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    John Jeffrey Hopson

    Research Analyst at Needham & Company

    John Jeffrey Hopson is an Equity Research Associate at Needham & Company, specializing in investment research within the technology and communications infrastructure sectors. He has contributed to the coverage of companies such as RADCOM and others in the networking and software industries, participating in earnings calls and conducting analysis on operating leverage and growth strategies. Hopson began his financial services career in 2023, joining Needham & Company that December after completing relevant securities exams and earning a bachelor's degree from Northwestern University. He is registered with FINRA and holds Series 63, Series 87, and SIE licenses, reflecting his professional credentials in the investment research field.

    John Jeffrey Hopson's questions to RADCOM (RDCM) leadership

    John Jeffrey Hopson's questions to RADCOM (RDCM) leadership • Q4 2024

    Question

    John Jeffrey Hopson of Needham & Company asked about RADCOM's approach to balancing continued investment in R&D and sales against driving further operating leverage. He also inquired about the company's M&A strategy given its record cash balance and which market segments might be of interest. Finally, he asked about the new CEO's initial focus for driving continued growth.

    Answer

    CEO Benny Eppstein explained that the strategy is to maintain the current high level of operational profitability while simultaneously investing in R&D, Gen AI, and partnerships. On M&A, he stated that while RADCOM is carefully evaluating options to expand its addressable market, it is not in a hurry. His primary focus for growth is leveraging major partnerships, like with ServiceNow, to expand into new domains such as customer care and to enhance customer experience using RADCOM's unique dataset.

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