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Tamar Zilberman

Senior Analyst at Bank of America

Tomer Zilberman is a Senior Analyst at Bank of America Securities, specializing in technology and general sector research with a focus on software and AI-related companies. He covers specific stocks including Cellebrite DI (CLBT), Motorola Solutions (MSI), and GEN, achieving an impressive 81% success rate across 21 ratings with an average return of +23.50% per rating over one year, including a standout +79.90% return on his Buy recommendation for CLBT. Zilberman has been active with Bank of America Securities as a Research Analyst, contributing to reports since at least 2024 alongside team members like Tal Liani and Madeline Brooks. His professional credentials include recognition as a top Wall Street analyst, ranked #1,602 out of 9,419 on TipRanks.

Tamar Zilberman's questions to AMDOCS (DOX) leadership

Question · Q1 2026

Tamar Zilberman from Bank of America inquired why Amdocs maintained its full fiscal year revenue guidance despite a Q1 revenue beat and slightly higher Q2 guidance, asking if it relates to T-Mobile revenue ramp-down. She also sought clarification on the progression and milestones for ramping revenues under the new multi-year T-Mobile agreement.

Answer

CFO Tamar Rapaport-Dagim clarified that the maintained full-year guidance was not due to any specific customer, but rather a slight, non-particular change in revenue performance. Regarding the T-Mobile agreement, she explained that revenue progression is not tied to singular milestones but involves ongoing execution across various activities, including managed services, development work, AI integration, UScellular integration, and system rationalization.

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Question · Q1 2026

Tamar Zilberman questioned why Amdocs maintained its full fiscal year revenue guidance despite a slight beat in Q1 revenue and a 2Q guidance above street expectations, asking if this was due to right-sizing for the T-Mobile revenue ramp-down or other factors. She also sought clarification on the progression and trajectory of milestones required to ramp revenues from the new multi-year T-Mobile agreement.

Answer

Tamar Rapaport-Dagim, CFO and COO, stated that the maintained full-year guidance was not due to any specific customer but reflected a slight change in revenue performance, with nothing particular causing it. Regarding the T-Mobile agreement, she clarified that revenue ramp-up is not tied to singular deliverables but rather to continuous execution across many activities, including managed services, development work, AI initiatives, UScellular integration, and system rationalization, emphasizing ongoing value delivery and meeting T-Mobile's demands.

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