changed his mind on $ALLT's potential. Unusual for an analyst to drop coverage without notice. He did taper his ARR numbers for BMIS from previous $720m to now $144m.