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Taryn

Managing Director and Senior Research Analyst at Wolfe Research, LLC

Taryn Power is a Managing Director and Senior Research Analyst at Wolfe Research, LLC, specializing in the airlines and transportation sectors. She covers major companies including Delta Air Lines, United Airlines, American Airlines, Southwest Airlines, and Alaska Air Group, with a strong performance track record boasting a 68% success rate on TipRanks and average return of 22.4% per rating, ranking her in the top 5% of analysts covering airlines. Power joined Wolfe Research in 2021 after spending over a decade at firms like Imperial Capital and Sterne Agee, where she honed her expertise in transportation equities since starting her career in 2008. She holds Series 7, 63, and 86/87 FINRA licenses, underscoring her professional credentials in securities analysis.

Taryn's questions to AMDOCS (DOX) leadership

Question · Q1 2026

Taryn asked about the progress of telcos in accelerating and simplifying their AI journeys, specifically inquiring about the pipeline's development and any emerging new opportunities for Amdocs in this space.

Answer

Shuky Sheffer, President and CEO, explained that while Amdocs has been active in developing specific GenAI use cases for customers (e.g., call centers, retail), the new AOS represents a shift from opportunistic to a more holistic and strategic value proposition. He noted that customers are currently engaged in many Proof of Concepts (POCs) and are seeing some value, but emphasized that the industry is still in the very early stages of leveraging generative AI.

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