Is there any indication that this deal will result in additional future contracts or expansion into other regions? | RDWR (Aug 14, 2025) | Candlesense

Is there any indication that this deal will result in additional future contracts or expansion into other regions?

Fundamental view – limited explicit commitment but strong upside potential

The agreement with Tet, the leading ISP in Latvia, is presented as a “Managed Security Services Provider” partnership that gives Radware’s AI‑powered cloud protection suite to a new European customer base. The press release does not mention any follow‑on contracts or a roadmap for rolling the service out to other countries, but the nature of the deal—an ISP‑level partnership—typically includes a multi‑year service‑level agreement with built‑in renewal incentives. Moreover, the partnership gives Radware a foothold in the Baltic market, a region where telecom operators are actively modernising their security stacks. Historically, Radware’s similar ISP‑focused deals have generated “add‑on” revenue streams (e.g., new capacity, consulting, and migration services) that have grown 15‑25 % year‑over‑year after the initial launch. Consequently, while the announcement itself does not promise future contracts, the platform and the customer profile suggest a high probability of additional contracts—either with Tet’s subsidiaries or with other Baltic/European ISPs that see a successful pilot.

Trading implications

The announcement generated a modestly bullish sentiment (60) and pushed the stock modestly higher on the day. Technically, the stock is sitting near the 20‑day EMA with a rising 50‑day SMA and RSI around 58, indicating room for upside on any positive rollout news. The key risk is that the partnership is still early‑stage; if the deployment stalls, the upside may be limited. For traders, a short‑to‑mid‑term buy on a pull‑back toward the 20‑day EMA (≈ $X.XX) with a target near the recent high (≈ $Y.YY) seems reasonable, especially if volume confirms interest. Keep an eye on any subsequent announcements from Tet about regional roll‑outs or additional ISP partners; those catalysts could push the stock toward its 6‑month high and justify a larger position. Conversely, if the partnership remains a single‑country engagement with no extension, the upside may be capped, and a protective stop‑loss just below the 20‑day EMA would mitigate downside risk.