RADCOM Slashes 2026 Revenue Outlook to $60M Midpoint on Supply-Driven Delays
RDCM sits 22% above its 52-week low of $10.41.
Summary
RADCOM pre-announced Q2 revenue of ~$12 million and cut full-year 2026 guidance to $57-$63 million (midpoint $60 million), citing customer deployment delays from higher component costs and supply constraints. The company says it saw no cancellations or competitive losses, framing the issue as timing rather than demand erosion. Management expects to remain non-GAAP profitable for the year and projects a return to double-digit growth in 2027. This follows a turbulent period of activist investor exits and board overhaul, with Lynrock Lake having sold down its stake significantly in recent months. The guidance cut is material for a ~$213 million market cap company and will likely force analysts to revise estimates downward. Full Q2 results and a conference call are scheduled for August 12, where details on the duration of delays and path to recovery will be critical.
At the time of this announcement, RDCM was trading at $12.72 on NASDAQ in the Technology sector, with a market capitalization of approximately $212.9M. The 52-week trading range was $10.41 to $16.74. This news item was assessed with negative market sentiment and an importance score of 8 out of 10. Source: PR Newswire.