#Israel #Tel Aviv #RADCOM #VNPT #CETIN

RADCOM's Financial Performance Overview

On November 11, 2026, RADCOM Ltd. (Nasdaq: RDCM) shared its financial insights for the third quarter that concluded on September 30, 2026. The company reported an impressive revenue of $14.0 million, marking a 19.4% increase from the previous quarter despite a year-over-year decline of 23.6%. Although the organization faced a GAAP operating loss of $0.9 million, it achieved a return to non-GAAP operating profitability for the quarter, underscoring a resilience in its core operations.

With a robust cash position of $111.4 million and no debt, RADCOM has demonstrated its financial stability. This represents an increase from $109.7 million reported at the end of the second quarter. Additionally, the company recorded a positive cash flow of $1.7 million, enhancing stakeholders' confidence in its business health.

Key Insights from the CEO

Benny Eppstein, RADCOM’s CEO, stated, "We returned to non-GAAP operating profitability this quarter and successfully added two new customers: VNPT and CETIN Networks.” This ability to attract significant new clients amidst competitive pressures showcases the effectiveness and value of RADCOM’s advanced network assurance solutions.

Both VNPT, one of Vietnam's major telecom operators, and CETIN Networks from Slovakia are set to upgrade to RADCOM’s cloud-native platforms. The deployments are expected to enhance network service quality for millions of users by utilizing RADCOM ACE’s AI capabilities to monitor and maintain optimal service levels proactively.

Financial Highlights

• - Revenues:

- Q3 2026: $14.0 million
- Q2 2026: $11.8 million
- Q3 2025: $18.4 million

• - GAAP Operating Income: Q3 2026 saw a loss of $0.9 million, a notable shift from a positive income of $2.4 million in the prior year.
• - Non-GAAP Operating Income: This quarter achieved $0.7 million, compared to $3.8 million from the same period last year.
• - Cash Flow: Positive at $1.7 million during Q3 2026.

Outlook for Future Growth

Eppstein also reaffirmed the company’s revenue outlook for the full year 2026, maintaining an estimate of $57 to $63 million with a midpoint forecast at $60 million. This continued optimism is influenced by planned partnerships and strategic acquisitions aimed at enriching their solution offerings and maximizing customer value.

Conclusion & Next Steps

The recent performance exemplifies RADCOM’s commitment to maintaining strong customer relationships and its strategic investments in AI and operational improvements. As management prepares for a share repurchase program of up to $20 million, they signify a strong belief in the long-term value creation for shareholders. This initiative is anticipated to commence post the current earning blackout period.

In summary, RADCOM's Q3 results not only reflect financial recovery but also highlight the company’s proactive approach in adapting to market demands. Their advancements in AI-driven solutions are set to enhance their product portfolio, meeting the increasing demands of telecom operators worldwide.