Key Takeaways Cisco topped $2B in AI orders for fiscal 2025, doubling its initial $1B target.AI demand drives adoption of Cisco's Ethernet, Silicon One and NVIDIA partnerships.Software and subscriptions now form 54% of Cisco's revenues, improving margins.Cisco Systems (CSCO) is riding high on the AI infrastructure boom, with AI-related orders crossing $2 billion in fiscal 2025 — twice its initial $1 billion target. In the fourth quarter alone, orders topped $800 million, up from $600 million in the prior qu ...

Core Viewpoint - RADCOM Ltd. (RDCM) reported strong first-quarter 2025 results, with non-GAAP EPS of 25 cents, exceeding estimates by 13.6%, and revenues of $16.6 million, a 17.5% year-over-year increase [1][2] Financial Performance - Non-GAAP net income for the quarter was $4.1 million, up from $2.8 million year-over-year [2] - Non-GAAP operating income increased to $3.1 million from $1.7 million in the same period last year [3] - Non-GAAP operating expenses rose to $9.5 million from $8.8 million [3] Cash Flow and Liquidity - As of March 31, 2025, RDCM had $99.1 million in cash and equivalents, marking the highest cash balance in the company's history [4] - The company reported a cash flow of $4.4 million for the quarter, remaining completely debt-free [4] Revenue Guidance - For full-year 2025, RDCM expects revenue growth between 15% and 18%, with a midpoint of $71 million, indicating a 13.5% increase from 2024 [5] Recent Developments - RADCOM renewed and expanded a multi-year, eight-figure contract with a tier-one North American customer, reflecting strong confidence in its solutions [6] - The company partnered with Nvidia and ServiceNow to enhance customer insights and automation [6][7] - RADCOM became the first assurance vendor integrated into ServiceNow's AI Agent Fabric, supporting advanced AI workflows [7] Industry Performance - RDCM shares have surged 43.3% over the past year, outperforming the Zacks Computer – Networking industry's growth of 22.9% [8]