Financial Performance - Q4 2021 revenues reached $112 million[9] - Cash and cash equivalents and short-term bank deposits totaled $706 million with no debt[9] - The company provided 2022 revenue guidance in the range of $42 million to $45 million[9] - GAAP gross profit for the fourth quarter of 2021 was $7723 thousand, representing a gross profit margin of 69%[12] - For the full year 2021, GAAP gross profit was $28859 thousand, with a gross profit margin of 72%[12] - Non-GAAP gross profit for the fourth quarter of 2021 was $7806 thousand, resulting in a gross profit margin of 70%[15] - For the full year 2021, the Non-GAAP gross profit was $29066 thousand, with a gross profit margin of 72%[15] Balance Sheet - Total current assets as of December 31, 2021, were $83609 thousand[24] - Total current liabilities as of December 31, 2021, were $16361 thousand[24] - Shareholders' equity totaled $70154 thousand[24] Operating Expenses (GAAP) - Total operating expenses for the three months ended December 31, 2021, were $8995 thousand[12] - Total operating expenses for the twelve months ended December 31, 2021, were $34352 thousand[12]

Financial Data and Key Metrics Changes - Total revenue for Q3 2021 was $10.2 million, an increase from $9.8 million in Q3 2020, marking the ninth consecutive quarter of year-over-year revenue growth [9][35] - Gross margin for Q3 2021 on a non-GAAP basis was 70%, with gross R&D expenses slightly decreasing to $4.5 million compared to Q3 2020 [35] - Net loss for Q3 2021 on a non-GAAP basis was $333,000, or $0.02 per diluted share, compared to a net income of $246,000, or $0.02 per diluted share in Q3 2020 [39] Business Line Data and Key Metrics Changes - The company continues to invest in R&D, launching a new AI solution as part of RADCOM ACE, which analyzes data sessions in real-time to identify faults in 5G networks [10][12] - The integration with Amazon Web Services (AWS) allows telecom operators to utilize cloud services for managing network services more efficiently [15][16] Market Data and Key Metrics Changes - The automated assurance market is expected to grow, driven by the need for AI/ML-driven automation for 5G and cloud solutions [13] - Greenfield operators, such as Rakuten and DISH, are entering the telecom space, leveraging advanced technology without legacy constraints [17][19] Company Strategy and Development Direction - The company is focused on enhancing its cloud-native technology and expanding partnerships with public cloud providers to ensure service quality for 5G networks [14][15] - RADCOM aims to capture market share by targeting operators that are advancing in 5G technology, particularly those that are cloud-native [58][60] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the continued growth in 2021 and 2022, citing a strong sales pipeline and increased visibility [9][32] - The transition to 5G is still in its early stages, with significant movement expected in the coming years as technology matures [52][53] Other Important Information - The company received a grant of $205,000 from the Israel Innovation Authority during the quarter, down from $478,000 in the same period last year [36] - An employee retention program was launched, which will increase stock-based compensation expenses by $2.7 million annually for the next two years [37] Q&A Session Summary Question: Clarification on RSU expenses - The CFO confirmed that the RSU grant will increase expenses by $2.7 million per year for the next two years [44] Question: Impact of shekel exchange rate on cost structure - The CFO explained that quarterly shekel expenses are about $5 million to $6 million, with a projected impact of $150,000 to $180,000 per quarter due to exchange rate fluctuations [46][47] Question: Transition to full 5G - Management indicated that the commitment to 5G is high among top operators, but practical implementation is still in the single-digit percentage range [51][52] Question: Sales pipeline and customer characteristics - The company is primarily targeting Tier 1 operators focused on 5G, with a mix of traditional and greenfield carriers in the pipeline [58][60] Question: AWS integration and new opportunities - The company is seeing a mix of new opportunities and existing customers requiring AWS integration, which is crucial for cloud-centric models [62][63]

RADCOM Q3-21 CONFERENCE CALL November 11, 2021 AGENDA Introduction and safe harbor CEO – Eyal Harari, Chief Executive Officer CTO – Amir Hai, Chief Financial Officer Q&A SAFE HARBOR PROVISION Certain statements made herein that use words such as "estimate" , "project" , "intend", "expect", "believe", "may", "might", "predict", "potential", "anticipate", "plan" or similar expressions are intended to identify forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 ...

RADCOM Ltd. (NASDAQ:RDCM) Q2 2021 Earnings Conference Call August 12, 2021 8:00 AM ET Company Participants Eyal Harari - Chief Executive Officer Amir Hai - Chief Financial Officer Conference Call Participants Bhavan Suri - William Blair Michelle Waller - Needham & Company Sasha Karim - Inflection Point Investments Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the Second Quarter of 2021. All participants are present in a listen-only mode. ...

RADCOM Q2-21 CONFERENCE CALL AUGUST 12, 2021 SAFE HARBOR PROVISION Certain statements made herein that use words such as "estimate" , "project" , "intend", "expect", "believe", "may", "might", "predict", "potential", "anticipate", "plan" or similar expressions are intended to identify forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other securities laws. For example, the Company statements about its visibility into the second half of 2021, its sales ...

RADCOM RADCOM Ltd. (RDCM) CORPORATE OVERVIEW SAFE HARBOR Certain statements herein contain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements include, but are not limited to, those statements regarding expected revenues, industry and market conditions and trends, the market potential for NFV, the future of new technologies such as 5G and their applicat ...

RADCOM Ltd. (NASDAQ:RDCM) Q1 2021 Results Earnings Conference Call May 11, 2021 8:00 AM ET Company Participants Eyal Harari - Chief Executive Officer Amir Hai - Chief Financial Officer Conference Call Participants Bhavan Suri - William Blair Alex Henderson - Needham & Company Sasha Karim - Inflection Point Investments Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the First Quarter of 2021. All participants are at present in a listen-only ...

RADCOM REFERENCE SLIDES EARNINGS CALL FOR Q1-21 SAFE HARBOR PROVISION Certain statements made herein that use words such as "estimate" , "project" , "intend", "expect", "believe", "may", "might", "predict", "potential", "anticipate", "plan" or similar expressions are intended to identify forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other securities laws. For example, when the Company discusses its continued investment in technology and R&D, the 5G ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of event requiring this shell company report ____________ ☒ ANNUAL REPORT PURS ...

RADCOM Ltd. (NASDAQ:RDCM) Q4 2020 Earnings Conference Call February 17, 2021 8:00 AM ET Company Participants Eyal Harari - CEO Amir Hai - CFO Conference Call Participants Bhavan Suri - William Blair Alex Henderson - Needham & Company Abba Horwitz - Old School Partners Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the Fourth Quarter and Full Year of 2020. [Operator Instructions] As a reminder, this conference is being recorded and will be ...