Earnings summaries and quarterly performance for AMDOCS.
Research analysts who have asked questions during AMDOCS earnings calls.
SR
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
5 questions for DOX
Also covers: ARMK, CCCS, CLVT +15 more
Timothy Horan
Oppenheimer & Co. Inc.
4 questions for DOX
Also covers: AI, ASTS, BKSY +19 more
DM
Dan McDermott
Oppenheimer & Co. Inc.
2 questions for DOX
Also covers: NN
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
TZ
Tamar Zilberman
Bank of America
2 questions for DOX
BP
Brian Potter
Citigroup
1 question for DOX
KN
Kevin Niederpruem
Bank of America Merrill Lynch
1 question for DOX
Also covers: OKTA
SR
Shlomo Rosenbaum
Stifel Financial Corp.
1 question for DOX
Also covers: FDS, IQV, NIQ +2 more
T
Taryn
Wolfe Research, LLC
1 question for DOX
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 Limited Reports Q1 Fiscal 2026 Results and Announces CEO Transition
DOX
Earnings
CEO Change
Guidance Update
- Amdocs Limited reported Q1 Fiscal 2026 revenue of $1.16 billion, an increase of 4.1% year-over-year as reported, and Non-GAAP diluted EPS of $1.81, which was above the guidance range.
- The company's twelve-month backlog reached $4.25 billion, up 2.7% compared to the prior year's first fiscal quarter, and it generated free cash flow of $188 million.
- Amdocs entered into a strategic multi-year agreement with T-Mobile USA, Inc. and introduced aOS, an Agentic Operating System for Telecommunications.
- The Board approved an increased quarterly cash dividend payment of $0.569 per share, and the company repurchased $146 million of ordinary shares during the quarter.
- Shimie Hortig will succeed Shuky Sheffer as President and CEO, effective March 31, 2026.
3 days ago
Amdocs Reports Strong Q1 FY2026 Results and Announces CEO Succession
DOX
Earnings
Guidance Update
CEO Change
- Amdocs reported strong Q1 FY2026 financial results, with revenue of $1.16 billion, a Non-GAAP operating margin of 21.6%, and Non-GAAP EPS of $1.81, all exceeding or meeting guidance.
- The company reiterated its full-year FY2026 outlook, projecting revenue growth of 1.0%-5.0% in constant currency, a Non-GAAP EBIT margin of 21.3%-21.9%, and Free Cash Flow of $710-$730 million.
- Shimy Hortig will succeed Shuky Sheffer as President and CEO, effective March 31, 2026.
- Strategic highlights include an extended multi-year agreement with T-Mobile, expansion with Vodafone Germany and two new Western European logos, and continued progress in Generative AI initiatives.
- Amdocs returned $203 million to shareholders in Q1 FY2026 through dividends and share repurchases, and authorized a quarterly dividend payment of 56.9 cents per share.
3 days ago
Amdocs Reports Solid Q1 2026 Results, Reiterates FY26 Guidance, and Announces CEO Succession
DOX
Earnings
CEO Change
Guidance Update
- Amdocs reported Q1 2026 revenue of $1.16 billion, a 4.1% increase year-over-year, and Non-GAAP diluted earnings per share of $1.81, which was above the guidance range. The company's 12-month backlog grew to $4.25 billion.
- The company reiterated its fiscal year 2026 guidance for constant currency revenue growth of 1% to 5% and Non-GAAP diluted earnings per share growth of 4% to 8%. For Q2 2026, revenue is expected to be between $1.15 billion and $1.19 billion.
- Amdocs announced the acquisition of MATRIXX Software for $197 million cash and signed a new multi-year agreement with T-Mobile. Additionally, the company unveiled AOS (Agentic Operating System), a new AI platform purpose-built for telecommunications.
- Shuky Sheffer, President and CEO, announced his retirement, with Shimie Hortig set to succeed him as President and Chief Executive Officer effective March 31, 2026.
3 days ago
Amdocs Reports Q1 2026 Results, Reiterates FY26 Guidance, and Announces CEO Succession
DOX
Earnings
Guidance Update
Management Change
- Amdocs reported Q1 2026 revenue of $1.156 billion, a 3.5% increase year-over-year in constant currency, with non-GAAP diluted EPS of $1.81 exceeding guidance.
- The company reiterated its fiscal year 2026 guidance for revenue growth of 1% to 5% in constant currency and non-GAAP diluted EPS growth of 4% to 8%.
- Amdocs announced AOS (Agentic Operating System), a new AI platform purpose-built for telecommunications, and confirmed the acquisition of MATRIXX Software closed in Q1 2026.
- Shuky Sheffer will retire as President and CEO effective March 31, 2026, and Jimmy Hortick will succeed him.
3 days ago
Amdocs Reports Solid Q1 2026 Results, Reiterates FY2026 Guidance, and Announces CEO Succession
DOX
Earnings
Guidance Update
CEO Change
- Amdocs reported Q1 2026 revenue of $1.16 billion, an increase of 4.1% year-over-year, and non-GAAP diluted earnings per share of $1.81, which was above the guidance range.
- The company reiterated its fiscal year 2026 guidance for revenue growth of 1% to 5% in constant currency and non-GAAP diluted earnings per share growth of 4% to 8%.
- Key business developments include a new multi-year agreement with T-Mobile, an expanded engagement with Vodafone Germany, and the acquisition of MATRIXX Software for $197 million.
- Shuky Sheffer will retire as President and CEO on March 31, 2026, and Jimmy Hortick will succeed him.
3 days ago
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
Quarterly earnings call transcripts for AMDOCS.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more