PERSON DIRECTORY
Rory Wallace
Rory Wallace appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Allot's $250M enterprise-value turnaround has a differentiated, unannounced possibility: Verizon may have expanded SECaaS from 1.5M business fixed-wireless subs toward 30M business mobile lines, though Wallace says the evidence is uncertain.Allot's inline core-network scanning is harder to evade than DNS-based rivals, while bottoms-up guidance points to $19M ARR growing 50-60% and 2025 validation, with carrier procurement and slow sales cycles remaining risks.