Research analysts who have asked questions during RADCOM earnings calls.
Ryan Koontz
Needham & Company, LLC
7 questions for RDCM
Also covers: AAOI, ADTN, ANET +27 more
Alinda Li
William Blair
4 questions for RDCM
Also covers: DV, OOMA, ZM
Arjun Bhatia
William Blair
4 questions for RDCM
Also covers: AMPL, BAND, BRZE +21 more
Jeffrey Hopson
Needham & Company
1 question for RDCM
Also covers: ANET, BLZE, CRWD +2 more
Recent press releases and 8-K filings for RDCM.
RADCOM Reports Record 2025 Revenue and Profitability, Provides 2026 Guidance
RDCM
Earnings
Guidance Update
M&A
- RADCOM reported record full-year 2025 revenue of $71.5 million, a 17.2% year-over-year increase, and Q4 2025 revenue of $18.9 million, up 16% year-over-year.
- The company achieved record profitability in 2025 with non-GAAP net income of $18.4 million or $1.09 per diluted share, and ended Q4 2025 with a record $109.9 million in cash and short-term deposits with no debt.
- For 2026, RADCOM expects revenue to grow by 8%-12%, and its first priority for capital allocation is M&A.
- Rami Schwartz was appointed as the new Chairman of the Board, effective February 8, 2026.
Feb 11, 2026, 1:00 PM
RADCOM Reports Record 2025 Revenue and Profitability, Provides 2026 Guidance
RDCM
Earnings
Guidance Update
M&A
- RADCOM reported record revenue of $71.5 million for the full year 2025, a 17.2% year-over-year increase, and $18.9 million for Q4 2025, up 16% year-over-year. The company also achieved record non-GAAP net income of $18.4 million or $1.09 per diluted share for 2025, and ended Q4 2025 with a record $109.9 million in cash and short-term deposits with no debt.
- For 2026, RADCOM expects revenue to grow by 8%-12%.
- Strategic initiatives include a new customer win with 1GLOBAL in Q4 2025, ongoing strategic partnerships with NVIDIA and ServiceNow anticipated to deliver initial wins in 2026, and a stated priority for capital allocation towards M&A.
- The board of directors appointed Rami Schwartz as Chairman, effective February 8, 2026.
Feb 11, 2026, 1:00 PM
RADCOM Reports Record 2025 Financial Results and Provides 2026 Revenue Guidance
RDCM
Earnings
Guidance Update
M&A
- RADCOM achieved record full-year 2025 revenue of $71.5 million, marking a 17.2% year-over-year increase, and Q4 2025 revenue of $18.9 million, up 16% year-over-year. The company also reported record non-GAAP net income of $18.4 million or $1.09 per diluted share for the full year 2025, and ended Q4 2025 with a record $109.9 million in cash and no debt.
- For 2026, RADCOM expects revenue to grow by 8%-12%.
- Strategic priorities include expanding the tier-one customer base, continued product innovation and R&D investments in 5G assurance and Agentic AI capabilities, and leveraging partnerships with NVIDIA and ServiceNow for new business opportunities expected to contribute initial wins in 2026.
- The board of directors appointed Rami Schwartz as Chairman, effective February 8, 2026. The company's first priority for capital allocation is M&A.
Feb 11, 2026, 1:00 PM
RADCOM Reports Record Q4 and Full Year 2025 Results, Provides FY 2026 Revenue Outlook
RDCM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RADCOM achieved record revenue in Q4 2025 of $18.9 million, a 16.0% year-over-year increase, and for the full year 2025, reaching $71.5 million, marking its sixth consecutive year of revenue growth.
- The company ended 2025 with record-high cash and bank deposits of $109.9 million and no debt, generating $15.2 million in positive cash flow for the full year.
- Key business developments include a new multi-year agreement with 1GLOBAL and an expansion within an existing European customer via Rakuten Symphony, alongside the launch of RADCOM High-Capacity Data Analytics and partnerships with NVIDIA and ServiceNow.
- RADCOM reaffirmed its FY 2026 revenue guidance, projecting 8% - 12% year-over-year growth with a midpoint of 10%, expecting to reach $78.6 million.
Feb 11, 2026, 1:00 PM
RADCOM Reports Record 2025 Revenue and Operating Margins, Provides 2026 Guidance
RDCM
Earnings
Guidance Update
Board Change
- RADCOM achieved record revenue of $71.5 million for the full year 2025, representing 17.2% year-over-year growth, marking its sixth consecutive year of revenue growth.
- The company reported a significant increase in profitability for full year 2025, with GAAP operating income of $8.3 million (11.6% of revenue) and non-GAAP operating income of $14.8 million (20.6% of revenue).
- As of December 31, 2025, RADCOM held $109.9 million in cash and cash equivalents and short-term bank deposits with no debt, achieving its highest-ever cash levels.
- For full-year 2026, RADCOM provides revenue growth guidance of 8% to 12%, implying revenue of $78.6 million at the midpoint.
- Mr. Rami Schwartz was appointed as Chairman of the Board, effective February 8, 2026.
Feb 11, 2026, 12:10 PM
RADCOM announces record 2025 financial results and 2026 guidance
RDCM
Earnings
Guidance Update
Board Change
- RADCOM reported record revenue of $71.5 million for the full year 2025, marking 17.2% year-over-year growth and achieving its highest annual operating margins to date.
- For the full year 2025, GAAP net income was $12.0 million or $0.71 per diluted share, and non-GAAP net income was $18.4 million or $1.09 per diluted share.
- As of December 31, 2025, the company held record cash levels of $109.9 million and no debt.
- The company provided full-year 2026 revenue growth guidance of 8% to 12%, projecting revenue of $78.6 million at the midpoint.
- Mr. Rami Schwartz was appointed Chairman of the Board, effective February 8, 2026.
Feb 11, 2026, 12:07 PM
RADCOM Secures Contract for Smart Network Visibility Solution
RDCM
New Projects/Investments
- RADCOM Ltd. (Nasdaq: RDCM) announced it has secured a contract for its Smart Network Visibility Solution.
- The contract was obtained through Rakuten Symphony for a leading mobile operator.
- The solution provides accurate, intelligent data collection and real-time subscriber analytics for 5G networks, aiming to reduce monitoring costs and optimize operational efficiency.
Nov 18, 2025, 12:00 PM
RADCOM Reports Record Q3 2025 Results and Provides 2025-2026 Outlook
RDCM
Earnings
Guidance Update
CFO Change
RADCOM reported record financial results for Q3 2025, demonstrating strong year-over-year growth and profitability, as detailed in the table below. The company ended the quarter with a strong cash balance and no debt.
| Metric | Q3 2025 |
|---|---|
| Revenue ($USD Millions) | $18.4 |
| Revenue Growth (YoY) (%) | 16.2% |
| Non-GAAP Operating Income ($USD Millions) | $3.8 |
| Non-GAAP Operating Margin (%) | 20.9% |
| Positive Cash Flow ($USD Millions) | $5.1 |
| Cash Balance ($USD Millions) | $106.7 |
| Gross Margin (%) | 77% |
| Non-GAAP Net Income ($USD Millions) | $4.9 |
| Non-GAAP Diluted EPS ($USD) | $0.29 |
| GAAP Net Income ($USD Millions) | $3.5 |
| GAAP Diluted EPS ($USD) | $0.21 |
| FY 2025 Revenue Growth Outlook (%) | 15%-18% |
- The company maintains its full-year 2025 revenue growth outlook and anticipates double-digit growth for 2026.
- Strategic advancements include deepening partnerships with NVIDIA and ServiceNow, launching an NVIDIA DPU-powered high-capacity user analytics solution capable of reducing operational costs by up to 75%, and securing a new partnership with OneGlobal to support over 43 million connections.
- Hadar Rahav, CFO, will be leaving, with Hod Kohen appointed as the incoming CFO, effective Q1 2026.
Nov 12, 2025, 1:00 PM
RADCOM Reports Record Q3 2025 Revenue and Improved Profitability
RDCM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- RADCOM reported record revenue of $18.4 million for Q3 2025, marking a 16.2% year-over-year increase.
- The company achieved an improved Non-GAAP operating margin of 20.9% and Non-GAAP diluted EPS of $0.29 for Q3 2025, representing the highest operating profitability and EPS in years.
- RADCOM ended Q3 2025 with a record-high $106.7 million in cash and bank deposits and reaffirmed its FY 2025 revenue growth outlook of 15% - 18% year-over-year, with a midpoint of 16.5%.
- The company advanced its AI-driven operations through a completed integration with ServiceNow and a partnership with NVIDIA for next-generation analytics, alongside securing a new multi-year contract with 1GLOBAL.
Nov 12, 2025, 1:00 PM
RADCOM Reports Record Q3 2025 Results and Announces CFO Transition
RDCM
Earnings
Guidance Update
Management Change
- RADCOM achieved record revenue of $18.4 million in Q3 2025, marking a 16.2% year-over-year growth, with non-GAAP operating income reaching $3.8 million (20.9% of revenue) and non-GAAP net income of $4.9 million ($0.29 per diluted share).
- The company concluded the quarter with a cash balance of $106.7 million and no debt, supported by $5.1 million in positive cash flow.
- RADCOM maintains its full-year 2025 revenue guidance of 15%-18% growth and anticipates double-digit growth for 2026.
- Strategic advancements include the launch of a next-generation high-capacity user analytics solution powered by NVIDIA BlueField 3 DPUs, which demonstrated up to a 75% reduction in operational costs in field trials, and a new partnership with OneGlobal to deploy RADCOM ACE across Europe, North America, and Asia.
- Hadar Rahav will be stepping down as CFO, with Hod Kohen appointed as the incoming CFO, effective in Q1 2026.
Nov 12, 2025, 1:00 PM
Quarterly earnings call transcripts for RADCOM.
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