- 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.
For further details see:
Radcom: Undetected TAM Expansion For An Underfollowed Nasdaq Company