Radcom (RDCM) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, May 19, 2026 at 3:13 PM EDT 16 min read

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DATE

May 19, 2026 at 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Benny Eppstein

• Chief Financial Officer — Hod Cohen

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Full Conference Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the RADCOM Ltd results conference call for the first quarter of 2026. [Operator Instructions] As a reminder this conference is being recorded and will be available for replay on the company's website at www.radcom.com/mailtome. On the call are Benny Eppstein, RADCOM'S CEO and Hod Cohen, RADCOM's CFO. Please note this management has prepared the presentation for your reference that will be used during the call. If you have not downloaded it, you may do so through the link in the investor's section of RADCOM's website at www.radcom.com/investor-relation. Before we begin, I would like to review the safe harbor provision. This conference call will contain forward-looking statements.

Forward-looking statements in the conference call involve several risks and uncertainties including, but not limited to, company's statements about its momentum, strategic direction and goals, market position and trajectory, future execution and delivery of value to customers and stakeholders, expansion within its existing customer base and expansion of its footprint, development of an enhancing strategic partnership and expected benefits and revenues from collaborations, the success of new technologies, including AI to, among other things, enhance automation and efficiencies pipeline, opportunities and customer engagements and the timing thereof, the launch and reception of RADCOM Neura and its integration into agentic AI ecosystems, demand for its products and solutions and the ability to address new customer segments and expand its market reach, trends in the market, the expected benefits of its AI-driven assurance and other solutions, its expectation with respect to research and development and sales and marketing expenses, expectations regarding the growth of 5G and AI and related spending and its full year 2026 revenue guidance, future growth and profitability.

The company does not undertake to update forward-looking statements. The full safe harbor provisions, including risks that could cause actual results to differ from these forward-looking statements are outlined in today's press release and the company's SEC filings. In this conference call, management will refer to certain non-GAAP financial measures, which are provided to enhance the user's overall understanding of the company's financial performance. By excluding noncash stock-based compensation that has been expensed in accordance with ASC Topic 718 financial income, expenses related to acquisitions and amortization of intangible assets related to acquisitions. Non-GAAP results provide information helpful in assessing RADCOM's core operation performance and evaluating and comparing the results of operations consistently from period to period.