Radcom Ltd (FRA:RAM)

Q3 2025 Radcom Ltd Earnings Call Transcript

Nov 12, 2025 / 01:00 PM GMT

Release Date Price: €12.6 (+17.76%)

Transcript

Key Points

Positve

Radcom Ltd (RDCM) achieved record revenue of $18.4 million for Q3 2025, representing a 16.2% year-over-year growth.
The company reported a record non-GAAP operating income of $3.8 million, reflecting a 20.9% operating margin.
Radcom Ltd (RDCM) generated a positive cash flow of $5.1 million and ended the quarter with a cash balance of $106.7 million and no debt.
The company is well-positioned to capitalize on telecom spending trends, particularly in AI and 5G networks.
Radcom Ltd (RDCM) is expanding strategic partnerships with Nvidia, ServiceNow, and system integrators, enhancing technology leadership and market reach.

Negative

The company anticipates initial revenue contributions from new partnerships only in 2026, indicating a delay in immediate financial benefits.
Radcom Ltd (RDCM) plans to increase spending on sales and marketing, which may impact short-term profitability.
The company's gross margin may vary based on the revenue mix, which could lead to fluctuations in financial performance.
There is a reliance on strategic partnerships and new product integrations, which may pose risks if these do not materialize as expected.
The departure of CFO Ada Rahav could lead to transitional challenges as the new CFO takes over.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RDCM.OQ - Radcom Ltd
Q3 2025 Radcom Ltd Earnings Call
Nov 12, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Redcom Limited Resorts conference calls for the 3rd quarter of 2025.

All participants are at present in listen-only mode. Following management's formal presentation, instructions will be given for the question-and-answer session. For operator assistance during the conference, please press 0. As a reminder, this conference is being recorded and will be available for replay at the company's website at www.rotcom.com later today.

On the call are Benny Epstein, Redcom's CEO, and Ada Rahav, Redcom's CFO.

Please note that management has prepared a presentation for your reference that will be used during the call. If you have not downloaded it yet, you may do so through the link in the investor section of Redcom's

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