Exhibit 99.1 "The exceptional financial performance in the first quarter of 2025 builds on our record-breaking results from 2024. We are on track to deliver a sixth consecutive year of growth, driven by our outstanding team. This quarter we achieved record company revenue once again, and thanks to our operational excellence and disciplined expense management, we increased operating margins by more than 6.5% year-over-year," said Benny Eppstein, Chief Executive Officer of RADCOM. RADCOM DELIVERS RECORD QUART ...

Core Insights - RADCOM Ltd reported a 17.5% year-over-year revenue growth for Q1 2025, achieving total revenues of $16.6 million compared to $14.1 million in Q1 2024 [4] - The company raised its full-year 2025 revenue growth outlook from 12%-15% to 15%-18%, with a midpoint of $71.1 million, indicating a 16.5% increase compared to 2024 [2][4] Financial Performance - GAAP operating income for Q1 2025 was $1.5 million, representing 9% of revenue, compared to an operating loss of $0.3 million in Q1 2024 [4] - Non-GAAP operating income for the same period was $3.1 million, or 19% of revenue, up from $1.7 million, or 12% of revenue, in Q1 2024 [4] - GAAP net income for Q1 2025 was $2.4 million, or $0.15 per diluted share, compared to $0.8 million, or $0.05 per diluted share, in Q1 2024 [4] - Non-GAAP net income for Q1 2025 was $4.1 million, or $0.25 per diluted share, compared to $2.8 million, or $0.18 per diluted share, in Q1 2024 [4] Strategic Developments - The company renewed and expanded a multi-year contract with a tier-one customer in North America, highlighting confidence in its solutions [5] - RADCOM formed strategic partnerships with Nvidia and ServiceNow to enhance real-time customer insights and automate business processes [5] - The collaboration with ServiceNow aims to develop integrated workflows leveraging advanced automation and AI technologies [5] - The partnership with Nvidia focuses on creating a high-capacity data capture and user analytics solution for AI-powered business processes [5] Cash Position - As of March 31, 2025, RADCOM had cash and cash equivalents, along with short-term bank deposits totaling $99.1 million, with no debt, marking the highest cash levels in the company's history [4]

Core Viewpoint - RADCOM Ltd. (RDCM) is expected to report first-quarter 2025 results on May 14, with revenue estimates of $16.5 million, indicating a 16.9% growth year-over-year, and earnings estimates of 22 cents per share, reflecting a 22.2% increase from the previous year [1][2]. Group 1: Financial Performance - RDCM's earnings have exceeded the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 18.9% [2]. - The company's shares have increased by 17.5% over the past year, compared to a 25.5% growth in the Zacks Computer - Networking industry [2]. Group 2: Growth Drivers - The focus on innovation and strategic expansion, particularly through its Cloud GenAI-based assurance solution, is expected to enhance telecom operators' efficiency and customer experiences [3]. - RDCM secured a multi-year contract with Norlys, reinforcing its position as a trusted partner for disruptive telecom companies in Europe [4]. - The company is investing in R&D to develop AI and Generative AI capabilities, which will support network management and automation for telecom operators transitioning to standalone 5G networks [5]. Group 3: Strategic Initiatives - RDCM aims to balance operating leverage by reinvesting in growth areas such as AI-driven automation and mid-tier market expansion, focusing on acquiring profitable customers [6]. - The company is expanding its geographic footprint in Europe and targeting mid-tier operators by productizing its RADCOM ACE solution into scalable packages [6]. - Partnerships, such as the collaboration with ServiceNow, are being leveraged to integrate AI-driven solutions and enhance customer satisfaction [7]. Group 4: Financial Support and Challenges - RDCM received cumulative grants of $684,000 from the Israel Innovation Authority in 2024, with an additional $100,000 in the first quarter [8]. - An increase in expenses to support its growing pipeline and local coverage may impact margins, alongside broader macroeconomic challenges like forex headwinds and competition [10]. Group 5: Recent Developments - In May 2025, RDCM renewed a multi-year, eight-figure contract with a major North American telecom operator, enhancing its network performance and service quality [11]. - In February 2025, the company announced a new high-capacity user plane data capture and analytics solution powered by NVIDIA BlueField-3 DPU, aimed at improving network observability [12].

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]

Core Viewpoint - RADCOM Ltd. (RDCM) has experienced a significant stock decline of 20.5% over the past three months, which is more pronounced than the 4.5% drop in the Computer-Networking industry, amid escalating trade tensions and tariff issues affecting overall market performance [1]. Group 1: Company Performance - RDCM's stock closed at $11.20, reflecting a 2.6% increase in the last session, but it remains 30% lower than its 52-week high of $15.98, raising questions about potential buying opportunities amid macroeconomic uncertainties [2]. - The company reported revenues of $61 million for 2024, marking an 18.2% year-over-year increase, and anticipates revenue growth of 12% to 15% for 2025, with a midpoint estimate of $69.2 million, indicating a 13.5% increase from 2024 [6]. Group 2: Innovation and Product Development - RADCOM specializes in cloud-native, automated service assurance for 5G networks and is focused on innovation, AI, and automation to support the transition to standalone 5G and cloud-native telecom infrastructure [3][4]. - The RADCOM ACE 5G assurance solution is being developed into scalable packages to cater to operators of various sizes, aiming to expand its product offerings [5]. - A new high-capacity user plane data capture and analytics solution, developed in collaboration with NVIDIA, is set to enhance network observability and customer experience insights, with a full commercial launch planned for early 2026 [10][12]. Group 3: Strategic Partnerships and Market Position - RDCM is pursuing a broader go-to-market strategy by showcasing its offerings at global events and integrating with large-scale platforms, such as its collaboration with ServiceNow to automate operational processes [9]. - The company has an attractive forward 12-month price-to-earnings ratio of 11.7, which is lower than the industry average of 17.93 from the previous year, presenting a compelling investment opportunity [7]. Group 4: Challenges and Risks - Increasing operating expenses, which rose to $9.4 million from $8 million year-over-year, could pressure margins, especially as the company ramps up R&D investments and anticipates higher sales and marketing costs [13]. - RDCM faces high customer concentration risk, relying on significant contracts with clients like Rakuten and Norlys, and any execution issues in productization could negatively impact revenue [14].

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].

Industry Overview - The Zacks Computer - Networking industry is expected to benefit from the increasing focus on cloud computing, network security, big data, and cloud storage, driven by the rapid adoption of AI technology [1][3] - The accelerated deployment of 5G is enhancing the Internet of Things (IoT), Advanced Driver Assistance Systems (ADAS), Augmented Reality/Virtual Reality (AR/VR) devices, and 5G smartphones, necessitating robust networking infrastructure [2][9] - The Wi-Fi 7 upgrade cycle is anticipated to act as a catalyst for growth in the industry [2][10] Key Trends - The demand for innovative networking products is rising, favoring major players like Cisco Systems, NETGEAR, and RADCOM [3] - The proliferation of IoT and smart connected devices, along with the growing adoption of cloud computing in network security, is driving the need for efficient network support infrastructure [7][8] - Companies are innovating in networking technologies, including network virtualization and Software-Defined Networking, to meet the demand for secure infrastructure [8] Performance Metrics - The Zacks Computer - Networking industry has outperformed the S&P 500 Composite and the broader Zacks Computer and Technology sector, gaining 28% over the past year compared to the sector's 12.4% and the S&P 500's 15.6% [15] - The industry is currently trading at a forward 12-month price-to-earnings ratio (P/E) of 20.12X, which is below the S&P 500's 21.53X and the sector's 24.41X [16] Company Highlights Cisco Systems, Inc. (CSCO) - Cisco is experiencing strong demand for its AI infrastructure solutions, with orders exceeding $700 million in the first half of fiscal 2025, projected to surpass $1 billion by the end of the fiscal year [18] - The company's security business is thriving, with over 1,000 customers for its Cisco Secure Access and XDR solutions [19] - Product orders increased by 29% year over year, with Annualized Recurring Revenues (ARR) of $30.1 billion rising 22% year over year [20] NETGEAR, Inc. (NTGR) - NETGEAR's revenues from the NETGEAR for Business segment increased by 14.9% year over year, driven by strong demand for ProAV managed switch products [23] - The company successfully reduced inventory by $86 million in 2024, enhancing revenue predictability [24] - Recurring services revenues surged by 25% in the latest quarter, with 556,000 recurring subscribers generating $35 million in recurring revenues [25] RADCOM Ltd. (RDCM) - RADCOM specializes in cloud-native, automated service assurance for 5G networks, with a focus on innovation and AI [27] - The company reported record revenues of $16.3 million in the last quarter, marking a 16.1% year-over-year increase [28] - For 2025, RADCOM anticipates revenue growth of 12% to 15%, with a midpoint of $69.2 million, reflecting continued momentum [29]

Industry Overview - The Zacks Computer - Networking industry is experiencing growth driven by increased focus on cloud computing, network security, big data, and cloud storage, particularly with the rise of AI technology [1] - Companies are capitalizing on the multi-billion-dollar AI infrastructure opportunity, with the accelerated deployment of 5G enhancing the demand for robust networking infrastructure [1][4] - The industry is characterized by a diverse range of products, including wireless, Ethernet, and powerline solutions, catering to the evolving needs of consumers and businesses [2] Trends Influencing the Industry - Innovation in networking technologies is opening new business avenues, driven by the proliferation of smart home devices and the increasing adoption of cloud computing [3] - The rapid deployment of 5G technology is expected to boost growth prospects, necessitating substantial investments in infrastructure upgrades [4] - The upcoming Wi-Fi 7 upgrade cycle is anticipated to drive demand for advanced networking products, addressing issues related to Wi-Fi spectrum shortages [5] Economic Conditions - Global macroeconomic weakness and volatile supply-chain dynamics pose challenges for the industry, potentially affecting spending and business visibility [6] Industry Performance - The Zacks Computer - Networking industry ranks 25, placing it in the top 10% of over 246 Zacks industries, indicating bright near-term prospects [7][8] - The industry has outperformed the S&P 500 Composite and the broader Zacks Computer and Technology sector, gaining 28% over the past year compared to the sector's 12.4% and the S&P 500's 15.6% [9] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 20.12X, which is below the S&P 500's 21.53X and the sector's 24.41X [11] Company Highlights - **Cisco Systems, Inc. (CSCO)**: Benefiting from strong demand for AI infrastructure solutions, with orders exceeding $700 million in the first half of fiscal 2025, and a growth rate of over 40% in orders [14][16] - **NETGEAR, Inc. (NTGR)**: Experienced a 14.9% revenue increase in the NFB segment, driven by strong demand for ProAV managed switch products, and a successful destocking plan leading to improved revenue predictability [19][20] - **RADCOM Ltd. (RDCM)**: Reported record revenues of $16.3 million, a 16.1% year-over-year increase, and provided revenue guidance for 2025 expecting growth between 12% and 15% [24][25]

Core Insights - RADCOM Ltd. has developed a high-capacity user plane data capture and analytics solution utilizing NVIDIA's BlueField-3 DPU, aimed at enhancing network observability and providing real-time Quality of Experience insights [1][3] - The solution leverages AI-driven analytics to improve telecom operators' visibility into subscriber services, performance, and operational costs, with testing planned for 2025 and a commercial launch targeted for early 2026 [2][4] Company Developments - The new solution is designed for both network and business applications, focusing on closed-loop automation and advanced AI-driven analytics to enhance service personalization and quality [4][5] - RADCOM has secured a multi-year deal with Norlys to provide advanced network monitoring solutions for 5G and 4G networks in Denmark, indicating strong market demand for its offerings [6] Financial Performance - In the last reported quarter, RADCOM achieved a record revenue of $16.3 million, exceeding estimates by 5.6% and reflecting a year-over-year increase of 16.1% [7] - For 2024, the company reported revenues of $61 million, marking an 18.2% year-over-year growth, continuing a trend of increased profitability for five consecutive years [8] - Projections for 2025 indicate revenue growth between 12% and 15%, with a midpoint estimate of $69.2 million, representing a 13.5% increase from 2024 [7] Market Position - RADCOM holds a Zacks Rank of 2 (Buy), with its shares increasing by 14% over the past year, although this is below the industry's growth of 29.4% [9] - The company's stock closed at $12.13 on February 28, reflecting positive market sentiment [9]

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures related to the author's position and affiliations [1][2]. Group 1 - No stock, option, or similar derivative positions are held by the author in any mentioned companies, nor are there plans to initiate such positions in the next 72 hours [1]. - The article expresses the author's personal opinions and is not influenced by compensation from any company [1]. - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts involved may not be licensed or certified [2].