RADCOM Launches Neura, an AI Agent Suite Designed for Integration into Agentic AI Ecosystems [Accessibility Statement] Skip NavigationLeveraging AI agents and real-time customer experience insights to power autonomous, intelligent networksTEL AVIV, Israel, Feb. 24, 2026 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM) announced today the launch of RADCOM Neura, an artificial intelligence (AI) agent suite designed for integration into agentic AI ecosystems, created to transform service assurance from reactive moni ...

Core Viewpoint - RADCOM Ltd. (RDCM) provides cloud-based software solutions aimed at assisting telecom operators in monitoring, managing, and enhancing their complex 5G networks [1] Company Overview - RADCOM focuses on small- to mid-cap companies, which are often overlooked by investors, while occasionally analyzing large-cap companies to provide a broader market perspective [1]

分组1 - Radcom reported quarterly earnings of $0.31 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, and showing an increase from $0.23 per share a year ago, representing an earnings surprise of +21.57% [1] - The company achieved revenues of $18.86 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.21%, and an increase from $16.26 million year-over-year [2] - Radcom has consistently surpassed consensus EPS estimates for the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market with a decline of about 1.9% since the beginning of the year, compared to the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $18.6 million, and for the current fiscal year, it is $0.94 on revenues of $79.1 million [7] - The Computer - Networking industry, to which Radcom belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, which may impact the stock's performance [8]

Financial Data and Key Metrics Changes - RADCOM achieved a record revenue of $71.5 million for 2025, representing a 17.2% year-over-year growth, exceeding the guidance of 15%-18% [5][22] - GAAP earnings per share increased by over 65% year-over-year, reaching $1.09 per diluted share [5][22] - The company reported a cash and short-term deposit balance of $109.9 million, with no debt, marking the highest in its history [5][24] - Gross margin for the fourth quarter was 77.6%, the highest since 2018, while the full year gross margin was 76.8%, up from 75.2% in 2024 [20][22] Business Line Data and Key Metrics Changes - In Q4 2025, RADCOM's revenue was $18.9 million, up 16% year-over-year [20] - Operating income for Q4 reached $4.3 million, with an operating margin of 23%, the highest in eight years [20] - R&D expenses for Q4 were $4.9 million, reflecting a 16.2% year-over-year increase, indicating a focus on innovation [21] Market Data and Key Metrics Changes - A GSMA survey indicated that 71% of operators plan to implement Agentic AI in 2026, highlighting a significant market opportunity [8] - The demand for AI-driven solutions is reshaping network priorities, with operators increasingly integrating AI across network layers [9] Company Strategy and Development Direction - RADCOM aims to expand its tier-one customer base and is actively engaged with new prospects, expecting revenue growth of 8%-12% in 2026 [6][17] - The company is committed to product innovation and R&D investments, particularly in 5G service assurance and Agentic AI capabilities [7][17] - Strategic partnerships with NVIDIA and ServiceNow are being deepened to enhance product offerings and market presence [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its growth strategy, supported by a strong balance sheet and operational efficiency [7][18] - The company anticipates another year of double-digit revenue growth in 2026, driven by a robust pipeline of opportunities [17][18] Other Important Information - RADCOM was recognized in the Fast Mode 100 for 2025 and received multiple awards for innovation, reinforcing its competitive differentiation [15] - A governance update was provided, with Rami Schwartz appointed as chairman of the board effective February 2026 [15][16] Q&A Session Summary Question: How should RADCOM think about capital allocation in 2026, especially regarding M&A? - Management indicated that M&A remains a top priority and is being accelerated [25] Question: Any changes in the guidance philosophy and assumptions for the 2026 guidance? - Management noted that they are in the second half of their sales cycle, leaving guidance at 8%-12% with expectations to close in the first half of the year [26] Question: What are the key drivers for expanding business with existing customers like AT&T? - Management highlighted that Agentic AI is driving many opportunities, with unique datasets helping customers improve operational efficiencies [27] Question: How critical is Agentic AI for breaking into new accounts? - Management stated that both analytics capabilities and Agentic AI are critical for driving opportunities and expanding within existing customers [28] Question: What architecture is being used for data collection? - Management confirmed the use of both NVIDIA-based standard servers and cloud-native solutions, asserting their product's efficiency compared to competitors [28] Question: Are there any further questions? - No further questions were raised, concluding the call [29]

Financial Data and Key Metrics Changes - RADCOM achieved a record revenue of $71.5 million for 2025, reflecting a 17.2% year-over-year growth, exceeding the guidance of 15%-18% [6][24] - GAAP earnings per share increased by over 65% year-over-year, with net income reaching a record $18.4 million, or $1.09 per diluted share [6][24] - The company reported a gross margin of 76.8% for 2025, up from 75.2% in 2024, and an operating margin of 20.6%, compared to 15.6% in the previous year [24][26] Business Line Data and Key Metrics Changes - In Q4 2025, RADCOM's revenue was $18.9 million, up 16% year-over-year, with a gross margin of 77.6%, the highest since 2018 [22][24] - Operating income for Q4 reached $4.3 million, with an operating margin of 23%, the highest in eight years [22] - R&D expenses for Q4 were $4.9 million, reflecting a 16.2% year-over-year increase, indicating a focus on innovation and product development [23] Market Data and Key Metrics Changes - A GSMA survey indicated that 71% of operators plan to implement agentic AI in 2025, highlighting a significant market opportunity for RADCOM [10] - The demand for AI-driven solutions is reshaping network priorities, with operators increasingly integrating AI across network layers to optimize capacity and efficiency [11] Company Strategy and Development Direction - RADCOM aims to expand its customer base, particularly targeting new Tier 1 customers, to drive the next phase of profitable growth [8] - The company is committed to maintaining a disciplined focus on technology advancement, particularly in 5G service assurance and agentic AI capabilities [9][19] - Strategic partnerships with NVIDIA and ServiceNow are being deepened to enhance product offerings and market presence [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth of 8%-12% in 2026, driven by both new business and expansion within the existing customer base [8][19] - The strong balance sheet is viewed as a strategic advantage, allowing continued investment in product innovation and R&D while maintaining profitability [9][20] - The company recognizes the challenges and opportunities presented by AI and is focused on delivering solutions that reduce the total cost of ownership for operators [20] Other Important Information - RADCOM's cash and short-term deposits reached a record $109.9 million, with no debt, reflecting strong cash flow management [6][26] - The board appointed Rami Schwartz as chairman, effective February 2026, to support the company's growth strategy [17][18] Q&A Session Summary Question: How should RADCOM think about capital allocation in 2026, especially regarding M&A? - Management indicated that M&A remains the first priority and is being actively pursued [29] Question: Any changes in the guidance philosophy and assumptions for the 2026 guidance? - Management believes they are in the second half of the sales cycle and set guidance at 8%-12%, assuming closures in the first half of the year [30] Question: What are the key drivers for expanding business with existing customers like AT&T? - Management highlighted that agentic AI and unique datasets are driving opportunities for expansion with existing customers [35] Question: How critical is the agentic AI element for breaking into accounts? - Management stated that both analytic capabilities and agentic AI are important for driving opportunities and expanding customer relationships [37]

Financial Data and Key Metrics Changes - RADCOM achieved a record revenue of $71.5 million for 2025, representing a 17.2% year-over-year growth, exceeding the guidance of 15%-18% [5][22] - GAAP earnings per share increased by over 65% year-over-year, reaching $1.09 per diluted share [5][22] - The company reported a cash and short-term deposit balance of $109.9 million, with no debt, marking the highest in its history [5][24] - Gross margin for the fourth quarter was 77.6%, the highest since 2018, while the full year gross margin was 76.8%, up from 75.2% in 2024 [20][22] Business Line Data and Key Metrics Changes - In Q4 2025, RADCOM's revenue was $18.9 million, up 16% year-over-year, with operating income reaching $4.3 million and an operating margin of 23% [20][22] - R&D expenses for Q4 were $4.9 million, a 16.2% increase year-over-year, reflecting a focus on innovation and collaboration [21] - Sales and marketing expenses for Q4 were $4.2 million, a 1.4% year-over-year increase, indicating ongoing investment in sales capabilities [21] Market Data and Key Metrics Changes - A GSMA survey indicated that 71% of operators plan to implement Agentic AI in 2026, highlighting a significant market opportunity for RADCOM [9] - The demand for AI-driven solutions is reshaping network priorities, with operators increasingly integrating AI across network layers [10] Company Strategy and Development Direction - RADCOM aims to expand its customer base by adding new tier-one customers, which is a key priority for the next phase of profitable growth [6][8] - The company is committed to maintaining a disciplined focus on technology advancement, particularly in 5G service assurance and Agentic AI capabilities [8][18] - Strategic partnerships with NVIDIA and ServiceNow are being deepened to enhance product offerings and market presence [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth of 8%-12% in 2026, driven by both new business and expansion within the existing customer base [7][18] - The company highlighted the importance of its strong balance sheet as a strategic advantage, allowing for continued investment in product innovation and R&D [8][18] - Management noted that the gap between AI ambition and data readiness among operators presents a clear opportunity for RADCOM to add value [9] Other Important Information - RADCOM was recognized in the Fast Mode 100 for 2025 and received multiple awards for innovation, reinforcing its competitive differentiation [15][16] - A governance update was provided, with Rami Schwartz appointed as chairman of the board, effective February 8, 2026 [16][17] Q&A Session Summary Question: How should RADCOM think about capital allocation in 2026, especially regarding M&A? - Management indicated that M&A remains the first priority and is being actively pursued [25] Question: What are the key drivers for expanding business with existing customers like AT&T? - Management highlighted that Agentic AI and unique datasets are driving opportunities for expansion with existing customers [26][27] Question: How critical is Agentic AI to breaking into new accounts? - Management stated that both analytic capabilities and Agentic AI are critical for driving opportunities and expanding the customer base [27][28]

F e b r u a r y 1 1 , 2 0 2 6 Be n ny Eppst ein CEO Hod C ohen CFO Q4 a n d F u l l Y e a r 2 0 2 5 E a r n i n g s 1 SAFE HARBOR PROVISION This conference call will contain forward-looking statements. Forward-looking statements in the conference call involve several risks and uncertainties, including, but not limited, to the Company's statements about its momentum, strategic direction and goals, mar ket position and trajectory, future execution and delivery of value to customers and stakeholders, expansion ...

Core Viewpoint - RADCOM Ltd. reported a record revenue of $71.5 million for the full year 2025, achieving a 17.2% year-over-year growth, marking six consecutive years of revenue growth [1][2] Financial Performance - Fourth Quarter 2025 revenue reached $18.9 million, a 15.9% increase from $16.3 million in Q4 2024 [1] - Full Year 2025 non-GAAP net income was $18.4 million, or $1.09 per diluted share, compared to $13.5 million, or $0.83 per diluted share in 2024 [1][3] - GAAP net income for the full year 2025 was $12.0 million, or $0.71 per diluted share, up from $7.0 million, or $0.43 per diluted share in 2024 [1][3] - The company ended 2025 with cash and cash equivalents of $109.9 million and no debt, representing the highest cash levels in its history [1] Operating Margins - Non-GAAP operating income for the full year 2025 was $14.8 million, or 20.6% of revenue, compared to $9.5 million, or 15.6% of revenue in 2024 [1] - GAAP operating income for the full year 2025 was $8.3 million, or 11.6% of revenue, compared to $3.1 million, or 5.1% of revenue in 2024 [1] Outlook - RADCOM provided revenue growth guidance for 2026 of 8% to 12%, implying a revenue target of approximately $78.6 million at the midpoint [1] Leadership Transition - The company appointed Mr. Rami Schwartz as Chairman of the Board, effective February 8, 2026, succeeding Mr. Sami Totah [1]

Company Overview - RADCOM Ltd. is a leading provider of advanced, intelligent assurance solutions with integrated AI Operations (AIOps) capabilities [5] - The flagship platform, RADCOM ACE, utilizes AI-driven analytics and generative AI (GenAI) to enhance customer experiences [5] - RADCOM's advanced 5G portfolio offers end-to-end network observability, covering the radio access network (RAN) to the core [5] Financial Reporting - RADCOM will report its financial results for the fourth quarter and full year ending December 31, 2025, on February 11, 2026, before the market opens [1] - A conference call and webinar will be held on the same day at 8:00 AM Eastern Time to review the financial results and address participant questions [2] Conference Call and Webinar Access - Participants can join the conference call by dialing +1-866-652-8972 (US toll-free) or +972-3-918-0609 for other locations [3] - The audio webinar can be accessed at https://www.veidan-conferencing.com/radcom, with a replay available for 90 days following the event [4] Product and Technology - RADCOM's solutions are designed to be open, vendor-neutral, and cloud-agnostic, promoting next-generation network automation, optimization, and efficiency [6] - By leveraging AI-powered intelligence, RADCOM aims to reduce operational costs and enable predictive customer insights while integrating seamlessly with business support systems (BSS) and operations support systems (OSS) [6]

Core Insights - RADCOM Ltd. has secured a contract for its Smart Network Visibility Solution through Rakuten Symphony for a leading mobile operator, enhancing network observability and reducing monitoring costs [1][2] - The solution provides real-time subscriber analytics, enabling quick identification and resolution of customer-impacting issues, thus ensuring superior service quality and operational efficiency [2][3] - RADCOM's solution is designed for high-performance data analysis in demanding network environments, offering advanced visibility functions such as traffic aggregation, filtering, and session tracking [3] Company Overview - RADCOM is a leading provider of advanced assurance solutions with integrated AI Operations (AIOps) capabilities, utilizing AI-driven analytics to improve customer experiences [4] - The company's flagship platform, RADCOM ACE, supports end-to-end network observability from the radio access network to the core, designed to be open, vendor-neutral, and cloud-agnostic [4] - RADCOM's solutions aim to drive next-generation network automation and optimization, reducing operational costs and enhancing user experiences through powerful data-driven analytics [4]