RDCM

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved 12% year-over-year revenue growth driven by sustained operational momentum and the expansion of RADCOM ACE into automated, data-driven network use cases. Strengthened Tier 1 relationships through a multiyear renewal that expands service assurance workflows into complex 5G environments to lower operating costs. Launched RADCOM Neura, an AI agent suite designed to transform raw network data into autonomous intelligence for assurance, operations, and customer care. Positioned the company as a critical 'data refinery' for the telecom AI ecosystem, providing the high-quality subscriber-level insights necessary for effective automation. Validated cost-efficiency leadership with independent research showing up to 70% lower total cost of ownership compared to competitors due to a patented cloud-distributed architecture. Capitalized on an 83% increase in 5G core spending as operators accelerate standalone deployments and prioritize cloud-native architectures over legacy systems. Reaffirmed full-year 2026 revenue growth guidance of 8% to 12%, supported by current visibility and a broad multiyear sales pipeline. Expects new customer engagements to begin translating into revenue in the second half of 2026, with a notable impact anticipated in the fourth quarter. Plans to expand the Neura agent suite with additional use cases across customer care and network operations to meet evolving autonomous network demands. Anticipates high-density events like the FIFA World Cup in June will drive demand for real-time assurance as traffic levels spike up to 5x normal capacity. Intends to maintain strategic R&D investments focused on agent-to-agent and multi-modal workflows to support productization and partnership efforts. Operating margin expanded to 20.1%, reflecting a disciplined conversion of top-line growth into profitability while scaling innovation. Strategic partnerships with NVIDIA, ServiceNow, AWS, and Infosys are being used to amplify market reach and lower barriers to adoption through trusted integrators. Reported a $1.5 million negative cash flow for the quarter, primarily attributed to the timing of annual bonus payments. The partner-leverage model is designed to scale the pipeline efficiently without requiri...

Interested in Radcom Ltd.? Here are five stocks we like better. Radcom posted a stronger Q1 2026, with revenue up 12% year over year to $18.6 million and non-GAAP operating margin expanding to 20.1%. The company also reaffirmed full-year revenue growth guidance of 8% to 12%. AI remains central to Radcom’s strategy, highlighted by the launch of RADCOM Neura and expanded deployment of RADCOM ACE in AI-driven network operations. Management said these tools aim to improve automation, issue resolution and real-time telecom service assurance. Radcom emphasized partnership-driven growth with companies like NVIDIA, ServiceNow, AWS and Infosys, alongside ongoing deployments with large operators such as 1GLOBAL and European telecom customers. Management expects some pipeline opportunities to convert into revenue in the second half of 2026. Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quarter, up 12% year over year, extending what he described as a positive trajectory built over recent quarters. Non-GAAP operating income rose to $3.7 million, while non-GAAP operating margin expanded to 20.1% from 19% in the first quarter of 2025. → Why Applied Optoelectronics Stock May Be Near a Turning Point “This performance reflects our operating discipline and our ability to efficiently convert top-line growth into higher profitability while investing in innovation and long-term initiatives,” Eppstein said. Radcom reaffirmed its full-year 2026 revenue guidance for 8% to 12% year-over-year growth, citing current visibility. → The Pentagon's AI Pivot Supercharges Defense Stocks Eppstein focused much of the call on Radcom’s positioning in what he called the “AI-native telecom ecosystem.” During the quarter, the company signed a multi-year renewal with a tier 1 customer and expanded the deployment of RADCOM ACE into additional AI-driven use cases for automated, data-driven network operations. According to Eppstein, the expanded scope includes enhanced automation capabilities intended to improve service assurance workflows, accelerate issue identification and resolution, and provide deeper real-time network insight across complex 5G environm...

RADCOM Ltd. (NASDAQ:RDCM) reported mixed first-quarter results on Tuesday, with adjusted earnings coming in ahead of analyst forecasts while revenue slightly missed expectations. Shares of the intelligent network assurance solutions provider fell 4.29% in premarket trading following the release. The company posted adjusted earnings of $0.28 per share for the quarter, exceeding analyst consensus estimates of $0.25 per share by $0.03. Revenue totaled $18.6 million, narrowly below analyst expectations of $18.76 million, although the figure represented year-on-year growth of 12% compared with $16.6 million in the first quarter of last year. RADCOM reaffirmed its guidance for fiscal 2026, continuing to expect annual revenue growth in a range of 8% to 12% year-on-year. The midpoint of the forecast implies revenue of approximately $78.6 million. “We delivered another quarter of sustained, profitable growth, with first-quarter revenue of $18.6 million, up 12% year-over-year,” said Benny Eppstein, RADCOM’s Chief Executive Officer. “Our focused execution continues to translate top-line growth into expanding margins, reinforced by a multi-year renewal with a Tier-1 operator that expands its RADCOM ACE footprint to power more AI-driven, automated network operations.” Adjusted operating income reached $3.7 million during the quarter, equivalent to 20.1% of revenue, compared with $3.1 million, or 19% of revenue, in the same period a year earlier. GAAP net income rose to $3.1 million, or $0.18 per diluted share, versus $2.4 million, or $0.15 per diluted share, in the prior-year quarter. The company highlighted the launch of RADCOM Neura, an AI agent suite designed to integrate with agentic AI ecosystems. RADCOM also announced a multi-year contract renewal with a Tier-1 telecom operator that will expand deployment of its RADCOM ACE platform. As of March 31, 2026, the company held cash, cash equivalents and short-term bank deposits totaling $108.4 million and reported no outstanding debt. Radcom stock price

TEL AVIV, Israel, May 19, 2026 /PRNewswire/ -- RADCOM Ltd. (Nasdaq: RDCM), a leading provider of advanced, intelligent assurance solutions with integrated AI Operations (AIOps) capabilities, announced today its financial results for the first quarter ended March 31, 2026. "We delivered another quarter of sustained, profitable growth, with first-quarter revenue of $18.6 million, up 12% year-over-year," said Benny Eppstein, RADCOM's Chief Executive Officer. "Our focused execution continues to translate top-line growth into expanding margins, reinforced by a multi-year renewal with a Tier-1 operator that expands its RADCOM ACE footprint to power more AI-driven, automated network operations." "Looking ahead, we're encouraged by customers' reception of RADCOM Neura, our AI agent suite designed for integration into agentic AI ecosystems," Eppstein continued. "We remain focused on disciplined execution, deepening installed-base relationships, winning new customers, and advancing our AI-native, event-driven assurance capabilities as networks move toward greater automation." RADCOM is reaffirming its full-year 2026 revenue guidance of 8% to 12% year-over-year growth, implying $78.6 million at the midpoint (10%). First Quarter of 2026 Financial Highlights: Total revenues for the first quarter of 2026 were $18.6 million, compared to $16.6 million in the first quarter of 2025, or 12.0% year-over-year growth. GAAP operating income for the first quarter of 2026 was $2.2 million, or 11.7% of revenue, compared to GAAP operating income of $1.5 million, or 8.8% of revenue, for the first quarter of 2025. Non-GAAP operating income for the first quarter of 2026 was $3.7 million, or 20.1% of revenue, compared to non-GAAP operating income of $3.1 million, or 19.0% of revenue, for the first quarter of 2025. GAAP net income for the first quarter of 2026 was $3.1 million, or $0.18 per diluted share, compared to GAAP net income of $2.4 million, or $0.15 per diluted share, for the first quarter of 2025. Non-GAAP net income for the first quarter of 2026 was $4.7 million, or $0.28 per diluted share, compared to non-GAAP net income of $4.1 million, or $0.25 per diluted share, for the first quarter of 2025. As of March 31, 2026, the company had cash, cash equivalents, and short-term bank deposits of $108.4 million and no debt. Recent Business Highlights: Signed a multi-year renewal with a...

TEL-AVIV, Israel (AP) — TEL-AVIV, Israel (AP) — Radcom Ltd. (RDCM) on Tuesday reported net income of $3.1 million in its first quarter. The Tel-Aviv, Israel-based company said it had profit of 18 cents per share. Earnings, adjusted for stock option expense and non-recurring costs, came to 28 cents per share. The monitoring service for the communications industry posted revenue of $18.6 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RDCM at https://www.zacks.com/ap/RDCM

Image source: The Motley Fool. May 19, 2026 at 8 a.m. ET Chief Executive Officer — Benny Eppstein Chief Financial Officer — Hod Cohen Need a quote from a Motley Fool analyst? Email [email protected] Operator: Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Ltd results conference call for the first quarter of 2026. [Operator Instructions] As a reminder this conference is being recorded and will be available for replay on the company's website at www.radcom.com/mailtome. On the call are Benny Eppstein, RADCOM'S CEO and Hod Cohen, RADCOM's CFO. Please note this management has prepared the presentation for your reference that will be used during the call. If you have not downloaded it, you may do so through the link in the investor's section of RADCOM's website at www.radcom.com/investor-relation. Before we begin, I would like to review the safe harbor provision. This conference call will contain forward-looking statements. Forward-looking statements in the conference call involve several risks and uncertainties including, but not limited to, company's statements about its momentum, strategic direction and goals, market position and trajectory, future execution and delivery of value to customers and stakeholders, expansion within its existing customer base and expansion of its footprint, development of an enhancing strategic partnership and expected benefits and revenues from collaborations, the success of new technologies, including AI to, among other things, enhance automation and efficiencies pipeline, opportunities and customer engagements and the timing thereof, the launch and reception of RADCOM Neura and its integration into agentic AI ecosystems, demand for its products and solutions and the ability to address new customer segments and expand its market reach, trends in the market, the expected benefits of its AI-driven assurance and other solutions, its expectation with respect to research and development and sales and marketing expenses, expectations regarding the growth of 5G and AI and related spending and its full year 2026 revenue guidance, future growth and profitability. The company does not undertake to update forward-looking statements. The full safe harbor provisions, including risks that could cause actual results to differ from these forward-looking statements are outlined in today's press release and the company's SEC filin...

Radcom (RDCM) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.70%. A quarter ago, it was expected that this monitoring service for the communications industry would post earnings of $0.26 per share when it actually produced earnings of $0.31, delivering a surprise of +19.23%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Radcom, which belongs to the Zacks Computer - Networking industry, posted revenues of $18.59 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.11%. This compares to year-ago revenues of $16.59 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Radcom shares have added about 16.9% since the beginning of the year versus the S&P 500's gain of 8.1%. While Radcom has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Radcom was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Ran...

Radcom (RDCM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on May 19, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This monitoring service for the communications industry is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +8%. Revenues are expected to be $18.61 million, up 12.2% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is signif...

Conference Call Scheduled for 8:00 a.m. Eastern Time (3:00 p.m. Israel Time) TEL AVIV, Israel, May 4, 2026 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM) announced today that it will release its financial results for the first quarter ended March 31, 2026, on Tuesday, May 19, 2026, before the opening of the U.S. financial markets. RADCOM will host a conference call and live webcast to discuss the first quarter 2026 financial results on the same day, Tuesday, May 19, 2026, at 8:00 a.m. Eastern Time (3:00 p.m. Israel Time). Following RADCOM management's formal remarks, there will be a question-and-answer session. Conference call details: Date / Time: Tuesday, May 19, 2026, at 8:00 a.m. Eastern Time / 3:00 p.m. Israel Time USA Toll-Free: 1-866-652-8972 USA Toll-Free (alternate): 1-800-994-4498 Local Access: 03-9180609 Webcast (live and replay): https://www.veidan-conferencing.com/radcom An archived replay of the call will be available on the RADCOM website following the live event. For all investor inquiries, please contact: Investor Relations: Rob Fink or Joey Delahoussaye FNK IR [email protected] 646-809-4048 / 312-809-1087 Company Contact: Hod Cohen CFO +972-3-645-5055 [email protected] About RADCOM RADCOM (Nasdaq: RDCM) is a leading provider of advanced, intelligent assurance solutions with integrated AI Operations (AIOps) capabilities. Its flagship platform, RADCOM ACE, harnesses AI-driven analytics and generative AI (GenAI) to improve customer experiences. From lab testing to full-scale deployment, RADCOM utilizes cutting-edge networking technologies to capture and analyze real-time data. Its advanced 5G portfolio delivers end-to-end network observability, from the radio access network (RAN) to the core. Designed to be open, vendor-neutral, and cloud-agnostic, RADCOM's solutions drive next-generation network automation, optimization, and efficiency. By leveraging AI-powered intelligence, RADCOM reduces operational costs, enables predictive customer insights, and seamlessly integrates with business support systems (BSS), operations support systems (OSS), and service management platforms. Offering a complete, real-time view of mobile and fixed networks, RADCOM empowers telecom operators to ensure exceptional service quality, enhance user experiences, and build customer-centric networks. View original content:https://www.prnewswire.com/news-releases/radcom-to-re...

This article first appeared on GuruFocus. Annual Revenue: $71.5 million, a 17.2% year-over-year growth. Quarterly Revenue: $18.9 million, up 16% year-over-year. GAAP Earnings Per Share: Increased by over 65% year-over-year. Cash and Short-term Deposits: $109.9 million, with no debt. Gross Margin (Q4): 77.6%, the highest since 2018. Operating Income (Q4): $4.3 million, with an operating margin of 23%. Net Income (Q4): $5.2 million or $0.31 per diluted share. Gross R&D Expenses (Q4): $4.9 million, a 16.2% increase year-over-year. Sales and Marketing Expenses (Q4): $4.2 million, a 1.4% increase year-over-year. Net Income (Annual): $18.4 million, 25.8% of revenue or $1.09 per diluted share. Operating Income (Annual): $14.8 million, 20.6% of revenue. Gross Margin (Annual): 76.8%, up from 75.2% in 2024. Cash Flow (Annual): Positive cash flow of $15.2 million. Warning! GuruFocus has detected 2 Warning Sign with RDCM. Is RDCM fairly valued? Test your thesis with our free DCF calculator. Release Date: February 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Radcom Ltd (NASDAQ:RDCM) achieved a record $71.5 million in revenue for 2025, representing a 17.2% year-over-year growth. The company reported a significant increase in GAAP earnings per share, up by over 65% year-over-year. Radcom Ltd (NASDAQ:RDCM) maintained the highest cash and short-term deposit balances in its history at $109.9 million with no debt. The company demonstrated strong operational efficiency and a scalable business model, achieving record results across multiple KPIs including earnings and operating margins. Radcom Ltd (NASDAQ:RDCM) continues to expand its customer base, securing new contracts and expanding within existing customers, such as a new win with One Global and an expansion with a leading European operator. The timing of engagements with tier one customers can shift, affecting the closure of deals and potentially impacting revenue growth. The company anticipates that sales and marketing expenses will gradually rise in the coming quarters to support pipeline growth and expansion in high-value regions. Radcom Ltd (NASDAQ:RDCM) faces challenges in aligning its AI-driven solutions with operators' readiness, as only 41% of operators report having an end-to-end data architecture. The company's gross margin may vary depending on the...

Achieved a sixth consecutive year of growth with record revenue of $71.5 million, driven by strong operational efficiency and a scalable business model. Performance was bolstered by the successful execution of a technology-led strategy, specifically in 5G service assurance and cloud-native network visibility. Management attributes record operating margins to tight cost control and the inherent scalability of their software-centric solutions. The company is pivoting its focus toward securing new Tier 1 customers, leveraging a strong balance sheet to signal long-term stability to large-scale prospects. Market demand is increasingly shaped by an 'AI inflection point,' where operators require RADCOM's reliable subscriber data to bridge the gap between AI ambition and data readiness. Strategic partnerships with NVIDIA and ServiceNow are central to the narrative. The company's high-capacity user analytics solution, powered by NVIDIA data processing units, has reduced operational costs by up to 75% in field trials, contributing to a total cost of ownership advantage. Revenue guidance for 2026 is set at 8% to 12% growth, which management notes is significantly above the broader service assurance market growth rate. Guidance assumes the closure of several strategic Tier 1 opportunities currently in the second half of the sales cycle, with expected conversion in the first half of 2026. R&D investments are planned to increase to support the productization of AgenTiK AI and multimodal workflows, focusing on telco-specific AI agents. Initial revenue contributions from the NVIDIA and ServiceNow collaborations are expected to materialize over the course of 2026. Sales and marketing expenses are projected to rise gradually to support pipeline expansion in high-value geographic regions. Reached a record cash balance of $109.9 million with zero debt, providing a strategic 'resilience' advantage during Tier 1 contract negotiations. Announced a leadership transition with Rami Schwartz appointed as Chairman effective February 8, 2026, to support scaling and governance. Secured a significant new contract with One Global to provide AI-powered assurance for 43 million subscribers across 4G, 5G, and IoT. Gross margins reached 77.6% in Q4, the highest since 2018, though management cautioned that future margins may vary based on revenue mix. Our analysts just identified a stock with t...