Research analysts who have asked questions during AUDIOCODES earnings calls.
Joshua Reilly
Needham & Company
2 questions for AUDC
Also covers: AEYE, ASUR, AXON +15 more
Ryan Koontz
Needham & Company, LLC
2 questions for AUDC
Also covers: AAOI, ADTN, ANET +27 more
Billy Fitzsimmons
Jefferies
1 question for AUDC
Also covers: ALRM, FIVN, OTEX +4 more
Damian Cogen
Barclays
1 question for AUDC
Ryan MacWilliams
Barclays
1 question for AUDC
Also covers: BAND, BRZE, CFLT +16 more
Samad Samana
Jefferies
1 question for AUDC
Also covers: ADP, ALRM, BILL +18 more
William Fitzsimmons
Jefferies
1 question for AUDC
Also covers: OTEX, TWLO, VRNT
Recent press releases and 8-K filings for AUDC.
AudioCodes Reports Q3 2025 Results and Provides Full-Year Guidance
AUDC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- AudioCodes reported Q3 2025 revenues of $61.5 million, marking a 2.2% increase over Q3 2024, with non-GAAP net income of $4.9 million or $0.17 per diluted share.
- The company provided full-year 2025 guidance, expecting revenues between $244 million and $246 million and non-GAAP earnings per share of $0.60 to $0.64.
- The Conversational AI business grew 50% in the quarter and is projected to grow 40%-50% for the full year 2025, contributing to an Annual Recurring Revenue (ARR) of $75 million at the end of Q3, up 25% year-over-year.
- AudioCodes anticipates a positive revenue trend for 2025 and beyond, reversing declines from 2023 and 2024, fueled by strategic agreements such as the Live Platform deal with a global Tier 1 system integrator.
Nov 4, 2025, 1:30 PM
AudioCodes Reports Q3 2025 Results
AUDC
Earnings
Revenue Acceleration/Inflection
- AudioCodes reported total revenues of $61.5 million for Q3 2025, a 2.2% increase year-over-year, with non-GAAP diluted EPS reaching $0.17.
- Non-GAAP operating margin was 9.5% and non-GAAP EBITDA margin was 11.2% in Q3 2025.
- Key business segments showed strong growth, with the Conversational AI business increasing 50% year-over-year and Live ARR growing approximately 25% year-over-year.
- The Microsoft Teams business experienced a 1.4% year-over-year decrease in Q3 2025, though it increased 4% year-over-year for the first nine months of 2025.
Nov 4, 2025, 1:30 PM
AudioCodes Reports Q3 2025 Financial Results
AUDC
Earnings
Dividends
Share Buyback
- AudioCodes reported revenues of $61.5 million for the third quarter of 2025, representing a 2.2% increase year-over-year, with services revenues accounting for $30.9 million or 50.3% of total revenues.
- GAAP net income for Q3 2025 was $2.7 million, or $0.10 per diluted share, while Non-GAAP net income was $4.9 million, or $0.17 per diluted share.
- The company generated $4.1 million in net cash from operating activities during the quarter, and its cash and cash equivalents, short-term bank deposits, and marketable securities totaled $79.7 million as of September 30, 2025.
- During Q3 2025, AudioCodes repurchased 1,267,436 ordinary shares for $12.7 million and declared a cash dividend of 20 cents per share, totaling approximately $5.6 million.
- The Conversational AI (CAI) business achieved 50% growth in Q3 2025, and Annual Recurring Revenue (ARR) reached $75 million, marking a 25% year-over-year increase.
Nov 4, 2025, 1:02 PM
AudioCodes Reports Q3 2025 Results
AUDC
Earnings
Share Buyback
New Projects/Investments
- AudioCodes Ltd. reported a 2.2% year-over-year revenue increase to $61.5 million for Q3 2025, primarily driven by 50% growth in its conversational AI business.
- The company posted a GAAP net income of $2.7 million and a non-GAAP net income of $4.9 million, or $0.17 per diluted share.
- AudioCodes repurchased over 1.2 million shares and paid a cash dividend of 20 cents per share.
- The company secured significant contracts, including a live platform agreement with a Tier 1 global system integrator and an exclusive meeting intelligence services contract under Project Nimbus in Israel.
Nov 4, 2025, 8:05 AM
AudioCodes Reports Third Quarter 2025 Results
AUDC
Earnings
Dividends
Share Buyback
- AudioCodes reported revenues of $61.5 million for the third quarter ended September 30, 2025, representing a 2.2% increase year-over-year, with services revenues accounting for 50.3% of the total.
- For Q3 2025, GAAP net income was $2.7 million, or $0.10 per diluted share, and Non-GAAP net income was $4.9 million, or $0.17 per diluted share.
- The company's Conversational AI (CAI) business grew by 50% in the quarter, contributing to a 25% year-over-year increase in Annual Recurring Revenue (ARR), which reached $75 million by the end of Q3 2025.
- During the quarter, AudioCodes repurchased 1,267,436 ordinary shares for $12.7 million and paid a cash dividend of 20 cents per share, totaling approximately $5.6 million.
Nov 4, 2025, 7:00 AM
AudioCodes Launches AI Agents Module for Live Hub CPaaS
AUDC
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- AudioCodes (AUDC) announced the launch of AI Agents, a new module for its Live Hub Voice Communications Platform as a Service (CPaaS).
- The AI Agents module enables enterprises to build, integrate, and run LLM-powered voice bots on their existing telephony and customer-engagement systems.
- This new offering is designed to reduce cost-to-serve, scale elastically, and deliver consistent, 24/7 customer experiences, ultimately improving customer satisfaction and time-to-resolution.
- AudioCodes' President & CEO, Shabtai Adlersberg, stated that Voice AI is becoming a material growth engine for the company, and this expansion strengthens their Voice AI line of business.
Sep 17, 2025, 1:17 PM
Quarterly earnings call transcripts for AUDIOCODES.
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