Research analysts who have asked questions during AMDOCS earnings calls.
SR
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
4 questions for DOX
Also covers: ARMK, CCCS, CLVT +15 more
Timothy Horan
Oppenheimer & Co. Inc.
4 questions for DOX
Also covers: AI, ASTS, BKSY +18 more
GN
George Notter
Jefferies
2 questions for DOX
Also covers: AAOI, ADTN, ANET +18 more
Tal Liani
Bank of America
2 questions for DOX
Also covers: ANET, CHKP, CIEN +11 more
BP
Brian Potter
Citigroup
1 question for DOX
KN
Kevin Niederpruem
Bank of America Merrill Lynch
1 question for DOX
Also covers: OKTA
TR
Tavy Rosner
Barclays
1 question for DOX
Also covers: KRNT, MGIC, NICE +2 more
WP
William Power
Baird
1 question for DOX
Also covers: AKAM, AXON, BAND +9 more
Recent press releases and 8-K filings for DOX.
Amdocs Discusses Strategic Growth in Cloud and GenAI, Outcome-Based Business Model, and Margin Expansion
DOX
Product Launch
New Projects/Investments
Guidance Update
- Amdocs supports the telco industry's IT domain with a unique product-led services approach and an outcome-based business model, differentiating it from competitors who typically use rate card relationships.
- The company's key growth drivers include the cloud journey, which currently represents approximately 30% of its business and is growing double-digit, and the GenAI transformation, with a new "Cognitive Core" layer expected to be announced in Q1 next year.
- Amdocs demonstrates strong financial fundamentals, with 65% of its revenue derived from managed services, 75% recurring revenue, and 90% visibility within its 12-month backlog.
- Internal GenAI implementation is contributing to margin expansion, with the company anticipating an expansion of 20 basis points in 2026, even with increased investments in GenAI capabilities like Cognitive Core.
Dec 10, 2025, 11:00 AM
Amdocs Details Strategic Focus on Cloud, GenAI, and Outcome-Based Business Model
DOX
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Amdocs supports the telco industry's IT domain, focusing on monetization activities (BSS/OSS systems) for major global carriers like AT&T, T-Mobile, and Vodafone, and is unique as a product-led services company offering both product development and system integration.
- The company's monetization model is primarily outcome-based, committing to service levels and KPIs rather than rate card relationships, which differentiates it from traditional system integrators.
- Amdocs is strategically transforming by phasing out $600 million of non-core, low-margin business and prioritizing cloud migration and GenAI.
- Cloud migration is a significant growth engine, already accounting for approximately 30% of the business and growing double-digit, with most customers having started their journey.
- The company is heavily investing in GenAI, with its amAIz platform for current use cases and the upcoming Cognitive Core, a GenAI layer over all Amdocs platforms, which is expected to be announced in the first quarter of next year (2026) at Mobile World Congress. Amdocs anticipates margin expansion of 20 basis points in 2026, driven by internal GenAI implementation, despite increased investments in GenAI capabilities.
Dec 10, 2025, 11:00 AM
Amdocs Highlights Cloud, AI, and Outcome-Based Model as Growth Drivers
DOX
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Amdocs specializes in telecommunications software and platforms, offering a unique accountability model that integrates software products with implementation services to simplify complex back-end operations and enhance customer experience.
- Key growth drivers include cloud migration, which constitutes 30% of the business and is growing double digits, supported by strategic partnerships with AWS, Azure, and GCP.
- The company is making significant investments in Generative AI, with its Amaze platform demonstrating 40-50% uplifts in call center KPIs and expecting AI-driven revenue to impact starting in 2026 through a strategic partnership with NVIDIA.
- Amdocs employs an outcome-based monetization model and anticipates that its AI solutions will positively impact long-term margin profiles.
- Additional growth areas include the eSIM platform with over 30 customers (including AT&T), the ConnectX SaaS platform for MVNOs, and the MarketOne platform for digital product and service sales.
Nov 18, 2025, 10:15 PM
Amdocs Discusses Growth Drivers, AI Strategy, and Business Model at TMT Summit
DOX
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Amdocs specializes in the telecommunications vertical, offering software and platforms for customer experience, and employs a unique accountability model that covers both product delivery and implementation.
- Key growth drivers include cloud migration, facilitated by strategic partnerships with AWS, Azure, and GCP, and a strong emphasis on Generative AI.
- The company's AI platform, Amaze, has demonstrated 40-50% uplifts in critical call center KPIs, with initial revenue impact from AI solutions anticipated starting in 2026.
- Amdocs utilizes an outcome-based pricing model, which aligns with delivering business value to customers and is well-suited for monetizing its Generative AI offerings.
- New SaaS platforms such as eSIM, ConnectX (enabling rapid MVNO launches), and MarketOne (for digital product sales) are identified as additional areas for growth and expansion.
Nov 18, 2025, 10:15 PM
Amdocs Discusses Cloud, AI, and SaaS Growth Drivers at Wells Fargo Summit
DOX
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Amdocs is a telecommunications-focused company that provides software products and platforms for customer experience, operating with a business model characterized by strong recurring software revenue and long-term contracts where the company takes accountability for implementation and achieving customer business outcomes.
- Key growth drivers include cloud migration, which currently accounts for 30% of the business and is growing double digits, supported by strategic partnerships with AWS, Azure, and GCP. The company is in the early stages of a multi-year cloud migration journey.
- Amdocs is making significant investments in Generative AI, particularly through its amAIz platform and a partnership with NVIDIA, with proof-of-concepts showing 40-50% uplifts in call center KPIs and revenue impact anticipated to begin in 2026 as projects transition to production.
- Additional growth areas include SaaS platforms such as eSIM, which has over 30 customers, ConnectX for launching MVNOs, and MarketOne for digital product subscriptions.
Nov 18, 2025, 10:15 PM
Amdocs Limited Reports Q4 and Full Year Fiscal 2025 Results, Raises Dividend, and Provides Fiscal 2026 Outlook
DOX
Earnings
Dividends
Guidance Update
- Amdocs Limited reported full year fiscal 2025 revenue of $4.53 billion, which was down 9.4% as reported but up 3.1% in pro forma constant currency.
- For fiscal year 2025, Non-GAAP diluted EPS was $6.99, an 8.5% increase year-over-year, and free cash flow was $645 million.
- The Board of Directors approved an 8% increase in the quarterly cash dividend from $0.527 per share to $0.569 per share, with the first payment anticipated in April 2026, subject to shareholder approval.
- The company initiated its fiscal 2026 outlook, expecting revenue growth of 1.7%-5.7% as reported (1.0%-5.0% in constant currency) and Non-GAAP diluted EPS growth of 4.0%-8.0%.
- The 12-month backlog stood at $4.19 billion at the end of the fourth quarter of fiscal 2025, representing a 3.2% increase compared to the prior year.
Nov 12, 2025, 1:24 PM
Amdocs Reports Q4 and Full Fiscal Year 2025 Results, Provides FY 2026 Outlook
DOX
Earnings
Guidance Update
New Projects/Investments
- Amdocs reported Q4 2025 revenue of $1.15 billion, an increase of 2.8% year over year in pro forma constant currency, with a non-GAAP operating margin of 21.6%.
- For the full fiscal year 2025, revenue grew 3.1% in pro forma constant currency, and non-GAAP diluted earnings per share increased by 8.5%. Cloud revenue exceeded 30% of overall revenue, and managed services revenue reached a record $3 billion.
- The company secured significant deals in cloud and generative AI, including cloud transformations for Lumen and TELUS, and generative AI projects with Telefónica Germany and E& UAE.
- Amdocs provided a fiscal year 2026 revenue growth outlook of 1.7%-5.7% as reported and 1.0%-5.0% in constant currency, with expected non-GAAP diluted EPS growth of 4%-8%.
- The company plans to accelerate investments in generative AI, including the development of a "Cognitive Core" platform, and proposed an 8% increase in its quarterly cash dividend to $0.569 per share.
Nov 11, 2025, 10:00 PM
Amdocs Reports Strong Q4 and Full Year Fiscal 2025 Results, Provides FY2026 Outlook
DOX
Earnings
Guidance Update
Dividends
- Amdocs reported Q4 FY2025 revenue of $1.15 billion, a 2.8% year-over-year increase, with Non-GAAP EPS of $1.83 and a Non-GAAP operating margin of 21.6%. The 12-month backlog stood at $4.19 billion, up 3.2% YoY.
- For the full fiscal year 2025, revenue reached $4.53 billion, growing 3.1% year-over-year in constant currency, and Non-GAAP diluted EPS was $6.99, an 8.5% year-over-year increase.
- Managed services accounted for a record 66% of total FY2025 revenue, while cloud revenue grew double-digit to over 30% of total revenue. The company also noted a shift from generative AI trials to commercial deals.
- Amdocs provided an FY2026 outlook with projected revenue growth of 1.0%-5.0% in constant currency, Non-GAAP EPS growth of 4.0%-8.0%, and free cash flow between $710 million and $730 million.
- The board authorized an 8% increase in the quarterly dividend to 56.9 cents and has approximately $1.0 billion remaining in share repurchase authorization.
Nov 11, 2025, 10:00 PM
Quarterly earnings call transcripts for AMDOCS.
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