Deployment delays - Co said Q2 revenue was affected by deployment delays at some customers due to higher component costs and supply constraints
Timing-related impact - Co said delays were timing-related and not a change in demand; none of the delayed deployments were cancelled or lost to competition, per CEO Benny Eppstein
Outlook reaffirmed
Radcom reaffirms 2026 revenue guidance of $57 mln to $63 mln
Company expects to remain profitable on a non-GAAP basis in 2026
Radcom expects double-digit percentage revenue growth in 2027
Q2 revenue falls on deployment delays
Israel network assurance firm's Q2 revenue fell 33% yr/yr due to deployment delays
Company posted a non-GAAP net loss for Q2, reversing a profit last year
Radcom to launch $20-25 mln share repurchase program, three contracts secured after quarter-end
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy."
Wall Street's median 12-month price target for Radcom Ltd is $18.00, about 79.1% above its August 11 closing price of $10.05
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 13 three months ago
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