Radcom (RDCM) shares rallied 6.6% in the last trading session to close at $10.73. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 5% gain over the past four weeks. The increase in share price can attributed to the strength in demand for the company's cloud-powered automated assurance and intelligence analytics solutions including the RADCOM ACE product line. Network operators are exploring next-generation clo ...

TEL AVIV, Israel, Sept. 6, 2024 /PRNewswire/ -- RADCOM Ltd. (Nasdaq: RDCM) announced today that after 14 years, Ms. Heli (Rachel) Bennun has decided to step down from her role as Executive Chairman, effective December 31, 2024. The Company's Board of Directors has nominated Mr. Sami Totah as the next Chairman, effective January 1, 2025, and subject to election as a director at the upcoming annual general meeting of shareholders. Ms. Bennun has served as Executive Chairman of the Board since 2015. During her ...

Jonathan Kitchen (in thousands of U.S. dollars, exc tept per share data) ended Six months ended June 30, 2023 12.572 24,095 14.800 Cost of revel 3,794 3,480 7 /545 6,828 Gross profit 21,379 17,567 Gross profit "! 74% 72% 74% 72% 4,621 4,952 9,214 9,721 _382 Less - royalty-bearing particip 180 180 442 lessarch and development, na 4,441 4,772 8.825 9,279 Sales and marketing 4,325 3.354 8.610 6.664 2.444 1,361 1,215 3,374 10,127 9,338 18,387 20,809 880 (446) 570 (820) 854 2 286 1,260 1,950 Income (loss) before ...

财务数据和关键指标变化 - 公司第二季度营收达到创纪录的1,480万美元,同比增长20% [13] - 公司上半年营收和利润也创下新高 [13] - 公司现金、现金等价物和银行存款达到8,610万美元,创新高 [13] - 公司毛利率在非GAAP基础上达到75% [53] - 公司营业利润在非GAAP基础上达到230万美元,同比增长170% [58] - 公司净利润在非GAAP基础上达到310万美元,同比增长约50% [59] - 公司每股收益在非GAAP基础上为0.20美元,同比增长0.07美元 [60] 各条业务线数据和关键指标变化 - 公司与AT&T和DISH保持了良好的战略合作关系 [30] - 公司与日本运营商乐天移动的合作得到延续,双方签署了新的多年合同 [33] 各个市场数据和关键指标变化 - 美国和其他地区的客户兴趣和销售活动明显增加 [16][18] - 公司在欧洲和南美通过加强与当地代理商和分销商的合作,拓展了销售渠道 [36] 公司战略和发展方向及行业竞争 - 公司专注于提供创新的自动化保障和智能分析解决方案,以满足运营商向5G和云过渡的需求 [39][41][43] - 公司持续投资研发,以增强RADCOM ACE解决方案,扩展5G功能和AI驱动的洞察 [42][53] - 公司看到了运营商向云过渡的机遇,并提供与主要云服务商的集成 [21][24][25] - 公司推出了基于AWS的GenAI应用程序,展现了在创新技术领域的领先地位 [22][23] - 公司认为,与竞争对手相比,其云原生自动化保障和智能分析解决方案具有优势 [19] 管理层对经营环境和未来前景的评论 - 管理层对公司的市场机遇和发展前景保持乐观,并提高了2024年全年收入指引 [47] - 管理层认为,公司的差异化解决方案与关键市场趋势相符,能够满足电信运营商的需求 [39] - 管理层表示,公司将继续投资销售和营销,以把握不断增长的机会 [35][55] 其他重要信息 - 公司正在进行CEO的招聘,董事会已经委派了一个高级执行搜索公司来完成这一过程 [9][10] - 公司获得了以色列创新局的180,000美元的补助金,预计未来几个季度将保持类似水平 [54] - 公司最近被提名为2024年Leading Lights奖的决赛入围者,这是一个表彰电信行业创新技术和成就的奖项 [44] 问答环节重要的提问和回答 问题1 **Arjun Bhatia 提问** 什么因素推动了公司今年前5个月获得50多万美元新合同的强劲势头? [63] **Hilik Itman 和 Hadar Rahav 回答** - 5G转型趋势不可阻挡,公司的产品和技术优势使其能够满足运营商的需求 [65][67] - 运营商正在加大向5G独立组网和云过渡的投资,对自动化保障和智能分析解决方案的需求增加 [18] 问题2 **Alex Henderson 提问** 公司是否预计第三季度收入会出现环比下滑? [76] **Hadar Rahav 回答** - 公司预计第三季度收入和利润水平将保持稳定,不会出现大幅波动 [77][78] - 除汇率因素外,公司预计第三季度的研发费用和销售营销费用将保持相似水平 [53][55] 问题3 **Alex Henderson 提问** 公司认为竞争对手产品逐步退出市场,是否会加速公司的市场份额提升? [83] **Hilik Itman 回答** - 随着运营商5G网络建设的推进,以及竞争对手的传统设备逐渐退出市场,这为公司的云原生自动化保障解决方案带来了显著机遇 [84] - 公司的软件定义、云原生产品能够更好地满足运营商的需求,有利于公司进一步提升市场份额 [84]

业绩总结 - 第二季度收入为1480万美元，同比增长20%[5] - 非GAAP净收入为310万美元，而2023年同期为210万美元[5] - GAAP净收入为170万美元，而2023年同期为80万美元[5] - 毛利率为74%，较2023年同期的72%有所提升[9] 现金流与资产 - 现金及现金等价物和短期银行存款为8610万美元，且无债务[5] - 总资产为117290万美元，较2023年的107529万美元有所增长[14] - 股东权益为88472万美元，较2023年的82491万美元有所增加[14] 费用分析 - 研发费用为4621万美元，较2023年同期的4952万美元有所下降[12] - 销售和市场费用为4325万美元，较2023年同期的3351万美元有所增加[12] - 总运营费用为10127万美元，较2023年同期的9338万美元有所增加[12]

Radcom (RDCM) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this monitoring service for the communications industry would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise. Over the last f ...

Radcom (RDCM) shares ended the last trading session 6.4% higher at $10.24. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 1.5% gain over the past four weeks. The increase in share price can attributed to the strength in demand for the company's AI-powered analytics solutions including the RADCOM ACE product line. Renewal of a multi-year deal with Rakuten Mobile along with an extension of the contract for RADCOM AC ...

TEL AVIV, Israel, July 17, 2024 /PRNewswire/ -- RADCOM Ltd. (Nasdaq: RDCM) today announced that it will report its financial results for the second quarter, which ended June 30, 2024, on Wednesday, August 7, 2024, before the opening of trade on the Nasdaq Stock Market. RADCOM's management will host an interactive conference call on the same day at 8:00 AM Eastern Time (3:00 PM Israel Daylight Time) to discuss the financial results and answer participants' questions. Live webcast: A live webcast of the prese ...

TEL AVIV, Israel, June 6, 2024 /PRNewswire/ -- RADCOM Ltd. (Nasdaq: RDCM) announced that it has secured over $45 million in new contracts since the beginning of 2024.This significant achievement validates the company's strategy for growing the business and increasing revenue through RADCOM's innovative solutions, especially with the transition to 5G and cloud-based networks.Mr. Hilik Itman, RADCOM's interim Chief Executive Officer, commented, "Securing over $45 million in new contracts strengthens our posit ...

Radcom (RDCM) reported first-quarter 2024 non-GAAP earnings per share (EPS) of 18 cents, meeting the Zacks Consensus Estimate. The bottom line increased 50% year over year.Revenues in the quarter totaled $14.1 million, beating the Zacks Consensus Estimate by 4.62%. Total revenues soared 17.5% year over year. This upside underscores RADCOM's continued success in expanding its market presence and driving revenue growth.Non-GAAP net income for the quarter increased to $2.8 million from $1.8 million in the prio ...