RADCOM (RDCM) Q2 FY26 earnings call

RADCOM reported a significant revenue decline in Q2 FY26, primarily due to customer deployment delays driven by rising server infrastructure costs impacting private cloud and on-premise projects. Despite these near-term headwinds and a revised full-year outlook, the company secured new customer wins, advanced its AI-native assurance product portfolio with RADCOM ADM and Neura, and announced a $20 million to $25 million share repurchase program, underscoring long-term confidence in its strategy and market position.