EarningsQ2 2026 Earnings Report
DE:RAM Q2 2026 EPS Results
Actual EPS-€0.08
Consensus EPS€0.21
Beat/MissMissed by -€0.29
One Year Ago EPS€0.22
DE:RAM Q2 2026 Revenue Results
Actual Revenue€10.50M
Expected Revenue€13.90M
Beat/MissMissed by -€3.40M
YoY Revenue Growth-33.40%
Earnings Announcement Details
QuarterQ2 2026
Date08/12/2026
TimeBefore Open
Conference CallWednesday, August 12, 2026
DE:RAM Upcoming Earnings
Radcom's next earnings date is estimated for November 5, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:RAM Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mix of material near-term challenges and clear long-term strengths. Key negatives include a substantial quarterly revenue decline (down 33.4% YoY), operating and GAAP losses, and deployment timing delays driven by sharply higher server infrastructure costs and FX-related expense pressure. Offsetting positives are a strong cash balance ($109.7M) positive quarterly cash flow, recent post-quarter contract wins and renewals (including CETIN), new product launch (RADCOM ADM) and industry recognition for RADCOM Neura, a healthy and advancing pipeline, reaffirmed FY2026 guidance, and a $20–25M share repurchase authorization. Management expects to remain non-GAAP profitable for 2026 and to return to double-digit growth in 2027, but near-term visibility remains constrained by customers' infrastructure timing.Company Guidance
Strong Cash Position and Positive Quarterly Cash Flow
Cash, cash equivalents and short-term deposits of $109.7M at quarter end with positive cash flow of $1.3M for the quarter; company expects to remain free cash flow positive for H2 2026.
Product Momentum — New Contracts and Renewals
Three deals closed a few weeks after quarter end: multiyear win with CETIN Networks (Slovakia) replacing incumbent, a new small Tier-1 win in Asia Pacific (replaced incumbent), and a renewal with an existing European customer — indicating competitive wins and references.
Product Launches and Industry Recognition
Launched RADCOM ADM (Analytics Designer Module) to enable real-time operator-driven analytics and strengthen RADCOM Neura; RADCOM Neura finalist in Light Reading Leading Lights Awards and part of a winning Catalyst Awards entry for AI & Automation.
High Gross Margin and Non-GAAP Profitability Target
Reported gross margin of 76.3% for Q2 2026; company expects to remain profitable on a non-GAAP basis for full-year 2026 and notes first-half 2026 operating income of $1.6M (5.1% of revenue).
Reaffirmed FY2026 Revenue Guidance and 2027 Growth Outlook
Reaffirmed revised full-year 2026 revenue outlook of $57M to $63M (midpoint $60M) and reiterated expectation to return to double-digit percentage revenue growth in 2027.
Capital Return via Share Repurchase Program
Board authorized a share repurchase program of $20M to $25M; management views buyback as compelling use of capital at current valuation levels.
Pipeline and Partner-Led GTM Progressing
Management reports a healthy pipeline with several opportunities advancing from technical evaluation/PoC to commercial discussions; continued partner ecosystem engagement (NVIDIA, ServiceNow, AWS, system integrators) and active go-to-market events.
DE:RAM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed