Radcom(US:RDCM)2025-08-13 12:00Financial Performance - RADCOM achieved a new quarterly revenue record of $17.7 million, representing a 19.3% year-over-year increase[15, 38, 42] - The company's non-GAAP operating margin was 19.5%, reflecting improved profitability[15, 38] - RADCOM ended Q2 2025 with a record-high cash and bank deposits of $101.6 million and generated $2.6 million in positive cash flow[15, 47] - The company reaffirms its full-year 2025 revenue guidance, projecting year-over-year growth of 15% to 18%, with a midpoint of $71.1 million[32, 51] - Q2 2025 GAAP diluted EPS was $0.15, while the non-GAAP diluted EPS was $0.25[38] Strategic Focus - RADCOM is continuing its investment in R&D, particularly in agentic AI (agent-to-agent and multi-model workflows)[17] - The company is involved in several Proof of Concepts (POCs) in the lab for its high-capacity user plane analytics and is engaged in field trials with Tier 1 operators[17] - RADCOM is focused on key markets, including North America, Japan, and EMEA[17] Market Trends - Telecom industry trends indicate that 84% of telco executives agree that AI agents will reinvent how their organizations are building and operating their digital infrastructures[25] - A 6% growth in the mobile core market is projected through to 2029, with operators adding 145 million new 5G subscriptions globally in Q1, bringing the total to 2.4 billion[26]