Aug 12, 2026 earnings call — Deployment delays from rising server costs
Q2 revenue fell to $11.8 million, down 33.4% year-over-year.
Revenue $0.0B (est $0.0B) · EPS $-0.09 (est $0.24)
Key quotes
"Across the industry, the price of server infrastructure needed for private cloud and on-premise deployment has risen sharply."
"During the quarter, we also launched RADCOM ADM, the Analytics Designer Module, a new addition to the RADCOM ACE platform."
"We will take the required steps to establish a share repurchase program of $20 million to $25 million."
Analyst Q&A 1
Third and fourth quarter outlook and buyback
Q: The analyst asked if there is more visibility for the third and fourth quarter or whether another surprise could happen. They also asked how the planned share buyback will be executed — on an exchange or by a direct offer given the large size.
A: Management did not provide substantive answers because of audio problems. They said they could not hear the analyst, so no details on quarter visibility or the buyback process were given.
"I can't hear anything if you can hear me." — Hod Cohen (CFO)