Radcom (RDCM)
NASDAQ:RDCM
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
0.25Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a predominantly positive tone: the company delivered double-digit revenue growth (12% YoY), improved margins and profitability, launched a strategic AI product (RADCOM Neura), strengthened partnerships, and highlighted large-scale deployments and strong TCO validation. Headwinds are largely execution and timing related — increased R&D spending, long telco sales cycles, and dependence on partner-led conversions — but these are framed as strategic investments rather than operational failures. Given the breadth of tangible wins, healthy cash balance, and reaffirmed guidance, the positives materially outweigh the lowlights.Company Guidance
Revenue Growth
Q1 revenue of $18.6 million, up 12% year-over-year, marking a continued positive trajectory from prior quarters and a strong start to 2026.
Profitability Expansion
Non-GAAP operating income increased to $3.7 million with operating margin expanding to 20.1% (up from 19.0% in Q1 2025). Non-GAAP gross margin was 76.5%.
Net Income and EPS Improvement
Non-GAAP net income of $4.7 million, or $0.28 per diluted share (vs $4.1 million / $0.25 prior year). On a GAAP basis, net income was $3.1 million, a 26.1% year-over-year increase, with GAAP EPS of $0.18 (vs $0.15 prior year).
Reaffirmed Full-Year Guidance
Management reaffirmed 2026 revenue guidance of 8%–12% year-over-year growth based on current visibility.
AI Product Launch — RADCOM Neura
Launched RADCOM Neura, an AI agent suite for agentic telecom ecosystems to convert real-time network and subscriber data into autonomous intelligence; positioned for monetization via per-agent/use-case and bundle/partner plays.
Strategic Partnerships & Ecosystem Momentum
Expanded partnerships with NVIDIA, ServiceNow, AWS and a global system integrator (Infosys) to develop telco-specific AI agents and accelerate sales reach and implementation through partner-led motions.
Customer Wins and Large-Scale Deployments
Signed a multi-year renewal with a Tier 1 customer to expand RADCOM ACE into AI-driven use cases; advanced deployments with 1GLOBAL to monitor ~43 million subscribers, expanded work via Rakuten Symphony, and continued production support for AT&T and Rakuten Mobile.
Industry Recognition and TCO Advantage
Predictive complaint resolution agent won Best AI/ML Innovation at the Global Connectivity Awards; independent ACG Research found RADCOM can lower an operator's total cost of ownership by up to 70% versus competing solutions in reviewed environments.
Healthy Cash Position
Ended the quarter with $108.4 million in cash, cash equivalents and short-term deposits; only a $1.5 million negative cash flow in the quarter primarily due to annual bonuses.
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 |
|---|---|---|---|
May 19, 2026 | $15.29 | $14.34 | -6.21% |
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% |
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 Aug 06, 2026, Before Open (Confirmed).
What is Radcom (RDCM) earnings time?
Radcom (RDCM) earnings time is at Aug 06, 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 (Q2) is 0.29.