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Radcom(RDCM) - 2024 Q1 - Earnings Call Transcript
2024-05-15 22:40
分组1 - 公司继续保持强劲的正面势头,实现了第19个连续季度的同比收入增长,第一季度收入同比增长17.5%,创下新纪录 [9][27] - 公司与战略客户Rakuten Mobile续签了多年合同,包括为其私有云提供先进的AI驱动分析,帮助Rakuten Mobile实现更自动化的网络运营 [10] - 一家美国电信运营商扩展了使用RADCOM ACE的合同,该解决方案将在AWS上以SaaS模式部署,帮助该运营商实现更高水平的自动化和实时洞察 [11][12][13] - 公司继续为安装基础的客户提供创新的软件增强和新版本,帮助他们管理网络、提高自动化和降低运营成本 [14] - 公司在5G云生态系统中提供与三大公有云提供商的集成,并看到了良好的增长潜力 [15][16] 分组2 - 公司继续投资研发,以增强RADCOM ACE解决方案、扩展5G功能、提升AI驱动的洞察力,并实现与云的无缝集成 [28][29] - 公司继续战略性地投资销售和营销,以扩大业务并抓住5G市场的更多机会 [31][32] - 公司预计2024年全年收入将达到57-60百万美元,连续第5年实现收入增长,并持续提高盈利能力 [24] 问答环节重要的提问和回答 问题1 **Alex Henderson 提问** 询问第一季度收入增长是否存在一次性因素,以及未来几个季度的增长趋势 [37][38] **Hadar Rahav 回答** 公司预计第二季度收入和毛利率将保持稳定,下半年收入将有所增长,部分用于销售投资,但大部分将体现在底线利润上 [38][39][40] 问题2 **Arjun Bhatia 提问** 询问公司在定价策略和销售执行方面的计划 [53][54][55][57][59][60] **Hadar Rahav 和 Hilik Itman 回答** 公司SaaS模式可以为客户和自身带来成本优势,同时正在加大销售和营销投资,主要针对5G市场的机会,尤其是欧洲等新兴市场 [56][57][60] 问题3 **Jeff Meyers 提问** 询问公司大量现金的用途,是否考虑股票回购或派息 [64][65] **Hadar Rahav 回答** 公司将保持充足的现金储备,用于稳定经营、潜在的并购机会,暂时没有股票回购或派息的计划 [65]
Radcom(RDCM) - 2024 Q1 - Earnings Call Presentation
2024-05-15 20:04
RADCOM Q1-2024 CONFERENCE CALL th May 15 , 2024 AGENDA Introduction and safe harbor § Hilik Itman, Interim Chief Executive Officer § Hadar Rahav, Chief Financial Officer § Q&A § SAFE HARBOR PROVISION ...
Radcom(RDCM) - 2024 Q1 - Quarterly Report
2024-05-15 19:05
Exhibit 99.1 FOR IMMEDIATE RELEASE RADCOM Delivers Strong First Quarter Results with 17.5% Y-o-Y Revenue Growth Continues its Strategy for Profitable Growth Achieves Highest Ever Company Cash Level of $85.3 Million TEL AVIV, Israel – May 15, 2024 − RADCOM Ltd. (Nasdaq: RDCM) announced financial results for the first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights: ● Total revenues for the first quarter were $14.1 million, compared to $12.0 million in the first quarter of 2023, 17.5% ye ...
RADCOM Delivers Strong First Quarter Results with 17.5% Y-o-Y Revenue Growth
Prnewswire· 2024-05-15 19:00
Continues its Strategy for Profitable Growth Achieves Highest Ever Company Cash Level of $85.3 Million TEL AVIV, Israel, May 15, 2024 /PRNewswire/ -- RADCOM Ltd. (NASDAQ: RDCM) announced financial results for the first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights: Total revenues for the first quarter were $14.1 million, compared to $12.0 million in the first quarter of 2023, 17.5% year-over-year growth. GAAP net income for the first quarter was $0.8 million, or $0.05 per diluted s ...
Radcom(RDCM) - 2023 Q4 - Annual Report
2024-04-02 19:49
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 ...
Radcom(RDCM) - 2023 Q4 - Earnings Call Presentation
2024-02-01 03:56
RADCOM Q4-2023 CONFERENCE CALL January 31st, 2024 AGENDA Introduction and safe harbor CEO – Eyal Harari, Chief Executive Officer CFO – Hadar Rahav, Chief Financial Officer Q&A ...
Radcom(RDCM) - 2023 Q4 - Earnings Call Transcript
2024-02-01 03:55
RADCOM Ltd. (NASDAQ:RDCM) Q4 2023 Earnings Call Transcript January 31, 2024 8:00 AM ET Company Participants Eyal Harari - CEO Hadar Rahav - CFO Conference Call Participants Arjun Bhatia - William Blair Alex Henderson - Needham & Company Charles Elliott - IPI Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Ltd. Results Conference Call for the Fourth Quarter and Full Year 2023 Results. All participants are present in a listen-only mode. Following management's formal presentatio ...
Radcom(RDCM) - 2023 Q3 - Earnings Call Transcript
2023-11-09 00:45
RADCOM Ltd (NASDAQ:RDCM) Q3 2023 Earnings Conference Call November 8, 2023 8:00 AM ET Company Participants Alexander Henderson - Needham & Company Conference Call Participants Eyal Harari - CEO Hadar Rahav - CFO Operator Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Limited Results Conference Call for the Third Quarter of 2023. All participants are present in a listen-only mode. Following management's formal presentation, instructions will be given for the question-and-answer sessio ...
Radcom(RDCM) - 2023 Q3 - Earnings Call Presentation
2023-11-08 20:34
Q3-23 CONFERENCE CALL November 8th, 2023 AGENDA Introduction and safe harbor CEO – Eyal Harari, Chief Executive Officer CFO – Hadar Rahav, Chief Financial Officer Q&A ...
Radcom(RDCM) - 2023 Q2 - Earnings Call Presentation
2023-08-03 01:07
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|-------|-------|-----------------------------------------|-------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | RADCOM | | | | | | | | | | O 0 | ○ | O | | 0 ○ | | | | | Q2-23 CONFERENCE CALL August 2nd , 2023 | | | | | O | | 0 | | | | | | | | | | | | | | | | | | | 0 | | AGENDA Introduction and safe harbor CEO – E ...