RDCM - Radcom: Undetected TAM Expansion For An Underfollowed Nasdaq Company

• Radcom is the technology leader in a new market (virtualized 5G service assurance) that is expected to grow significantly in the coming years.
• They have a well-filled internal sales opportunity pipeline. By partnering with Rakuten, they also have a massive external sales channel with great optionality.
• Despite these huge sales opportunities, 93% of revenues were generated by just three customers in 2020.
• I believe previous investors misinterpreted the dynamics of the 5G rollout and the scenario in which Radcom will shine. As a result, the story seemed broken where, but in my opinion, it is just beginning.

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