Radware Ltd. (NASDAQ:RDWR) Q2 2021 Earnings Conference Call July 28, 2021 8:30 AM ET Company Participants | --- | --- | --- | |-------------------------|-------|------------------------------------------------------------------| | | | | | | | | | | | Yisca Erez - Director, IR | | | | Roy Zisapel - President and CEO Michael Goldberger - VP, Finance | | | | | | | | Conference Call Participants | | | | George Notter - Jefferies | | | | Andrew King - Colliers Securities | | | | Tim Horan - Oppenheimer | | Chris ...

Radware Ltd. (NASDAQ:RDWR) Q1 2021 Earnings Conference Call May 5, 2021 8:30 AM ET Company Participants Yisca Erez - Director, IR Roy Zisapel - President and CEO Doron Abramovitch - CFO Conference Call Participants George Notter - Jefferies Peter Zdebski - Barclays Tim Horan - Oppenheimer Andrew King - Colliers Securities Alex Henderson - Needham Drew Smith - Berenberg Capital Markets Operator Welcome to the Radware Conference Call discussing First Quarter 2021 Results and thank you all for holding. [Operat ...

Investor Presentation May 2021 SAFE HARBOR 2 This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements made herein that are not statements of historical fact, including statements about Radware's plans, outlook, beliefs or opinions, are forward-looking statements. Generally, forward-looking statements may be identified by words such as "believes," "expects," "anticipates," "intends," "estimates," "plans," and similar ex ...

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 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 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 ...

Radware Ltd. (NASDAQ:RDWR) Q4 2020 Earnings Conference Call February 10, 2021 8:30 AM ET Company Participants Anat Earon-Heilborn - VP, IR Roy Zisapel - President and CEO Doron Abramovitch - CFO Conference Call Participants George Notter - Jefferies Peter Zdebski - Barclays Capital Alex Henderson - Needham & Company Andrew King - Colliers Securities Joshua Tilton - Berenberg Capital Markets Yi Fu Lee - Oppenheimer Operator Ladies and gentlemen, thank you for standing by, and welcome to the Radware Quarter F ...

Financial Data and Key Metrics Changes - Revenue for Q3 2020 was $62.5 million, which is 1% below Q3 2019 and in line with guidance [21] - ARR reached $169 million, with a growth rate of 12%, up from 10% in Q2 [7][23] - Gross margin for Q3 was 82.2%, reflecting product mix and a higher proportion of subscriptions [25] - Net income for Q3 was $8.4 million or $0.18 per diluted share, at the high end of guidance [26] - Total deferred revenues balance was approximately $172 million, with 63% expected to be recognized in the next 12 months [24] Business Line Data and Key Metrics Changes - Cloud and product subscription revenues grew approximately 30% year-over-year, driving ARR growth [8][23] - Recurring revenues comprised 63% of total revenues in Q3, up from 64% in the first nine months of 2019 [22][24] Market Data and Key Metrics Changes - Revenues from the Americas increased 24% year-over-year to $30.2 million, while EMEA revenues decreased 5% to $18.3 million, and Asia Pacific revenues decreased 27% to $14 million [21][22] Company Strategy and Development Direction - The company is focusing on expanding its cloud security offerings and investing in infrastructure to meet increased demand [12][17] - New scrubbing centers were added in India, Brazil, and Israel to enhance geographic coverage and capacity [12] - The company aims to broaden its offerings to deliver a full-stack application security solution [13] Management's Comments on Operating Environment and Future Outlook - Management expressed satisfaction with performance despite ongoing macroeconomic uncertainty and lockdowns [20] - The company anticipates continued growth in the Americas and expects improvements in international markets [35][49] - The digital transformation and increased cyber activity present significant opportunities for the company's solutions [17] Other Important Information - The company plans to stop discussing total deferred revenue starting next quarter and will focus on providing ARR information [24] - The company is actively looking for M&A opportunities in the enterprise security and cloud security spaces [66] Q&A Session Summary Question: Growth rates across the Americas business - Management noted satisfaction with North America's performance and plans to continue investing in the region due to high potential [33] Question: U.S. business split and Cisco's impact - Growth in the U.S. is attributed to both Cisco's ramp-up and organic wins, with plans to invest more resources [38] Question: EMEA and APAC performance - Management indicated that the situation in EMEA and APAC is complex but expects improvements in Q4 [48] Question: Investments in scrubbing centers and Airtel partnership - The partnership with Airtel is seen as a significant contributor to performance in emerging markets [54] Question: Opportunities with Bot Manager - The company sees growth potential in bot management solutions, particularly in addressing account takeover and page scraping [60] Question: Cash position and M&A outlook - The company is actively looking for M&A opportunities and has increased share buybacks [66] Question: Recurring revenue percentage - Recurring revenues were 62% of total revenue in Q3, with a slight decrease from the previous year [69][72]

Investor Presentation November 2020 1 SAFE HARBOR DISCLAIMER This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements made herein that are not statements of historical facts, including statements with respect to plans, projections, outlook, beliefs, opinions, or future performance of Radware and its subsidiaries, are forward-looking statements. Because such statements deal with future events, they are subject to various ...

Radware Ltd. (NASDAQ:RDWR) Q2 2020 Earnings Conference Call July 29, 2020 8:30 AM ET Company Participants Anat Earon-Heilborn - Vice President, Investor Relations Roy Zisapel - Chief Executive Officer and President Doron Abramovitch - Chief Financial Officer Conference Call Participants Alex Henderson - Needham & Company Shaul Eyal - Oppenheimer & Co. George Notter - Jefferies Group LLC Andrew King - Colliers International Yi Fu Lee - Oppenheimer & Co. Inc. Operator Good morning and welcome to the Radware Q ...

Radware Ltd. (NASDAQ:RDWR) Q1 2020 Earnings Conference Call May 6, 2020 8:30 AM ET Company Participants Anat Earon-Heilborn - Vice President, Investor Relations Roy Zisapel - President and Chief Executive Officer Doron Abramovitch - Chief Financial Officer Conference Call Participants George Notter - Jefferies Shaul Eyal - Oppenheimer Alex Henderson - Needham Yi Fu Lee - Oppenheimer Andrew King - Dougherty & Company Tavy Rosner - Barclays Operator Ladies and gentlemen, thank you for standing by, and welcome ...

Radware Ltd. (NASDAQ:RDWR) Q4 2019 Earnings Conference Call February 12, 2020 8:30 AM ET Company Participants Anat Earon-Heilborn - VP, IR Roy Zisapel - President and CEO Doron Abramovitch - CFO Conference Call Participants George Notter - Jefferies Alex Henderson - Needham & Company Andrew King - Dougherty & Company Tavy Rosner - Barclays Capital Operator Ladies and gentlemen, thank you for standing by, and welcome to the Radware Q4 2019 Earnings Conference Call. At this time, all participants are in a lis ...