RADCOM (RDCM) Q2 2026 Earnings Call: Revenue Falls 33.4%, Revised Outlook Reaffirmed
Source Tradingkey
Key Takeaways
- RADCOM Ltd. reported Q2 2026 revenue of $11.8 million, down 33.4% year over year from $17.7 million, primarily due to delays in planned expansion phases at a limited number of existing Tier 1 customers.
- Non-GAAP gross margin was 76.3%, while the company recorded a non-GAAP operating loss of $2.2 million and a net loss of $1.5 million, or $0.09 per diluted share.
- Management attributed the deployment delays mainly to sharply higher server infrastructure costs affecting private-cloud and on-premises projects. The company said the projects have been delayed rather than canceled or lost to competitors.
- RADCOM reaffirmed its revised 2026 revenue outlook of $57 million to $63 million, with a midpoint of $60 million. Management also expects full-year non-GAAP profitability.
- The company secured three contracts shortly after quarter-end: a new multiyear agreement with CETIN Networks in Slovakia, a new Tier 1 customer in Asia-Pacific and a renewal with an existing European customer.
- RADCOM plans to establish a $20 million to $25 million share repurchase program, subject to completing the required regulatory steps.
Core Financial Data
| Metric | Q2 2026 | Year-over-year comparison / context |
|---|---|---|
| Revenue | $11.8 million | Down 33.4% from $17.7 million |
| Non-GAAP gross margin | 76.3% | — |
| Non-GAAP operating loss | $2.2 million | Negative 18.5% of revenue |
| Non-GAAP net loss | $1.5 million | Versus net income of $4.2 million |
| Non-GAAP diluted EPS | -$0.09 | Versus $0.25 |
| GAAP net loss | $3.1 million | Versus net income of $2.4 million |
| GAAP diluted EPS | -$0.18 | Versus $0.15 |
| Net R&D expenses | $5.3 million | Up 15.9% |
| Sales and marketing expenses | Approximately $4.7 million | Up 8.8% |
| Cash, cash equivalents and short-term bank deposits | $109.7 million | Quarter-end balance |
| Quarterly cash flow | Positive $1.3 million | — |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
Recommended Articles
Financial Markets 2026: Volatility Catalysts in Gold, Silver, Oil, and Blue-Chip Stocks—A CFD Trader's OutlookGet a comprehensive financial market 2026 outlook exploring key economic drivers, volatility catalysts in gold, oil and stocks, and what the evolving economic outlook means for cfd trading strategies and risk management on global markets.
Get a comprehensive financial market 2026 outlook exploring key economic drivers, volatility catalysts in gold, oil and stocks, and what the evolving economic outlook means for cfd trading strategies and risk management on global markets.
As of the European session on August 11, gold prices (XAUUSD) briefly topped $4,400 intraday, reaching a high of $4,435.2, its highest level since June 5. However, gains subsequently narr
WTI declines below $82.50 as oil inventories rise far more than expectedWest Texas Intermediate (WTI), the US crude oil benchmark, is trading around $82.45 during the early Asian trading hours on Thursday. WTI declines on a larger-than-expected build in US crude oil inventories. Traders will closely monitor the developments surrounding US-Iran talks for fresh impetus.
West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $82.45 during the early Asian trading hours on Thursday. WTI declines on a larger-than-expected build in US crude oil inventories. Traders will closely monitor the developments surrounding US-Iran talks for fresh impetus.
Here is what you need to know on Thursday, August 13:
WTI remains below $80.50 as traders monitor diplomatic efforts to reopen HormuzWest Texas Intermediate (WTI) oil price remains subdued for the third successive day, trading around $80.30 per barrel during the Asian hours on Friday. Crude oil prices edge lower as investors adopt a wait-and-see approach, closely monitoring diplomatic attempts to reopen the Strait of Hormuz.
West Texas Intermediate (WTI) oil price remains subdued for the third successive day, trading around $80.30 per barrel during the Asian hours on Friday. Crude oil prices edge lower as investors adopt a wait-and-see approach, closely monitoring diplomatic attempts to reopen the Strait of Hormuz.
