Radware Q4 Earnings Call Highlights

• Radware reported record Q4 and full-year 2025 results, with Q4 gross of $80M (+10% YoY), full-year gross of $302M (+10%), non-GAAP diluted EPS of $0.32 successful Q4 (+19%) and $1.15 for the twelvemonth (+32%), and full ARR of $251M (+11%) with unreality ARR astatine $95M (+23%).

• Performance was driven by cloud information and subscriptions: subscription gross grew 21% YoY, unreality ARR roseate 23% YoY and 7% sequentially, RPO reached a grounds $400M (+13%), and the institution is investing successful unreality infrastructure including a caller Singapore information halfway and scaling mitigation toward 30 Tb.

• Product enlargement included a caller API Security Service supported by the acquisition of Pynt and the motorboat of Agentic AI Protection for securing AI agents, portion defense-product refresh cycles and competitory displacements delivered ample wins and double-digit defence growth.

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Radware (NASDAQ:RDWR) reported grounds fourth-quarter and full-year 2025 results, with absorption pointing to continued momentum successful unreality security, accelerating subscription revenue, and an expanding merchandise portfolio that present includes caller offerings successful API information and “Agentic AI” protection.

President and CEO Roy Zisapel said the institution “ended 2025 connected a precocious note,” citing grounds highs successful revenue, net per share, full yearly recurring gross (ARR), and unreality ARR. For the 4th quarter, Radware reported gross of $80 million, up 10% twelvemonth implicit year, portion non-GAAP diluted EPS roseate 19% to $0.32.

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For the afloat twelvemonth 2025, Radware delivered 10% gross maturation to a grounds $302 million, according to CFO Guy Avidan. Non-GAAP nett income for 2025 accrued 37% to $51.5 million, and non-GAAP diluted EPS roseate 32% to a grounds $1.15.

Management emphasized unreality information arsenic a cardinal operator of performance. Zisapel said unreality ARR roseate 23% twelvemonth implicit twelvemonth and 7% sequentially to $95 cardinal successful the 4th quarter, adding that maturation accelerated from earlier successful the twelvemonth and approached the company’s extremity of “nearly $100 million” successful unreality ARR by year-end.

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Avidan reported full ARR grew 11% twelvemonth implicit twelvemonth to $251 million, accelerating from 8% maturation successful the anterior quarter, with unreality ARR cited arsenic the “primary catalyst” down the premix shift. Subscription gross grew 21% twelvemonth implicit year, which Zisapel described arsenic a crisp acceleration from 12% maturation successful 2024, driven by some unreality momentum and merchandise subscription demand.