Monday, October 26, 2026
ExploreSearch
Via News
Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source
Source document· February 11, 2026

RADCOM (RDCM) Q4 2025 Earnings Call Transcript

View original at finance.yahoo.com
RADCOM (RDCM) Q4 2025 Earnings Call Transcript Image source: The Motley Fool. Date Wednesday, Feb. 11, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Benny Eppstein Chief Financial Officer — Hadar Rahav Need a quote from a Motley Fool analyst?…
Opening lines of the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • M&A is RADCOM's first priority for capital allocation

    80% confidence

  • RADCOM expects revenue to grow by 8% to 12% in 2026, way above the service assurance market growth

    80% confidence

  • RADCOM gross margin may vary depending on revenue mix

    80% confidence

  • AT&T finished 2025 with 120 million subscribers and is regarded as the most reliable network option in rural areas across the US

    80% confidence

  • 71% of operators plan to implement AgenTiK AI in 2026, but only 41% have end-to-end data integration

    80% confidence

  • RADCOM's high-capacity data capture solution can reduce the total cost of ownership by up to 75% compared to competing solutions

    80% confidence

  • Rakuten Mobile passed 10 million subscribers in December 2025 and ranked first in the 2025 Orycon customer satisfaction survey

    80% confidence

  • NVIDIA partnership will start contributing initial wins over the course of 2026

    80% confidence

  • ServiceNow collaboration expected to begin delivering initial wins during 2026

    80% confidence

  • Sales and marketing expenses will gradually rise in coming quarters to support pipeline growth and expansion in high-value regions

    80% confidence

  • RADCOM plans to continue strategic investment in R&D to deliver advanced intelligent solutions with focus on agent-to-agent and multimodal workflows

    80% confidence

  • RADCOM delivered its sixth consecutive year of growth with a record $71.5 million in revenue, representing 17.2% year-over-year growth

    80% confidence

  • RADCOM is at the second half of sales cycle for strategic opportunities and assumes closing in first half of 2026

    80% confidence

Data points we hold from this source

AT&T Inc. · subscriber count120 million_subscribers
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
✓ Checked against the original source
4,994
facts traced to their source — and we flag the ones that don't hold up.
101 entities tracked4,994 facts checked against source5,500 source documents archived
Query this data → isubstrate.com
RADCOM (RDCM) Q4 2025 Earnings Call Transcript — Source | Via News | ViaNews Market