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Radcom (RDCM)
NASDAQ:RDCM
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.27Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record annual and quarterly revenue, robust margins, improved profitability, a healthy cash position, meaningful customer wins, and clear market demand for AI solutions. The company also flagged near-term execution risks—primarily timing of Tier 1 deals, a customer data-readiness gap for AI, and planned increases in R&D and sales investments. Overall, the positives (record metrics, cash, partnerships, product traction) substantially outweigh the execution and timing risks discussed.Company Guidance
Record Annual Revenue and Growth
Full-year 2025 revenue of $71.5M, up 17.2% year-over-year and above the midpoint of the guidance range (15%–18%).
Strong Q4 Revenue Performance
Q4 revenue of $18.9M, up 16% year-over-year, marking another quarterly revenue record.
Industry-Leading Margins and Profitability
Q4 gross margin 77.6% (highest since 2018) and Q4 operating margin 23% (highest in eight years). Full-year operating income reached $14.8M, up 55% year-over-year, representing a 20.6% operating margin.
Record Net Income and EPS (non-GAAP)
Full-year net income (non-GAAP) reported at $18.4M (25.8% of revenue) and $1.09 per diluted share, up from $13.5M ($0.83), a ~36% increase in net income year-over-year.
GAAP Profitability Improvement
GAAP net income for 2025 reported at $12M (16.8% of revenue) vs $7M in 2024, and GAAP EPS of $0.71 vs $0.43 the prior year (GAAP net income up ~71%).
Strong Cash Position and Positive Cash Flow
Record cash, cash equivalents and short-term deposits of $109.9M with no debt; positive cash flow of $3.2M in Q4 and $15.2M for the year.
Investment in Product and Partnerships
Strategic R&D investment with FY R&D $18.5M (+11.1% YoY) and partnerships with NVIDIA and ServiceNow; new high-capacity data capture solution claimed to reduce TCO by up to 75% vs competitors.
New Customers, Expansions and Strong Installed-Base Traction
New customer One Global (AI-powered assurance for 43M subscribers), expansion with Rakuten and Symphony, continued deployment with AT&T (120M subscribers) and Rakuten Mobile (10M subscribers).
Market Demand for AgenTiK AI
Survey results cited: 71% of operators plan to implement AgenTiK AI this year, indicating strong market interest and potential adoption tailwinds.
RDCM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RDCM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $12.83 | $11.86 | -7.56% |
Nov 12, 2025 | $12.67 | $13.32 | +5.13% |
Aug 13, 2025 | $13.65 | $13.13 | -3.81% |
May 14, 2025 | $12.85 | $13.49 | +4.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Radcom (RDCM) report earnings?
Radcom (RDCM) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is Radcom (RDCM) earnings time?
Radcom (RDCM) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RDCM EPS forecast?
RDCM EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.