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    Alinda Li • Firm Not Stated

    Alinda Li's questions to Radcom Ltd (RDCM) leadership

    Alinda Li's questions to Radcom Ltd (RDCM) leadership • Q2 2025

    Question

    Alinda Li of William Blair inquired about the progress of RADCOM's strategic partnerships with service management vendors like ServiceNow and AWS, and also asked about the company's capital allocation strategy given its cash balance of over $100 million.

    Answer

    CEO Benny Epstein stated that the partnerships are progressing well, with co-development and platform interconnection underway to build agent-to-agent use cases. Regarding capital allocation, Epstein identified potential M&A as the top priority and confirmed the company is currently evaluating several candidates.

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    Alinda Li's questions to Radcom Ltd (RDCM) leadership • Q4 2024

    Question

    Alinda Li inquired about the strategic importance of the new multiyear contract with Norlys, particularly what it signifies for RADCOM's geographic expansion efforts in Europe and its focus on the mid-tier market. She also asked about the company's go-to-market strategy, current sales capacity, and any plans for expansion.

    Answer

    CEO Benny Eppstein described the Norlys deal as a significant milestone, establishing a foothold in the European mid-tier market with a comprehensive RAN-to-core solution featuring Gen AI. He confirmed that RADCOM is actively looking to expand its sales capacity and go-to-market reach through strategic partnerships, like the one with ServiceNow, and by creating scalable product offerings for mid-tier operators.

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    Alinda Li's questions to DoubleVerify Holdings Inc (DV) leadership

    Alinda Li's questions to DoubleVerify Holdings Inc (DV) leadership • Q2 2025

    Question

    Alinda Li asked for a timeline on the rollout of new CTV product innovations and questioned how customer perception of DoubleVerify has changed since the launch of its unified Media Advantage Platform.

    Answer

    CEO Mark Zagorski outlined that initial CTV product iterations will launch before year-end, with a more robust implementation planned for early 2026. He described the unified platform as a game-changer, shifting client conversations from competitive bake-offs to strategic discussions about achieving verification, optimization, and outcome measurement, which differentiates DV from all competitors.

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