RADCOM provides network assurance and analytics software to telecom operators (CSPs). Its core product, RADCOM ACE, is a cloud-native platform that collects and analyzes network traffic and signaling data across a CSP's entire network — from the radio access network to the core — producing subscriber-level insights on service quality, network issues, and root causes. Key customers include AT&T, Boost Mobile, Rakuten Mobile, and Telia Denmark. RADCOM sells directly to CSPs in North America, Europe, and Asia, supplemented by local distributors elsewhere. The company's revenue comes from software licenses, subscriptions, and maintenance contracts, with a growing emphasis on multi-year recurring deals. RADCOM's "land and expand" model targets initial deployments with large CSPs, then grows within accounts as operators expand 5G coverage and subscriber bases. Newer offerings include AI/ML-driven automation tools, generative AI and agentic AI modules (RADCOM Neura and NetTalk), and a high-capacity data capture product built on NVIDIA's BlueField-3 DPUs that RADCOM claims can cut total cost of ownership by up to 75% versus traditional probe-based solutions — currently in field trials with revenue expected in 2026. Gross margins are consistently in the mid-to-high 70% range. Growth priorities include winning additional Tier 1 CSPs, deepening existing customer relationships, expanding into mid-tier operators, and pursuing M&A. RADCOM carries no debt and held roughly $110M in cash at end-2025.
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