RDWR
Radware Ltd.23.43
-0.33-1.39%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
AI go-to-market detailed; Americas rebound eyed.
Q&A shed light on agentic AI go-to-market via a dedicated sales overlay and hybrid subscription model, timed perfectly as enterprises shift POCs to production. Americas bookings surged despite Q4 revenue dip, with added investments planned for 2026 rebound. DefensePro X refresh cycle has plenty of runway left. RPO set to grow in line with revenue. Strong backlog tempers Q1 seasonality. Management stayed bullish on AI-driven security demand, addressing volatility head-on. Answers largely reaffirmed prepared remarks. Investors will eye AI ramp and regional traction.
Key Stats
Market Cap
1.02BP/E (TTM)
61.66Basic EPS (TTM)
0.38Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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