Radcom Ltd. (NASDAQ: RDCM ) is a leader in selling network monitoring tools to telecom service providers. It has the best technology in the space and is taking share from legacy players like NetScout ( NTCT ), EXFO, and Viavi25 year veteran of the small-cap technology hedge fund sector. Focused on smaller technology companies with new products and / or new management teams to drive accelerating revenue and operating profit growth. Just opinions here, no investment advice.Analyst’s Disclosure: I/we have a be ...

RADCOM Ltd. (RDCM) reported first-quarter 2025 non-GAAP earnings per share (EPS) of 25 cents, surpassing the Zacks Consensus Estimate by 13.6%. The bottom line expanded 39% year over year.Revenues in the quarter were a record $16.6 million, beating the Zacks Consensus Estimate by 0.6%. Total revenues jumped 17.5% year over year.Management attributed the strong results to the company’s dedicated team, operational excellence and disciplined expense management, which led to solid revenue growth and an improvem ...

Q1 - 2 5 Earnings May 14, 20 2 5 Benny Eppstein CEO 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 the Company's statements about its momentum, strategic direction and trajectory, future execution and delivery of value to customers, development of and enhancing strategic partnerships and expected benefits from collaborations, the success of new technologies to, among other ...

Radcom (RDCM) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 13.64%. A quarter ago, it was expected that this monitoring service for the communications industry would post earnings of $0.19 per share when it actually produced earnings of $0.23, delivering a surprise of 21.05%.Over th ...

RADCOM (RDCM) Q1 2025 Earnings Call May 14, 2025 08:00 AM ET Company Participants Benny Eppstein - CEOHadar Rahav - Chief Financial OfficerArjun Bhatia - Co-Group Head - Technology, Media & Communications Conference Call Participants Ryan Koontz - Senior Analyst Operator Ladies and gentlemen, thank you for standing by. Welcome to the Radcom Limited Results Conference Call for the First Quarter of twenty twenty five. All participants are present in listen only mode. Following management's formal presentation ...

RADCOM (RDCM) Q1 2025 Earnings Call May 14, 2025 08:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by. Welcome to the Radcom Limited Results Conference Call for the First Quarter of twenty twenty five. All participants are present in listen only mode. Following management's formal presentation, instructions will be given for the question and answer session. As a reminder, this conference is being recorded and will be available for replay on the company's website at www.radcom.com later today ...

RADCOM Ltd. (RDCM) is slated to report first-quarter 2025 results on May 14, before market open. The Zacks Consensus Estimate for revenues is $16.5 million, suggesting 16.9% growth from the year-ago quarter’s reported figure.The consensus estimate for earnings is pegged at 22 cents per share, unchanged in the past 60 days, indicating an increase of 22.2% from the year-ago quarter’s reported figure.RDCM’s earnings beat the Zacks Consensus Estimate in three of the last four quarters while matching once, with ...

Company Overview - RADCOM Ltd. is a leading provider of advanced, intelligent assurance solutions with integrated AI Operations (AIOps) capabilities [3] - The flagship platform, RADCOM ACE, utilizes AI-driven analytics and generative AI (GenAI) to enhance customer experiences [3] - RADCOM's advanced 5G portfolio offers end-to-end network observability, covering the radio access network (RAN) to the core [3] Product Features - RADCOM's solutions are designed to be open, vendor-neutral, and cloud-agnostic, promoting next-generation network automation, optimization, and efficiency [4] - By leveraging AI-powered intelligence, RADCOM reduces operational costs and enables predictive customer insights [4] - The platform integrates seamlessly with business support systems (BSS), operations support systems (OSS), and service management platforms, providing a complete, real-time view of mobile and fixed networks [4] Upcoming Events - RADCOM's CEO Benny Eppstein and CFO Hadar Rahav will participate in the 20th Annual Needham Technology, Media & Consumer Virtual Conference on May 8, 2025 [1] - Management will be available for virtual one-on-one meetings throughout the day [2]

RADCOM Ltd. (RDCM) stock has declined 20.5% in the past three months, steeper than the 4.5% fall of the Computer-Networking industry. Over the same time frame, the Zacks Computer and Technology sector and the S&P 500 composite have registered declines of 14.3% and 9.3%, respectively. Escalating trade tensions and tariff troubles have been a drag on the overall market performance. Image Source: Zacks Investment ResearchRDCM was up 2.6% in the last session and closed trading at $11.20, but is still 30% down f ...

Customer Concentration and Market Dynamics - The three largest customers accounted for approximately 88% of the company's revenue in fiscal year 2024[37]. - The company focuses its sales efforts on Tier 1 and Greenfield Operators in North America, Europe, and Japan, but success in these markets is not guaranteed[49]. - The telecommunications industry is experiencing a reduction in revenues and profitability among some Communication Service Providers (CSPs), which may lead to decreased investment in capital equipment and infrastructure, adversely affecting the company's revenues and operations[44]. - The company’s revenues are often derived from a small number of high-value orders, making it vulnerable to significant impacts from order losses or delays[52]. - Current market conditions, including inflation and geopolitical issues, may slow CSP investments in 5G, affecting the company's business and financial condition[57]. Competition and Technological Challenges - The company faces intense competition in the service assurance and customer experience management market, which may affect market share[38]. - The company may face challenges in maintaining technological advantages over competitors in a rapidly changing technology landscape[20]. - The complexity of solutions for larger CSPs is increasing, leading to greater operational risks and potential penalties if projects fail[67]. - The company may experience difficulties in product development and integration related to the use of AI and related tools, which could impact its business operations[72]. Financial Performance and Investment - In 2024, the company achieved net income of approximately $7 million, compared to $3.7 million in 2023, while incurring a net loss of approximately $2.3 million in 2022[80]. - The company anticipates increased levels of expenses on sales and marketing, as well as significant resources allocated to research and development[20]. - Financial pressures in the telecommunications industry have led to reduced investments in capital-intensive projects, which may create opportunities for the company but also exert downward pressure on solution prices[45]. - The company plans to allocate significant resources to research and development in 2025, alongside increasing sales and marketing efforts to drive growth[138]. Geopolitical and Economic Risks - The company is subject to risks associated with geopolitical instability, particularly in the Middle East, which may impact business operations[25]. - Ongoing hostilities in the Middle East, particularly involving Israel, could adversely affect the company's operations and future sales[93]. - The Israeli government has pursued extensive changes to the judicial system, raising concerns about potential negative impacts on the business environment and foreign investment[98]. - Global economic conditions may negatively impact customer spending and liquidity, leading to reduced orders and increased credit risk[108]. Research and Development Initiatives - The company received an aggregate of $50.2 million in royalty-bearing grants for research and development activities, with obligations to pay royalties on revenues from products developed under this program[78]. - Significant investments in research and development were made to enhance automation deployment capabilities and advanced machine learning techniques[186]. - The company is enhancing its RADCOM NETWORK DISCOVERY solution and investing in AI initiatives, including the RADCOM AIM[187]. - The company launched its new GenAI applications, NetTalk, in January 2024, enabling operators to manage network operations faster and more cost-effectively[133]. Strategic Partnerships and Acquisitions - The company has established a multi-year agreement with AT&T to expand the integration of its solutions into AT&T's network, validating its long-standing investment in research and development[128]. - In April 2023, the company acquired Continual's technology and customer agreements for $2.5 million, enhancing its capabilities in mobility experience analytics using AI and ML[132]. - The company may pursue partnerships and acquisitions to enhance its technology and market presence, but this could divert resources and disrupt operations[76]. Operational and Compliance Considerations - The company is subject to ongoing restrictions due to grants received from the IIA, which may affect its ability to transfer know-how outside of Israel[78]. - Compliance with privacy and data security regulations, such as GDPR and CCPA, may increase operational costs and require changes in business practices[110]. - The company has not entered into any hedging transactions to mitigate risks associated with currency fluctuations, which may adversely affect its financial condition[85]. Employee and Operational Metrics - Total headcount as of December 31, 2024, was 307, including employees and contractors[200]. - Average employee benefits in the United States equal approximately 22.61% of the employee's base salary[205]. - Average employee benefits in Brazil equal approximately 17% of the employee's base salary[205]. - Average employee benefits in India equal approximately 24.37% of the employee's salary[206].