Research analysts who have asked questions during RADWARE earnings calls.
CR
Chris Reimer
Barclays
4 questions for RDWR
Also covers: CEVA, ITRN, KRNT +3 more
Ryan Koontz
Needham & Company, LLC
4 questions for RDWR
Also covers: AAOI, ADTN, ANET +27 more
GN
George Notter
Jefferies
3 questions for RDWR
Also covers: AAOI, ADTN, ANET +18 more
Joseph Gallo
Jefferies & Company Inc.
2 questions for RDWR
Also covers: AVPT, CHKP, CRWD +11 more
AP
Angelie Papadopoulos
Jefferies
1 question for RDWR
Timothy Horan
Oppenheimer & Co. Inc.
1 question for RDWR
Also covers: AI, ASTS, BKSY +19 more
Recent press releases and 8-K filings for RDWR.
Radware Launches Agentic AI Protection Solution
RDWR
Product Launch
New Projects/Investments
- Radware launched its Agentic AI Protection Solution on February 3, 2026, extending its platform into the AI security market to protect autonomous AI agents in multi-cloud environments.
- The solution is designed to address a broad spectrum of agent-specific security risks, including direct and indirect prompt injection attacks, tool abuse, and unauthorized data access.
- This new offering targets the rapidly growing AI security market, which Gartner Research forecasts will reach $51.3 billion in 2026.
- The launch follows Radware's discovery of ZombieAgent, a critical zero-click indirect prompt injection vulnerability affecting agentic AI environments, underscoring the need for such protection.
4 days ago
Radware Unveils ZombieAgent AI Vulnerability
RDWR
Product Launch
- Radware (NASDAQ: RDWR) announced the discovery of ZombieAgent, a new zero-click indirect prompt injection (IPI) vulnerability targeting OpenAI’s Deep Research agent.
- This vulnerability could expose enterprises to invisible data theft, persistent agent hijacking, and service-side execution that may bypass an organization’s security controls.
- ZombieAgent implants malicious rules directly into an agent’s long-term memory, allowing for persistence without re-engagement and silent collection of sensitive information over time, with the capability to propagate across additional contacts.
- All malicious actions occur within OpenAI’s cloud infrastructure, making them exceptionally difficult to detect or stop using existing enterprise security tools, as no endpoint logs or network traffic record the activity.
- Radware disclosed the vulnerability to OpenAI and will host a webinar on January 20, 2026, to discuss the attack and defense recommendations.
Jan 8, 2026, 11:00 AM
Radware Doubles Global Cloud Security Capacity
RDWR
Product Launch
New Projects/Investments
- Radware has doubled the mitigation capacity of its global cloud security service network from 15 Tbps to 30 Tbps of total attack mitigation power.
- This upgrade, which includes the latest generation of DefensePro® X, was implemented to counter increasingly sophisticated, AI-driven DDoS campaigns.
- The company reported an 85% increase in network DDoS attacks in the first half of 2025 compared to the same period in 2024.
- In 2025, Radware expanded its global cloud security network by opening five new service centers in Bogota, Lima, Mumbai, Singapore, and Tel Aviv, bringing the total to 65 cloud security centers worldwide.
Jan 6, 2026, 11:00 AM
Radware Announces Major New Customer Win
RDWR
- Radware announced a significant new multi-year customer win with a leading global SaaS enterprise software company.
- The customer deployed Radware's DefensePro® DDoS mitigation solution to protect its critical applications and infrastructure.
- The customer required a "service provider–class" DDoS solution with superior scalability, resilience, automation, and flexibility to address repeated DDoS attacks (ranging from approximately 30 Gbps to more than 600 Gbps) and support its revenue growth which increased tenfold over the past decade.
Dec 22, 2025, 11:00 AM
Radware Announces Q3 2025 Results and Q4 2025 Guidance
RDWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Radware reported Q3 2025 revenue of $75.3 million, an 8% year-over-year increase, and non-GAAP diluted earnings per share of $0.28, up 22% year-over-year.
- Cloud Security Annual Recurring Revenue (ARR) climbed to $89 million, demonstrating 24% year-over-year growth, accelerating from 21% in the prior quarter. Subscription revenue grew 21% and now accounts for 52% of total revenue.
- The company provided Q4 2025 guidance, expecting total revenue between $78 million and $79 million and non-GAAP diluted net earnings per share between $0.29 and $0.30.
- Cash flow from operations was negative $4.2 million in Q3 2025, primarily due to an increase in accounts receivable and a decrease in deferred revenue, but the company anticipates a return to positive cash flow from operations in Q4 2025.
Oct 29, 2025, 12:30 PM
Radware Announces Q3 2025 Financial Results and New AI Platform Launch
RDWR
Earnings
Product Launch
Share Buyback
- Radware reported Q3 2025 revenue of $75 million and non-GAAP diluted EPS of $0.28, marking a 22% year-over-year increase in EPS.
- The company's Cloud ARR grew by 24% year-over-year to $89 million, contributing to a Total ARR of $240 million in Q3 2025.
- Radware introduced EPIC-AI™, an AI-powered integrated cybersecurity platform, to address key challenges including a shifting threat landscape and cybersecurity staff & skills shortages.
- As of Q3 2025, Radware maintained a strong cash position with $455 million in total cash, marketable securities, and deposits, and executed $7 million in share buybacks.
Oct 29, 2025, 12:30 PM
Radware Reports Q3 2025 Results and Q4 2025 Guidance
RDWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Radware reported Q3 2025 revenue of $75.3 million, an 8% year-over-year increase, and non-GAAP diluted earnings per share of $0.28, up 22% year-over-year.
- Cloud Security Annual Recurring Revenue (ARR) climbed to $89 million, representing 24% year-over-year growth, accelerating from 21% in Q2 2025. Subscription revenue grew 21% and now accounts for 52% of total revenue.
- The Americas region led growth with revenue rising 28% year-over-year to $35.4 million, contributing 47% of total revenue.
- For Q4 2025, Radware expects total revenue to be in the range of $78 million to $79 million and non-GAAP diluted net earnings per share between $0.29 and $0.30.
Oct 29, 2025, 12:30 PM
Radware Reports Strong Q3 2025 Results with Accelerated Cloud Security Growth
RDWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Radware reported Q3 2025 revenue of $75.3 million, an 8% year-over-year increase, and non-GAAP diluted earnings per share of $0.28, up 22% year-over-year.
- Cloud Security Annual Recurring Revenue (ARR) accelerated to 24% year-over-year growth, reaching $89 million, and subscription revenue now constitutes 52% of total revenue.
- The Americas region demonstrated strong performance, with revenue increasing 28% year-over-year to $35.4 million.
- For Q4 2025, the company projects total revenue between $78 million and $79 million and non-GAAP diluted net earnings per share between $0.29 and $0.30.
- Despite negative cash flow from operations of -$4.2 million in Q3 2025 due to timing of cash collection, Radware maintains a strong balance sheet with approximately $455 million in cash and equivalents and anticipates positive cash flow in Q4 2025.
Oct 29, 2025, 12:30 PM
Radware Announces Third Quarter 2025 Financial Results
RDWR
Earnings
Revenue Acceleration/Inflection
- Radware reported revenue of $75.3 million for the third quarter of 2025, marking an 8% increase year-over-year.
- Cloud Annual Recurring Revenue (ARR) reached $89 million, accelerating to 24% year-over-year growth.
- Non-GAAP diluted EPS for Q3 2025 was $0.28, compared to $0.23 in Q3 2024, while GAAP diluted EPS was $0.13, up from $0.07 in Q3 2024.
- Revenue in the Americas region increased by 28% to $35.4 million in Q3 2025, whereas EMEA revenue decreased by 10% to $22.8 million.
- As of September 30, 2025, the company held $454.6 million in cash, cash equivalents, short-term and long-term bank deposits, and marketable securities.
Oct 29, 2025, 10:01 AM
Radware Reports Third Quarter 2025 Financial Results
RDWR
Earnings
Revenue Acceleration/Inflection
- Radware reported revenue of $75.3 million for the third quarter ended September 30, 2025, representing an 8% increase year-over-year.
- Cloud ARR reached $89 million, accelerating to 24% year-over-year growth.
- Non-GAAP diluted EPS for Q3 2025 was $0.28, compared to $0.23 in Q3 2024.
- GAAP diluted EPS for Q3 2025 was $0.13, up from $0.07 in Q3 2024.
- As of September 30, 2025, the company held $454.6 million in cash, cash equivalents, short-term and long-term bank deposits, and marketable securities.
Oct 29, 2025, 10:00 AM
Quarterly earnings call transcripts for RADWARE.
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