RADCOM made waves when it won the AT&T deal for its MaveriQ NFV network probing solutions to support AT&T Integrated Cloud in August 2016. Now the company appears to be making further inroads to global CSPs where incumbents Netscout and others have been installed for decades.

The big driver for AT&T was cost reduction and increased network visibility. As traffic increases and new services come online, probes are still required to gain granular input into control plane and data traffic. The on-demand probing of MaveriQ allows tap points to move as fast as the workloads move. With the help of AT&T as a reference account other CSPs are taking note and willing to take a risk on the newcomer.

RADCOM largest customer is AT&T but it announced wins with Globe Telecom, Telefonica, Singtel, KPN, Vivo, BT, Orange, and TIM. All top tier logos and all at the expense of incumbent probe suppliers.

RADCOM is publicly traded but its stock has moved sideways since October 2016. (figure 1) Revenue grew 26% last year to get it to USD 37 Million.

Appledore Research estimates that the vprobe market is USD 100 Million in 2017 but will grow at double digit rates over the next 5 years. The global market for active and passive probing solutions is USD 1.8 Billion in the telecommunication market alone. This gives RADCOM a good ramp-up as CSPs increase investments in vEPC, vCPE, SD-WAN, and vfirewall deployments.

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