Radcom Q4 Earnings Call Highlights

• Radcom reported grounds 2025 results with $71.5 million successful gross (up 17.2% YoY), expanded margins (full-year gross borderline 76.8%, operating income $14.8 million oregon 20.6% of revenue), $109.9 million successful currency and nary debt, and improved EPS and currency flow.

• For 2026 the institution guides to 8%–12% gross maturation but cautions the outlook depends connected caller Tier‑1 wins and expansions; absorption assumes cardinal deals volition adjacent successful the first half portion noting timing remains uncertain.

• Management is pushing AI and its high‑capacity data‑capture merchandise arsenic superior maturation drivers—claiming up to 75% TCO reductions—and highlighted strategical partnerships with NVIDIA and ServiceNow positive lawsuit wins similar 1GLOBAL (covering 43 cardinal subscribers) to thrust 2026 commercialized momentum.

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Radcom (NASDAQ:RDCM) outlined grounds full-year and fourth-quarter results for 2025 and issued gross maturation guidance for 2026, arsenic absorption emphasized continued profitability, expanded concern successful R&D, and a renewed propulsion to adhd caller Tier 1 telecom customers.

CEO Benny Eppstein said Radcom delivered its “sixth consecutive twelvemonth of growth” with grounds 2025 gross of $71.5 million, representing 17.2% year-over-year maturation and finishing supra the midpoint of the company’s anterior 15% to 18% maturation outlook. Eppstein besides highlighted that GAAP net per stock accrued by “just implicit 65%” twelvemonth implicit year, and that Radcom ended the twelvemonth with $109.9 million successful currency and short-term deposits and no debt.

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CFO Hod Cohen said fourth-quarter gross was a grounds $18.9 million, up 16% twelvemonth implicit year, portion profitability improved arsenic the institution “managed expenses efficaciously portion expanding strategical investments successful probe and development.” Fourth-quarter gross borderline was 77.6%, which Cohen said was the highest since 2018, and operating income was $4.3 million, producing an operating borderline of 23% (the highest successful 8 years, according to management). Fourth-quarter non-GAAP nett income was $5.2 million, oregon $0.31 per diluted share, compared with $3.8 million, oregon $0.23, a twelvemonth earlier.

On a GAAP basis, Cohen reported fourth-quarter nett income of $3.6 million and GAAP EPS of $0.21, up from $0.14 successful the prior-year quarter. The institution ended 2025 with 325 employees.

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For the afloat year, Cohen said gross borderline was 76.8% successful 2025, up from 75.2% successful 2024. Operating income roseate 55% to a grounds $14.8 million, representing 20.6% of revenue, compared with $9.5 million, oregon 15.6%, successful 2024. Full-year non-GAAP nett income was a grounds $18.4 million, adjacent to 25.8% of revenue, oregon $1.09 per diluted share, compared with $13.5 million (or $0.83 per diluted share) successful 2024.