Radcom: A Setback, Not A Broken Thesis (Rating Downgrade)

RADCOM Ltd. is downgraded to Buy due to a sharp revenue drop and guidance cut, despite strong recurring revenue and a robust cash position. Q2 revenue fell 33.4% year-over-year, with management attributing weakness to delayed—not lost—Tier-1 customer deployments; 2026 remains a key inflection point. RDCM authorized a $20 million buyback (11% of market cap), leveraging $109.7 million in cash and no debt, but execution risk remains if growth stalls.

Seeking Alpha • Sep 18, 2026

RADCOM Announces $20 Million Share Repurchase Program

TEL AVIV, Israel, Sept. 17, 2026 /PRNewswire/ -- RADCOM Ltd.

PRNewsWire • Sep 17, 2026

VNPT Selects RADCOM for AI-Native, Cloud-Native Service Assurance in Vietnam

Replacing the incumbent vendor, VNPT gains AI-driven anomaly detection to safeguard roaming service quality TEL AVIV, Israel, Sept. 9, 2026 /PRNewswire/ -- RADCOM Ltd.

PRNewsWire • Sep 9, 2026

Radcom Q2 Earnings Call Highlights

Radcom NASDAQ: RDCM reported second-quarter revenue of $11.8 million, down 33.4% from $17.7 million a year earlier, as certain planned expansion deployments at a limited number of existing Tier 1 customers were delayed by rising server infrastructure costs.

MarketBeat • Aug 12, 2026

RADCOM Ltd. (RDCM) Q2 2026 Earnings Call Transcript

RADCOM Ltd. (RDCM) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 12, 2026

RADCOM Reports Second Quarter 2026 Results

2026 revenue guidance unchanged from the July 30 preliminary announcement Three contracts secured after quarter-end, two new customers, including a competitive displacement, and one renewal Board and management move to establish a $20 to $25 million share repurchase program TEL AVIV, Israel, Aug. 12, 2026 /PRNewswire/ -- RADCOM Ltd. (Nasdaq: RDCM) today announced financial results for the second quarter ended June 30, 2026.

PRNewsWire • Aug 12, 2026

Radcom (RDCM) Reports Q2 Loss, Lags Revenue Estimates

Radcom (RDCM) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of $0.2. This compares to earnings of $0.25 per share a year ago.

Zacks Investment Research • Aug 12, 2026

CETIN Networks Selects RADCOM for AI-Driven Assurance Across Its Mobile Network in Slovakia

A single, subscriber-aware platform spanning CETIN's mobile network, supporting its move to 5G Standalone and a cloud-native core TEL AVIV, Israel, Aug. 11, 2026 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM) announced today that CETIN Networks (CETIN) has selected RADCOM under a multi-year contract to deploy an end-to-end service assurance solution across its mobile network, spanning the radio access network (RAN) to the core.

PRNewsWire • Aug 11, 2026

Radcom: Guidance Was Cut, But I'm Still Bullish

RADCOM Ltd. faces a significant revenue guidance cut for 2026, now expecting $57–$63 million, down from the prior $78.6 million midpoint. Despite the setback, RDCM's valuation at $10 per share and $60 million EV appears oversold, offering a favorable risk-reward profile. RDCM's moat remains strong due to its specialized, sticky telecom network assurance software, with no customer cancellations or competitive losses reported.

Seeking Alpha • Aug 11, 2026

What's in Store for These 3 Networking Stocks This Earnings Season?

Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.

Zacks Investment Research • Aug 6, 2026