John Jeffrey Hopson's questions to Radcom Ltd (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.