Workflow
Radcom(RDCM)
icon
Search documents
Radcom(RDCM) - 2023 Q2 - Earnings Call Presentation
2023-08-02 17:07
AGENDA 5 7 Income (loss) before taxes on income Cost of revenues 9 4 0 General and administrative 8 Operating income (loss) Sales and marketing CONSOLIDATED BALANCE SHEETS | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|-------|-------|-------|----------------------------------------------------------------------------------------------------------------------------- ...
Radcom(RDCM) - 2023 Q2 - Earnings Call Transcript
2023-08-02 16:35
This new integration with Google Cloud has already received positive feedback from potential customers, and we have several ongoing opportunities for RADCOM ACE on Google Cloud. We offer multiple assurance use cases to automatically prevent service degradation, drive network automation and safe operational costs powered by AI. Integrating with these top public cloud providers means telco operator can choose whatever provider they want to use our assurance technology to manage their 5G rollouts. Now please t ...
Radcom(RDCM) - 2023 Q1 - Earnings Call Transcript
2023-05-10 14:59
RADCOM Ltd. (NASDAQ:RDCM) Q1 2023 Earnings Conference Call May 10, 2023 8:00 AM ET Company Participants Eyal Harari - Chief Executive Officer Hadar Rahav - Chief Financial Officer​​ Conference Call Participants Arjun Bhatia - William Blair Alex Henderson - Needham & Company Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the First Quarter of 2023. All participants are presently in a listen-only mode. Following management's formal presentati ...
Radcom(RDCM) - 2023 Q1 - Earnings Call Presentation
2023-05-10 11:49
RADCOM Introduction and safe harbor Q&A 3 4 Cash and cash equivalents and short-term bank deposits of $77.9 million dollars and no debt !^DCOM Basic and diluted net income (loss) per ordinary share $ 0.04 $ (0.04) | --- | --- | --- | --- | |-------|----------------------------------------------|-------|-----------------------------| | | March 31, \n2023 \nUnaudited \n$ 12,023 | | 2022 \nUnaudited \n$ 10,624 | | | $ 3,348 | | $ 2,837 | | | $ 8,675 | | $ 7,787 | | | 72% | | 73% | | | | | | | | $ 4,769 | | $ 5 ...
Radcom(RDCM) - 2022 Q4 - Annual Report
2023-03-30 11:19
Customer Concentration and Revenue - The two largest customers accounted for approximately 77% of the company's revenue in fiscal year 2022[37]. - Large customers possess significant negotiating leverage, potentially leading to unfavorable terms that could adversely affect revenue and operational efficiency[49]. - Approximately 97% of the company's sales in 2022 were generated outside of Israel, highlighting its significant international presence[85]. - North America accounted for 49.8% of total revenues in 2022, while Asia contributed 27.2% and EMEA (including Israel) contributed 16.6%[186]. Market and Competitive Landscape - The company plans to focus expansion efforts on tier 1 and leading innovative communication service providers in North America, Europe, and Asia-Pacific markets[23]. - The company may face increased competition from existing and potential competitors with greater resources and market recognition[38]. - The competitive landscape includes major players like NetScout, Infovista, and Huawei, with the company differentiating itself through advanced technology and cloud-native solutions[187]. - The company is focusing sales efforts on Tier 1 and Greenfield Operators in North America and Europe, but success is not guaranteed due to competitive pressures[50]. Technology and Product Development - The company provides 5G ready cloud-native network intelligence and service assurance solutions for Communication Service Providers (CSPs) to support the launch and operation of 5G networks[122]. - RADCOM ACE, the company's flagship 5G automated assurance solution, is designed to deliver end-to-end network intelligence and AI-driven insights for 5G operations, ensuring a seamless transition for CSPs' customers to 5G networks[125]. - The company’s solutions utilize AI and ML for automated anomaly detection and root cause analysis, enhancing network intelligence and customer experience[177]. - The company has secured contracts with major operators including AT&T, Dish, and Rakuten, enhancing their 5G service quality and customer experience through real-time analytics and automated assurance solutions[130][136][149]. Financial Performance and Challenges - The company incurred net losses of approximately $2.3 million, $5.3 million, and $4.0 million in 2022, 2021, and 2020 respectively, indicating ongoing challenges in achieving profitability[84]. - Quarterly results may fluctuate significantly due to factors such as customer purchase timing, long sales cycles, and competitive conditions, impacting share price[51]. - Current market conditions, including inflation and geopolitical issues, may slow CSP investments and impact the company's growth and financial health[58]. - The company has experienced a non-linear sales pattern, with higher order volumes typically occurring at the end of quarters, complicating revenue predictions[55]. Research and Development - The company received an aggregate of $48.4 million in royalty-bearing grants for research and development activities, which imposes ongoing financial obligations[79]. - Significant investments in research and development were made to enhance automation deployment capabilities and advanced ML techniques for network anomaly detection[193]. - The company expects to continue significant investment in 2023 to develop new features and modular solutions for the service assurance market[195]. - In 2023, the company plans to increase investment in research and development and sales and marketing efforts, targeting Tier 1 and Greenfield Operators transitioning to 5G networks[156]. Operational Risks and Compliance - The company may face penalties if it fails to meet service levels under warranty and extended maintenance agreements, which could impact financial condition[74]. - The company is exposed to risks associated with currency fluctuations, as a significant portion of its expenses is incurred in New Israeli Shekels while revenues are primarily in U.S. dollars[89]. - The company is subject to potential claims of infringement of third-party intellectual property, which could lead to significant financial and managerial resource expenditures[81]. - Compliance with privacy and data security laws, such as GDPR and CCPA, may increase operational costs and impact competitiveness[111][112]. Global Economic Impact - Economic and political instability in emerging markets could adversely affect revenue generation and operational results[59]. - Global economic conditions may negatively impact the telecommunications sector, leading to reduced consumer spending and affecting sales[109]. - The telecommunications industry has experienced financial pressures, leading to reduced investment in capital-intensive projects by some communication service providers[45]. Employee Relations and Operations - The company has never experienced a strike or work stoppage and considers its relations with employees to be good[205]. - The total headcount as of December 31, 2022, was 284, including employees and contractors[205]. - The company currently leases approximately 22,830 square feet of office space in Tel Aviv, Israel[213]. - The company provides benefits in the United States averaging approximately 19.1% of the employee's base salary[210].
Radcom(RDCM) - 2022 Q4 - Earnings Call Transcript
2023-02-08 15:31
RADCOM Ltd. (NASDAQ:RDCM) Q4 2022 Earnings Conference Call February 8, 2023 8:00 AM ET Company Participants Eyal Harari - Chief Executive Officer Hadar Rahav - Chief Financial Officer Conference Call Participants Alex Henderson - Needham & Company Faith Brunner - William Blair Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the Fourth Quarter and Full Year 2022. All participants are present in a listen-only mode. Following management's form ...
Radcom(RDCM) - 2022 Q4 - Earnings Call Presentation
2023-02-08 12:20
Q4-22 CONFERENCE CALL February 8, 2023 Introduction and safe harbor CFO – Hadar Rahav, Chief Financial Officer SAFE HARBOR PROVISION NON-GAAP FINANCIAL MEASURES 4 Revenues for the fourth quarter of 2022 were $12.3 million 2023 revenue guidance range of $50-$53 million !^DCOM (in thousands of U.S. dollars, except per share data) | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------|-------|-----------------------------------------|-------|------------------- ...
Radcom(RDCM) - 2023 Q1 - Quarterly Report
2023-02-08 12:05
Exhibit 99.1 FOR IMMEDIATE RELEASE RADCOM Reports Fourth Quarter and Full Year 2022 Results TEL AVIV, Israel – February 8, 2023 − RADCOM Ltd. (Nasdaq: RDCM) announced financial results for the fourth quarter and full year ended December 31, 2022. Management Comments: Eyal Harari, RADCOM's Chief Executive Officer, commented, "The fourth quarter was a solid finish for a record year as we expanded our install base with multiple top-tier mobile operators. In 2022, we grew by 14%, a third consecutive year of rev ...
Radcom(RDCM) - 2022 Q3 - Earnings Call Transcript
2022-11-10 15:02
RADCOM Ltd. (NASDAQ:RDCM) Q3 2022 Earnings Conference Call November 10, 2022 8:00 AM ET Company Participants Eyal Harari - CEO Hadar Rahav - CFO Conference Call Participants Arjun Bhatia - William Blair Alex Henderson - Needham & Company Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Ltd. Results Conference Call for the Third Quarter of 2022. All participants are present in a listen-only mode. Following management's formal presentation, instructions for the question-and-answ ...
Radcom(RDCM) - 2022 Q3 - Earnings Call Presentation
2022-11-10 13:35
RADCOM Q3-22 CONFERENCE CALL November 10, 2022 AGENDA Introduction and safe harbor CEO – Eyal Harari, Chief Executive Officer CFO – Hadar Rahav, 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 1 ...