Radware Ltd (RDWR)
NASDAQ:RDWR
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Earnings Data
Report Date
Aug 05, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.28Last Year’s EPS
0.28Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights strong cloud-driven growth (Cloud ARR +23%), significant Americas acceleration (+40% revenue), rapid API security adoption, robust hybrid refresh activity (DefensePro X), solid liquidity (~$434M) and meaningful MSSP/partner momentum. Offsetting these positives are regional softness in EMEA (-11%) and flat APAC, supply-chain/memory cost pressures prompting 5%–8% hardware price increases, FX-related margin headwinds (‑$2.6M) and modest declines in cash flow and EPS versus prior year. On balance, the positives—particularly the accelerating cloud ARR, large Americas growth, product wins and healthy balance sheet—outweigh the lowlights, though management cautions on near-term cost and FX impacts.Company Guidance
Revenue Growth and Quarterly Momentum
Revenue grew 11% year-over-year to $79.8M ($80M disclosed elsewhere), marking the fourth quarter of double-digit growth in the past five quarters and demonstrating sustained top-line momentum.
Cloud ARR Expansion
Cloud ARR increased 23% year-over-year to $98M, representing 39% of total ARR (up from 35% a year ago); total ARR rose 9% year-over-year to $250M, driven primarily by cloud subscription growth.
Strong Americas Performance
Revenues from the Americas surged 40% year-over-year to $38.4M, accounting for nearly 50% of total revenue and reflecting successful go-to-market investments in North America.
API Security Traction
Following the Pynt integration, API security showed rapid adoption with double-digit customer orders closed in Q1 and "tens of projects" across production upgrades, testing and POCs, prompting management to raise near-term expectations for API contribution in 2026.
Hybrid On-Premise Strength (DefensePro X)
DefensePro X had an outstanding quarter with multiple large-scale refresh and expansion deals (major SaaS, e-commerce and U.S. healthcare customers), highlighting a strong refresh cycle and durability of the hybrid portfolio while accelerating subscription adoption.
MSSP and Partner Momentum
MSSP channel momentum accelerated with meaningful progress onboarding Tier 1 carriers and service providers; new partnership with Chief Telecom (Taiwan) to deliver Go Shield Pro (AI-driven DDoS protection) expands in-network scrubbing and subscription reach.
Solid Liquidity and Capital Return
Ended the quarter with approximately $434M in cash, cash equivalents and marketable securities, and executed ~$29.4M in share repurchases, reflecting balance-sheet strength and shareholder return activity.
Underlying Profitability Improvement (Constant Currency)
Reported operating income rose 4% YoY to $11M, and management noted that on a constant currency basis operating income would have been $13.6M, a 28% YoY increase, indicating operational leverage excluding FX effects.
RDWR 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
RDWR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $26.86 | $28.36 | +5.58% |
Feb 11, 2026 | $26.28 | $27.71 | +5.44% |
Oct 29, 2025 | $26.62 | $25.99 | -2.37% |
Jul 30, 2025 | $28.33 | $26.69 | -5.79% |
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 Radware Ltd (RDWR) report earnings?
Radware Ltd (RDWR) is schdueled to report earning on Aug 05, 2026, TBA (Confirmed).
What is Radware Ltd (RDWR) earnings time?
Radware Ltd (RDWR) earnings time is at Aug 05, 2026, TBA (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 RDWR EPS forecast?
RDWR EPS forecast for the fiscal quarter 2026 (Q2) is 0.28.