RADCOM Q2 earnings update

Thesis alignment review

Hi hunters,

I pitched RADCOM on 10 July 2026 as an overlooked microcap trading at roughly 2x its cash pile, with a 7% FCF yield, double digit growth and activists pushing to unlock the hidden value.

Five weeks later the growth lever of the thesis has broken.

I will start with the conclusion, then you can read the full analysis below.

My conclusion: sell th…