Amdocs Overview
Amdocs provides software and service solutions for communications, entertainment, and media industries. It specializes in the development, implementation, and management of software and services associated with business support systems, operational support systems, service-driven network and other network solutions, entertainment offerings, and digital solutions.
Latest News
growth-positive
RADCOM Appoints Hod Cohen as Chief Financial Officer
RADCOM Ltd., a provider of cloud-native service assurance solutions, announced the appointment of Hod Cohen as Chief Financial Officer, effective January 11, 2026. Cohen, with extensive experience in the telecom industry, will succeed Hadar Rahav, who is leaving the company to pursue new opportunities. Cohens appointment is part of RADCOMs strategy to win new customers and expand its business. The company is positioned for continued growth, leveraging strong technology and partnerships with leading operators. The transition aims to enhance financial performance and support RADCOMs expansion plans. Rahavs leadership contributed to RADCOMs consistent growth and profitability, and she will remain in an advisory role through Q1 2026.
Management Changes
growth-positive
Similarweb Names Ran Vered Chief Financial Officer
Similarweb Ltd., a digital intelligence provider, announced the appointment of Ran Vered as Chief Financial Officer, effective December 21, 2025. Vered, with over two decades of finance experience, previously served as CFO at Lusha and held senior roles at Ceragon Networks, Radcom, and Amdocs. His expertise in scaling data businesses and navigating public markets is expected to support Similarwebs growth and operational excellence. The company is focusing on enterprise adoption, AI-driven data monetization, and strategic execution. Similarweb will release its third-quarter 2025 financial results on November 11, 2025.
Management Changes
growth-negative
A Look at Amdocs (DOX) Valuation as Share Price Momentum Fades
Amdocs shares have slightly declined over the past month, with the stock trading at $83.42, which is nearly 20% below its fair value estimate of $104.00. Despite this, investor interest remains steady, and the company is seen as undervalued. Amdocs is actively securing new deals in cloud, generative AI, and data services, which is expected to expand its market and support revenue growth. However, industry uncertainty and dependence on a few major clients could limit growth if spending delays or contract changes occur. The article discusses the potential for Amdocs to capitalize on IT stack modernization trends driven by cloud and AI/ML adoption.
growth-negative
3 Small-Cap Stocks We Approach with Caution
The article discusses small-cap stocks, focusing on Elastic, Steelcase, and Amdocs. Elastic, built on Elasticsearch technology, is noted for its search and AI platform. Despite its capabilities, concerns arise due to a projected slowdown in sales growth and a decline in free cash flow margin, indicating increased investments to maintain market position. Steelcase, a global office furniture manufacturer, shows flat sales and earnings over five years, with a low free cash flow margin, limiting growth potential. Amdocs provides software for telecommunications and media companies, supporting customer relationship management and network operations. The article suggests caution with these stocks due to various financial metrics.
growth-positive
DOX vs. CSGP: Which Stock Should Value Investors Buy Now?
The article compares Amdocs (DOX) and CoStar Group (CSGP) to determine which is more attractive to value investors. Both companies have a Zacks Rank of #2 (Buy), indicating positive earnings estimate revisions. Amdocs is highlighted as the superior value option due to its favorable valuation metrics, including a forward P/E ratio of 11.03 and a PEG ratio of 1.25, compared to CoStar Groups higher ratios. The article emphasizes the importance of traditional valuation metrics for value investors and suggests that Amdocs currently presents a better value opportunity.
| Sector | Business Software |
Funding
| Total funding | Undisclosed |
| Last funding | Undisclosed |
| Stage | Public |
| Rounds | 1 |
| Investors | 0 |
Team Members
7
Employees: 500+
Web & Social Links
| Website | www.amdocs.com |
| Careers | Careers page |
| App Store | App Store |
Locations
HaPnina Street 8, Ra'anana, Israel
11675 Rainwater Dr # 500, Alpharetta, GA 30009, USA
Fleischmarkt 1/6, 1010 Wien, Austria
Agiou Konstantinou 47, Marousi 151 24, Greece
3535 Factoria Blvd SE #650, Bellevue, WA 98006, USA
China, 北京市西城区德外 邮政编码: 100120
Nowogrodzka 50, 05-800 Warszawa, Poland
British Standards Institution, 389 Chiswick High Rd., Chiswick, London W4 4AL, UK
Lower Bristol Rd & The Sq, Bath BA2 3GX, UK
C, Building, 21, Old Delhi Gurgaon Rd, Dundahera Village, Sector 20, Gurugram, Haryana 122016, India
Rod. Luís Augusto de Oliveira - Cidade Aracy, São Carlos - SP, Brazil
Block S, Block S, Eastpoint Business Park, Alfie Byrne Rd, East Wall, Dublin 3, Ireland
Krasnoproletarskaya Ulitsa, 36, Building, 4th Floor, Moskva, Russia, 127473
112 Av. Kléber, 75116 Paris, France
Banqiao District, New Taipei City, Taiwan 220
3rd Floor, 566 Chiswick High Rd., Chiswick, London W4 5AN, UK
Al Shatha Tower - Al Sufouh - Dubai Internet City - Dubai - United Arab Emirates
8420 W Bryn Mawr Ave UNIT 280, Chicago, IL 60631, USA
83B P. Lý Thường Kiệt, Cửa Nam, Hoàn Kiếm, Hà Nội 100000, Vietnam
1705 Tech Ave #2, Mississauga, ON L4W 0A2, Canada
303 Terry Fox Dr #500, Kanata, ON K2K 3J1, Canada
Av. Ejército Nacional Mexicano 904-5o. Piso, Polanco, Polanco II Secc, Miguel Hidalgo, 11550 Ciudad de México, CDMX, Mexico
Av Rafael Sanzio 150, Camichines Vallarta, 45030 Zapopan, Jal., Mexico
2800 Livernois Rd #420, Troy, MI 48083, USA
185 Hudson St suite 2700, Jersey City, NJ 07302, USA
Tower 2, CYBER CITY, Magarpatta Inner Circle, Cybercity, Magarpatta, Hadapsar, Pune, Maharashtra 411028, India
100 N 18th St #11th, Philadelphia, PA 19103, USA
Rua Helios Seelinger, 155 - 2º andar - Barra da Tijuca, Rio de Janeiro - RJ, 22640-040, Brazil
1100 Investment Blvd #250, El Dorado Hills, CA 95762, USA
Selefkidon 141, Limassol 3045, Cyprus
Renier Nafzgerstraat 100, 6221 VV Maastricht, Netherlands
9 Temasek Blvd, Singapore 038989
Av. de la Vega, 1, 28108 Alcobendas, Madrid, Spain
Aviamotornaya ulitsa, 8 строение 12, Moskva, Russia, 111024
14/575 Bourke St, Melbourne VIC 3000, Australia
Taguig, Metro Manila, Philippines
Route 21, Corporate Park, 3 Victoria Link, Route 21 Business Park, Centurion, 0157, South Africa
Prinzenallee 1/1st floor, 40549 Düsseldorf, Germany
6105 Tennyson Pkwy #400, Plano, TX 75024, USA
Via di Tor Pagnotta, 94, 00143 Roma RM, Italy
FINEOS House, Eastpoint Business Park, 3 Alfie Byrne Rd, East Wall, Dublin, D03 FT97, Ireland
2109 Fox Dr, Champaign, IL 61820, USA
2553 Dulles View Dr #5th, Herndon, VA 20171, USA
571 Sukhumvit Rd, Khwaeng Khlong Toei Nuea, Khet Watthana, Krung Thep Maha Nakhon 10110, Thailand
Dělnická 12, 170 00 Praha 7-Holešovice, Czechia
Photos & Videos
3 item(s)
Amdocs Business
Business models
B2B
Product stage
Released
Employees
500+
Sector
Business SoftwareIT, R&D & Data SolutionsProduct Development ToolsSoftware Development ToolsSales & Marketing Solutionse-Commerce ToolsTarget Customer
Communication ServicesDiversified Telecommunication ServicesCable & SatelliteWireless & MobileBroadband Networks & NGNFixed LineFinancial ServicesFinancial InstitutionsBanksEnterprise & Professional ServicesCore Technology
Platforms & InterfacesSoftwareData StorageCloudCommunications5GTags (19)
5g-networksuser-experienceenterprise-solutionssoftware-applicationsiotbillingenterprise-networkingnetwork-managementmobile-carriersbanksservice-providersnetwork-optimizationtelecommunicationcontact-centerssoftware-platformcustomer-servicemobile-applicationsenterprisesconnectivityGeographic Markets
IrelandNetherlandsTaiwanChinaCyprusCzech RepublicVietnamKazakhstanBrazilPolandUnited KingdomFranceThailandAustriaIsraelUnited Arab EmiratesSingaporeItalyUnited StatesSpainAustraliaMexicoSouth AfricaRussiaCanadaIndiaPhilippinesJapanGermanyAmdocs Financials
Undisclosed
Total funding
—
Capital raised
Undisclosed
Last funding
Public
Funding stage
1
Total rounds
0
Investors
Public Offering / Exit
POEvent
Jun 1998
Undisclosed
Mergers & Acquisitions
MNAEvent
Jul 2023
Undisclosed
MNAEvent
Mar 2021
Undisclosed
MNAEvent
Jul 2020
$180M
MNAEvent
Aug 2019
$50M
MNAEvent
Sep 2016
$90M
MNAEvent
Nov 2015
$40M
Amdocs Lifecycle
All Events
POEvent
Jun 1998
Undisclosed
MNAEvent
Jul 2023
Undisclosed
MNAEvent
Mar 2021
Undisclosed
MNAEvent
Jul 2020
$180M
MNAEvent
Aug 2019
$50M
MNAEvent
Sep 2016
$90M
MNAEvent
Nov 2015
$40M
Amdocs News
374 articles
growth-positive
RADCOM Appoints Hod Cohen as Chief Financial Officer
RADCOM Ltd., a provider of cloud-native service assurance solutions, announced the appointment of Hod Cohen as Chief Financial Officer, effective January 11, 2026. Cohen, with extensive experience in the telecom industry, will succeed Hadar Rahav, who is leaving the company to pursue new opportunities. Cohens appointment is part of RADCOMs strategy to win new customers and expand its business. The company is positioned for continued growth, leveraging strong technology and partnerships with leading operators. The transition aims to enhance financial performance and support RADCOMs expansion plans. Rahavs leadership contributed to RADCOMs consistent growth and profitability, and she will remain in an advisory role through Q1 2026.
Management Changes
growth-positive
Similarweb Names Ran Vered Chief Financial Officer
Similarweb Ltd., a digital intelligence provider, announced the appointment of Ran Vered as Chief Financial Officer, effective December 21, 2025. Vered, with over two decades of finance experience, previously served as CFO at Lusha and held senior roles at Ceragon Networks, Radcom, and Amdocs. His expertise in scaling data businesses and navigating public markets is expected to support Similarwebs growth and operational excellence. The company is focusing on enterprise adoption, AI-driven data monetization, and strategic execution. Similarweb will release its third-quarter 2025 financial results on November 11, 2025.
Management Changes
growth-negative
A Look at Amdocs (DOX) Valuation as Share Price Momentum Fades
Amdocs shares have slightly declined over the past month, with the stock trading at $83.42, which is nearly 20% below its fair value estimate of $104.00. Despite this, investor interest remains steady, and the company is seen as undervalued. Amdocs is actively securing new deals in cloud, generative AI, and data services, which is expected to expand its market and support revenue growth. However, industry uncertainty and dependence on a few major clients could limit growth if spending delays or contract changes occur. The article discusses the potential for Amdocs to capitalize on IT stack modernization trends driven by cloud and AI/ML adoption.
growth-negative
3 Small-Cap Stocks We Approach with Caution
The article discusses small-cap stocks, focusing on Elastic, Steelcase, and Amdocs. Elastic, built on Elasticsearch technology, is noted for its search and AI platform. Despite its capabilities, concerns arise due to a projected slowdown in sales growth and a decline in free cash flow margin, indicating increased investments to maintain market position. Steelcase, a global office furniture manufacturer, shows flat sales and earnings over five years, with a low free cash flow margin, limiting growth potential. Amdocs provides software for telecommunications and media companies, supporting customer relationship management and network operations. The article suggests caution with these stocks due to various financial metrics.
growth-positive
DOX vs. CSGP: Which Stock Should Value Investors Buy Now?
The article compares Amdocs (DOX) and CoStar Group (CSGP) to determine which is more attractive to value investors. Both companies have a Zacks Rank of #2 (Buy), indicating positive earnings estimate revisions. Amdocs is highlighted as the superior value option due to its favorable valuation metrics, including a forward P/E ratio of 11.03 and a PEG ratio of 1.25, compared to CoStar Groups higher ratios. The article emphasizes the importance of traditional valuation metrics for value investors and suggests that Amdocs currently presents a better value opportunity.
growth-positive
Should Value Investors Buy Amdocs (DOX) Stock?
The article discusses Amdocs (DOX), highlighting its potential as a value stock. Amdocs is currently rated as a Zacks Rank #2 (Buy) and has an A grade for Value. The companys Forward P/E ratio is 11.05, which is lower than the industry average of 26.31, indicating it may be undervalued. Additionally, Amdocs has a P/S ratio of 2.04, slightly below the industry average of 2.2. These metrics suggest that Amdocs is a strong candidate for value investors, given its current valuation and positive earnings outlook.
growth-negative
Amdocs (DOX): Buy, Sell, or Hold Post Q2 Earnings?
The article discusses the current financial performance and outlook for Amdocs, noting that the companys stock has underperformed compared to the S&P 500 since April 2025. Amdocs has not shown growth in its backlog, which is a concern for future revenue streams. Analysts predict that Amdocss revenue will stall over the next 12 months, indicating challenges in maintaining growth. The companys free cash flow margin has also declined, suggesting potential increased investment needs. The article suggests that Amdocss stock is currently overvalued and recommends considering other companies with better fundamentals.
growth-positive
Amdocs (DOX) is a Top-Ranked Value Stock: Should You Buy?
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted for its strong valuation fundamentals, earning a Value Style Score of B and a VGM Score of B, along with a Zacks Rank #2 (Buy) rating. The companys shares are trading at a forward earnings multiple of 11X, with a PEG Ratio of 1.2, a Price/Cash Flow ratio of 11.5X, and a Price/Sales ratio of 2X. The article suggests that Amdocs should be on investors short list due to its impressive earnings performance and valuation metrics.
growth-positive
A Closer Look at Amdocs (DOX) Valuation Following Recent Share Price Dip
Amdocs shares have dipped slightly by about 4% over the past month, trading around $82. Despite this short-term decline, the company has shown significant growth over the past few years, with a total return of 57% over five years. The company is benefiting from the accelerating adoption of cloud, automation, and AI/ML technologies, which is expanding its market and supporting revenue growth. Amdocs is securing new large-scale deals in cloud and AI services, which are expected to drive future growth. However, macroeconomic challenges and customer concentration pose risks to its growth and earnings stability. The companys shares are considered undervalued, with a fair value estimate of $104.
growth-positive
Amdocs Announces First Quarter 2026 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, announced its participation in several investor conferences during the first quarter of fiscal 2026. These conferences include the Wells Fargo 9th Annual TMT Summit, Needham Tech Week, UBS Global Technology & AI Conference, Raymond James TMT & Consumer Conference, and the 53rd Annual Nasdaq Investor Conference. Key Amdocs executives, including Anthony Goonetilleke, Tamar Rapaport-Dagim, and Shuky Sheffer, will engage in fireside chats and investor meetings to discuss the companys strategies and growth prospects. Amdocs aims to showcase its capabilities in cloud migration, 5G differentiation, and digital automation, reinforcing its position as a market leader in providing next-generation communication and media experiences.
growth-negative
Amdocs (DOX) Fell Despite Delivering Steady Gains
Palm Valley Capital Managements third-quarter 2025 investor letter highlights Amdocs Limited as one of its significant holdings. Despite a modest decline in share price, Amdocs continues to deliver steady gains in operating income. The company is expanding its AI-powered telecom solutions in partnership with NVIDIA and AWS. While Amdocs is not among the most popular stocks among hedge funds, its presence in 34 hedge fund portfolios indicates growing interest. The letter suggests that while Amdocs has potential, other AI stocks might offer greater upside potential. Amdocs valuation has increased due to its operating stability and strong competitive position.
PartnersInvestment
growth-positive
Juniper Research Unveils 2025’s Fintech & Payments Awards Winners
Juniper Research announced the winners of the Future Digital Awards for Fintech & Payments 2025, celebrating companies and innovations that are transforming digital payments, banking, and fraud prevention. The awards, now in their 10th year, highlight standout players in various categories, including Fintech Leadership, Banking Innovation, AI in Banking, and Fraud & Security Innovation. Notable winners include DailyPay, Huawei Mobile Finance Solution, and Amdocs Agentic AI Platform. The awards underscore Juniper Researchs expertise in advising leading innovators in the fintech industry.
growth-positive
DOX or CSGP: Which Is the Better Value Stock Right Now?
The article compares Amdocs (DOX) and CoStar Group (CSGP) as potential undervalued stock options for investors interested in Computers - IT Services. Both companies have a Zacks Rank of #2 (Buy), indicating positive earnings estimate revisions. Amdocs is highlighted as the superior value option due to its favorable valuation metrics, including a forward P/E ratio of 10.85 and a PEG ratio of 1.23, compared to CoStars higher ratios. The article emphasizes the importance of traditional valuation metrics like P/E, P/S, earnings yield, and cash flow per share for value investors. Overall, Amdocs is presented as a strong investment opportunity based on its current valuation.
growth-positive
Does Optimum's Expanded AI Partnership Mark a Turning Point for Amdocs' (DOX) Digital Strategy?
Amdocs has announced a renewed partnership with Optimum to continue utilizing its AI offerings, including the amAIz Suite, to deploy new AI-powered solutions. This partnership underscores the demand for Amdocs digital and AI platforms, particularly within the telecommunications sector. The collaboration with Optimum is expected to bolster Amdocs investment narrative by enhancing the adoption of AI-driven digital solutions. Additionally, Amdocs partnership with Microsoft to integrate GenAI solutions onto Microsoft Cloud highlights its strategy to expand its AI and cloud presence. Despite these positive developments, the company faces risks related to client concentration and unpredictable telecom capital expenditures. Amdocs projects revenue of $5.0 billion and earnings of $970.1 million by 2028, with a fair value estimate of $104.00 per share.
Partners
growth-positive
Optimum Inks Multi-Year Agreement for Amdocs Ltd (DOX) AI Suite
Amdocs Ltd, a technology company specializing in AI solutions for telecommunications, has signed a multi-year agreement with Optimum, a provider of fiber internet, mobile, and TV services. Optimum will use Amdocs AI suite to modernize its billing infrastructure and improve customer service through AI-powered solutions. This partnership highlights the increasing demand for smart, scalable operations in the telecommunications sector. Amdocs has also partnered with NVIDIA to enhance its AI offerings. The article suggests that while Amdocs is a promising AI stock, there may be other AI stocks with greater upside potential.
CustomersPartners
growth-positive
Here's Why Amdocs (DOX) is a Strong Value Stock
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted for its strong Value Style Score of B and VGM Score of B, alongside a Zacks Rank #3 (Hold) rating. The companys shares are trading at a forward earnings multiple of 11.7X, with a PEG Ratio of 1.3, a Price/Cash Flow ratio of 11.2X, and a Price/Sales ratio of 2X. The article notes that three analysts have revised their earnings estimates upwards for Amdocs in the last 60 days, with the Zacks Consensus Estimate increasing by $0.02 to $6.98 per share for 2025. The article suggests that investors consider Amdocs for their portfolios due to its solid rankings and valuation metrics.
growth-negative
Winners And Losers Of Q2: Amdocs (NASDAQ:DOX) Vs The Rest Of The IT Services & Other Tech Stocks
Amdocs, a provider of software and services for telecommunications and media companies, reported Q2 revenues of $1.14 billion, down 8.4% year-on-year but exceeding analysts expectations by 0.8%. Despite achieving solid financial results and important business milestones with its cloud, digital, and AI-based solutions, Amdocs stock is down 3.9% since the earnings report. The IT services and tech industry is poised for growth with trends like cloud adoption and AI-driven automation, but faces challenges such as competition from cloud-native providers and regulatory scrutiny. Amdocs continues to support its customers strategic imperatives with innovative solutions.
growth-negative
1 of Wall Street’s Favorite Stock to Target This Week and 2 We Avoid
The article discusses the stock performance and investment potential of three companies: Global Business Travel Group (GBTG), Amdocs, and Shake Shack. GBTG, spun off from American Express, offers business travel and expense management solutions. Despite Wall Streets positive outlook, GBTGs revenue growth is slower than its peers, and its gross margin is below competitors, which may impact its ability to invest in marketing and R&D. Amdocs, providing software for telecommunications, faces challenges with a flat backlog and decreased free cash flow margin. Shake Shack, a fast-food chain, is noted for its significant implied return. The article suggests caution in investing in GBTG and Amdocs due to their current financial metrics.
Customers
growth-negative
Those who invested in Amdocs (NASDAQ:DOX) five years ago are up 59%
Amdocs Limited (NASDAQ:DOX) has experienced a share price increase of 45% over the past five years, which is below the market average. In the last year, the stock price has decreased by 4.0%. The companys earnings per share (EPS) grew at an annual rate of 6.9%, closely aligning with the annualized share price gain of 8%. However, the total shareholder return (TSR) over the last five years was 59%, boosted by dividends. Despite a recent 1.8% decline in shareholder value, Amdocs has shown consistent EPS growth, suggesting potential for long-term growth. Investors are encouraged to examine fundamental data for signs of a growth trend.
growth-positive
Amdocs Recognized as the #1 Pacesetter in Counterpoint Research's 2025 Entitlement Server Rankings, Highlighting Leadership in eSIM
Amdocs, a leading provider of software and services to communications and media companies, has been recognized as the lead Pacesetter in Counterpoint Researchs 2025 Global Entitlement Server Rankings. The companys integrated eSIM Cloud platform, which combines orchestration and entitlement servers, is at the forefront of the industry, offering a seamless eSIM experience for service providers worldwide. Amdocs solution is used by over 40 leading operators and MVNOs across various regions, including Telefónica Movistar Chile, Cellcom, Pelephone, Ice Norway, and Drei Austria. The platform is pre-integrated with major OEMs like Apple and Google, ensuring rapid deployment and scalability. As eSIM adoption grows, Amdocs cloud-native, API-first platform supports advanced use cases and accelerates time-to-market for new services.
CustomersPartners
growth-positive
Guardz Welcomes Lital Parush-David as Chief Human Resources Officer to Strengthen Global People Strategy
Guardz, a cybersecurity company, has appointed Lital Parush-David as its new Chief Human Resources Officer (CHRO). With over 15 years of experience in HR and operations at tech companies like Amdocs, Papaya, and Perimeter81, Parush-David is set to drive HR transformation and support Guardzs rapid growth. Her role will focus on scaling the organization and enhancing HR strategies to support the companys mission of creating a safer digital world for small businesses. Guardz offers an AI-native cybersecurity solution for Managed Service Providers (MSPs) to protect small and medium-sized businesses (SMBs) from cyber threats, integrating AI and human-led Managed Detection and Response (MDR).
Management ChangesExpand
growth-positive
Optimum Signs Multi-Year Agreement with Amdocs to Support Their Business Modernization
Amdocs has announced a multi-year agreement with Optimum to extend and expand its managed services engagement for Optimums broadband and video services products. This collaboration will leverage Amdocs AI-native solutions, including the amAIz Suite, to enhance Optimums customer and business outcomes. The partnership aims to modernize Optimums billing infrastructure and improve customer experiences through AI-powered tools like the AI-powered Bill Presenter and GenAI Care Agent. This initiative is part of Optimums broader strategy to transform its technology foundation and support long-term business growth. The collaboration highlights the importance of scalable AI solutions in the communications industry.
Partners
growth-positive
Why Amdocs (DOX) is a Top Value Stock for the Long-Term
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted for its solid valuation metrics and impressive Zacks Style Scores, which include a Value Style Score of B and a VGM Score of B. The company holds a Zacks Rank #3 (Hold) rating, with shares trading at a forward earnings multiple of 12.3X and a PEG Ratio of 1.4. Analysts have revised their earnings estimates higher for fiscal 2025, indicating a positive outlook. The article suggests that Amdocs could be a valuable addition to investment portfolios.
growth-positive
Amdocs Research: iPhone 17 Launch Opens a Loyalty Window: 61% Ready to Upgrade, 33% Open to Switching
Amdocs has released new research highlighting consumer trends in smartphone upgrades and service provider preferences. The report, The Life of a Smartphone: 2025 Connectivity Report, reveals that consumers prioritize network reliability, affordability, and innovative connectivity features, such as satellite connectivity. This trend presents new opportunities for service providers to enhance customer trust and explore new monetization avenues. The report also notes a generational divide in smartphone ownership and upgrade intentions, with younger consumers showing strong brand loyalty to iPhones. Amdocs emphasizes the importance of battery life over AI features, indicating a shift in consumer priorities. The findings suggest a transformative era in connectivity, with satellite networks playing a crucial role in future communications.
growth-negative
Declining Stock and Decent Financials: Is The Market Wrong About Amdocs Limited (NASDAQ:DOX)?
Amdocs has experienced a 7% decline in its share price over the past three months, despite having a relatively strong return on equity (ROE) of 16%, which is above the industry average of 11%. The article discusses the importance of ROE as a measure of profitability and how it should ideally correlate with earnings growth. However, Amdocs has seen a 3.3% decline in net income over five years, raising concerns about its growth potential. The article suggests that high dividend payouts or competitive pressures might be factors affecting the companys growth. In contrast, the industry has experienced a 7.9% earnings growth during the same period, which is concerning for Amdocs.
growth-positive
Similarweb Names Tamar Rapaport-Dagim to its Board of Directors
Similarweb, a digital market intelligence company, announced the appointment of Tamar Rapaport-Dagim to its Board of Directors. Rapaport-Dagim, who is the CFO and COO of Amdocs, brings extensive experience in finance and operations to Similarweb. Her election was met with overwhelming support at the companys annual general meeting. Similarwebs CEO, Or Offer, expressed enthusiasm about the strategic guidance Rapaport-Dagim will provide, which is expected to contribute to the companys continued success. Similarweb offers web and app data, analytics, and insights to help businesses optimize strategies and increase monetization.
Management Changes
growth-positive
Why This 1 Momentum Stock Could Be a Great Addition to Your Portfolio
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted for its solid performance in the stock market, with a Zacks Rank of #3 (Hold) and a Momentum Style Score of B. The stock has shown positive trends, with a 1% increase over the past week and a 3.3% gain over the last year. Additionally, two analysts have revised their earnings estimates upwards for fiscal 2025, contributing to a positive outlook. The article suggests that Amdocs is a strong consideration for investors due to its notable earnings metrics and impressive style scores.
growth-positive
Are You a Value Investor? This 1 Stock Could Be the Perfect Pick
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted as a strong candidate for value investors, boasting a Value Style Score of B and a VGM Score of B, with a Zacks Rank #3 (Hold) rating. The companys shares are trading at a forward earnings multiple of 12.6X, with positive earnings revisions for fiscal 2025. The article suggests that Amdocs strong valuation and earnings metrics make it a compelling addition to investment portfolios.
growth-positive
We Think Amdocs' (NASDAQ:DOX) Solid Earnings Are Understated
Amdocs Limited recently announced strong earnings results, leading to a significant increase in its stock price. Despite a reduction in profit by $81 million due to unusual items, the companys earnings fundamentals remain robust. Analysts expect that these unusual expenses will not recur, potentially leading to higher profits in the future. Amdocs earnings per share have grown by 13% annually over the past three years, indicating strong earnings potential. The article emphasizes the importance of considering both statutory earnings and analyst forecasts to assess the companys true earnings power.
growth-positive
The 5 Most Interesting Analyst Questions From Amdocs’s Q2 Earnings Call
Amdocs reported positive Q2 results, surpassing Wall Street expectations with revenue of $1.14 billion and adjusted EPS of $1.72. Despite an 8.4% year-on-year sales decline, the company saw growth in cloud-related projects and managed services, particularly in Europe and North America. CEO Joshua Sheffer attributed profitability improvements to efficiency gains and increased adoption of digital platforms. The company maintains a strong backlog of $4.15 billion, although it saw a slight sequential dip. A significant deal with British Telecom was signed post-quarter end. Amdocs is gradually ramping up AI contributions, with commercial deployments expected to start in 2025.
Customers
growth-negative
Amdocs Third Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Amdocs reported a revenue of $1.14 billion, down 8.4% from the previous quarter, but net income increased by 9.8% to $154 million. The profit margin improved to 14% due to lower expenses, and EPS rose to $1.39. Despite revenue exceeding analyst estimates by 1.3%, EPS missed by 4.1%. The companys shares have increased by 4.4% over the past week. Looking forward, Amdocs revenue is expected to grow at an average of 3.4% annually over the next three years, which is below the 12% growth forecast for the US IT industry. The article also mentions the impact of AI on healthcare, highlighting stocks under $10 billion market cap.
growth-positive
DOX Q2 Deep Dive: Cloud and AI Progress Amid Revenue Headwinds
Amdocs reported Q2 CY2025 revenue of $1.14 billion, slightly above analyst expectations despite an 8.4% year-on-year decline. The companys non-GAAP profit per share also exceeded estimates. Amdocs attributed its performance to growth in cloud-related projects and efficiency improvements. The company anticipates continued growth in cloud solutions and generative AI deployments, although the pace of AI-related revenue remains uncertain. The market responded positively to these results, with Amdocs management optimistic about future revenue and margin improvements driven by expanding partnerships in AI and SaaS offerings.
growth-negative
Amdocs Limited (NASDAQ:DOX) Just Released Its Third-Quarter Earnings: Here's What Analysts Think
Amdocs Limiteds shares rose by 5.8% to US$89.41 following the release of its quarterly results, despite the results being somewhat negative overall. Revenues were in line with predictions at US$1.1 billion, but earnings per share missed estimates by 4.1%, coming in at US$1.39. Analysts have updated their forecasts, expecting revenues of US$4.70 billion and earnings per share of US$6.38 in 2026, indicating no major change in expectations. The consensus price target remains largely unchanged at US$103. However, Amdocs is expected to experience a slowdown in revenue growth compared to its historical rate and industry peers.
growth-positive
Amdocs’s (NASDAQ:DOX) Q2 Sales Top Estimates
Amdocs reported better-than-expected financial results for Q2 CY2025, with revenue of $1.14 billion, slightly above analyst estimates, despite an 8.4% year-on-year decline. The company achieved a non-GAAP profit of $1.72 per share, surpassing expectations. Amdocs anticipates Q3 revenue to align with analyst forecasts at $1.15 billion. The company highlighted its strategic partnerships, including a digital transformation project with BT in the UK and a B2B modernization with Elisa in Finland. Amdocs is also expanding its GenAI solutions, securing deals with a leading US service provider. The companys backlog stands at $4.15 billion, with a market capitalization of $9.41 billion.
CustomersPartners
growth-negative
Amdocs Q3 Earnings Surpass Expectations, Revenues Fall Y/Y
Amdocs Limited reported its third-quarter fiscal 2025 results, showing a mixed performance. The company achieved non-GAAP earnings of $1.72 per share, surpassing both the managements guidance and the Zacks Consensus Estimate. However, revenues declined by 8.4% year over year due to the phase-out of certain business activities, despite a 3.5% increase in pro forma constant currency. Revenues in North America and the Rest of the World decreased significantly, while Europe saw a 7.7% increase. Managed services revenues rose by 4.1%, and the company ended the quarter with a 12-month backlog of $4.15 billion. Operating income increased, and the operating margin expanded. Amdocs had cash and short-term investments of $342.5 million and long-term debt of $646.7 million as of June 30, 2025.
growth-positive
Amdocs: Fiscal Q3 Earnings Snapshot
Amdocs Ltd., based in Saint Louis, reported its fiscal third-quarter earnings, revealing a profit of $154 million, or $1.39 per share. Adjusted earnings were $1.72 per share, surpassing Wall Street expectations of $1.71 per share. The companys revenue for the period was $1.14 billion, exceeding forecasts of $1.13 billion. These results indicate a positive growth trajectory for Amdocs, as both earnings and revenue surpassed analyst expectations. The data for this report was sourced from Zacks Investment Research and processed by Automated Insights.
growth-positive
Telkom South Africa Successfully Modernizes its Legacy Business Support Systems with Amdocs’ Cloud-Native Customer Experience Suite
Amdocs has successfully completed a major business support systems (BSS) transformation with Telkom South Africa, upgrading their legacy systems to Amdocs Customer Experience Suite (CES). This transformation supports approximately 25 million customers and provides a scalable, secure digital foundation designed to accelerate innovation. The cloud-native architecture and 5G-ready capabilities enable Telkom South Africa to launch new services faster and enhance customer engagement. This collaboration marks a significant step in Telkom South Africas strategy to become a more agile, data-driven business. Amdocs partnership with Telkom South Africa exemplifies how cloud-native platforms and open architecture can transform customer engagement and unlock new revenue opportunities in the communications industry.
PartnersCustomers
growth-positive
A1 Macedonia Selects Amdocs to Modernize its Monetization Platforms
Amdocs has been selected by A1 Macedonia to modernize its monetization platforms, aiming to enhance customer experiences and operational performance. This partnership will see Amdocs deploying its billing, charging, and product catalog solutions to create a cloud-ready foundation for A1 Macedonia. The modernization effort is expected to drive agility, scalability, and streamlined operations, enabling A1 Macedonia to quickly launch new products and services. The collaboration is part of Amdocs broader strategy to support digital growth and future-proof capabilities for its partners, highlighting the demand for flexible monetization solutions.
PartnersCustomers
growth-negative
Amdocs (DOX) Reports Q3 Earnings: What Key Metrics Have to Say
Amdocs reported a revenue of $1.14 billion for the quarter ended June 2025, marking an 8.5% year-over-year decline. Despite this, the revenue exceeded the Zacks Consensus Estimate by 1.37%. The EPS was $1.72, slightly above the consensus estimate of $1.71. Geographic revenue showed mixed results, with North America and the rest of the world experiencing declines, while Europe saw a 7.7% increase. Managed Services Revenue grew by 4.1% year-over-year. Amdocs stock has underperformed the Zacks S&P 500 composite over the past month, with a return of -8.5%. The company holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market.
growth-negative
Amdocs Limited Reports Third Quarter Fiscal 2025 Results
The article discusses the financial performance of an unspecified company, reporting a revenue of $1.14 billion, which is down 8.4% year-over-year as reported but up 3.5% in pro forma constant currency. The company has a 12-month backlog of $4.15 billion, up 3.0% year-over-year on a pro forma basis. Despite the decline in revenue, the company achieved record revenues in Europe and managed services. The GAAP diluted EPS was $1.39, above the guidance range, and the non-GAAP diluted EPS was $1.72. The company also repurchased $135 million of ordinary shares during the third fiscal quarter. The fiscal 2025 revenue outlook is expected to decline by 9-10% as reported but grow by 2.4-3.4% in pro forma constant currency.
growth-positive
Consumer Cellular Expands Strategic Collaboration with Amdocs to Accelerate AI-Driven MVNE Capabilities
Amdocs has announced an expanded multi-year agreement with Consumer Cellular to enhance its Mobile Virtual Network Enabler (MVNE) platform using AI-enabled capabilities. The collaboration will integrate Amdocs AI & Data Platform, Customer Experience Insights, and the amAIz Suite to streamline onboarding, automate operations, and personalize customer experiences. This partnership aims to improve operational efficiency and partner enablement for Consumer Cellular, leveraging Amdocs SaaS products. The integration of AI technology is expected to provide faster time-to-market and enhanced customer journeys, positioning Consumer Cellular to scale its wireless services more effectively.
Partners
growth-negative
Amdocs (DOX) Q3 Earnings and Revenues Beat Estimates
Amdocs reported quarterly earnings of $1.72 per share, slightly surpassing the Zacks Consensus Estimate of $1.71. This marks an earnings surprise of +0.58%. The company also reported revenues of $1.14 billion, exceeding the consensus estimate by 1.37%. Despite these positive earnings and revenue figures, Amdocs shares have declined by about 0.4% since the start of the year, underperforming the S&P 500s gain of 7.1%. The stocks future performance will largely depend on managements commentary and future earnings expectations. The current consensus EPS estimate for the next quarter is $1.79 on $1.14 billion in revenues.
growth-negative
Amdocs (DOX) Reports Earnings Tomorrow: What To Expect
Amdocs, a telecom software provider, is set to report its earnings this Wednesday after market close. The company met analysts revenue expectations last quarter with $1.13 billion, though this was a 9.4% year-on-year decline. Analysts expect a further 9.7% decline in revenue this quarter, with adjusted earnings anticipated at $1.71 per share. Amdocs has missed Wall Streets revenue estimates three times over the last two years. The companys stock has decreased by 6% over the past month, with an average analyst price target of $103.37, compared to its current share price of $86.32. The article also highlights the potential of enterprise software stocks leveraging generative AI capabilities.
growth-positive
Cloud OSS BSS Market worth $56,848.3 million by 2030 | MarketsandMarkets™
The article discusses the growth of the Cloud OSS BSS Market, projected to reach USD 56,848.3 million by 2030. The market is transforming telecom operations with real-time, agile, and scalable service delivery through cloud-native platforms. Key developments include Verizons partnership with Oracle to enhance 5G monetization and Amdocs collaboration with AWS for managed OSS BSS services. The adoption of Open Digital Architecture and Kubernetes is promoting interoperability and innovation. AI-powered automation and new technology introductions, such as Amdocs GenAI-based amAIz platform, are driving growth. These advancements position cloud OSS BSS as crucial for service innovation and regulatory compliance in telecom.
Partners
growth-positive
Q1 Earnings Highs And Lows: Amdocs (NASDAQ:DOX) Vs The Rest Of The IT Services & Other Tech Stocks
Amdocs, a provider of software and services for telecommunications and media companies, reported a satisfactory Q1 with revenues of $1.13 billion, aligning with analysts expectations. Despite a year-on-year revenue decline, the company showed growth in pro forma constant currency and exceeded full-year EPS guidance estimates. Amdocs continues to expand its cloud and AI-based solutions, securing deals with Microsoft Azure for a European service provider and PLDT in the Philippines. Additionally, Consumer Cellular has adopted Amdocs SaaS-based connectX solution. The company is also collaborating with NVIDIA and other GenAI partners to enhance its amAIz platform.
CustomersPartners
growth-positive
Intelligent Network Automation Strategic Market Insights Report 2025 | Business Models, Value Chain, Competitive Intensity, Geopolitical Chaos, Disruptive Technologies, Industry Convergence
The article discusses the transformative impact of AI-driven network automation on enterprise network infrastructure, highlighting companies like Lumen, AT&T, and Telefonica as leaders in this field. These companies are integrating AI to optimize operations, reduce manual processes, and enhance service quality. The report from ResearchAndMarkets.com categorizes network service providers, OSS/BSS companies, and equipment providers as key players in this ecosystem. The integration of AI technologies is streamlining network operations, improving decision-making, and contributing to the evolution of network infrastructure. The article emphasizes the strategic imperatives and growth opportunities within the intelligent network automation ecosystem.
Partners
growth-positive
Amdocs Announces Q4F25 Investor Conference Schedule
Amdocs, a leading provider of software and services for communications and media companies, announced its participation in several investor conferences during the fourth quarter of fiscal 2025. The company will attend events hosted by KeyBanc Capital Markets, Oppenheimer, Jefferies, Citi, Piper Sandler, and Wolfe Research, among others. These conferences will feature investor meetings and fireside chats with key Amdocs executives, including the CEO, CFO, and other senior leaders. Amdocs aims to showcase its market-leading portfolio of software products and services, emphasizing its role in accelerating cloud migration, differentiating in the 5G era, and digitalizing operations. The company reported $5 billion in revenue for fiscal 2024.
growth-positive
Amdocs Powers MobiFone’s New Gen Z-Focused Digital Brand Saymee
Amdocs Limited is enhancing its market presence in Southeast Asia through a partnership with MobiFone, a leading mobile network operator in Vietnam. MobiFone has launched a new digital brand, Saymee, targeting Gen Z subscribers, powered by Amdocs connectX cloud-native SaaS platform. This collaboration allows MobiFone to quickly launch new offers and manage mobile subscription plans, adapting to the dynamic MVNO market. The partnership underscores Amdocs commitment to providing specialized solutions for demographically targeted service offerings. The article highlights Amdocs as a promising investment, though it suggests that certain AI stocks may offer greater potential.
Partners
growth-positive
The 5 Most Interesting Analyst Questions From Amdocs’s Q1 Earnings Call
Amdocs reported quarterly results that met revenue expectations and exceeded profit forecasts, leading to a positive market reaction. The company highlighted efficiency gains and strong execution in its managed services segment, which now accounts for two-thirds of its revenue. CEO Shuky Sheffer emphasized strengthened relationships with key clients like AT&T and new business from Consumer Cellular. Amdocs is collaborating with Microsoft to migrate applications to the Azure platform for a European operator, underscoring cloud migration as a key business driver. While AI is being deployed internally to enhance operational efficiency, significant revenue impact is anticipated in future quarters. The companys market capitalization stands at $10.2 billion.
CustomersPartners
growth-positive
MobiFone Launches Saymee, a Gen Z-Focused Digital Brand, with Amdocs connectX
Amdocs has announced that MobiFone, a leading mobile network operator in Vietnam, has launched its new digital brand, Saymee, aimed at Gen Z subscribers. This launch is powered by Amdocs connectX cloud-native SaaS platform. The platform enables MobiFone to quickly introduce new offers, improve operational efficiency, and manage multiple mobile subscription plans. The connectX platform, powered by AWS, provides a comprehensive SaaS solution for telcos and MVNOs to rapidly launch digital services. This partnership is expected to enhance MobiFones ability to meet the dynamic demands of young subscribers and the MVNO market, thereby driving business growth and profitability.
PartnersCustomers
growth-positive
SoundHound AI (SOUN) Moves 9.2% Higher: Will This Strength Last?
SoundHound AI, Inc. experienced a 9.2% increase in its stock price, closing at $10.73, driven by investor enthusiasm for AI stocks and confidence in the companys voice-AI capabilities. The company is gaining traction with applications in the automotive and restaurant sectors, supported by strategic partnerships and recent customer acquisitions. These developments are enhancing market visibility and investor confidence in SoundHound AIs growth prospects. The company is expected to report a quarterly loss of $0.06 per share, with revenues projected to rise by 145.4% to $33.03 million. Despite unchanged EPS estimates, the stocks recent performance suggests potential for continued strength.
CustomersPartners
growth-positive
Amdocs (NASDAQ:DOX) Might Have The Makings Of A Multi-Bagger
The article discusses Amdocs and its impressive Return on Capital Employed (ROCE), which stands at 16%, significantly higher than the IT industry average of 9.4%. Over the past five years, Amdocs has increased its ROCE by 20% while maintaining the same level of capital, indicating improved efficiency. This efficiency has resulted in a 66% return for shareholders over the same period. The article suggests that Amdocs business model is strong, with profitable reinvestment opportunities. However, it also notes the importance of evaluating the intrinsic value of Amdocs shares to ensure they are priced appropriately.
growth-positive
Amdocs’ Dror Avrilingi on connecting AI to Quality Engineering
The article discusses the importance of quality engineering in the successful implementation of AI in financial services, as emphasized by Dror Avrilingi of Amdocs. Amdocs, a leader in digital transformation, is helping financial institutions integrate AI by focusing on quality engineering from the start. This approach ensures that AI-driven processes are efficient, secure, and reliable, ultimately enhancing customer experiences and operational efficiency. Amdocs reports significant improvements in testing processes for financial institutions using automated QE workflows. The company is leveraging its telecommunications expertise to modernize banking systems, helping banks overcome legacy constraints and accelerate product development.
growth-positive
From Generic to Verticalized: Amdocs Unveils a Standard for Skilled, Trustworthy Telco-Grade AI Agents
Amdocs, in collaboration with Amazon Web Services (AWS) and NVIDIA, has introduced a framework for telco-verticalized AI agents. The whitepaper titled AI Verticalization for Telcos outlines a new standard for telco-grade agents that are skilled, brand-engineered, trustworthy, and autonomous. These agents are designed to transform how communication service providers (CSPs) engage with customers and operate their networks. The framework emphasizes the importance of ontology, reasoning, and simulation in creating intelligent, network-aware, and context-sensitive AI agents. This initiative is expected to enhance the operational integration of AI in the telecom sector, ensuring CSPs implement AI effectively.
Partners
growth-positive
DTW 2025: Amdocs Unveils MVNO&GO: A SaaS Platform to Accelerate Digital Connectivity for MVNOs
Amdocs has launched MVNO&GO, a new SaaS platform designed to help businesses quickly establish and scale mobile virtual network operators (MVNOs). This cloud-native, AI-powered solution integrates Amdocs digital BSS, eSIM management, and MarketONE into a unified platform. It aims to simplify the process of launching MVNOs by offering a modular architecture that supports rapid deployment and scalability. The platform is already being used by companies like Consumer Cellular, Rizz Wireless, AT&T, and MVNE.pl to enhance digital connectivity and customer experiences. The launch of MVNO&GO is expected to drive growth for Amdocs by expanding its reach in the MVNO market.
Product StagePartnersCustomers
growth-negative
3 Cash-Producing Stocks Walking a Fine Line
The article discusses the financial performance of three companies: Academy Sports & Outdoor, Northrop Grumman, and Amdocs. Academy Sports & Outdoor, known for its outdoor activity merchandise, has experienced slow revenue growth and declining same-store sales, indicating a need for strategic changes. Northrop Grumman, a defense and aerospace company, is facing challenges with underperforming core business and shrinking free cash flow margins, suggesting a need for acquisitions. Amdocs, a provider of software and services for telecommunications, is experiencing mediocre backlog growth and forecasted revenue decline, indicating a decrease in demand. The article suggests caution in investing in these companies due to their financial challenges.
Customers
growth-negative
3 Low-Volatility Stocks in Dangerous Territory
The article discusses the investment risks associated with three low-volatility stocks: Zumiez, Dentsply Sirona, and Amdocs. Zumiez, a retailer of street and skate apparel, faces challenges due to lagging same-store sales and poor expense management, leading to a significant drop in earnings per share over the past six years. Dentsply Sirona, a manufacturer of dental equipment, struggles with weak growth and declining profitability. Amdocs, a provider of software and services for telecommunications companies, experiences slow backlog growth and a projected sales decline. The article advises caution with these stocks and suggests exploring better investment opportunities.
growth-positive
PLDT and Smart Complete Significant Milestone in Cloud Modernization Project with Amdocs and Expand Engagement to Include Data Platforms Upgrade and Migration
Amdocs has successfully completed a major milestone in its cloud modernization project with PLDT Inc. and its subsidiary Smart Communications, Inc., migrating their business-critical systems to Amazon Web Services (AWS). This project enhances PLDT and Smarts infrastructure agility and operational resilience, allowing them to scale efficiently and improve customer experiences. Amdocs has also signed a new agreement to launch the next phase of the project, focusing on upgrading and migrating data platforms and core systems to AWS. This collaboration positions PLDT and Smart to accelerate innovation and deliver next-generation digital services.
Partners
growth-negative
New Research from Amdocs Finds 80% of Business Leaders Believe They're Meeting Customer Expectations - Only 24% of Consumers Agree
Amdocs has released a new research report highlighting a significant gap between corporate perceptions and customer realities regarding customer experience (CX). Despite 92% of business leaders identifying CX as a strategic focus, only 28% consider it extremely important to invest in. This misalignment is putting trillions in revenue at risk, with $3.8 trillion in global sales potentially affected by poor CX in 2025. The report, based on a study by Amdocs Studios, reveals that many companies fail to act on customer feedback due to staffing and training issues, and unclear CX metrics. Amdocs urges companies to move beyond rhetoric and commit to meaningful CX transformation.
growth-negative
Amdocs (DOX) Down 1.7% Since Last Earnings Report: Can It Rebound?
The article discusses the recent performance of Amdocs, highlighting a 1.7% decline in its share price since the last earnings report, underperforming the S&P 500. The companys earnings estimates have trended downward, with a Zacks Rank of #3 (Hold) and a VGM Score of D. Amdocs is part of the Computers - IT Services industry, where CoStar Group, another company in the same sector, has shown positive growth. The article suggests that Amdocs may see an in-line return in the coming months, despite the current negative trend.
growth-negative
2 Momentum Stocks on Our Watchlist and 1 to Think Twice About
The article discusses the performance of three companies: Amdocs, Watts Water Technologies, and McKesson. Amdocs, which provides software and services to telecommunications and media companies, is experiencing a decline in revenue growth and a decrease in free cash flow margin, leading to a negative outlook. Watts Water Technologies, specializing in water products, has seen increased operating profits and shareholder returns due to efficient cost management and share repurchases. McKesson, a healthcare services company, benefits from its large revenue base and regulatory advantages, resulting in strong sales growth and earnings per share. The article suggests caution with Amdocs due to its weak sales pipeline and revenue forecast.
growth-negative
3 Profitable Stocks in the Doghouse
The article discusses the challenges faced by BJs Wholesale Club, a membership-only retail chain. Despite being profitable, the company is struggling with weak same-store sales trends and stiff competition due to widely available products. This has resulted in an inferior gross margin, which must be offset by higher volumes. The article suggests that BJs Wholesale Club may not be a promising investment due to its limited opportunities for expansion and restricted responsiveness to market trends. The article also mentions other companies like Service International and Amdocs, highlighting their respective challenges.
growth-negative
3 Services Stocks with Questionable Fundamentals
The article discusses the challenges faced by business services providers, focusing on three companies: ASGN, Amdocs, and Maximus. ASGN, a technology consulting firm, has experienced a decline in annual sales and earnings per share over the past two years, making it a risky investment. Amdocs, serving telecommunications companies, faces a decline in sales and backlog growth, while Maximus provides operational services to government agencies. The article highlights the broader industry downturn, with a 10.9% decline over six months, exceeding the S&P 500s fall. ASGNs stock price and valuation ratio are also mentioned, emphasizing the need for caution.
growth-negative
3 Reasons to Sell DOX and 1 Stock to Buy Instead
Amdocs is currently trading at $90.69 per share, showing a modest return of 4% over the past six months, outperforming the S&P 500s decline. Despite this, analysts are cautious about the stock due to several factors. Amdocss backlog is valued at $4.17 billion, but its growth has been underwhelming, indicating challenges in securing new orders. Analysts forecast a 3.5% revenue decline over the next year, suggesting demand challenges for its products and services. The companys free cash flow margin has also decreased, signaling potential investment needs. Overall, Amdocss stock is seen as less attractive compared to other investment opportunities.
growth-negative
Amdocs Second Quarter 2025 Earnings: EPS Beats Expectations
Amdocs reported a revenue of $1.13 billion, which is a 9.4% decrease from the previous quarter. Despite this, the net income increased by 38% to $163.2 million, and the profit margin rose to 14% due to lower expenses. Earnings per share (EPS) also increased to $1.46, surpassing analyst estimates by 4.7%. The companys revenue is expected to grow at an average rate of 3.2% annually over the next three years, which is below the 10% growth forecast for the US IT industry. The companys share price remains largely unchanged. The article provides a general analysis based on historical data and forecasts without offering specific financial advice.
growth-positive
Amdocs (NASDAQ:DOX) Has Announced A Dividend Of $0.527
Amdocs Limited is set to pay a dividend of $0.527 on July 25th, maintaining a dividend yield comparable to the industry average at 2.3%. The companys earnings easily cover the dividend, with a payout ratio projected to be 43% next year, indicating sustainability. Over the past decade, Amdocs has consistently increased its dividend, growing at an annual rate of 13%. The companys earnings per share have been rising at 5.6% annually over the last five years, supporting its dividend payments. This consistent growth and stable dividend policy make Amdocs an attractive option for income-focused investors.
growth-negative
3 Mid-Cap Stocks Skating on Thin Ice
The article discusses the challenges faced by three mid-cap companies: Twilio, Akamai, and Amdocs. Twilio, a software-as-a-service platform, is experiencing weak billing growth and high servicing costs, raising concerns about its future performance. Akamai, which provides software for efficient web content delivery, is struggling with low revenue growth and high infrastructure costs. Amdocs, serving telecommunications and media companies, is facing a decline in sales and shrinking free cash flow margins. The article suggests that these companies may need to adjust their strategies to remain competitive in a challenging market environment.
growth-negative
Analyst Estimates: Here's What Brokers Think Of Amdocs Limited (NASDAQ:DOX) After Its Second-Quarter Report
Amdocs Limited experienced a 2.3% increase in its share price following the release of its quarterly results. The company reported revenue of $1.1 billion, aligning with analyst forecasts, and earnings per share (EPS) of $1.45, which exceeded expectations by 4.7%. Analysts have updated their forecasts, predicting a 4.9% reduction in revenue to $4.52 billion by 2025, while EPS is expected to increase by 20% to $5.79. Despite the improved EPS outlook, the consensus price target remains unchanged at $102, indicating limited long-term positive impact on stock valuation. Amdocs is expected to experience a 9.5% annualized revenue decline, contrasting with the industry’s forecasted growth of 9.8%.
growth-negative
Amdocs Q2 Earnings Top Estimates, Stock Falls on Dim Q3 Profit Outlook
Amdocs Limited reported better-than-expected second-quarter fiscal 2025 results, with non-GAAP earnings of $1.78 per share, surpassing both managements guidance and the Zacks Consensus Estimate. Revenues of $1.23 billion also exceeded expectations but were down 9.4% year-over-year due to the phase-out of certain business activities. Despite the positive earnings surprise, Amdocs shares fell 3.5% as the EPS guidance for the third quarter fell short of expectations. Revenue declines were noted across all regions, with North America, Europe, and the Rest of the World experiencing year-over-year decreases. Managed services revenues increased, and the company ended the quarter with a 12-month backlog of $4.17 billion.
growth-positive
Q2 2025 Amdocs Ltd Earnings Call
Amdocs Ltd recently held its second-quarter 2025 earnings conference call, where key executives, including CEO Shuky Sheffer and CFO Tamar Rapaport-Dagim, discussed the companys financial performance and strategic initiatives. The company highlighted its progress in executing its strategic growth framework, with a focus on GenAI and cloud sales momentum. Amdocs reported adjustments to its fiscal year 2024 revenue to account for the cessation of certain low-margin noncore business activities. The financial outlook for the full fiscal year 2025 was also discussed, indicating a positive growth trajectory for the company.
growth-positive
Amdocs Ltd (DOX) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid Macroeconomic ...
Amdocs Ltd reported a revenue of $1.13 billion for the second quarter, marking a 4% increase from the previous year in pro forma constant currency. The company showed strong financial performance with a 10 basis point improvement in profitability and a 3.5% increase in the 12-month backlog. Amdocs is experiencing strong sales momentum in cloud services, with significant projects involving partners like Microsoft and AWS, and anticipates double-digit growth in cloud-related revenue for fiscal 2025. Despite positive growth, the company faces challenges due to macroeconomic uncertainties and foreign currency fluctuations. AI-related projects are still in the proof-of-concept stage, with collaborations with NVIDIA showing progress.
CustomersPartnersProduct Stage
growth-positive
Amdocs: Fiscal Q2 Earnings Snapshot
Amdocs Ltd. reported a fiscal second-quarter net income of $163.2 million, translating to $1.45 per share. Adjusted earnings were $1.78 per share, surpassing Wall Street expectations of $1.71 per share. The companys revenue for the period was $1.13 billion, exceeding the forecasted $1.12 billion. These results indicate a positive financial performance for Amdocs, as both earnings and revenue surpassed analyst expectations.
growth-positive
CDW (CDW) Q1 Earnings and Revenues Surpass Estimates
CDW reported quarterly earnings of $2.15 per share, surpassing the Zacks Consensus Estimate of $1.96 per share, marking an earnings surprise of 9.69%. The company also exceeded revenue expectations with $5.2 billion, compared to the consensus estimate of $4.87 billion. Despite these positive results, CDW shares have declined by about 5.8% since the beginning of the year, underperforming the S&P 500s decline of 4.7%. The companys earnings outlook remains a key focus for investors, with mixed estimate revisions leading to a Zacks Rank #3 (Hold). The future performance of CDW shares will depend on managements commentary and future earnings expectations.
growth-positive
T-Mobile Czech Republic Completes Billing & Charging System Upgrade with Amdocs
Amdocs announced the successful completion of a major billing and charging system upgrade for T-Mobile Czech Republic. This upgrade is part of T-Mobiles digital transformation journey and was executed without disrupting customer experience. The new platform provides a reliable and future-ready foundation for billing and charging operations, supporting both current needs and future growth opportunities. Amdocs partnership with T-Mobile Czech Republic is built on trust and a shared commitment to innovation, enhancing the service providers competitive edge in the local market.
PartnersCustomers
growth-positive
Consumer Cellular Selects Amdocs connectX to Accelerate Launch of New Services
Amdocs has announced a strategic partnership with Consumer Cellular, a U.S. wireless provider, to utilize its AI-powered connectX cloud-native SaaS platform. This collaboration aims to enhance Consumer Cellulars growth initiatives by enabling rapid deployment and management of innovative offerings. The connectX platform, powered by Amazon Web Services (AWS), allows service providers to launch new solutions quickly and offers a scalable, end-to-end digital experience. This partnership is expected to accelerate Consumer Cellulars go-to-market strategies and improve customer experiences through AI self-service and digital simplicity.
Partners
growth-positive
Singapore's M1 Collaborates with Amdocs to Manage Newly Delivered Cloud-Native Charging Platform
Amdocs has extended a multi-year managed services agreement with M1 Limited, a leading telecommunications and digital services provider in Singapore. This partnership involves managing M1s new cloud-native online charging platform, which was delivered earlier this year. Amdocs will provide augmented services, operational support, and business enhancements for the platform, ensuring compliance with Singapores Critical Information Infrastructure requirements. The collaboration aims to enhance M1s operational efficiency, enable faster service launches, and deliver high-quality experiences to customers. This agreement is expected to foster growth and innovation in the telecommunications landscape in Singapore.
Partners
growth-positive
CKH Innovations Opportunities Development Selects Amdocs MarketONE to Enhance its Telco Group's Digital Service Offerings
Amdocs has announced a partnership with CKH Innovations Opportunities Development (CKH IOD) to implement its MarketONE solution. This collaboration aims to enhance CKH IODs digital ecosystem by integrating digital subscription services with telecommunications offerings. The partnership will benefit CKH IODs operating companies, including Wind Tre Italy and Three Ireland, by providing a comprehensive platform for managing digital subscriptions. This move aligns with the projected growth in the digital subscription sector and positions CKH IOD at the forefront of digital transformation in the telecom industry. Amdocs MarketONE platform will facilitate seamless partner onboarding and enhance customer experiences, driving subscriber growth and retention.
Partners
growth-positive
Netflix Investors Unfazed by Tariffs With Growth Engine Humming
Netflix Inc. remains a strong performer in the streaming industry, despite potential risks from a proposed 100% tariff on films produced overseas. The company recently reported record profits and a better-than-expected forecast, reinforcing its leading position. Investors view Netflix as recession-resistant, with strong growth trends and a dominant market position that allows it to offset potential tariff impacts. While the stock experienced a slight dip, it is coming off a significant rally. Netflix plans to spend $18 billion on content this year, with a substantial portion allocated to international content.
growth-positive
Amdocs (NASDAQ:DOX) Reports Q1 In Line With Expectations
Amdocs, a telecom software provider, reported a 9.4% year-on-year decline in sales for Q1 CY2025, with revenue meeting Wall Street expectations at $1.13 billion. Despite the decline, the company exceeded profit expectations with a non-GAAP EPS of $1.78, 4.5% above consensus estimates. Amdocs anticipates similar revenue for the next quarter and has provided a full-year EPS guidance that surpasses analyst estimates by 21.9%. The company continues to expand its cloud and AI-based solutions, securing new deals with Consumer Cellular and extending partnerships with NVIDIA and other GenAI partners. Amdocs backlog stands at $4.17 billion, and its market capitalization is $10.02 billion.
CustomersPartners
growth-positive
Japan's NTT InfraNet Successfully Deploys Advanced, Cloud-Native Platform, and Migrates Workloads with Amdocs
Amdocs has successfully deployed a cloud-native platform for NTT Infrastructure Network Corporation (NTT InfraNet), a key player in the Japanese information and communication infrastructure sector. This deployment is part of NTT InfraNets digital transformation strategy, enabling them to modernize their IT operations by migrating to the cloud. The new platform enhances scalability, efficiency, and security, allowing NTT InfraNet to streamline operations and introduce innovative services. This collaboration with Amdocs positions NTT InfraNet to better support both internal and external customers, while reducing costs associated with physical infrastructure. The partnership highlights Amdocs role in facilitating cloud migration and digital transformation for communication service providers.
Partners
growth-positive
A1 Bulgaria Successfully Completes Major Platform Upgrade with Amdocs to Improve Customer Experience
Amdocs announced the successful completion of a modernization program for A1 Bulgarias convergent charging platform. This upgrade, part of A1 Bulgarias platform modernization, enhances end-user experience with faster response times, improved billing transparency, and increased service reliability. The platform can now process millions of events per hour and handle thousands of transactions per second, significantly improving efficiency. The upgrade also reduces billing processing time by more than half and doubles the speed of customer-facing interactions. Amdocs solutions position A1 Bulgaria to meet evolving market demands and better serve customers. The collaboration highlights Amdocs role in digital transformation and innovation in the communications and media sectors.
CustomersPartners
growth-positive
Amdocs (DOX) Tops Q2 Earnings and Revenue Estimates
Amdocs reported quarterly earnings of $1.78 per share, surpassing the Zacks Consensus Estimate of $1.71 per share, marking an earnings surprise of 4.09%. The companys revenue for the quarter was $1.13 billion, slightly above the consensus estimate. Amdocs has consistently surpassed earnings estimates in three of the last four quarters. The companys stock has risen by about 6.3% since the start of the year, outperforming the S&P 500s decline. The future stock performance will depend on managements commentary and earnings outlook. Currently, Amdocs holds a Zacks Rank #3 (Hold), indicating expected market performance alignment.
growth-negative
Amdocs Limited Reports Second Quarter Fiscal 2025 Results
The article discusses the financial performance of an unspecified company for the second quarter of fiscal 2025. The company reported a revenue of $1.13 billion, which is down 9.4% year-over-year as reported, but up 4.0% in pro forma constant currency. The company has a 12-month backlog of $4.17 billion, up 3.5% year-over-year on a pro forma basis. Despite a negative impact from foreign currency movements, the revenue was above the midpoint of the guidance range. The company authorized a $1 billion share repurchase program and repurchased $135 million of ordinary shares during the quarter. The GAAP diluted EPS was $1.45, above the guidance range, and the non-GAAP diluted EPS was $1.78, also above the guidance range.
growth-positive
PLDT Goes Live with the Amdocs Customer Engagement Platform to Redefine Customer Experiences
Amdocs, in collaboration with Microsoft, has successfully launched its cloud-native, AI-enabled Customer Engagement Platform for PLDT, a leading telecommunications provider in the Philippines. This platform modernizes PLDTs customer service by enabling faster service rollouts, end-to-end case management, and real-time network-to-service integration. The solution streamlines operations, improves case resolution efficiency, and enhances customer and employee satisfaction. The platform integrates marketing, sales, commerce, and service journeys into a seamless experience for both consumer and B2B customers. This deployment marks a significant step in PLDTs digital transformation journey, leveraging AI-powered automation and Microsofts collaboration tools to deliver next-generation customer experiences.
PartnersCustomers
growth-negative
What To Expect From Amdocs’s (DOX) Q1 Earnings
Amdocs, a telecom software provider, is set to report its earnings, with analysts expecting a 9.8% year-on-year revenue decline to $1.12 billion. This follows a previous quarter where revenues were down 10.9% year-on-year. Despite missing Wall Streets revenue estimates three times in the past two years, analysts have maintained their estimates, suggesting stability. Amdocs stock has risen 9.6% over the past month, with a current price of $90 and an average analyst target of $101.61. The broader IT services and tech segment has seen positive investor sentiment, with share prices up 11.2% on average. The article also highlights the significant impact of generative AI on large corporations.
growth-positive
Is There An Opportunity With Amdocs Limited's (NASDAQ:DOX) 41% Undervaluation?
The article discusses the valuation of Amdocs Limited (NASDAQ:DOX) using a two-stage Discounted Cash Flow (DCF) model. The analysis suggests that Amdocs estimated fair value is US$148, indicating that its current share price of US$86.78 is potentially 41% undervalued. The DCF model considers two stages of growth: an initial higher growth period followed by a steady growth phase. The article provides projected levered free cash flows for the next ten years and discounts them to present value using an 8.1% discount rate. The analysis concludes that the stock might be undervalued, suggesting a growth-positive outlook for Amdocs.
growth-negative
3 Cash-Producing Stocks in the Doghouse
The article discusses three companies, Campbells, Amdocs, and Xerox, highlighting concerns about their financial performance and investment potential. Campbells is experiencing shrinking unit sales and increased expenses, suggesting potential price reductions to stimulate growth. Amdocs faces a weak sales pipeline and declining revenue, while Xerox is dealing with postponed customer purchases and overleveraging. The article advises caution when considering investments in these companies due to their current financial challenges.
Customers
growth-positive
Amdocs (DOX) Moves 6.0% Higher: Will This Strength Last?
Amdocs shares rose by 6% to $85.32 in the last trading session, driven by a broader market rally following the announcement of a 90-day pause on reciprocal tariffs by US President Donald Trump. Despite a 9.4% loss over the past four weeks, the stocks recent performance is seen as growth-positive. Amdocs is expected to report quarterly earnings of $1.71 per share, a 9.6% increase year-over-year, with revenues projected at $1.12 billion, down 9.8% from the previous year. The stock holds a Zacks Rank #3 (Hold), and its future performance will depend on trends in earnings estimate revisions.
growth-positive
Amdocs Announces Q3F25 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, announced its participation in several investor conferences during the third quarter of fiscal 2025. These conferences include the Needham Technology, Media & Consumer 1x1 Conference, J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference, and others. Key executives such as Shuky Sheffer, Amdocs president & CEO, and Matt Smith, head of Investor Relations, will represent the company. Amdocs aims to showcase its market-leading portfolio of software products and services that empower customers to provide next-generation communication and media experiences. The company is focused on accelerating service providers migration to the cloud and enabling differentiation in the 5G era.
growth-negative
Amdocs' (NASDAQ:DOX) earnings growth rate lags the 9.1% CAGR delivered to shareholders
Amdocs Limited has experienced a 10% drop in share price over the past week, although its stock has increased by 40% over the last five years, which is below the market return of 94%. The companys compound earnings per share (EPS) growth was 4.1% per year, slower than the share price growth of 7% per year. The total shareholder return (TSR) for the last five years was 55%, exceeding the share price return due to dividend payments. Despite a 3.8% decline in shareholder value over the past year, long-term investors have seen a 9% annual return over five years. The article suggests that the current sell-off might be an opportunity if fundamental data indicates sustainable growth.
growth-negative
3 Reasons to Avoid DOX and 1 Stock to Buy Instead
The article discusses the current state of Amdocs, a company providing software and services to telecommunications and media companies. Despite powering digital experiences for approximately 400 communications companies worldwide, Amdocs has seen only a modest return of 3.2% over the past six months. Its backlog stands at $4.14 billion, but the growth rate has been underwhelming, suggesting challenges in acquiring new orders due to increasing competition. Analysts predict a 6.6% drop in revenue over the next 12 months, a decline from the previous annualized growth of 2.3%. The companys free cash flow margin has also decreased, indicating potential investment needs. The article suggests that Amdocs may face demand headwinds and that there might be better investment opportunities elsewhere.
growth-negative
Amdocs (DOX) Expands AI-Powered Telecom Solutions with NVIDIA and AWS
The article discusses the challenges posed by AI-driven cybercrime, highlighting the concerns of internal auditors and risk management specialists about the negative impact of AI on data and cybersecurity. It mentions Amdocs Limited in the context of high-flying AI stocks, but the focus is on the broader implications of AI in facilitating cyber-attacks. The European Unions law enforcement agency warns about the acceleration of organized crime due to AI, affecting governments, businesses, and individuals. The European Commission is preparing to introduce a new internal security policy to address these threats.
growth-negative
IT Services & Other Tech Stocks Q4 Recap: Benchmarking Amdocs (NASDAQ:DOX)
The article provides a recap of the Q4 earnings for IT services and tech stocks, focusing on Amdocs and its peers. Amdocs, which provides software and services for telecommunications and media companies, reported revenues of $1.11 billion, a 10.9% decrease year-on-year. Despite meeting analysts expectations, the company experienced the slowest revenue growth among its peers, leading to a 2.4% drop in its stock price. The IT and tech services sector is poised for growth due to trends like cloud adoption and AI-driven automation, but faces challenges such as competition, regulatory scrutiny, and supply chain issues.
growth-negative
3 Small-Cap Stocks Walking a Fine Line
The article discusses three small-cap stocks, including Oxford Industries, Amdocs, and Concentrix, highlighting reasons why investors might consider selling these stocks. Oxford Industries, the parent company of Tommy Bahama, is facing challenges with weak same-store sales trends and low free cash flow margins, which constrain its growth potential. Amdocs is experiencing weak backlog growth and a decline in free cash flow margin, indicating a challenging demand environment. Concentrix, with a large global workforce, is also mentioned but without specific negative indicators. The article suggests that these companies may not be the best investment opportunities at present.
growth-negative
Amdocs Limited's (NASDAQ:DOX) Stock Has Shown A Decent Performance: Have Financials A Role To Play?
Amdocs stock has increased by 4.3% over the past three months, prompting an analysis of its financials, particularly its return on equity (ROE). Amdocs has a respectable ROE of 14%, which is slightly above the industry average of 12%. However, despite this, the companys net income growth has been flat over the past five years, which may be due to low earnings retention or poor capital allocation. The industry average growth rate was 4.6% during the same period. Investors are advised to consider whether the expected earnings growth is already reflected in the stock price to determine its future potential.
growth-positive
Amdocs Expands Generative AI Suite, amAIz, with New Network Agents
Amdocs has expanded its amAIz Suite by introducing generative AI network agents, leveraging NVIDIA AI Enterprise and AWS to enhance network design, planning, deployment, and operations. This collaboration aims to simplify and accelerate the deployment and operation of next-generation autonomous networks, improving network planning, deployment efficiency, and customer experience. The Network Deployment Agent utilizes Amdocs Network Analytics and Optimization platform with NVIDIAs Aerial Omniverse Digital Twin platform to optimize network planning and enhance customer satisfaction. The Network Operations Agent uses Amdocs Intelligent Networking Suite with NVIDIA NeMo and NIM microservices, integrated with Amazon SageMaker, to advance autonomous network operations.
Partners
growth-positive
Amdocs Limited (DOX): Among the Best Mid Cap Tech Stocks to Buy Now
The article discusses the potential of mid-cap tech stocks, specifically highlighting Amdocs Limited (NASDAQ:DOX) as a promising investment. Thomas Martin from GLOBALT Investments remains optimistic about tech stocks despite slowing earnings and rising policy risks, emphasizing the importance of diversification. The article notes that while large-cap stocks have historically provided superior returns, mid-cap stocks offer a compelling value proposition with higher earnings growth. It also mentions the challenges smaller companies face in high-interest rate environments and the need for careful selection of mid-cap stocks with strong balance sheets and profitability.
growth-positive
Amdocs to Participate in Investor Webinar Hosted by J.P. Morgan Equity Research
Amdocs, a leading provider of software and services to communications and media companies, announced its participation in an investor webinar titled MWC25: The Barcelona Express - The Future of Ubiquitous Connectivity, AI and Everything in Between. The event is scheduled for March 17, 2025, and will be hosted by J.P. Morgan Equity Research. Amdocs is known for its market-leading portfolio of software products and services that empower service providers to innovate and provide next-generation communication and media experiences. The company is focused on accelerating service providers migration to the cloud, enabling differentiation in the 5G era, and digitalizing operations. Amdocs reported a revenue of $5 billion in fiscal 2024.
growth-negative
Why Is CDW (CDW) Down 16.3% Since Last Earnings Report?
CDW recently released its fourth-quarter 2024 earnings report, showing mixed results. The company reported non-GAAP earnings per share of $2.48, surpassing the Zacks Consensus Estimate of $2.33, but reflecting a 3.5% year-over-year decline. Revenues grew by 3.3% to $5.186 billion, exceeding the consensus mark of $4.97 billion. Despite this growth, net sales for 2024 fell by 1.8% due to cautious technology spending by customers. The healthcare vertical showed strength with a 7.1% increase, while government and education segments weakened. Gross profit slightly increased, but the gross profit margin decreased due to a higher mix of notebook and desktop sales. Operating income and margin both declined, and selling and administrative expenses rose by 3.9%.
growth-negative
Amdocs (DOX) Down 0.3% Since Last Earnings Report: Can It Rebound?
Amdocs reported its first-quarter fiscal 2025 earnings, with non-GAAP earnings per share of $1.66, exceeding both the midpoint of management’s guidance and the Zacks Consensus Estimate. However, revenues of $1.11 billion were down 10.9% year-over-year due to the phase-out of certain business activities. Despite the revenue decline, managed services revenues rose slightly, and the company ended the quarter with a 12-month backlog of $4.14 billion. Amdocs provided guidance for the second quarter, expecting revenues between $1.105 billion and $1.145 billion. The company experienced a decrease in cash and short-term investments and a slight increase in long-term debt.
growth-positive
Is Amdocs Limited (DOX) the Best Low Beta Tech Stock to Buy According to Analysts?
The article discusses the strategic value of investing in low-beta stocks, particularly in volatile market conditions. Amdocs Limited is highlighted as a favorable option among low-beta tech stocks, offering stability and steady returns. The article explains the concept of beta, a metric for measuring a stocks market risk, and its implications for investment strategies. It contrasts low-beta stocks, which are less volatile and more defensive, with high-beta stocks, which are more volatile but offer higher return potential. The article also notes the impact of AI technology on the semiconductor sector, which has increased beta values due to heightened investor activity and risk exposure.
growth-positive
Empowering Creativity: DreamWorks Animation Selects Amdocs to Streamline Production and Enhance the Artistic Experience
Amdocs has announced a strategic collaboration with DreamWorks Animation to co-engineer a solution aimed at transforming creative workflows and meeting production pipeline demands. This partnership involves developing a user interface and experience to streamline production workflows and manage digital assets efficiently. The solution, once completed, will be available to other studios beyond DreamWorks. This collaboration highlights Amdocs commitment to providing tailored solutions for specific business challenges, enhancing creativity, and supporting DreamWorks Animation with cutting-edge technology. Amdocs Studios combines expertise in Experience & Digital Engineering, Data & Generative AI, Cloud, and Quality Engineering to help enterprises thrive in a digital-first world.
Partners
growth-negative
Amdocs Limited (DOX) Launches Amdocs Studios to Boost Telecom Digital Transformation
The article discusses the ongoing technological rivalry between the US and China, focusing on the export controls imposed by the US to limit Chinas access to advanced AI chips and semiconductor equipment. Despite these controls, reports suggest that Chinese buyers are circumventing restrictions through third-party brokers, potentially gaining access to advanced technologies. The US administration, under President Donald Trump, is considering tightening these controls to maintain its technological edge. Analysts at Jefferies suggest that more stringent regulations could escalate the US-China tech war. The article highlights the challenges faced by the US in curbing access to advanced technologies as China invests heavily in fundamental research that could support future computer hardware.
growth-positive
MWC2025: New Amdocs Fiber-in-a-Box Solution, FiberONE, Leverages GenAI to Simplify Deployment, Enhance Customer Experience, and Fast-Track Fiber Rollout and Launch of Innovative Brands
Amdocs has launched FiberONE, a new end-to-end solution designed to address the challenges faced by communications service providers (CSPs) in fiber deployment and orchestration. The solution aims to simplify and accelerate the deployment and management of fiber networks, leveraging Amdocs expertise and generative AI technology to enhance automation and efficiency. FiberONE offers a comprehensive approach to the lifecycle of fiber providers, allowing for modular implementation to complement existing IT and network infrastructures. The solution empowers CSPs to capture new market share, launch innovative brands, and improve customer experiences, ultimately driving growth and profitability.
Product StagePartners
growth-positive
MVNE.pl Selects Amdocs connectX to Redefine Digital Connectivity in Poland
Amdocs has announced that MVNE.pl, a mobile virtual network enabler in Poland, has selected its connectX SaaS platform to enhance digital transformation and connectivity innovation. This partnership will allow MVNE.pl to onboard new MVNO customers quickly, enabling them to launch digital connectivity services efficiently. The platform, powered by AWS, offers scalability, cost optimization, and real-time innovation capabilities. It supports eSIM technology, allowing businesses to offer personalized connectivity services. This collaboration positions MVNE.pl to reshape Polands telecommunications landscape by providing a digital-first, multichannel experience. Amdocs connectX platform is expected to drive innovation in Polands MVNO market, empowering businesses to offer localized and seamless customer experiences.
Partners
growth-positive
Botswana Telecommunications Corporation Selects Amdocs to Modernize its Billing Platform, Enhancing Service Delivery and Driving Innovation
Amdocs has been selected by Botswana Telecommunications Corporation (BTC) to modernize its convergent charging and billing platform. This partnership is a significant step in BTCs digital transformation, aiming to enhance service delivery and drive innovation across Botswana. The initiative will streamline operations, reduce complexity, and improve customer experience, enabling BTC to adapt to market changes and capture new revenue opportunities in B2B verticals, 5G, and cloud-based services. Amdocs involvement will help BTC transition from a traditional telecom to a digital services provider, unlocking new revenue streams and fostering innovation.
Partners
growth-positive
MWC 2025: Amdocs Unveils Amdocs Studios, a New Holistic Digital Services Offering for Every Stage of the Business Transformation Lifecycle
Amdocs has launched Amdocs Studios, a comprehensive digital services offering aimed at empowering telecommunications service providers and other industries to deliver innovative solutions efficiently and at scale. The new offering integrates expertise in experience and digital engineering, data and generative AI, cloud, and quality engineering. Amdocs Studios aims to enhance service delivery and streamline workflows through a consulting-led approach. The launch follows Amdocs acquisition of Profinit, a data science and engineering company, which strengthens its capabilities in data and AI services. This strategic move positions Amdocs to meet the growing demand for advanced AI and data solutions in the telecom sector.
Acquisition
growth-positive
Amdocs CFO & COO Tamar Rapaport-Dagim to Speak at the Morgan Stanley Technology, Media & Telecom Investor Conference
Amdocs, a leading provider of software and services to communications and media companies, announced that its CFO & COO, Tamar Rapaport-Dagim, will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 5, 2025. The event will be webcast live, with a replay available on the companys investor relations website. Amdocs is focused on empowering service providers to innovate and deliver next-generation communication and media experiences, with a strong emphasis on cloud migration, 5G differentiation, and digital automation. The company reported a revenue of $5 billion for fiscal 2024 and is listed on the NASDAQ Global Select Market.
growth-negative
Amdocs Limited (NASDAQ:DOX): A Bearish Investment Perspective
The article presents a bearish thesis on Amdocs Limited (NASDAQ:DOX), highlighting concerns about the companys financial health and future growth prospects. Amdocs provides software and services to various sectors, but recent financial results have been disappointing, with the company missing its 2024 free cash flow (FCF) guidance. The management attributes this to restructuring expenses and layoffs. The companys reliance on balance sheet management to generate cash flows and the pressure on its business model post-COVID are also concerning. Additionally, 5G investments have not yielded expected returns, and the companys GenAI revenue is not significantly contributing to growth. The article suggests that the intrinsic value of Amdocs is significantly lower than its current trading price, indicating a potential downside.
Layoffs
growth-negative
MWC 2025: Communications Service Providers Missing Out on $24B of B2B Revenue Due to Inefficiencies, Fragmented Systems, and Skill Gaps across Customer Lifecycle, Amdocs Research Finds
A recent study conducted by Omdia on behalf of Amdocs reveals significant inefficiencies in the B2B operations of communications service providers (CSPs), leading to substantial revenue losses. The research highlights that over half of enterprise deal bids contain errors, and one in five requests for proposals are not answered on time, putting up to $170 billion in new business or renewals at risk annually. These inefficiencies are attributed to fragmented systems, skill gaps, and a lack of focus on pre-sales and sales investments. The study emphasizes the need for CSPs to transition from traditional circuit slingers to solution sellers to fully capture the lucrative B2B revenue opportunities.
growth-positive
Why Amdocs (DOX) is a Top Growth Stock for the Long-Term
The article discusses Amdocs Limited, a leading provider of customer care, billing, and order management systems for communications and Internet services. Amdocs is highlighted for its strong growth fundamentals, holding a Zacks Rank #3 (Hold) and a Growth Style Score of B. The companys earnings and sales are projected to increase by 8.7% and 9.5% year-over-year, respectively. Additionally, Amdocs has shown a historical cash flow growth of 2.3% and is expected to report a cash flow expansion of 2.5% this year. The article suggests that Amdocs should be on investors short lists due to its impressive growth prospects.
growth-negative
Deciphering Amdocs (DOX) International Revenue Trends
The article evaluates Amdocs international operations for the quarter ending December 2024, highlighting a 10.9% decrease in total revenue compared to the previous year. The companys international presence is crucial for its financial health, providing a hedge against domestic downturns and access to faster-growing economies. However, complexities such as currency fluctuations and geopolitical risks accompany this diversification. Europe contributed $155.2 million, a 5.14% negative surprise compared to estimates, while the rest of the world contributed $217.4 million, a 1.07% positive surprise. Analysts predict a further decline in total revenue for the next quarter, with Europe and the rest of the world contributing 14.8% and 19.9% of the revenue, respectively.
growth-positive
Amdocs' (NASDAQ:DOX) Shareholders Will Receive A Bigger Dividend Than Last Year
Amdocs Limited has announced an increase in its dividend payment to $0.527, a 10% rise from last years $0.479. This increase reflects a sustainable payout ratio, as the company comfortably covers dividends with its earnings. Amdocs has a history of stable and growing dividends, with annual payments increasing from $0.62 in 2015 to $1.92 recently. Despite challenges in finding viable investments, the company is returning more to shareholders, signaling potential constraints on future dividend growth unless earnings improve. Overall, Amdocs presents a positive dividend opportunity due to its consistent and stable dividend policy.
growth-positive
MWC 2025: Amdocs Charging Momentum Accelerates with Substantial Implementations, Empowering Service Providers of All Sizes
Amdocs, a leading provider of software and services for communications and media companies, has announced significant advancements in its Amdocs Charging platform. The platform is designed to address the challenges of siloed BSS platforms by offering a single source of truth, extreme convergence, and scalability. It enables rapid introduction of new business models through a self-service approach, leveraging advances in AI and other technologies. Amdocs Charging is being used by service providers worldwide to enhance customer experiences and maintain cost efficiency. The platform supports over 70 deployments, including cloud-based projects, and is helping companies achieve significant operational efficiencies and revenue growth.
Product StageCustomersPartners
growth-positive
Q1 2025 Amdocs Ltd Earnings Call
Amdocs Ltd held its first-quarter 2025 earnings conference call, where key executives, including CEO Shuky Sheffer and CFO Tamar Rapaport-Dagim, discussed the companys financial achievements and strategic growth initiatives. The company highlighted its progress in executing its growth framework, particularly in the areas of GenAI and cloud sales momentum. Amdocs also provided a financial outlook for the full fiscal year 2025, noting adjustments made to reflect the phaseout of certain low-margin non-core business activities. The call emphasized the companys continued focus on strategic growth and financial performance.
growth-negative
Amdocs Beats on Q1 Earnings and Revenue Estimates
Amdocs Limited reported its first-quarter fiscal 2025 results, with non-GAAP earnings of $1.66 per share, surpassing the Zacks Consensus Estimate of $1.64. However, revenues of $1.11 billion matched the consensus mark but were down 10.9% year-over-year due to the phase-out of certain business activities. Despite a decline in revenues across all regions, managed services revenues rose slightly, and the company ended the quarter with a 12-month backlog of $4.14 billion. Amdocs non-GAAP operating income increased, and the operating margin expanded. The company provided guidance for the second quarter, expecting revenues to decline year-over-year.
growth-negative
סגירת פעילויות מפסידות הביאה לשיפור חד ברווחיות אמדוקס
The article discusses Amdocs financial results for the fourth quarter of 2024 and its forecast for the first quarter of 2025, which met analysts expectations. However, the focus on improving profitability through dividends and stock buybacks has come at the expense of growth, leading to stagnation in the companys stock price. The article highlights the main issue for Amdocs as its emphasis on profitability over growth, which has resulted in a continuous stagnation in stock price. The company has improved profitability by closing unprofitable activities.
growth-positive
Amdocs Ltd (DOX) Q1 2025 Earnings Call Highlights: Strong Profitability and Cloud Momentum ...
Amdocs Ltd reported a first-quarter revenue of $1.11 billion, slightly above the midpoint of guidance, despite negative foreign currency impacts. The company saw a significant improvement in profitability, with a 310 basis point year-over-year increase in non-GAAP operating margin. Amdocs achieved a 12-month backlog of $4.14 billion, reflecting a 2.7% year-over-year growth. The company continues to see strong sales momentum in cloud services, expecting double-digit growth in this segment. Managed services agreements have been expanded, maintaining a near 100% renewal rate. Despite a 10.9% decline in reported revenue due to the phaseout of certain business activities, Amdocs anticipates growth resumption in Europe next quarter. The company faces macroeconomic and geopolitical uncertainties, impacting future performance.
growth-positive
Systegra Technologies Selects Amdocs connectX to Enhance its Digital Offerings to Customers
Amdocs has announced a partnership with Systegra Technologies, a Nigerian service provider, to implement its connectX platform. This AI-native, cloud-based solution will support Systegra Technologies in expanding its mobile virtual network enabler (MVNE) and mobile virtual network operator (MVNO) services across Nigeria. The platform, powered by AWS, aims to enhance operational efficiency, scalability, and customer experience by offering a comprehensive suite of services, including wireless prepaid, postpaid, and B2C solutions. The collaboration emphasizes a digital-first approach, ensuring compliance with local data residency requirements and enabling Systegra Technologies to deliver secure, high-quality connectivity.
Partners
growth-positive
Singapore's M1 Goes Live with Postpaid Charging in Cloud-Based Modernization with Amdocs
Amdocs has successfully completed a modernization project for M1 Limited, a leading telecommunications and digital services provider in Singapore. The project involved deploying a new cloud-native charging platform that converges prepaid and postpaid services, as well as 4G and 5G networks. This platform is designed to enhance M1s agility, allowing them to introduce new offerings rapidly and improve customer experiences. The collaboration aims to drive revenue growth and operational efficiency for M1, while providing their customers with a unified and seamless experience. Amdocs continues to support service providers in their digital transformation journeys.
Partners
growth-negative
Amdocs (DOX) Beats Q1 Earnings Estimates
Amdocs reported quarterly earnings of $1.66 per share, surpassing the Zacks Consensus Estimate of $1.64. However, the companys revenue of $1.11 billion missed the consensus estimate by 0.34% and was lower than the $1.25 billion reported a year ago. Despite outperforming the S&P 500 with a 2.6% share increase since the start of the year, Amdocs has not consistently beaten revenue estimates over the last four quarters. The companys earnings outlook and estimate revisions are mixed, resulting in a Zacks Rank #3 (Hold). The future performance of Amdocs shares will depend on managements commentary and upcoming earnings expectations.
growth-negative
Amdocs (DOX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Amdocs reported a revenue of $1.11 billion for the quarter ended December 2024, marking a 10.9% decline year-over-year. Despite this, the company achieved an EPS of $1.66, slightly surpassing the consensus estimate of $1.64. Geographic revenue showed declines across North America, Europe, and the rest of the world, with managed services revenue seeing a slight increase. Amdocs stock has returned 3.5% over the past month, outperforming the Zacks S&P 500 composites 1% change. The company holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market in the near term.
growth-positive
Beeline Kazakhstan Reaches Key Milestone in Monetization Modernization Project with Amdocs
Amdocs has announced a significant milestone in its collaboration with Beeline Kazakhstan, focusing on the development of a next-generation digital monetization system. This project aims to enhance Beeline Kazakhstans customer experience by enabling real-time interactions and innovative product offerings. The partnership is set to streamline operations and optimize IT infrastructure, marking a critical phase in Beelines digital transformation journey. Amdocs involvement underscores its commitment to delivering cutting-edge solutions that drive growth and efficiency for its partners.
Partners
growth-positive
Tusass Selects Amdocs to Modernize Monetization Platform and Unlock New Opportunities in Greenland
Amdocs, a leading provider of software and services for communications and media companies, has been selected by Tusass, Greenlands largest telecom provider, to modernize its convergent charging and billing platform. This strategic upgrade is part of Tusass digital transformation journey, aimed at enhancing scalability, flexibility, and operational efficiency. The upgrade will enable Tusass to introduce a unified service catalog, accelerate service launches, and enhance disaster recovery capabilities. It also supports 5G standalone networks, allowing Tusass to adapt to market dynamics and unlock new revenue opportunities. This partnership reinforces Tusass position as Greenlands telecom leader and highlights Amdocs role in enabling next-generation communication and media experiences.
PartnersCustomers
growth-positive
Montenegro's Crnogorski Telekom Extends and Expands Relationship with Amdocs to Modernize its Monetization Engines
Amdocs has entered into a long-term agreement with Crnogorski Telekom, a subsidiary of Deutsche Telekom in Montenegro, to upgrade and migrate its billing, charging, ordering, and CRM systems to the cloud. This partnership aims to enhance Crnogorski Telekoms service delivery, enabling faster introduction of new products and improved customer experiences. The collaboration underscores Amdocs commitment to supporting service providers in unlocking growth opportunities through scalable and flexible cloud-based solutions.
Partners
growth-positive
Amdocs: Fiscal Q1 Earnings Snapshot
Amdocs Ltd. reported a fiscal first-quarter net income of $151.1 million, translating to a profit of $1.33 per share. Adjusted earnings were $1.66 per share, surpassing Wall Street expectations of $1.64 per share. The company posted revenue of $1.11 billion, aligning with forecasts. For the upcoming quarter ending in March, Amdocs anticipates earnings per share between $1.67 and $1.73, with revenue projected to range from $1.11 billion to $1.15 billion. The results indicate a positive growth trajectory for the company.
growth-negative
Amdocs Limited Reports First Quarter Fiscal 2025 Results
The article discusses the financial performance of an unspecified company, highlighting a revenue of $1.11 billion, which is down 10.9% year-over-year as reported but up 1.7% on a pro forma constant currency basis. The company has improved profitability by phasing out non-core, low-margin business activities and focusing on operational efficiencies. Despite a decline in reported revenue, the company maintains a positive outlook for fiscal 2025, expecting revenue growth of 1%-4.5% in pro forma constant currency terms and targeting double-digit shareholder returns. The company also reported a twelve-month backlog of $4.14 billion, an increase of $80 million quarter-over-quarter. The article does not mention any specific customers, partners, or investors.
growth-positive
Amdocs Limited (DOX): Why Should You Invest In This Undervalued Tech Stock Now?
The article discusses the position of Amdocs Limited among undervalued tech stocks, highlighting insights from Katrina Dudley, a global equity portfolio manager at Franklin Templeton Investments. Dudley emphasizes the strong performance of the technology sector, driven by AI and network effects, which contribute to high valuations. Despite these valuations, Dudley believes they reflect positive earnings growth and market dynamics. She notes the importance of companies delivering earnings growth to justify these valuations. The article also outlines the methodology for compiling a list of undervalued tech stocks, focusing on those with a Forward P/E under 15 and positive earnings growth.
growth-positive
Here's What To Make Of Amdocs' (NASDAQ:DOX) Decelerating Rates Of Return
The article discusses Amdocs financial performance, focusing on its Return on Capital Employed (ROCE), which stands at 15%. This is higher than the IT industry average of 11%, indicating a strong business model with profitable reinvestment opportunities. Over the past five years, Amdocs has maintained a consistent ROCE of 15% while increasing its capital employed by 20%. Although the companys stock has only risen by 24% over the same period, the stable returns suggest potential long-term rewards for shareholders. The article suggests that Amdocs is a company worth exploring further for its fundamentals and intrinsic value.
growth-positive
Amdocs Limited (NASDAQ:DOX) Looks Like A Good Stock, And It's Going Ex-Dividend Soon
The article discusses Amdocs Limiteds upcoming ex-dividend date and its dividend sustainability. Amdocs is set to trade ex-dividend in four days, with the next dividend payment scheduled for January 31st. The dividend is $0.479 per share, contributing to a trailing yield of approximately 2.2% on its current stock price of $86.87. The company paid out 44% of its profit and 34% of its free cash flow in dividends last year, indicating a sustainable dividend policy. Amdocs earnings per share have grown by 4.6% annually over the past five years, supporting its ability to maintain or increase dividends. The article emphasizes the importance of sustainable earnings growth for long-term dividend prospects.
growth-positive
Amdocs' (NASDAQ:DOX) Conservative Accounting Might Explain Soft Earnings
The article discusses Amdocs Limiteds recent earnings report, which initially appeared lackluster due to a US$131 million reduction in statutory profit from unusual items. However, these unusual items are often one-off in nature, suggesting potential for improved profitability in the future. Despite a shrink in EPS over the last year, the underlying factors indicate that Amdocs earnings potential may be understated. The article emphasizes the importance of considering historical data and analyst forecasts to form a comprehensive view of the companys financial health. It also highlights that Simply Wall St provides unbiased analysis based on historical data and forecasts, without offering financial advice.
growth-positive
Amdocs Limited Files FY2024 Annual Report
Amdocs, a leading provider of software and services to communications and media companies, has filed its Annual Report on Form 20-F for the fiscal year ending September 30, 2024, with the U.S. Securities and Exchange Commission. The report, which includes financial statements, is available on the companys website. Amdocs reported a revenue of $5 billion for fiscal 2024. The company continues to focus on empowering its customers by providing next-generation communication and media experiences, accelerating cloud migration, and enabling differentiation in the 5G era. Amdocs is listed on the NASDAQ Global Select Market.
growth-negative
Amdocs (DOX) Down 0.7% Since Last Earnings Report: Can It Rebound?
Amdocs recently released its fourth-quarter fiscal 2024 earnings report, which showed mixed results. The companys earnings per share matched the Zacks Consensus Estimate, but its revenues fell short by 0.71%. Despite this, both earnings and revenues showed year-over-year growth. Amdocs reported revenues of $1.264 billion, with North America, Europe, and the Rest of the World contributing to the top-line performance. The companys managed services revenues saw a slight increase, and the 12-month backlog rose to $4.06 billion. However, the fiscal 2024 revenues of $5.005 billion missed the consensus mark by 0.1%. The non-GAAP operating income and margin showed improvement, indicating some positive operational efficiencies. Overall, the report suggests a growth-negative impact due to the revenue miss.
growth-negative
Avishai Sharlin appointed General Manager of Amdocs Israel | CTech
Amdocs has appointed Avishai Sharlin as the General Manager of Amdocs Israel, while he continues to serve as Division President of Amdocs Technology. Avishai, who has been with the company for nearly 13 years, will oversee operations in Israel and work with various entities, including government bodies and business partners. This appointment follows the transition of Harel Givon to a new position at Amdocs U.S. headquarters. The article also mentions that Amdocs is planning a significant round of layoffs, with 1,500 to 3,000 jobs expected to be cut. Avishai expressed his commitment to maintaining Amdocs leadership in technology and innovation in Israel during these challenging times.
Management ChangesLayoffs
growth-positive
Agentic Era Gives Birth to a New Branding Paradigm
Amdocs, a leading provider of software and services to communications and media companies, has released a global study in collaboration with McCann Tech agency and Coleman Parkes. The study, titled Rethinking Brand and Customer Experience in the Agentic Era, explores the impact of generative AI-based agents on brand identity and customer interactions. As AI technology advances, AI agents are becoming essential brand representatives, aligning with brand values and engaging customers meaningfully. The study reveals that consumers are open to interacting with AI agents and have a positive perception of them. This shift is particularly significant for service-intensive brands such as communications service providers and financial services providers. Amdocs emphasizes the importance of designing AI agents that actively shape customer perceptions and uphold brand integrity.
growth-positive
Amdocs Awarded Two 2024 AWS Partner Awards
Amdocs has been recognized as a winner in two categories at the 2024 Geography and Global AWS Partner Awards, highlighting its role in driving innovation for telco customers using AWS. The company was awarded Industry Partner of the Year - Telco (Global) for its collaboration with PLDT in the Philippines, aiding their cloud migration and modernization efforts. Additionally, Amdocs was recognized as Industry Partner of the Year - Telco (North America) for its connectX SaaS solution with AT&T, which facilitates rapid deployment of digital services. These awards underscore Amdocs commitment to innovation and customer support, enhancing its reputation and growth prospects.
PartnersCustomers
growth-positive
Amdocs (DOX) International Revenue in Focus: Trends and Expectations
The article evaluates Amdocs international operations for the quarter ending September 2024, highlighting the importance of global market penetration for financial stability and growth. Amdocs reported a total revenue of $1.26 billion, a 1.7% increase from the previous year. Europe contributed $184.1 million, slightly below expectations, while the rest of the world generated $244 million, exceeding projections. Despite challenges like currency fluctuations and geopolitical uncertainties, Amdocs international presence provides a buffer against local economic downturns and benefits from expanding economies. Analysts predict a decline in total revenue for the next fiscal quarter, with Europe and the rest of the world expected to contribute $187.73 million and $245.92 million, respectively.
growth-negative
We Think You Can Look Beyond Amdocs' (NASDAQ:DOX) Lackluster Earnings
Amdocs Limiteds recent earnings announcement did not meet shareholder expectations, primarily due to a US$128 million expense attributed to unusual items. Despite the negative impact on profits, the analysis suggests that these expenses are unlikely to recur, potentially leading to improved profitability in the future. The companys earnings per share have declined over the past year, but analysts forecast a better performance next year if unusual expenses do not repeat. The article emphasizes the importance of considering both historical data and analyst forecasts to understand the companys potential. Simply Wall St provides an analysis based on historical data and forecasts, without offering specific financial advice.
growth-negative
Amdocs Full Year 2024 Earnings: EPS Misses Expectations
Amdocs reported a revenue of US$5.00 billion for FY 2024, marking a 2.4% increase from the previous year. However, net income decreased by 8.8% to US$493.2 million, and the profit margin fell from 11% to 9.9% due to higher expenses. Earnings per share (EPS) also declined to US$4.27, missing analyst estimates by 13%. Despite revenue aligning with expectations, Amdocs shares dropped by 7% over the past week. The company forecasts a 2.3% annual revenue growth over the next three years, which is below the US IT industrys projected 9.8% growth. The article provides a detailed analysis of Amdocs financial position, emphasizing the importance of a strong balance sheet.
growth-positive
Amdocs Reports Record Revenue, Eyes Strategic Growth
Amdocs has reported a record revenue of $5 billion for fiscal 2024, reflecting a 2.4% year-over-year increase. The company is focusing on high-margin businesses such as cloud services and generative AI, anticipating up to a 4.5% revenue growth in fiscal 2025. Amdocs plans to enhance profitability by phasing out low-margin activities and increasing shareholder returns with a 10% dividend hike. These strategic moves are aimed at capturing new market opportunities and boosting overall growth.
Customers
growth-positive
Amdocs Ltd (DOX) Q4 2024 Earnings Call Highlights: Record Revenue and Strategic Growth Initiatives
Amdocs Ltd reported a record revenue of $5 billion for fiscal year 2024, marking a 2.7% increase in constant currency. The company achieved significant growth in cloud services, which now represent 25% of its total revenue. Amdocs maintained high renewal rates and expanded multiyear engagements with Tier 1 operators. The company returned over 100% of its free cash flow to shareholders through share repurchases and dividends. Amdocs anticipates surpassing a non-GAAP operating margin of 21% in fiscal 2025, indicating improved profitability. However, the company is phasing out low-margin, non-core business activities, which will impact fiscal 2025 revenue. Despite a challenging demand environment, Amdocs shows resilience in its financial performance.
growth-negative
The Consensus EPS Estimates For Amdocs Limited (NASDAQ:DOX) Just Fell Dramatically
Analysts have revised their forecasts for Amdocs Limited, indicating a negative outlook for the companys near-term performance. Revenue projections for 2025 have been reduced by 9.2% to $4.5 billion, while earnings per share (EPS) are expected to grow by 17% to $5.20. This revision marks a significant drop from previous estimates of $5.2 billion in revenue and $5.99 EPS. Despite these downgrades, the price target remains unchanged at $101, suggesting limited long-term impact on valuation. However, Amdocs revenue is expected to decline annually by 9.2%, contrasting with the industrys projected growth of 9.3%. The downgrade reflects deteriorating business conditions, prompting caution among investors.
growth-negative
Amdocs Q4 Earnings Meet Estimates: Will Dim Guidance Pull Stock Down?
Amdocs reported its fourth-quarter fiscal 2024 non-GAAP earnings of $1.70 per share, aligning with managements guidance and the Zacks Consensus Estimate, marking a 19.7% year-over-year increase. However, the companys revenues of $1.264 billion missed the consensus mark by 0.17%, though they were up 1.7% from the previous year. The companys guidance for the fiscal first quarter and fiscal 2025 fell short of expectations, potentially impacting its share price negatively. Despite these challenges, Amdocs saw growth in North America, Europe, and the Rest of World, with a 12-month backlog of $4.06 billion. The non-GAAP operating income rose by 6.8% year over year, with an improved operating margin. Overall, fiscal 2024 revenues were $5.005 billion, slightly below consensus but up 2.4% year over year.
growth-positive
Vivo Selects Amdocs to Enhance their Evolution Journey and Drive Operational Excellence
Amdocs has announced a collaboration with Vivo, a Brazilian communications service provider, to enhance Vivos systems flexibility, time-to-market, and operational efficiencies. This partnership will support Vivos microservices strategy and systems evolution, enabling the rapid development and introduction of new services. Amdocs will provide cloud-native web services based on TM Forum standards, allowing Vivo to expose its business support systems capabilities securely. The collaboration aims to empower Vivo with a robust microservices strategy and low-code capabilities, facilitating the development of additional services with minimal disruption. This strategic partnership is part of Vivos evolution plan to achieve higher flexibility and operational efficiencies.
Partners
growth-positive
Amdocs Unveils Enhanced Generative AI Capabilities in amAIz Platform, Featuring GenAI Agents for Next-Level Customer Engagement
Amdocs has announced the expansion of its generative AI platform, amAIz, with new agentic AI capabilities aimed at enhancing customer interaction for communications service providers (CSPs). The platform now includes GenAI Care and Sales Agents, which offer support, manage billing inquiries, and facilitate conversational selling. These enhancements leverage NVIDIA AI technologies, including NVIDIA NIM microservices and Riva, to provide real-time speech synthesis and digital human visualizations. The integration aims to deliver seamless, personalized customer experiences and improve CSPs engagement capabilities. Amdocs collaborates with AWS to optimize AI model selection for performance and cost efficiency. This development marks a significant step in Amdocs strategy to empower CSPs with advanced customer engagement tools.
CustomersPartners
growth-positive
Melon Mobile Selects Amdocs connectX to Enhance its Mobile Offerings to Customers
Melon Mobile, a South African provider, is transitioning from a mobile virtual network operator (MVNO) to a mobile virtual network enabler (MVNE) by partnering with Amdocs. This collaboration involves the use of Amdocs cloud-based telco in a box solution, connectX, which will enhance Melon Mobiles services and expand its customer reach. The partnership underscores Melon Mobiles commitment to innovation and growth, enabling it to launch new services and support multiple MVNO brands under a single MVNE platform. Amdocs connectX, powered by AWS, provides the necessary tools for Melon Mobile to excel in the competitive market, aiming to create new revenue streams and solidify its position in South Africas mobile market.
Partners
growth-negative
Compared to Estimates, Amdocs (DOX) Q4 Earnings: A Look at Key Metrics
Amdocs reported its financial results for the quarter ending September 2024, with revenue of $1.26 billion, a 1.7% increase from the previous year. However, this was slightly below the Zacks Consensus Estimate of $1.27 billion, resulting in a -0.16% surprise. The companys EPS was $1.70, matching the consensus estimate. Geographic revenue showed mixed results, with North America slightly underperforming expectations, while Europe and the rest of the world exceeded estimates. Despite a 4.1% increase in stock returns over the past month, Amdocs holds a Zacks Rank #4 (Sell), suggesting potential underperformance compared to the broader market. The article emphasizes the importance of key financial metrics in assessing the companys future stock performance.
growth-negative
Amdocs: Fiscal Q4 Earnings Snapshot
Amdocs Ltd. reported its fiscal fourth-quarter results, showing a profit of $86.4 million, or 76 cents per share. Adjusted earnings were $1.70 per share, aligning with Wall Street expectations. However, the companys revenue of $1.26 billion fell short of the expected $1.27 billion. For the full year, Amdocs reported a profit of $493.2 million and revenue of $5 billion. Looking ahead, Amdocs anticipates earnings per share between $1.61 and $1.67 for the upcoming quarter, with revenue projected to be between $1.1 billion and $1.14 billion. The results indicate a slight underperformance in revenue, which could be seen as growth-negative.
growth-positive
Global Commercial Payments Leader Convera Selects Amdocs to Simplify Their Billing Experience and Improve Customer Satisfaction with SaaS-based Solution
Amdocs has announced a partnership with Convera, a global leader in commercial payments, to enhance Converas customer billing experience. By utilizing Amdocs SaaS-based Bill Experience, Convera aims to simplify billing processes, improve time-to-market, and offer a more personalized and efficient service to its customers. This collaboration highlights Amdocs ability to provide solutions beyond the telecommunications industry, leveraging AI and machine learning to deliver real-time, personalized billing experiences. The partnership is expected to enhance Converas global operations by offering a modern invoicing solution that improves user experience and operational efficiency.
Partners
growth-negative
Amdocs Limited Reports Fourth Quarter & Fiscal Year 2024 Results
Yahoo Finance reported record fiscal 2024 revenue of $5 billion, marking a 2.4% increase year-over-year. Despite this growth, the company experienced a decline in GAAP diluted EPS by 5.3%, attributed to a restructuring charge. The company is focusing on strategic priorities for fiscal 2025, expecting a revenue decline of 10.9% to 7.7% year-over-year. However, it aims for double-digit shareholder returns supported by improved profitability. The Board approved a 10% increase in the quarterly cash dividend, to be paid in April 2025. The company also reported a twelve-month backlog increase of 2.5% after adjusting for phased-out business activities.
growth-positive
Driving Digital Disruption: Amdocs connectX Empowers Innovators to Capture New Market Opportunities in Connectivity
Amdocs announced significant enhancements to its connectX platform, positioning it as a leader in the MVNE and MVNO markets. The platforms new capabilities include expanded brand management, advanced data analytics, and generative AI-powered smart agents, which help telecom and digital brands accelerate market entry and innovation. Notable customers like AT&T, Melon Digital, and Rizz Wireless have leveraged connectX to enhance their digital offerings. The platforms success is partly due to its ecosystem of pre-integrated partners, including Amazon Bedrock and AWS, which provide a wide range of services. Amdocs aims to drive growth for digital brands by enabling seamless, scalable, and flexible solutions. The announcement highlights Amdocs commitment to fostering a connected digital ecosystem.
CustomersPartners
growth-positive
Amdocs Evolves Industry-Leading MarketONE Platform, Celebrates Growth Milestone
Amdocs announced enhancements to its MarketONE platform, providing communications service providers (CSPs) with new capabilities to offer personalized and flexible experiences to their customers. The platform, which supports OTT and digital consumer services, has seen adoption by major CSPs like A1 Group, Hubbl, Virgin Media O2, A1 Telekom Austria, and AT&T Mexico. These enhancements include advanced personalization, plan change flexibility, improved eligibility management, and expanded partner ecosystem, which now includes 9 of the top 10 entertainment streaming services. Analysts have recognized the platform for its ability to improve subscription management and reduce time to market. The article highlights the platforms potential to drive subscriber growth and new revenue opportunities for CSPs.
CustomersPartners
growth-positive
Myanmar's Wave Money Selects Amdocs to Digitally Transform and Enhance Financial Services Operations
Amdocs has been selected by Wave Money, a leading mobile financial services provider in Myanmar, to enhance its core platform with the Amdocs Digital Financial Services platform. This collaboration aims to provide Wave Money with the agility to respond to market demands, ensuring scalability and optimizing operational costs. The partnership will enable Wave Money to expand its service offerings, contributing to financial inclusion across Myanmar by providing a broader array of financial tools for both urban and rural users. Amdocs involvement is expected to support Wave Moneys growth and modernization efforts, allowing them to introduce innovative digital services efficiently.
Partners
growth-positive
Japan's NTT InfraNet Extends Agreement with Amdocs to Modernize and Migrate its Core GIS Applications to the Cloud
Amdocs has extended its collaboration with NTT Infrastructure Network Corporation (NTT InfraNet), a Japanese infrastructure specialist, to modernize and migrate NTT InfraNets core geographic information systems (GIS) applications to the cloud. This partnership aims to enhance efficiency, cost control, and business capabilities by implementing software development lifecycle processes across NTT InfraNets development ecosystem. Amdocs will provide a comprehensive cloud platform, cloud security, and operations services, supporting NTT InfraNets future business growth. The collaboration reflects a strategic move towards innovation and a streamlined vendor ecosystem, aligning with NTT InfraNets vision of strengthening core businesses.
Partners
growth-positive
Vodafone Italy Extends and Expands Relationship with Amdocs to Modernize and Migrate its Systems to the Cloud, Improving Operational Efficiency and Empowering New Innovative Services
Amdocs has announced a five-year extension of its strategic collaboration with Vodafone Italy to modernize its business platform with cloud-ready and cloud-native solutions. This agreement involves migrating Vodafone Italys business support systems to the Microsoft Azure cloud, enhancing operational efficiency, and reducing costs. The collaboration aims to deliver faster, high-quality, next-generation services to Vodafone Italys customers. Amdocs will continue supporting Vodafone Italys IT systems modernization, aligning with the companys growth objectives and vision for the future. The partnership is expected to improve customer experience and time to market for new offerings.
Partners
growth-negative
Amdocs (DOX) Q4 Earnings Match Estimates
Amdocs reported quarterly earnings of $1.70 per share, matching the Zacks Consensus Estimate, compared to $1.42 per share a year ago. However, the company missed the revenue estimate, posting $1.26 billion against the expected $1.27 billion. Over the past four quarters, Amdocs has only surpassed consensus EPS estimates once and has consistently missed revenue estimates. Despite a 5.7% increase in share value since the start of the year, Amdocs has underperformed compared to the S&P 500s 25.8% gain. The companys earnings outlook is currently unfavorable, with a Zacks Rank #4 (Sell), indicating expected underperformance in the near future. The market will closely watch how earnings estimates for upcoming quarters and the fiscal year evolve.
growth-positive
An Intrinsic Calculation For Amdocs Limited (NASDAQ:DOX) Suggests It's 42% Undervalued
The article discusses the valuation of Amdocs Limited using the Discounted Cash Flow (DCF) model. Amdocs estimated fair value is US$159, which is 42% higher than its current share price of US$92.17, suggesting it is undervalued. The fair value estimate is also 59% higher than the analyst price target of US$99.74. The analysis uses a 2-stage model to project future cash flows, with higher growth in the initial stage and lower growth in the later stage. The present value of the 10-year cash flow is estimated at US$6.4 billion. This analysis indicates a positive investment opportunity for Amdocs.
growth-positive
Countdown to Amdocs (DOX) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
The article discusses Wall Street analysts forecasts for Amdocs upcoming quarterly earnings, predicting a 19.7% year-over-year increase in earnings per share to $1.70 and a 1.9% rise in revenues to $1.27 billion. Despite a slight downward adjustment of 0.2% in the consensus EPS estimate over the past 30 days, the projections indicate positive growth in various revenue segments, including managed services and geographic revenues across North America, Europe, and the rest of the world. Amdocs shares have shown a return of +3.3% over the past month, slightly outperforming the Zacks S&P 500 composite. However, with a Zacks Rank #4 (Sell), Amdocs is expected to underperform the overall market in the near term.
growth-positive
Amdocs Releases First Quarter Fiscal 2025 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, announced its participation in several investor conferences during the first quarter of fiscal 2025. These conferences include the Oppenheimers AI Impact on Cloud & Communications Summit, UBS Global Technology & AI Conference, Eden Rock Advisors Investor Call, Nasdaq Investor Conference in Association with Morgan Stanley, Raymond James TMT & Consumer Conference, and Barclays 22nd Annual Global Technology Conference. Amdocs aims to showcase its capabilities in cloud technology, AI, and 5G, highlighting its role in digital transformation. The companys leadership, including CEO Shuky Sheffer and CFO Tamar Rapaport-Dagim, will engage with investors to discuss Amdocs strategic direction and growth potential.
Investment
growth-positive
Amdocs Introduces Next-Generation Fiber Offering to Accelerate and Streamline Fiber Deployment
Amdocs announced an enhanced fiber offering aimed at improving the management and deployment of fiber networks. This new offering includes advanced automation capabilities and a collaboration with IQGeo, a developer of geospatial network lifecycle management software. The partnership will integrate IQGeos software into Amdocs solutions, enabling service providers to manage their network assets in real-time and automate planning and design processes. This collaboration is expected to reduce deployment times by 30% and decrease network management costs significantly. Amdocs initiative is set to streamline fiber deployment processes, offering a unified solution for service providers to optimize time to market and reduce operational costs.
Partners
growth-positive
Amdocs' (NASDAQ:DOX) investors will be pleased with their notable 53% return over the last five years
The article discusses the performance of Amdocs Limiteds stock over the past five years. While the companys share price increased by 39%, it lagged behind the broader market return. However, Amdocs earnings per share (EPS) grew at a rate of 9% annually, indicating a cautious market sentiment towards the stock. The total shareholder return (TSR) over the same period was 53%, surpassing the share price return due to dividends. In the last year, Amdocs achieved a TSR of 15%, which, although below the market average, suggests potential improvement. The article emphasizes the importance of considering both share price and dividends when evaluating investment returns.
growth-positive
Amdocs Limited (DOX): A Diversified Software Leader for Retirement Portfolios
Amdocs Limited (NASDAQ:DOX) is highlighted as a strong candidate for retirement portfolios due to its diversified software offerings and consistent dividend yield. The company has been recognized for its robust Q3 results, achieving record revenue and a significant backlog. Amdocs is expanding its services, particularly in cloud and generative AI, and has formed a partnership with a leading global operator. Stifel has initiated coverage with a Buy rating, emphasizing Amdocs as a total return story with expected revenue and EPS growth. The article positions Amdocs as a safe tech stock amidst economic uncertainties, appealing to retirees seeking steady returns.
Partners
growth-positive
Record Revenue and Strong Margins Lifted Amdocs (DOX) in Q3
Palm Valley Capital Management released its Q3 2024 investor letter, highlighting the performance of its Palm Valley Capital Fund. The fund increased by 2.43% in the third quarter, with Amdocs Limited being one of the top contributors. Amdocs, a software and services provider, saw its stock appreciate due to record revenue and strong margins, driven by its digital and cloud migration services for telecommunications companies. The company has embraced AI to enhance its offerings, with recurring managed services revenue accounting for nearly 60% of its top line. Amdocs stock closed at $88.16 on October 3, 2024, with a market cap of $10.213 billion. Despite its mature growth rates, Amdocs is valued for its consistency and cash generation.
Customers
growth-negative
Is Amdocs Limited (NASDAQ:DOX) The Top Goldman Sachs Fund Manager Stock Pick?
The article discusses Amdocs Limited (NASDAQ:DOX) and its position among Goldman Sachs top fund manager stock picks. Despite being a diversified software company with significant contracts, Amdocs has faced challenges in meeting investor expectations, leading to a reduction in its full-year revenue guidance and a drop in share prices. The company expects to grow revenue at a high end of 2.7%, down from an earlier 5.1%, and has adjusted its free cash flow and EPS forecasts. The article highlights the broader market context, including interest rate cuts and mutual fund performance, while noting Amdocs potential for long-term growth due to its contracts with major companies like AT&T and Charter.
Customers
growth-positive
High Growth Tech Stocks To Watch This October 2024
Amdocs, a tech company with a market cap of $10.03 billion, is navigating a challenging landscape with mixed financial signals. Despite a recent drop from the FTSE All-World Index, Amdocs is expected to see its earnings surge by 24.1% annually over the next three years, outperforming the US market average. The company is focusing on innovation, particularly in R&D, to enhance operational efficiencies and customer experiences. Strategic moves into cloud solutions with major telecom firms highlight its adaptability and focus on future technologies. This positions Amdocs well for sustained growth despite current market adversities.
Customers
growth-negative
Amdocs Limited's (NASDAQ:DOX) Stock Has Seen Strong Momentum: Does That Call For Deeper Study Of Its Financial Prospects?
Amdocs stock has increased by 11% over the past three months, prompting an analysis of its financial indicators, particularly its Return on Equity (ROE). Amdocs has a decent ROE of 14%, which is slightly above the industry average of 13%. However, despite this, the companys earnings growth has been flat over the past five years, which is concerning given its high profit retention rate. The company has been paying dividends consistently for at least ten years, which might be impacting its growth. Analysts expect the companys ROE to rise to 20% in the next three years without changes in its payout ratio. This suggests external factors might be hampering its growth.
growth-positive
Rizz Wireless Selects Amdocs connectX to Enable a Seamless Mobile Experience for International Travelers
Amdocs announced that Rizz Wireless, a new mobile virtual network operator (MVNO), has chosen its connectX cloud-native SaaS platform to support its new digital offering. This partnership aims to provide seamless connectivity for business travelers and students traveling abroad. The connectX platform, powered by Amazon Web Services (AWS), offers a comprehensive SaaS solution that includes subscription services management, a mobile app, and network aggregators. This collaboration will enable Rizz Wireless to efficiently manage its subscriber base and offer flexible pricing plans. The announcement highlights Amdocs role in facilitating innovative connectivity solutions in the MVNO market.
PartnersCustomers
growth-positive
Vodafone Ireland Completes Unified Platform Transformation with Amdocs, Enhancing Customer Experience and Operational Efficiency
Amdocs announced the successful completion of a unified single business support system (BSS) and operations support system (OSS) platform transformation for Vodafone Ireland. This integration consolidates mobile and fixed communication services into a streamlined system, enhancing operational efficiency and customer experience. The new platform provides a consolidated customer view, empowering front-line agents to make informed decisions, reducing errors, and streamlining processes. This project is a strategic element of Vodafone Irelands digital transformation, aiming to improve customer satisfaction and drive convergence sales. Amdocs collaboration with Vodafone Ireland is expected to create seamless experiences for customers across Ireland.
CustomersPartners
growth-negative
Why Is Amdocs (DOX) Up 2.1% Since Last Earnings Report?
Amdocs reported its third-quarter fiscal 2024 results, showing mixed performance. While earnings surpassed estimates at $1.62 per share, revenues missed expectations at $1.25 billion. Despite this, both earnings and revenues showed year-over-year growth. The companys performance was driven by growth in the Rest of the World but offset by declines in North America and Europe. Amdocs ended the quarter with a 12-month backlog of $4.25 billion. The company revised its fiscal 2024 revenue growth guidance upwards but noted a downward trend in stock estimates, resulting in a Zacks Rank #4 (Sell). The company also announced a quarterly cash dividend to be paid on Oct. 25, 2024.
Customers
growth-positive
Exploring 3 High Growth Tech Stocks In The United States
Amdocs Limited, a global provider of software and services, has secured high-profile contracts with TELUS and VodafoneZiggo to modernize their monetization engines. Despite a recent net income decline, Amdocs continues to invest heavily in R&D, contributing to its innovative edge and future growth prospects. The companys earnings are expected to grow 24.1% annually over the next three years, outpacing the US markets average. Amdocs operates on a global scale and generates significant revenue from its software products and services.
CustomersPartners
growth-positive
There May Be Some Bright Spots In Amdocs' (NASDAQ:DOX) Earnings
Amdocs Limiteds shares remained stable despite recent weak earnings. However, an analysis suggests that the earnings are stronger than they appear. Amdocs profit was reduced by US$90m due to unusual items over the last year. These unusual items are not often repeated in other companies, suggesting that Amdocs could produce a higher profit next year if these expenses do not recur. Despite this, its earnings per share fell over the last year. Analysts are forecasting future profitability.
Customers
growth-positive
Tech Turnaround: 7 Stock Innovators Poised to Rise Higher
The article discusses the potential for growth in several tech stocks following a recent market downturn. The companies mentioned include Amdocs, Similarweb, MoneyLion, Alarum, Western Digital, Turtle Beach, and Data Storage. The author suggests that the current market conditions could present an opportunity for investors to buy these stocks at a discount. The companies are evaluated based on their financial performance, valuation, and growth potential.
Investment
growth-positive
Amdocs (NASDAQ:DOX) Is Due To Pay A Dividend Of $0.479
Amdocs Limiteds investors are set to receive a dividend payment of $0.479 per share on October 25th. This brings the annual payment to 2.3% of the current stock price, which is average for the industry. Amdocs dividend is well covered by earnings, indicating a large proportion of earnings is being reinvested into the business. Earnings per share are forecast to rise by 87.0% over the next year. The company has a solid track record of paying dividends, with distributions growing at 12% per annum since 2014.
Investment
growth-negative
Amdocs Limited (NASDAQ:DOX) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
Amdocs Limited released its third-quarter results, with revenues of $1.3 billion and earnings per share of $1.21, both in line with analyst estimates. However, the companys shares fell by 3.0% to $83.02. Analysts predict revenues of $5.22 billion and a 37% surge in earnings per share to $6.02 by 2025. Despite the improved earnings outlook, the consensus price target remained unchanged at $99.25. Amdocs revenue growth is expected to be slower than similar companies in the same industry.
Investment
growth-negative
Amdocs Third Quarter 2024 Earnings: In Line With Expectations
Amdocs has reported its third quarter 2024 results, revealing a revenue of US$1.25 billion, up 1.1% from the same period in 2023. However, net income was down 12% to US$140.3 million, and profit margin also decreased from 13% to 11%, due to higher expenses. Earnings per share (EPS) also decreased from US$1.33 to US$1.22. Despite these results, revenue was in line with analyst estimates, as was EPS. Looking ahead, revenue is expected to grow 4.5% p.a. on average over the next three years.
Customers
Growth-Positive
Amdocs Signs Multi-Year Managed Services Agreement with TELUS to Transform Monetization Operations
Amdocs, a leading provider of software and services to communications and media companies, has announced a managed services agreement with TELUS, a world-leading communications technology company. The agreement will see TELUS move their existing on-premise monetization operations to Amazon Web Services (AWS). The migration to AWSs state-of-the-art cloud infrastructure will provide TELUS with enhanced flexibility, reliability, and scalability, enabling them to bring new products to market faster and at reduced costs, while also improving the customer experience.
PartnersCustomers
Growth-Positive
Amdocs (DOX) Q3 Earnings Surpass Estimates, Revenues Miss
Amdocs Limited reported its third-quarter fiscal 2024 results, with earnings surpassing the Zacks Consensus Estimate but revenues missing the same. However, both top and bottom lines marked a year-over-year improvement. The company reported non-GAAP earnings of $1.62 per share, beating the consensus mark of $1.61. Amdocs reported revenues of $1.25 billion, which missed the Zacks Consensus Estimate of $1.26 billion. The companys top-line performance was primarily driven by healthy growth in the Rest of the World, partially offset by a decline in Europe and North America. The company also revised its fiscal 2024 guidance.
Customers
growth-positive
Q3 2024 Amdocs Ltd Earnings Call
Amdocs Ltd reported solid results for Q3 2024, with a record revenue of $1.25 billion, up nearly 2% from a year ago. The companys non-GAAP operating margin was 18.6%, the highest in many years. Amdocs ended Q3 with a record-setting 12-month backlog of $4.25 billion, up approximately 3% from a year ago. The company also increased its pace of buyback activity in Q3, repurchasing approximately $169 million of Amdocs shares. Amdocs also announced a significant five-year cloud deal with AT&T and new partnership agreements with TELUS in Canada, and VodafoneZiggo in the Netherlands.
CustomersPartnersManagement ChangesInvestment
growth-positive
VodafoneZiggo Selects Amdocs to Modernize and Migrate its Monetization Engines to the Cloud, Improving Operational Efficiency and Business Resilience, and Empowering Innovative New Services
Amdocs, a leading provider of software and services to communications and media companies, has been selected by VodafoneZiggo to modernize and migrate its monetization engines to the public cloud. VodafoneZiggo has also extended its managed services agreement with Amdocs for an additional two years. The migration will lay the foundation for standalone 5G readiness, bolster VodafoneZiggos business resiliency, and accelerate time to market for innovative new services and offerings. The partnership is central to VodafoneZiggos strategy of future-proofing its operational landscape.
PartnersExpand
growth-positive
A1 Group Goes Live with Amdocs to Simplify Subscription Experience for Non-Telco Services
Amdocs, a leading provider of software and services to communications and media companies, has successfully launched its Subscription Marketplace solution across six countries in the A1 Group, a leading Central and Eastern Europe service provider. The platform simplifies the process of onboarding new B2C partners and the digital subscription experience for new external services of A1 Groups end users. This collaboration underscores A1 Groups commitment to expanding its subscription services and enhancing customer experience. The platform also brings improved operational efficiency, leading to streamlined subscription management lifecycle and processes and reduced operational costs.
CustomersPartnersExpand
growth-positive
Amdocs Limited Reports Third Quarter Fiscal 2024 Results
Amdocs Limited has reported a record quarterly revenue of $1.25 billion, up 1.1% YoY. The company also reported a 12-month backlog of $4.25 billion, up 2.7% YoY. Amdocs has updated its fiscal 2024 outlook, expecting revenue growth of 1.9%-2.7% YoY. The company is on track to achieve accelerated profitability targets in fiscal 2024 and expects GAAP Diluted EPS Growth of 7.4%-9.2% YoY. Amdocs also announced significant partnerships with AT&T, TELUS in Canada and Vodafone Ziggo in Netherlands.
CustomersPartnersPublic Trading
growth-positive
A1 Telekom Austria Selects Amdocs to Modernize its Monetization Platforms
Amdocs, a leading provider of software and services to communications and media companies, has been selected by A1 Telekom Austria to upgrade and modernize its monetization platforms. The multi-year project will consolidate and future-proof the Austrian operators billing, charging, and catalog solutions. The cloud-based platform will enable A1 Telekom Austria to launch new services and products across all its customer segments with faster time to market and deliver an enhanced user experience. This strategic engagement is the next major step in the long collaboration between A1 Telekom Austria and Amdocs.
PartnersExpand
growth-positive
Charter Extends Hosting and Managed Services Agreement in Support of Spectrum Mobile
Amdocs, a software and services provider for communications and media companies, has extended and expanded its hosting and managed services agreement with Charter Communications, Inc. Under the multi-year agreement, Amdocs will continue to provide Spectrum Mobile, Charters brand, with hosting and operational support for its mobile billing system along with business enhancement capacity. This will support the rapid growth of Spectrums mobile and cable businesses and enable innovative offerings for their customers.
PartnersExpand
growth-positive
AT&T Selects Amdocs to Enable Disruptive Digital Brands
Amdocs, a leading provider of software and services to communications and media companies, has announced that AT&T has chosen its connectX cloud-native SaaS platform to build a cutting-edge ecosystem for evolving consumer landscapes. The platform, powered by Amazon Web Services (AWS), will enable AT&T to quickly design and launch innovative brands and services. The partnership will allow AT&T to redefine user experience with agility and precision, meeting the customer where they want to be.
PartnersCustomers
Growth-Positive
Amdocs: Fiscal Q3 Earnings Snapshot
Amdocs Ltd. reported a fiscal third-quarter profit of $140.3 million, exceeding Wall Street expectations. The company had a net income of $1.21 per share, with adjusted earnings of $1.62 per share, surpassing the average estimate of $1.61 per share by four analysts surveyed by Zacks Investment Research. However, the companys revenue of $1.25 billion fell short of the expected $1.26 billion. Amdocs expects its per-share earnings for the current quarter ending in September to range from $1.67 to $1.73 and revenue to be between $1.24 billion and $1.28 billion.
Customers
growth-positive
PLDT Selects Amdocs to Digitally Transform its Network Operations for Greater Agility and Enhanced Customer Experience
Amdocs, a leading provider of software and services to communications and media companies, has announced a partnership with PLDT Inc., a leading telecommunications and digital service provider in the Philippines. Under this agreement, Amdocs will modernize, unify, orchestrate and automate PLDTs network operations on the public cloud, using its next-generation operational support systems (OSS) platform. This will enable PLDT to streamline their end-to-end business processes, enhance customer experience, and drive growth and agility.
PartnersCustomers
Growth-Negative
Amdocs (DOX) Q3 Earnings Top Estimates
Amdocs (DOX) reported quarterly earnings of $1.62 per share, slightly beating the Zacks Consensus Estimate of $1.61 per share. However, the companys revenues of $1.25 billion for the quarter ended June 2024 missed the Zacks Consensus Estimate by 0.42%. Amdocs shares have lost about 6.3% since the beginning of the year. The companys future performance will largely depend on managements commentary on the earnings call and the companys earnings outlook. The current consensus EPS estimate is $1.71 on $1.27 billion in revenues for the coming quarter and $6.45 on $5.02 billion in revenues for the current fiscal year.
Customers
growth-positive
Globe Accelerates Digital Transformation with Amdocs' AI and Data Platform
Amdocs, a leading provider of software and services to communications and media companies, has announced a partnership with Globe, a leading digital solutions provider in the Philippines. Globe has selected Amdocs AI and Data Platform for its information data hub, which will be hosted on Google Cloud. This platform will enable Globe to enhance its operations by embedding data-driven decision-making and providing more personalized customer experience across digital services. The collaboration is a significant step forward for Globe in its digital transformation journey.
PartnersCustomers
growth-positive
Amdocs (DOX) Reports Q3 Earnings: What Key Metrics Have to Say
Amdocs reported a revenue of $1.25 billion for the quarter ended June 2024, a 1.1% increase from the same period last year. The EPS was $1.62, compared to $1.57 in the year-ago quarter. The revenue was slightly below the Zacks Consensus Estimate of $1.26 billion, but the EPS was above the consensus estimate of $1.61. The companys shares have returned +5% over the past month, outperforming the Zacks S&P 500 composites -5.9% change. Amdocs currently has a Zacks Rank #3 (Hold).
Public Trading
growth-positive
Amdocs Releases Fourth Quarter Fiscal 2024 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, has announced its attendance at several investor conferences during the fourth quarter of fiscal 2024. These include the Oppenheimer 27th Annual Technology, Internet & Communications Conference, the 9th Annual Wells Fargo Fintech, Information & Business Services Forum, the Jefferies Semiconductor, IT Hardware & Communications Technology Summit, Citis 2024 Global TMT Conference, and the Piper Sandler Growth Frontiers Conference. Amdocs aims to unlock its customers innovative potential and accelerate service providers migration to the cloud.
Investment
growth-positive
Unlocking Q3 Potential of Amdocs (DOX): Exploring Wall Street Estimates for Key Metrics
Amdocs (DOX) is expected to report an increase in quarterly earnings of $1.61 per share, a 2.6% increase from the previous year. Analysts also forecast revenues of $1.26 billion, a 1.6% increase year over year. No revisions have been made to the consensus EPS estimate for the quarter over the last 30 days. Analysts assessments suggest that Geographic Revenue- North America will likely reach $836.06 million, a 0.6% increase from the previous year. Amdocs shares have seen a 9.1% increase in the past month.
growth-positive
DOX vs. DT: Which Stock Is the Better Value Option?
Investors are considering stocks in the Computers - IT Services sector, particularly Amdocs (DOX) and Dynatrace (DT). Amdocs currently has a Zacks Rank of #2 (Buy), while Dynatrace has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates. Amdocs has a forward P/E ratio of 13.57, while Dynatrace has a forward P/E of 34.39. Amdocs also has a PEG ratio of 1.37 and a P/B ratio of 2.87. These metrics have earned Amdocs a Value grade of B, while Dynatrace has been given a Value grade of F.
Investment
Growth-Negative
Amdocs set to cut 1,500-3,000 jobs in new round of layoffs | CTech
Software company Amdocs is planning to lay off between 5%-10% of its global workforce of 29,000 employees. This follows a previous wave of layoffs in 2023, when the company let go of 2,700 employees. Despite these layoffs, Amdocs reported record revenues of $1.25 billion in the second quarter of 2024, a 2% increase from the same period in 2023. The company also reported a record backlog of orders amounting to $4.23 billion for the next twelve months. Amdocs has updated its fiscal year 2024 forecast, expecting a 1.7-3.7% rise in revenues adjusted for exchange rate fluctuations compared to fiscal year 2023.
Layoffs
growth-positive
Amdocs (NASDAQ:DOX) Has More To Do To Multiply In Value Going Forward
The return on capital employed (ROCE) of Amdocs (NASDAQ:DOX) is showing positive signs, indicating a company with a strong business model and profitable reinvestment opportunities. The company has consistently earned a 15% ROCE for the last five years, and the capital employed within the business has risen 25% in that time. This steady reinvestment of capital at decent rates of return has led to a strong rise in the companys stock over the last five years. The market appears to expect this trend to continue.
Growth-Positive
What Makes Amdocs (DOX) an Attractive Investment?
Palm Valley Capital Management released its Q2 2024 investor letter, revealing that the Palm Valley Capital Fund increased 0.79% in the second quarter, outperforming the S&P SmallCap 600 Index and the Morningstar Small Cap Index. The firms equity securities saw a slight increase of +0.24% in Q2 before operational expenses. The firm highlighted stocks like Amdocs Limited, a software and services provider, which had a one-month return of 2.63% but lost 18.83% of its value over the last 52 weeks. The firm believes that Amdocs is a mission critical service provider to the world’s most important communications enterprises.
Investment
growth-positive
3 Growth Stocks to Buy With High Free Cash Flow Potential by 2030
The article discusses the potential of three companies - Li Auto, Pinterest, and Amdocs - as growth stocks with high free cash flow potential. Li Auto, a Chinese electric vehicle company, has seen a significant sell-off recently but is expected to rebound due to its strong fundamentals and potential for international expansion. Pinterest, despite experiencing a plunge post-pandemic, has seen a 56% increase in stock over the last 12 months and is expected to sustain this momentum as business metrics improve. Amdocs, a provider of software and services to the telecommunication and media industry, is seen as undervalued with significant growth and cash flow potential.
Investment
growth-positive
3 Dividend Ideas In Today's Market
The article discusses three companies, Popular, Amdocs, and Cummins, which have recently increased their dividends, making them attractive for investors seeking reliable income and growth. Popular has maintained dividend payments for 10 consecutive years and raised them for the last 5 years. Amdocs has maintained dividend payments for 13 consecutive years and raised them for 12 years. Cummins has raised its dividend for 18 consecutive years. The companies have also reported significant revenues and net incomes over the past twelve months.
Investment
growth-positive
3 Stocks Lead The Charge In Dividend Growth And Innovation
The article highlights three tech companies—Cisco Systems, Open Text Corporation, and Amdocs Limited—that have long-standing dividend histories and are considered attractive for those seeking a blend of growth and reliable income. Cisco Systems has maintained dividend payments for 14 years, with increases for the past 13 years. Open Text Corporation has maintained dividend payments for 12 consecutive years and raised them for 11 years. Amdocs has maintained dividend payments for 13 consecutive years and raised them for 12 years. The article also mentions high-yield opportunities in the current high-interest-rate environment, particularly in private market real estate investments.
Investment
growth-positive
Should You Buy Amdocs Limited (NASDAQ:DOX) For Its Upcoming Dividend?
Amdocs Limited is set to trade ex-dividend in four days. The ex-dividend date is the cut-off for shareholders to be eligible for a dividend payment. The companys next dividend payment will be US$0.479 per share. Over the last 12 months, Amdocs paid a total of US$1.92 per share, yielding 2.4% on the current share price of US$78.48. Amdocs earnings per share have been growing at 13% a year for the past five years. The company is reinvesting in growing its business, while the conservative payout ratio also implies a reduced risk of the dividend being cut in the future.
Investment
3 Undiscovered Stocks to Buy Before Their Big Breakout Rally
growth-positive
Growth And Income? These Tech Stocks Offer Both
The article highlights three tech companies - Cisco Systems, Open Text Corporation, and Amdocs Limited - that offer a blend of growth and reliable income through long-standing dividend histories. Cisco Systems, a global technology leader, has maintained dividend payments for 14 years, with increases for the past 13 years. Open Text Corporation, which offers comprehensive information management software and solutions, has maintained dividend payments for 12 consecutive years and raised them for 11 years. Amdocs Limited, which provides software and services to communications and media companies worldwide, has maintained dividend payments for 13 consecutive years and raised them for 12 years.
Customers
Growth-Positive
Ahead of the Curve: 3 Tech Stocks to Get In on Early
The article discusses the potential of three tech stocks: Amdocs, Axcelis Technologies, and CrowdStrike. Amdocs, a software and services provider for global communications, media, and entertainment sectors, reported record revenue of $1.25 billion in Q2 2024 and has partnered with Google Cloud, Virgin Media O2, Japan’s JCOM, and Paramount Global. Axcelis Technologies, which designs ion implantation systems crucial for semiconductor chip fabrication, posted revenue of $252.4 million in its latest earnings report. CrowdStrike, a cybersecurity company, reported a 33% increase in revenue to $921 million in Q1 2025 and has partnerships with Google Cloud, Amazon for its Amazon Web Services (AWS), and Nvidia.
InvestmentPartnersCustomers
growth-positive
Amdocs (NASDAQ:DOX) Will Pay A Dividend Of $0.479
Amdocs Limited has announced a dividend payment of $0.479 per share on July 26th, yielding a 2.5% return for the company. The dividend was comfortably covered by both cash flow and earnings, indicating a sustainable payment. The company is expected to see a 68.5% growth in EPS in the next year, and the payout ratio could be 27% by next year. Amdocs has a history of stable dividend payments, with a growth rate of about 14% over the last 10 years. The companys earnings per share have grown at 12% per year over the past five years.
Investment
growth-positive
Amdocs Collaborates with Google Cloud for Real-Time Data Insights
Amdocs, a leading provider of software and services to communications and media companies, has announced a collaboration with Google Cloud to accelerate data transformations for communications service providers (CSPs). The collaboration will provide real-time business insights and help CSPs better leverage data for business decisions. Amdocs AI and Data Platform will now leverage Google Clouds unified AI-ready data platform and use Google Cloud Architecture Framework to create a layered and service-based architecture. The collaboration aims to unlock new opportunities for innovation and efficiency, transforming customer experiences, business operations, and revenue performance.
Partners
growth-positive
Amdocs (DOX) & Oracle's Partnership Secure Major Deal From AT&T
Amdocs has partnered with Oracle to migrate its communication and media clients to Oracle Cloud Infrastructure. AT&T Mexico, a long-term customer of Amdocs, recently completed the migration of its Amdocs Customer Experience Suite systems to OCI. Amdocs has also partnered with Alphabet’s Google Cloud and Amazon Web Services to improve its cloud capabilities. Despite facing macroeconomic challenges, Amdocs is expected to stabilize its revenues through the long-term nature of AT&Ts project and its status as a major customer.
PartnersCustomersAcquisition
growth-positive
Amdocs (DOX), Google Cloud Partner to Enhance eSIM Capabilities
Amdocs Limited, a software and services provider for communications and media companies, has partnered with Google Cloud to advance Embedded Subscriber Identity Module (eSIM) technology. The partnership aims to provide an end-to-end eSIM onboarding solution, enhancing the adoption and usability of eSIMs for communication service providers (CSPs) globally. The collaboration integrates Amdocs eSIM Cloud platform with Google Clouds Telecom Subscriber Insights. This integration promises a seamless and simplified customer experience, facilitating easier and quicker activation of eSIM-equipped devices.
Partners
growth-positive
AT&T Mexico Completes Major Cloud Transformation of its Amdocs CES Systems to Oracle Cloud Infrastructure
Amdocs, a software and services provider for communications and media companies, has announced that AT&T Mexico has completed a major cloud transformation of its Amdocs Customer Experience Suite (CES) systems to Oracle Cloud Infrastructure (OCI). This move will provide AT&T Mexico with flexibility and capacity growth, reduced operational costs, and a state-of-the-art cloud infrastructure. This will allow AT&T Mexico to continue implementing its unique vision in the Mexican marketplace, providing superior services and customer experience.
CustomersPartners
growth-positive
Amdocs to Simplify eSIM Activation with Google Cloud
Amdocs, a leading software and services provider for communications and media companies, has announced a collaboration with Google Cloud. The partnership aims to integrate their technologies and offer an end-to-end eSIM onboarding solution to communication service providers (CSPs). The combined solution will be sold and operated by Amdocs, with Google Clouds Telecom Subscriber Insights integrated. This collaboration will enable CSPs to offer eSIM services to their customers globally, leveraging the reach and expertise of both Amdocs eSIM Cloud platform and Google Cloud. The solution significantly simplifies the activation process of eSIM-equipped devices and improves the customer experience.
Partners
growth-positive
Amdocs CFO & COO Tamar Rapaport-Dagim to Speak at the Nasdaq Investor Conference in Partnership with Jefferies
Amdocs, a leading provider of software and services to communications and media companies, announced that its CFO & COO, Tamar Rapaport-Dagim, will speak at the Nasdaq Investor Conference in Partnership with Jefferies on June 11. A live webcast will be available on the companys website. Amdocs has approximately 29,000 employees worldwide and had a revenue of $4.89 billion in fiscal 2023.
Management Changes
growth-negative
Amdocs (DOX) Down 6.1% Since Last Earnings Report: Can It Rebound?
Amdocs shares have lost about 6.1% since the last earnings report. The companys Q2 fiscal 2024 results missed the Zacks Consensus Estimate, although both the top and bottom lines marked a year-over-year improvement. The company reported non-GAAP earnings of $1.56 per share, missing the consensus mark of $1.58. Revenues were $1.25 billion, in line with the Zacks Consensus Estimate. The companys top-line performance was primarily driven by healthy growth in Europe and Rest of the World, offset by a decline in North America. The company also revised the revenue growth guidance for fiscal 2024 from 1.1-5.1% to 1.6-3.6%.
CustomersManagement Changes
growth-positive
Amdocs Named Snowflake Telecom AI Data Cloud Services Partner of the Year 2024
Amdocs, a leading provider of software and services to communications and media companies, has been named the 2024 Telecom AI Data Cloud Services Partner of the Year by Snowflake, the AI Data Cloud company. The award recognizes Amdocs innovative accomplishments and track record in driving AI Data Cloud adoption in the telecom industry. This marks a key milestone in the strategic collaboration between Amdocs and Snowflake, further strengthening their partnership to facilitate seamless integration of data analytics solutions for communication service providers.
Partners
growth-positive
Amdocs Announces Availability of Amazon Bedrock Services on its amAIz Generative AI Platform to Accelerate Cloud Migration, Simplify Network Operations, and Improve Customer and Billing Experiences
Amdocs, a leading provider of software and services to communications and media companies, has announced the integration of Amazon Web Services (AWS) Generative AI services into its TelcoGPT platform, amAIz. This integration will enhance network efficiency, improve insights, proactively address potential problems and provide an improved billing experience. It will also help communication service providers (CSPs) streamline network and service operations, improve customer experience, and speed up cloud migrations and operations. The integration will also enable CSPs to generate new revenue, modernize and migrate legacy applications to AWS faster and with reduced risk.
CustomersPartners
growth-positive
CellC Modernizes its Service Assurance with Cloud-Native Amdocs Helix Service Assurance Suite
Amdocs, a leading provider of software and services to communications and media companies, has announced that South African communications service provider, CellC, has deployed the Amdocs cloud-native Helix Service Assurance Suite to modernize its service assurance. This collaboration aims to transform CellCs fault and performance management, driving streamlined assurance processes with the power of machine learning. The solution will enable CellC to enhance customer satisfaction through improved service quality and reduce the Mean-Time-To-Repair (MTTR) for service-impacting issues.
PartnersCustomers
growth-positive
Amdocs' (NASDAQ:DOX) Dividend Will Be $0.479
Amdocs Limited has announced a dividend of $0.479 per share to be paid on July 26th, with a yield similar to the industry average at 2.4%. The companys earnings easily cover the dividend, and a large proportion of earnings are being reinvested into the business. Over the next year, EPS is forecast to expand by 70.6%, and if the dividend continues on this path, the payout ratio could be 26% by next year. Amdocs has a history of stable dividend payments, and its growing earnings suggest a strong income stock.
Investment
growth-negative
Amdocs Limited Just Missed EPS By 6.7%: Here's What Analysts Think Will Happen Next
Amdocs Limited reported its latest quarterly results with revenues of US$1.2b, in line with forecasts, but statutory earnings per share (EPS) of US$1.26, missing estimates by 6.7%. Analysts have updated their earnings model following the results. They are forecasting 2024 revenues to be US$5.03b, approximately in line with the last 12 months, and statutory earnings per share to expand 11% to US$5.02. However, this is a small dip from previous forecasts. The consensus price target remains unchanged at US$102. Amdocs revenue growth is expected to slow, with the forecast 1.6% annualised growth rate until the end of 2024 being well below the historical 4.4% p.a. growth over the last five years.
Investment
Growth-Negative
Amdocs Second Quarter 2024 Earnings: EPS: US$1.02 (vs US$1.24 in 2Q 2023)
Amdocs has reported its Q2 2024 results, with revenue up 1.8% from Q2 2023 to US$1.25 billion. However, net income is down 21% to US$118.5 million, and profit margin has decreased from 12% to 9.5%, driven by higher expenses. Earnings per share also decreased from US$1.24 to US$1.02. The companys shares are down 2.3% from a week ago. Looking ahead, revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in the US.
Customers
Growth-Positive
Amdocs Ltd (DOX) Q2 2024 Earnings Call Transcript Highlights: Strategic Growth and Market ...
Amdocs Ltd reported its Q2 earnings with a revenue of $1.25 billion, up 2.0% year-over-year in constant currency. The companys non-GAAP operating margin improved by 60 basis points year-over-year and 30 basis points sequentially. The 12-month backlog was a record $4.3 billion, up approximately 3% from a year ago. However, the company revised down its revenue growth projection for fiscal 2024 by approximately 50 basis points due to slower pipeline to sales conversion. North America revenue declined by 0.7% from a year ago, primarily due to slower pipeline to sales conversion.
Customers
Growth-Negative
Amdocs (DOX) Q2 Earnings Miss Estimates, Revenues Match
Amdocs Limited reported its second-quarter fiscal 2024 results, with earnings missing the Zacks Consensus Estimate and revenues matching the same. The company reported non-GAAP earnings of $1.56 per share, missing the consensus mark of $1.58. Revenues were $1.25 billion, in line with the Zacks Consensus Estimate. Despite the earnings miss, both the top and bottom lines marked a year-over-year improvement. The companys top-line performance was primarily driven by healthy growth in Europe and Rest of the World, offset by a decline in North America. For fiscal 2024, the company revised the revenue growth guidance from 1.1-5.1% to 1.6-3.6% on a reported basis.
Management Changes
growth-positive
Q2 2024 Amdocs Ltd Earnings Call
Amdocs Limited reported solid financial results for the second fiscal quarter of 2024, achieving record revenue of $1.25 billion, up 2.0% from a year ago. The companys non-GAAP operating margin improved by 60 basis points year-over-year and 30 basis points sequentially, driven by ongoing initiatives to accelerate profitability. Amdocs also reported a record 12 months backlog of $4.3 billion, up approximately 3% from a year ago. The company signed a significant 5-year deal at AT&T, expanding its activities in new cloud domain and extending its engagement with AT&T in the consumer domain throughout 2029. Amdocs also secured additional awards to support T-Mobiles ongoing modernization and strategy to provide market-leading consumer and B2B customer experiences.
CustomersPartnersManagement Changes
growth-positive
Amdocs Limited (NASDAQ:DOX) Q2 2024 Earnings Call Transcript
Amdocs Limited reported its Q2 2024 earnings, highlighting a record revenue of $1.25 billion, up 2.0% from a year ago. The company also reported a non-GAAP operating margin improvement by 60 basis points year-over-year and 30 basis points sequentially, driven by ongoing initiatives to accelerate profitability. Amdocs closed Q2 with a record 12-month backlog of $4.23 billion, up approximately 3% from a year ago. The company also announced new partnerships and expansions with AT&T, T-Mobile, Charter, Comcast Business, J:COM in Japan, Colt in the UK, and a major service provider in Southeast Asia.
CustomersPartnersInvestmentManagement ChangesExpand
growth-negative
Here's What Key Metrics Tell Us About Amdocs (DOX) Q2 Earnings
Amdocs reported a revenue of $1.25 billion for the quarter ended March 2024, a 1.8% increase YoY. However, the reported revenue was a -0.50% surprise over the Zacks Consensus Estimate. The EPS was $1.56, compared to $1.47 a year ago, but it was a -1.27% surprise compared to the consensus estimate of $1.58. The companys shares have returned -4% over the past month, compared to the Zacks S&P 500 composites -0.2% change. Amdocs currently has a Zacks Rank #3 (Hold).
Customers
growth-positive
Amdocs Unveils Generative AI Milestones, Bringing Enhanced Efficiencies to the Telecommunications Industry
Amdocs, a leading provider of software and services to communications and media companies, has announced significant advancements in its efforts to propel the adoption of generative AI within the telecommunications sector in collaboration with NVIDIA. The collaboration has focused on harnessing generative AI to transform customer experiences and deliver operational efficiencies. The joint projects have achieved decreased costs to operate, latency enhancements, and accuracy improvements. These achievements are critical in reshaping the telecommunications landscape, driving down costs, improving accuracy of results, and delivering tangible benefits to service providers and their customers.
PartnersCustomers
growth-positive
Amdocs Limited Reports Second Quarter 2024 Results
Amdocs Limited reported a record quarterly revenue of $1.25 billion, up 1.8% YoY and a 12-month backlog of $4.23 billion, up ~3% YoY. The company also updated its fiscal 2024 outlook, expecting revenue growth of 1.6%-3.6% YoY. The company also highlighted its partnerships with several North American operators and its expansion in the international market, including a significant 5-year deal with AT&T. Amdocs also reported improved profitability and healthy sales momentum, attributing this to its market-leading innovation and support for cloud migration, 5G monetization, digital modernization, and network automation.
CustomersPartnersManagement Changes
growth-positive
Colt Technology Services Selects Amdocs to Consolidate and Evolve Its Inventory Systems
Amdocs, a leading provider of software and services to communications and media companies, has signed a multi-year contract with Colt Technology Services to transform its network inventory ecosystem. The agreement will see Amdocs provide migration services in line with Colts timelines, consolidate inventory systems following Colts acquisition of Lumens EMEA business, and jointly develop the consolidated Amdocs Inventory platform. The platform will operate on Colts public cloud, enhancing operational efficiency and customer experience. The collaboration aims to streamline Colts inventory processes, enhance agility, and accelerate time-to-market for new services and offerings.
PartnersAcquisition
growth-positive
Paramount Global Selects Amdocs' Vubiquity to Provide Managed Services for MTV Japan
Amdocs, through its subsidiary Vubiquity, has been selected by Paramount Global to manage all operational activities and affiliate relationships for MTV in Japan. The deal includes oversight of content acquisition, programming, localization, broadcast and media operations, and client management. The transition is expected to be completed by the end of June 2024. Paramounts regional team will provide guidance and support to ensure alignment with MTVs global brand requirements and priorities. The agreement will allow MTV Japan to benefit from Amdocs global expertise in content delivery and operations.
PartnersExpand
growth-positive
Japan's JCOM Selects Amdocs and its Service Integration Partner SCSK to Modernize and Accelerate Business Transformation
Amdocs, a leading provider of software and services to communications and media companies, has announced a multi-year partnership with Japanese cable TV, communications and media entertainment companies, JCOM. The partnership aims to transform JCOMs business and operations ecosystem, improving operational efficiencies, enhancing customer experiences, and unlocking new sales growth opportunities. Amdocs will partner with information technology leader, SCSK, to provide system integration expertise and innovative digital solutions. The collaboration will enable JCOM to align their capabilities with the evolving needs of businesses, accelerating sales, streamlining operations, and opening doors to fresh monetization opportunities in the competitive broadband market.
PartnersCustomers
growth-positive
Amdocs Solution Deployed to Deliver Seamless User Experience on Hubbl, Australia's Newest Streaming Aggregation Product
Amdocs, a leading provider of software and services to communications and media companies, has announced that Foxtel Group, a leading Australian subscription TV and streaming provider, has successfully deployed Amdocs Subscription Marketplace onto Australias newest streaming aggregation product, Hubbl. The Amdocs Subscription Marketplace integrates global streaming content apps on the Hubbl platform, alongside local broadcast video on-demand apps, driving a seamless user experience and operational efficiencies. This collaboration positions Foxtel to drive subscriber growth and provide end users with a frictionless service experience.
CustomersPartnersExpand
growth-negative
Amdocs (DOX) Lags Q2 Earnings and Revenue Estimates
Amdocs reported quarterly earnings of $1.56 per share, missing the Zacks Consensus Estimate of $1.58 per share. This is compared to earnings of $1.47 per share a year ago. The company, which belongs to the Zacks Computers - IT Services industry, posted revenues of $1.25 billion for the quarter ended March 2024, missing the Zacks Consensus Estimate by 0.50%. This compares to year-ago revenues of $1.22 billion. Amdocs shares have lost about 3.2% since the beginning of the year.
Customers
growth-positive
Amdocs Collaborates with Virgin Media O2 to Enhance Access to Streaming Services
Amdocs, a software and services provider for communications and media companies, has announced a collaboration with Virgin Media O2 to expand the range of streaming services available to Virgin Media O2 customers. The partnership will allow Virgin Media O2 to offer new streaming, gaming, health, lifestyle and security services. The move comes as subscription models gain popularity among UK consumers, particularly those aged 25-54. Amdocs Subscription Marketplace will enable Virgin Media O2 to meet the dynamic demands of consumers and drive increased customer lifetime value.
PartnersCustomersExpand
growth-positive
Gear Up for Amdocs (DOX) Q2 Earnings: Wall Street Estimates for Key Metrics
Wall Street analysts predict that Amdocs (DOX) will post quarterly earnings of $1.58 per share in its upcoming report, a 7.5% increase from the same period last year. Revenues are expected to be $1.25 billion, a 2.4% year-over-year increase. The consensus EPS estimate for the quarter has remained unchanged over the past 30 days. Analysts also forecast Geographic Revenue- North America to be $844.49 million, Geographic Revenue- Rest of the world to reach $226.47 million, and Geographic Revenue- Europe to reach $181.50 million. Amdocs shares have seen a -5% change in the past month.
growth-positive
Amdocs Releases Third Quarter Fiscal 2024 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, has announced that it will be attending several investor conferences during the third quarter of fiscal 2024. These include the Needham Technology, Media & Consumer Conference, the Oppenheimer 25th Annual Israeli Conference, the TD Cowen 52nd Annual TMT Conference, the Stifel 2024 Cross Sector Insight Conference, the BofA Securities Global Technology Conference, the Baird 2024 Global Consumer, Technology & Services Conference, and the Nasdaq Investor Conference in Partnership with Jefferies.
Investment
growth-positive
DOX or DT: Which Is the Better Value Stock Right Now?
The article discusses the investment attractiveness of Amdocs (DOX) and Dynatrace (DT), two stocks in the Computers - IT Services sector. It uses various metrics such as the Zacks Rank, P/E ratio, PEG ratio, and P/B ratio to compare the two companies. Amdocs currently has a Zacks Rank of #2 (Buy), while Dynatrace has a Zacks Rank of #3 (Hold). Amdocs also has a more favorable forward P/E ratio and P/B ratio compared to Dynatrace. The article concludes that Amdocs is the superior value option at present due to its solid earnings outlook.
Investment
Growth-Negative
Those who invested in Amdocs (NASDAQ:DOX) five years ago are up 73%
Amdocs Limited has seen a share price rise of 57% over five years, which is below the market return. The last year has been disappointing, with the stock price down 7.9%. Despite this, Amdocs achieved compound earnings per share (EPS) growth of 15% per year. The companys total shareholder return (TSR) for the last 5 years is 73%, exceeding its share price return. However, Amdocs shareholders lost 6.0% in the last year, even including dividends.
Public Trading
growth-positive
Parnassus Value Equity Fund's Strategic Moves: Spotlight on Amdocs Ltd with a -1.7% Impact
Parnassus Value Equity Fund, a segment of Jerome Dodsons Parnassus Investments, is known for its unique investment approach that combines value investing with environmental, social, and governance (ESG) criteria. The fund underwent a name change from Parnassus Endeavor Fund to Parnassus Value Equity Fund on December 30, 2022. The fund expanded its portfolio with 3 new stock additions: Pfizer Inc, Charter Communications Inc, and NICE Ltd. The fund also increased its stake in CBRE Group Inc and exited positions in Amdocs Ltd and Biomarin Pharmaceutical Inc.
Investment
growth-positive
DOX vs. DT: Which Stock Is the Better Value Option?
Investors are considering stocks in the Computers - IT Services sector, specifically Amdocs (DOX) and Dynatrace (DT). Amdocs currently holds a Zacks Rank of #2 (Buy), while Dynatrace has a Zacks Rank of #3 (Hold). The Zacks Rank system favors stocks that have recently seen positive revisions to their earnings estimates. Amdocs has an improving earnings outlook and based on valuation metrics, it is considered the superior value option at the moment.
Investment
growth-positive
3 Under-the-Radar Technology Stocks to Buy for Multibagger Returns
The article discusses the potential of three under-the-radar technology stocks, Arm Holdings, Amdocs, and Photronics, for multibagger returns. Arm Holdings, a developer and licenser of central processing unit products, has seen a 123% increase in stock value in six months. Amdocs, a provider of software and services to the telecommunication and media industry, has a record 12-month backlog of $4.21 billion. Photronics, a provider of photomask products and services, has seen a 75% rally in the last 12 months. The author believes these companies have significant growth potential due to their involvement in AI and other technological advancements.
CustomersInvestmentExpand
growth-positive
Amdocs (DOX) to Support Software for DELTA's Monetization Engine
Amdocs has partnered with DELTA Fiber Nederland to support and maintain software for DELTAs monetization engine. This collaboration will allow DELTA to provide new deals and offerings for its subscribers, with the aim of reaching two million subscribers by 2025. Amdocs will benefit from an expanding partner base, which includes BMC, A1 Telekom Austria, Finetwork, Magyar Telekom, Australian TPG Telecom and Japanese NTT InfraNet. Amdocs business is driven by customer additions, a recurring revenue business model, solid demand for managed services and long-term contracts. The company expects its revenues to grow 1.1-5.1% in 2024.
PartnersCustomersExpand
growth-positive
DELTA Fiber Nederland Selects Amdocs to Support its Monetization Systems
Amdocs, a leading provider of software and services to communications and media companies, has entered into a long-term agreement with DELTA Fiber Nederland. The collaboration will provide the Dutch fiber and cable network operator with ongoing development support and software maintenance for their monetization engine, enabling DELTA to unlock new sales opportunities. The partnership will allow DELTA to quickly introduce new deals and offerings for their subscribers, helping them to achieve their goal of covering two million homes and businesses by 2025.
PartnersExpand
growth-positive
Is Amdocs Limited's (NASDAQ:DOX) Latest Stock Performance Being Led By Its Strong Fundamentals?
Amdocs stock has seen a 2.7% increase over the past three months, prompting a study of the companys key financial indicators. The companys return on equity (ROE) is 16%, significantly higher than the industry average of 12%. This, along with a decent 6.1% net income growth over the past five years, suggests that Amdocs is effectively reinvesting its profits. The company has a three-year median payout ratio of 35%, indicating that it retains 65% of its profits. Analysts predict that the companys future payout ratio will drop to 27% over the next three years, which could increase the companys ROE to 20%.
Investment
growth-positive
CoStar (CSGP) Up 14.7% Since Last Earnings Report: Can It Continue?
CoStar Groups shares have increased by 14.7% since its last earnings report a month ago. The companys Q4 2023 earnings surpassed estimates, with non-GAAP earnings of 33 cents per share, despite a 13.2% YoY drop. Revenues of $640 million also beat estimates, showing an 11.7% YoY increase. During Q4, CoStar acquired OnTheMarket in the UK, which has led to substantial growth in traffic and leads. The company expects Q1 2024 revenues to be between $645 million and $650 million, indicating a YoY growth of approximately 11% at the midpoint.
InvestmentAcquisition
growth-positive
Amdocs Research Reveals 90% of Service Providers Believe Generative AI is Critical for Achieving Business Goals, But See Significant Challenges with Implementation
Amdocs, a software and services provider for communications and media companies, has released research findings on the challenges and opportunities around Generative AI (GenAI) for communications service providers (CSPs). The research, conducted by Analysys Mason, found that while 90% of CSPs understand the impact of GenAI on business goals, only 22% have implemented GenAI solutions. The study also revealed that CSPs expect GenAI to significantly impact software development, data management, monetization, and network operations. However, challenges such as data quality, large language model training, and regulatory compliance remain.
CustomersInvestment
Growth-Positive
Want Better Returns? Don't Ignore These 2 Computer and Technology Stocks Set to Beat Earnings
The article discusses the importance of earnings in a companys quarterly financial report and how a companys performance compared to bottom line expectations can impact stock prices. It introduces the Zacks Earnings ESP (Expected Surprise Prediction) which aims to find earnings surprises by focusing on the most recent analyst revisions. The article then highlights two stocks, TSMC and Amdocs, that meet the ESP qualifications and have a good chance at beating analyst expectations in their next earnings report.
Investment
Dreaming in Dividends: 7 Tech Stocks That Pay You While You Sleep
growth-negative
Why Is Amdocs (DOX) Up 0.7% Since Last Earnings Report?
Amdocs shares have increased by about 0.7% since its last earnings report a month ago. However, this underperformed the S&P 500. The companys Q1 fiscal 2024 results showed that earnings missed estimates, while revenues matched them. Both top and bottom lines showed year-over-year improvement. The company reported non-GAAP earnings of $1.56 per share, missing the consensus mark by a penny. Revenues were $1.25 billion, up 5% on a reported basis and 4.8% on a constant-currency basis from the year-ago quarter. The companys top-line performance was primarily driven by strength in North America and healthy activity levels among top consumers in Europe. The company also raised its revenue growth guidance for fiscal 2024.
Investment
growth-positive
An Intrinsic Calculation For Amdocs Limited (NASDAQ:DOX) Suggests It's 48% Undervalued
The intrinsic value of Amdocs Limited is estimated to be US$175 based on a 2 Stage Free Cash Flow to Equity, making the company 48% undervalued based on its current share price of US$91.20. The analysis uses a two-stage Discounted Cash Flow (DCF) model to estimate the future cash flows of the company and discount them back to todays value. The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is US$20b. The company appears quite undervalued at a 48% discount to where the stock price trades currently.
Investment
growth-positive
MWC24: Amdocs Expands Strategic Partnership with Microsoft, Driving Generative AI Innovation Across the Telecommunications Industry
Amdocs, a global leader in software and services for communications and media companies, is expanding its strategic partnership with Microsoft to bring verticalized GenAI capabilities to the telecommunications industry. The collaboration will involve Amdocs amAIz platform and Microsoft Azure OpenAI Service. A dedicated lab and center of excellence will be established to further productize GenAI applications and accelerate their adoption by communication service providers. The partnership aims to deliver exceptional generative AI-enhanced customer experiences across care, commerce, network, and operations.
PartnersExpand
growth-positive
MWC24: Amdocs amAIz Empowers Service Providers to Create GenAI-Powered Experiences Based on Telco-Verticalized Framework, Introduces New Use Cases and Advanced Copilots
Amdocs, a leading provider of software and services to communications and media companies, has announced new capabilities for its telco-native Generative AI (GenAI) platform, amAIz. The platform, developed in collaboration with Microsoft and NVIDIA, allows Communications Service Providers (CSPs) to benefit from GenAI while providing cost-effective token consumption. The platforms advanced capabilities include a Customer Engagement Platform, Amdocs CPQ Pro, Amdocs Catalog, and Amdocs Intelligent Network Suite. These features aim to enhance customer journeys, streamline sales processes, generate optimized offers, and provide actionable insights from network and service data.
CustomersPartners
growth-positive
Amdocs to Host Investor Webinar
Amdocs, a software and services provider for communications and media companies, has announced an investor webinar in conjunction with Bank of America Equity Research. The webinar, titled Behind the MWC24 Buzz and Generative AIs Disruptive Force, will be held on March 5. Amdocs aims to unlock its customers innovative potential, enabling them to provide next-generation communication and media experiences. The company is also focused on accelerating service providers migration to the cloud, enabling differentiation in the 5G era, and digitalizing and automating their operations.
Investment
growth-positive
Amdocs CFO & COO Tamar Rapaport-Dagim to Host Group Financial Analyst and Investor Meetings at Mobile World Congress Barcelona
Amdocs, a leading provider of software and services to communications and media companies, announced that CFO & COO Tamar Rapaport-Dagim will host group meetings for financial analysts and investors during the Mobile World Congress Barcelona. The meetings are scheduled for February 26 and 27, 2024. The announcement was made to provide further details and to reserve a seat, interested parties were asked to contact Amdocs Investor Relations.
Management Changes
growth-positive
Amdocs and BMC Announce Global Strategic Alliance to Drive Customer Growth Through Connected Digital Ops
Amdocs, a leading provider of software and services to communications and media companies, and BMC, a global leader in software solutions for the Autonomous Digital Enterprise, announced a new alliance on February 20, 2024. The partnership aims to accelerate connected digital operations across the telecommunications and financial services industries, promoting growth, automation, and efficiencies for customers. Amdocs will leverage its position as a leading IT and network services provider to improve access to industry-leading automation, operations, and service management solutions from BMC.
PartnersExpand
growth-positive
7 Undervalued Growth Stocks to Buy for 10x Returns by 2030
The article discusses seven undervalued growth stocks that are predicted to yield 10x returns by 2030. These include Li Auto, MINISO Group, Lithium Americas, DraftKings, Amdocs, Coupang, and Riot Platforms. Each company is discussed in detail, highlighting their current financial status, growth potential, and future plans. The author suggests that despite current challenging macroeconomic conditions, these companies present a significant investment opportunity due to their strong fundamentals and potential for growth.
InvestmentCustomers
growth-positive
MWC 2024: Amdocs Unveils CES24, the Telco-Native, Generative AI-led Suite Spanning Business, Operations and Network Domains
Amdocs, a leading provider of software and services to communications and media companies, has announced the launch of its CES24 suite and CES Copilot, a set of generative AI-driven assistants. The new offerings aim to help service providers transform their businesses with enhanced efficiency, cost-effectiveness, and improved customer and employee experiences. The CES24 suite, which will be showcased at the Mobile World Congress in Barcelona, combines telco-native expertise, GenAI leadership, and cloud-native agility. The CES Copilot enhances service innovation across every telco domain, enabling service providers to operate more efficiently and focus on growing their business.
CustomersPartners
growth-positive
Amdocs' (NASDAQ:DOX) Dividend Will Be Increased To $0.479
Amdocs Limited has announced an increase in its dividend from last years comparable payment to $0.479, making the dividend yield about the same as the industry average at 2.1%. The companys dividend was comfortably covered by both cash flow and earnings prior to this announcement. The next year is expected to see EPS grow by 59.2%. The company has a sustained record of paying dividends with very little fluctuation since 2014. The companys EPS has grown at 15% per year over the past five years, indicating good prospects for growing its dividend payments in the future.
growth-positive
Here's What Key Metrics Tell Us About Amdocs (DOX) Q1 Earnings
Amdocs reported a 5% increase in revenue for the quarter ended December 2023, reaching $1.25 billion. The EPS was $1.56, compared to $1.45 in the same quarter of the previous year. The companys revenue was in line with the Zacks Consensus Estimate, while the EPS was slightly below the estimate. Geographic revenue from North America, the rest of the world, and Europe also showed changes. The companys stock has returned +3.5% over the past month and currently has a Zacks Rank #3 (Hold).
Customers
growth-negative
Amdocs (DOX) Q1 Earnings Miss Estimates, Revenues Match
Amdocs Limited reported its first-quarter fiscal 2024 results, with earnings missing the Zacks Consensus Estimate while revenues matched the same. Both the top and bottom lines marked a year-over-year improvement. The company reported non-GAAP earnings of $1.56 per share, missing the consensus mark by a penny. Amdocs reported revenues of $1.25 billion, which came in line with the Zacks Consensus Estimate. The companys top-line performance was primarily driven by continued strength in North America and healthy activity levels among top consumers in Europe. For fiscal 2024, the company raised the revenue growth guidance from 1-5% to 1.1-5.1% on a reported basis.
CustomersManagement Changes
growth-positive
Amdocs Limited (NASDAQ:DOX) Q1 2024 Earnings Call Transcript
Amdocs Limited reported a solid start to fiscal year 2024 in its Q1 earnings call. The company achieved record revenue of $1.25 billion, up 5% from a year ago, and a record 12-month backlog of $4.21 billion, up approximately 3% from a year ago. Amdocs also deepened its relationships with key North American customers such as AT&T and T-Mobile and expanded its international footprint with operators such as Vodafone Germany, A1 Telekom Austria, Magyar Telekom in Hungary and Etisalat by e& in the UAE. The company is focused on delivering market-leading innovation to simplify and accelerate the industry’s adoption of generative AI, accelerate the journey to the cloud, create seamless digital experiences, unlock the future market potential of true 5G standalone networks with next-gen solutions, and deliver dynamic connected experiences with real-time, automated networks.
CustomersPartnersManagement Changes
Growth-Positive
Japan’s NTT InfraNet Selects Amdocs to Modernize its IT Operations Systems and Migrate them to the Cloud
Amdocs, a leading provider of software and services to communications and media companies, has signed a managed services agreement with NTT Infrastructure Network Corporation (NTT InfraNet). Under the agreement, Amdocs will modernize and migrate NTT InfraNets IT operations systems to the cloud. This will enable NTT InfraNet to make significant cost savings, increase productivity, and enhance its business capabilities. Amdocs will provide a comprehensive cloud platform, migrate NTT InfraNets legacy IT systems to the cloud, and provide cloud security and operations services. The transformation will also help NTT InfraNet optimize its vendor ecosystem, providing the company with greater flexibility and capacity to support future growth.
Partners
growth-positive
A1 Telekom Austria Selects Amdocs to Redefine its Subscription Experience, Enhancing Customer Engagement with Wide Range of Digital Services
Amdocs, a leading provider of software and services to communications and media companies, has been selected by A1 Telekom Austria to redefine the subscription experience. Amdocs cloud-native, SaaS, scalable aggregation platform will enable A1 Telekom Austria to quickly aggregate and partner with digital services, simplifying the digital experience for its customers. The platform will also drive operational efficiencies for A1 Telekom Austria, simplifying partner onboarding, and monetization of additional services through a single integration point.
PartnersCustomers
growth-positive
Finetwork Selects Amdocs to Modernize its Systems, Enabling Spanish Operator to Provide Fiber, TV, and Mobile Services
Amdocs, a leading provider of software and services to communications and media companies, has partnered with Spanish service provider Finetwork to transform its core business systems. The AI-based Amdocs Digital Brands Suite as a Service, powered by AWS, will provide Finetwork with a ready-to-go solution for quick onboarding and managing the entire customer lifecycle. This will enable Finetwork to offer triple-play options for end-users encompassing fiber, TV, and mobile services in a more flexible, cost-effective way. The new system will create a complete digital experience for Finetwork customers and will allow the operator to seamlessly scale up and react quickly to changing market dynamics.
PartnersCustomersExpand
growth-positive
Australia’s TPG Telecom Selects Amdocs to Modernize its Monetization Platforms
Amdocs, a leading provider of software and services to communications and media companies, has entered into a multi-year agreement with TPG Telecom, a leading telecom operator in Australia. Under the agreement, Amdocs will consolidate TPGs monetization platforms to improve operational efficiency and drive revenue growth in enterprise, government, and business sectors. The deal will see Amdocs support the integration of TPGs legacy systems, replacing a total of seven incumbents. The modern, sophisticated monetization platform will enable TPG to launch new services and products with faster time-to-market and deliver an enhanced user experience.
PartnersExpand
growth-positive
Magyar Telekom Selects Amdocs to Deploy Cloud-Native Policy Control Platform for 5G Er
Amdocs, a leading provider of software and services to communications and media companies, has announced an expanded partnership with Magyar Telekom, a leading telecommunication operator in Hungary. Under the multi-year agreement, Amdocs will deploy its fully cloud-native policy control platform to modernize Magyar Telekoms Policy and Charging Control function. This will enable Magyar Telekom to deliver new 5G services to its customers at faster speeds and with a seamless experience. The collaboration will also allow Magyar Telekom to accelerate its innovative services across its expanding 5G network.
PartnersExpand
growth-positive
Amdocs Limited Reports First Quarter Fiscal 2024 Results
Amdocs Limited reported a record quarterly revenue of $1.25 billion, up roughly 5% YoY. The company also reported a record 12-month backlog of $4.21 billion, up roughly 3% YoY. The company reiterated its fiscal 2024 revenue growth of roughly 1%-5% YoY. The company also reported revenue growth across all regions, including record revenue of $838 million in North America. The company also reported a record managed services revenue of $722 million. The company also reported a GAAP diluted EPS of $1.26. The company also reported a GAAP operating income of $184 million.
InvestmentCustomersPartners
growth-positive
Return Trends At Amdocs (NASDAQ:DOX) Aren't Appealing
The article discusses the performance of Amdocs (NASDAQ:DOX) in terms of its return on capital employed (ROCE). The companys ROCE has remained relatively stable at around 14% over the past five years, with the business deploying 25% more capital into its operations. This moderate ROCE is considered good as it shows the company can continue to reinvest at decent rates of return. The stock has risen strongly over the last five years, indicating that the market might expect this trend to continue.
growth-positive
Amdocs CFO & COO Tamar Rapaport-Dagim to Speak at the Morgan Stanley Technology, Media & Telecom Investor Conference
Amdocs, a leading provider of software and services to communications and media companies, announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 6. The live webcast will be available on the Amdocs investor relations website. Amdocs, listed on the NASDAQ Global Select Market, had revenue of $4.89 billion in fiscal 2023.
Management Changes
growth-positive
7 IT Stocks to Upgrade Your Portfolio in 2024
The article discusses the importance of technology and innovation in driving global GDP growth, with a particular focus on IT stocks. It highlights the potential of blockchain technology and artificial intelligence to contribute trillions to the global economy by 2030. The article then lists seven top IT stocks to consider, including Arm Holdings, Amdocs, CrowdStrike, UiPath, ServiceNow, Stem, and Photronics. These companies are involved in various sectors such as central processing unit products, telecom services, cybersecurity, robotic process automation, cloud-based platforms, clean energy solutions, and photomask manufacturing.
CustomersInvestmentExpand
growth-positive
The 7 Most Undervalued Sleeper Stocks to Buy in January
The article discusses seven undervalued sleeper stocks that are poised for healthy revenue and earnings growth. These include Aker BP ASA, an oil and gas company with quality assets and long-term cash flow visibility; Lundin Gold, a gold mining company with robust reserves and cash flow visibility; Curaleaf Holdings, a cannabis company with potential for long-term value creation; Amdocs Limited, a software and services provider for the media and telecommunication industry; Lithium Americas, a lithium mining company with a valuable asset in the Thacker Pass project; Leonardo DRS, a defense products and technologies provider with a growing order backlog; and Hecla Mining, the largest silver miner in the United States.
InvestmentAcquisition
growth-positive
Amdocs (DOX) Launches E2ESO Solution for Service Providers
Amdocs Limited has introduced its End-to-End Service Orchestration (E2ESO) solution, designed to streamline business intent delivery and boost operational efficiency for service providers in communications and media. The E2ESO solution, already deployed across multiple customers, serves as a bridge connecting desired business outcomes with the necessary network resources and configurations. The company plans to showcase the E2ESO platform at the Mobile World Congress Barcelona in February 2024. However, the companys near-term prospects might be affected by softening IT spending due to high inflation and interest rates.
CustomersAcquisition
growth-positive
MWC 2024: Amdocs Unveils End-to-End Service Orchestration Solution to Close the Gap Between Business Intent and the Network
Amdocs has announced its new End-to-End Service Orchestration (E2ESO) solution, designed to streamline business intent delivery and enhance service providers operational efficiency. The E2ESO solution, already deployed across multiple customers, acts as a bridge between the desired business outcome and the necessary network resources and configurations. The solution significantly reduces time to market and total cost of ownership with its agile, open, microservices-based architecture. The integration of the recently acquired TEOCO service assurance solution provides a complete closed-loop approach to end-to-end service orchestration.
CustomersAcquisition
growth-positive
Amdocs (DOX) Introduces Next-Generation CPQ Pro for CSPs
Amdocs has launched its next-generation configure-price-quote software, Amdocs CPQ Pro, which uses generative artificial intelligence (AI) capabilities to offer advanced enterprise services for all business types. The software integrates with sales, ordering, fulfillment, and billing systems, and features partner ecosystem monetization, allowing CSPs to integrate products, services, or technologies from their partners into their own solutions. Despite the positive development, Amdocs near-term prospects might be hurt by softening IT spending, rising interest rates, and inflationary pressures.
CustomersPartnersInvestment
growth-positive
MWC 2024: Amdocs Continues to Propel the Telecom Industry into the Generative AI Era with Amdocs CPQ Pro, Bringing Enterprise Growth Opportunities to the Forefront for Service Providers
Amdocs, a leading provider of software and services to communications and media companies, has announced the launch of Amdocs CPQ Pro, a next-generation configure-price-quote software. The software is designed to enable communications service providers (CSPs) to offer advanced enterprise services for all business types by leveraging generative AI capabilities. The launch builds on previously announced strategic partnerships with Microsoft and NVIDIA. Amdocs CPQ Pro also forms part of the joint Amdocs and Microsoft Customer Engagement Platform. The company will be showcasing CPQ Pro and other solutions at Mobile World Congress Barcelona, February 26-29, 2024.
CustomersPartnersExpand
growth-positive
Amdocs' Market Leadership in Key Domains Recognized by Top Telecom Industry Analysts
Amdocs, a leading provider of software and services to communications and media companies, has been recognized as a global leader in key industry domains by top independent analyst firms. The company has been acknowledged for its technology and innovation, empowering service providers to deliver cutting-edge experiences for consumers and enterprises alike. Amdocs has been recognized as the global leader in overall monetization platforms for the 16th consecutive year, with an estimated market share of 14 per cent. The company has also been ranked as a leader in revenue management, BSS software and services, digital enablement systems, and customer value management total revenue.
Customers
growth-positive
7 Dividend-Paying Stocks To Add To Your Income Portfolio In 2024
The article discusses seven dividend-paying stocks that are recommended for addition to an income portfolio in 2024. These include Lockheed Martin, Chevron Corporation, AstraZeneca, Vale, Barrick Gold, Scorpio Tankers, and Amdocs. The author believes these stocks are undervalued and poised for high total returns in the next few years. The companies are investing significantly in research and development, have healthy cash flows, and are positioned to benefit from potential rate cuts. The author also highlights the companies attractive dividend yields and forward P/E ratios.
InvestmentCustomers
growth-positive
Amdocs Releases First Quarter Fiscal 2024 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, has announced its plan to attend several investor conferences during the first quarter of fiscal 2024. These include the Nasdaq 49th Investor Conference, Barclays 2023 Technology Conference, and Oppenheimer 4th Annual 5G Summit. The company aims to discuss its strategies and future plans in these conferences. Amdocs had a revenue of $4.58 billion in fiscal 2022.
Investment
Bharti Airtel Collaborates with Amdocs to Accelerate Digital Transformation
etisalat by e& Selects Amdocs to Revolutionize its In-Store Retail Experience with One of the World’s First AI-Enabled Telco Autonomous Stores
growth-positive
Will Weakness in Amdocs Limited's (NASDAQ:DOX) Stock Prove Temporary Given Strong Fundamentals?
Amdocs has seen a 17% drop in its share price over the past three months. However, the companys strong financials suggest that the stock could potentially increase in value in the long-term. Amdocs Return on Equity (ROE) is 16%, which is similar to the industry average. The companys moderate growth of 8.7% over the past five years is attributed to its efficient use of profits and a healthy combination of a moderate three-year median payout ratio of 34% and a respectable amount of growth in earnings. Analysts forecast that Amdocs future ROE will rise to 22% and the company will continue to see an expansion in its earnings.
Investment
Neutral
Amdocs Limited Issues Statement Regarding Recent Events in Israel
Amdocs Limited, a leading provider of software and services to communications and media companies, has issued a statement regarding the recent terrorist attack in Israel. The company expressed its concern for the safety of its employees and their families and thanked its customers, partners, and employees for their support. Despite the situation, Amdocs does not expect these events to materially affect its business as revenue from customers in Israel comprises less than 0.5% of total revenue and the majority of its employees are outside of Israel. The companys operations in Israel continue without material interruption.
CustomersPartners
growth-positive
Amdocs (DOX) to Help Clients Accelerate Their Cloud Strategy
Amdocs Limited has announced it will use the recently launched Oracle Database@Azure to help customers speed up their cloud strategies. The new joint offering from Oracle Corporation and Microsoft Corporation was launched in September 2023. Amdocs said the launch will provide telecom service providers with the option to migrate their Amdocs classic applications to Azure or OCI, based on their need or choice. This will allow the service providers to integrate their Amdocs classic applications with the latest solutions in the Amdocs portfolio.
PartnersCustomers
growth-positive
Amdocs Helps Accelerate Customers' Hybrid Cloud Strategy with Oracle Database@Azure
Amdocs, a leading provider of software and services to communications and media companies, has announced that it will enable the migration of its classic applications to Microsoft Azure or Oracle Cloud Infrastructure (OCI), following Microsoft and Oracles expanded partnership. This will allow service providers to integrate their Amdocs classic applications with the latest solutions in the Amdocs portfolio, including the new Amdocs Customer Engagement Platform. The collaboration provides service providers with a unique pre-integrated and telco-verticalized solution that offers a seamless customer experience.
PartnersCustomersExpand
growth-positive
3 Growth Stocks to Buy for 10-Bagger Returns by 2030
The article discusses three growth stocks that are expected to deliver 10-bagger returns by 2030. These include Li Auto, a Chinese electric vehicle company, Amdocs, a provider of software services and solutions for the communication and media industry, and Tilray Brands, a cannabis company. Li Auto is expected to benefit from the global growth in EV adoption, while Amdocs has a total estimated serviceable addressable market of $57 billion by 2025. Tilray Brands, despite regulatory headwinds, is expected to benefit from the potential legalization of cannabis at the federal level.
Investment
growth-positive
Unveiling Amdocs Ltd's Dividend Performance: A Comprehensive Analysis
Amdocs Ltd has announced a dividend of $0.44 per share, payable on 2023-10-27. The company has maintained a consistent dividend payment record since 2012 and has increased its dividend each year since then. Currently, Amdocs Ltd has a 12-month trailing dividend yield of 1.93% and a 12-month forward dividend yield of 2.03%. Over the past decade, Amdocs Ltds annual dividends per share growth rate stands at an impressive 19.80%. The companys dividend payout ratio is 0.36, suggesting that the company retains a significant part of its earnings for future growth and unexpected downturns.
Investment
growth-positive
2030 Vision: 3 Growth Stocks to Hold for the Next 6+ Years
The article discusses three growth stocks that have the potential to deliver significant returns by 2030. These include Miniso Group, a retailer and wholesaler of lifestyle products; Li Auto, a Chinese electric vehicle company; and Amdocs, a provider of software and services solutions to the telecommunication and media industry. Miniso has seen a 450% increase in stock over a 12-month period and recently announced a $200 million share repurchase program. Li Auto has delivered robust growth and aggressive retail expansion since commencing volume production in 2019. Amdocs trades at a forward price-earnings ratio of 14.5 and offers an attractive dividend yield of 2%.
InvestmentExpand
growth-positive
There's A Lot To Like About Amdocs' (NASDAQ:DOX) Upcoming US$0.43 Dividend
Amdocs Limited is set to trade ex-dividend in four days. Shareholders must be present on the companys books by the record date to be eligible for a dividend payment. The companys next dividend payment will be US$0.43 per share, with last years total dividend payments showing a trailing yield of 2.0% on the current share price of $85.7. Amdocss payout ratio is modest, at just 35% of profit, and it paid out only 33% of its free cash flow in the past year. The companys earnings per share have grown by 9.8% on average over the last five years.
Investment
growth-positive
3 Top Tech Stocks to Buy for Multibagger Returns by 2025
The article discusses three lesser-known tech stocks that are predicted to deliver multibagger returns by 2025. These companies are Splunk, Amdocs Limited, and PAR Technology. Splunk, a leader in cybersecurity and observability, has seen a 37% increase in returns YTD and expects further growth. Amdocs, a provider of software services to the media and telecommunication industry, is undervalued and expected to rally as fundamentals improve. PAR Technology, a provider of technology solutions to the retail and restaurant industry, has seen its shares increase by 56% YTD and expects further positive business developments.
Investment
growth-positive
Amdocs and Oracle Accelerate Service Providers' Journey to the Cloud
Amdocs and Oracle have announced an expanded collaboration to help communications and media service providers transition their Amdocs classic applications to Oracle Cloud Infrastructure (OCI). This move will allow providers to offer new and differentiated cloud-based services, driving growth and customer loyalty. The partnership will also focus on delivering comprehensive support and services to facilitate seamless cloud transitions, optimize operations, and unlock new business opportunities for customers. Amdocs customers will be able to maximize their service choices across Oracles 45 public cloud regions or OCI Dedicated Region.
PartnersExpand
growth-positive
Are Investors Undervaluing Amdocs Limited (NASDAQ:DOX) By 47%?
Amdocs Limiteds estimated fair value is $165 based on a 2 Stage Free Cash Flow to Equity model, making it 47% undervalued at its current share price of $86.93. This valuation is 53% higher than Amdocs analyst price target of $108. The valuation method used is the Discounted Cash Flow (DCF) model, which estimates the companys future cash flows and discounts them to their present value. The DCF model is not perfect for every situation and does not consider the possible cyclicality of an industry, or a companys future capital requirements.
Investment
growth-positive
PLDT and Smart Select Amdocs for Cloud Migration and Modernization Project
Amdocs, a leading provider of software and services to communications and media companies, has been selected by PLDT Inc., a leading telecommunications and digital service provider in the Philippines, and its wireless subsidiary Smart Communications, Inc., to accelerate their cloud modernization on Amazon Web Services (AWS). Amdocs will provide cloud strategy, planning consultancy, and cloud security and operations services, using its new AI-driven cloud operations platform. This partnership aims to improve business agility, efficiency, and scalability while providing an enhanced customer experience.
PartnersExpand
growth-positive
Amdocs Hits Critical Mass with its 5G-Native Charging Solution, Empowering Service Providers to Unlock New Monetization Opportunities Across Diverse Cloud Environments
Amdocs, a leading provider of software and services to communications and media companies, has announced the business momentum of its 5G Charging efforts. The companys cloud-native charging platform is designed to meet extreme scalability needs and unlock limitless monetization opportunities for advanced standalone 5G and beyond. This will allow service providers to enable groundbreaking offerings and new monetization opportunities in the 5G era. The company has more than 20 cloud-based charging projects in production across a range of public, private, and hybrid environments, including at leading CSPs in North America.
CustomersPartners
growth-positive
Amdocs Evolves its Cloud Management Platform, Powered by Generative AI, to Hyper-Automate Service Providers Operations and IT
Amdocs, a software and services provider for communications and media companies, has announced the launch of its Generative AI-powered Cloud Management Platform. The platform is designed to automate the entire lifecycle of IT and operations, and is integrated with leading public cloud providers. It aims to accelerate service providers journey to the cloud, managing thousands of applications in hybrid and multi-cloud environments. The platforms hyper-automation capabilities provide a holistic approach to AI-driven automation, eliminating the need for manual intervention in low-value processes and bringing errors and resolution time to near-zero levels.
CustomersExpand
growth-positive
Amdocs (DOX) Up 0.3% Since Last Earnings Report: Can It Continue?
Amdocs has reported better-than-expected results for the third quarter of fiscal 2023, with non-GAAP earnings of $1.57 per share, surpassing the Zacks Consensus Estimate of $1.47. The company reported record revenues of $1.24 billion, up 6.5% on a reported basis and 6.9% on a constant-currency basis. The companys top-line performance was primarily driven by continued strength in North America and healthy activity levels among top consumers in Europe. Amdocs ended the third quarter with a 12-month backlog of $4.14 billion. The company also repurchased shares worth $129 million and paid out $52 million in dividends.
CustomersInvestment
growth-negative
15 Stocks with Lowest Short Interest
The article discusses the impact of the retail investing boom on GameStop Corp. (NYSE:GME) and its struggle to adapt to the digital age. Retail investors on Reddit caused a surge in GameStops share price, leading to significant losses for short sellers and some hedge funds. Despite issuing more shares and experimenting with non-fungible tokens (NFTs), GameStop has been unable to successfully turn around its operations. Analysts have a negative outlook on the company, with an average share price target of $13.10. The article also mentions 15 stocks with the lowest short interest, including Honeywell International Inc. (NASDAQ:HON), Mercantile Bank Corporation (NASDAQ:MBWM), and Intercontinental Exchange, Inc. (NYSE:ICE).
Public Trading
growth-positive
Dividend Dynamos: 3 Stock Picks for Steady Growth Until 2030
The article discusses the potential of dividend growth stocks, specifically focusing on Albemarle (ALB), Amdocs Limited (DOX), and Newmont (NEM). These companies are expected to provide robust year-on-year growth in dividends over the next 5 to 10 years. Albemarle, a lithium producer, has aggressive growth plans and has signed an agreement with Ford to supply lithium hydroxide from 2026 to 2030. Amdocs, a provider of software and services to the media and telecommunication industry, has a large addressable market and a 12-month backlog of $4.14 billion. Newmont, a gold mining company, is expected to benefit from rising gold prices and lower production costs.
InvestmentCustomersPartners
growth-positive
Amdocs (NASDAQ:DOX) Has Some Way To Go To Become A Multi-Bagger
The article discusses Amdocs trend of Return on Capital Employed (ROCE) and its impact on the companys growth. Amdocs has an ROCE of 14%, which is in line with the industry average. The company has consistently earned a standard return of 14% on its capital over the past five years. The article highlights that Amdocs has been steadily reinvesting capital at decent rates of return, leading to a 47% return to shareholders over the last five years. The article suggests further research on the stock and provides additional resources for analysis. The article was published by Simply Wall St.
CustomersPartners
growth-positive
CORRECTION FROM SOURCE: Singapore's M1 Selects Amdocs to Power its Prepaid Platform
Amdocs, a leading provider of software and services to communications and media companies, has announced that M1 Limited, a leading digital network operator in Singapore, has selected Amdocs to power its new prepaid platform. This new platform is part of M1s digital transformation journey and will enable operators to be onboarded quickly and efficiently manage subscribers. Amdocs monetization engine will provide the opportunity to introduce exciting offers and innovative bundles to meet customer-specific needs.
PartnersCustomers
growth-positive
Amdocs Supports Bell Canada’s Digital Transformation by Moving On-Premise, Essential Applications to the Cloud
Amdocs, a leading provider of software and services to communications and media companies, is expanding its business relationship with Bell Canada. The agreement will see Bell Canada moving Amdocs core systems, including billing, from their on-premise data center to the public cloud. This move aligns with Bells strategy to leverage public cloud services, enhancing agility and resiliency while laying a strong foundation for future cloud-first and agile-first transformation efforts. The adoption of cloud technology will enable Bell to offer their customers seamless connected experiences, while positioning themselves for future growth and innovation.
PartnersExpand
growth-positive
Amdocs (DOX) Q3 Earnings and Revenues Surpass Estimates
Amdocs Limited has reported better-than-expected results for Q3 of fiscal 2023, with non-GAAP earnings of $1.57 per share, surpassing the Zacks Consensus Estimate of $1.47. The company also reported record revenues of $1.24 billion, a 6.5% increase from the year-ago quarter. The top-line performance was primarily driven by continued strength in North America and healthy activity levels among top consumers in Europe. Amdocs ended the quarter with a 12-month backlog of $4.14 billion. The company also repurchased shares worth $129 million and paid out $52 million in dividends.
Customers
growth-positive
Amdocs (DOX) Reports Q3 Earnings: What Key Metrics Have to Say
Amdocs reported a revenue of $1.24 billion for the quarter ended June 2023, a 6.5% increase from the same period last year. The EPS was $1.57, compared to $1.27 in the year-ago quarter. The companys revenue exceeded the Zacks Consensus Estimate of $1.23 billion, representing a surprise of +0.17%. The EPS also surpassed the consensus estimate of $1.47, delivering a surprise of +6.80%. Despite these positive results, Amdocs shares have returned -4.5% over the past month.
Customers
growth-positive
Watch Brasil Selects Amdocs’ Vubiquity Content Platform and Services to Power its Streaming Service
Amdocs, a leading provider of software and services to communications and media companies, has announced that its subsidiary, Vubiquity, has been selected by Watch Brasil, a video-on-demand platform for service providers in Brazil, to deliver a wide array of video-on-demand and transactional content to its customers. Vubiquity holds relationships with hundreds of content creators and distributors around the globe, providing the latest release content from major studios, leading independents, library classics and a host of genre-based categories to provide viewers with compelling content choices for Watch Brasils offering.
PartnersCustomers
Growth-Positive
3 Emerging Companies Poised to Be Tech Stock Giants
The article discusses the potential of three emerging tech companies: Amdocs Limited, CrowdStrike Holdings, and Arista Networks. Amdocs, a software and services provider to telecom and media companies, is expected to create long-term value due to its significant addressable market and growth visibility. CrowdStrike, a security solutions provider, is on a high-growth trajectory with potential for organic and acquisition-driven growth. Arista Networks, a software-driven, cognitive cloud networking company, is also expected to create value due to its promising growth outlook in target industries.
InvestmentAcquisition
growth-positive
Globe Selects Amdocs to Transform its Cloud Business Operations, Unifying IT and Business Metrics for Enhanced Customer Experience
Amdocs has announced the expansion of its strategic partnership with Globe, a leading digital solutions provider in the Philippines. Under a multi-year managed services agreement, Amdocs will provide managed services for Globes IT and cloud operations, transforming IT operations into a key enabler for business growth. Amdocs will deploy its new AI-powered cloud management platform to enable hyper-automation across Globes business processes. This will allow Globe to align its IT operations with business goals, leading to faster innovation, reduced time to market, and increased responsiveness to customer requests and market changes.
PartnersExpand
growth-positive
Indonesia’s Telkomsel Expands its Range of IoT Offerings with Amdocs and MAVOCO
Amdocs, a software and services provider for communications and media companies, has implemented MAVOCOs IoT Connectivity Management Platform at Telkomsel, a leading service provider in Indonesia. This move will enable Telkomsel to expand its IoT offerings for both consumer and enterprise customers. Amdocs provided system integration services for the implementation, enhancing Telkomsels business agility and operational efficiency. The new platform will allow Telkomsel to introduce innovative offerings with faster time to market and better accommodate the specific needs of enterprise customers.
PartnersCustomersExpand
growth-positive
Amdocs Limited Reports Third Quarter Fiscal 2023 Results
Amdocs Limited reported a record quarterly revenue of $1.24 billion, up 6.5% YoY. The company also reported a record 12-month backlog of $4.14 billion, up approximately 5% YoY. Amdocs has authorized an additional $1.1 billion share repurchase program and launched Amdocs amAIz, an enterprise-grade generative AI framework. The company completed the acquisition of TEOCOs service assurance business on June 30, 2023, for a net consideration of approximately $90 million.
InvestmentAcquisition
growth-positive
South Africa's Melon Digital Enhances its Digital Brands Suite with Amdocs eSIM Platform For a Fully Digital Customer Journey
Amdocs, a leading provider of software and services to communications and media companies, has announced that South Africa-based Melon Digital has selected Amdocs eSIM Cloud platform. This will enable Melon Digitals customers to enjoy a fully digital experience with eSIM capabilities on their primary and secondary devices. The integration of the Amdocs eSIM Cloud platform with Melon Digitals global MVNE platform will provide consumers with seamless digital experiences on various devices. This partnership will further enhance the customer experience with seamless eSIM adoption.
PartnersExpand
growth-positive
Singapore's M1 Selects Amdocs to Power its Prepaid Platform
M1 Limited, a leading digital network operator in Singapore, has selected Amdocs to power its new prepaid platform. This platform will also serve M1s mobile virtual network enabler (MVNE) business and provide mobile virtual network operators (MVNOs) the opportunity to introduce exciting offers and innovative bundles to meet customer-specific needs. The partnership with Amdocs is part of M1s digital transformation journey and is expected to bring cutting-edge experiences to enterprises and consumers, drive new revenue streams, and increase agility and efficiency.
PartnersCustomers
growth-positive
HERFLIX Selects Amdocs’ Vubiquity to Provide a Full Suite of Content Management Services to Power their Streaming Service Focused on Films for, about and by Women
Amdocs, a leading provider of software and services to communications and media companies, has announced that its subsidiary, Vubiquity, has been selected by HERFLIX, a subscription-free online movie theater focused on films for, about and by women, to provide content acquisition and processing. This partnership aims to bridge the gender diversity gap in the film industry by offering a dedicated platform for female filmmakers to reach a wider audience. Vubiquity will provide a complete end-to-end solution covering content acquisition, curation and management services to support the HERFLIX platform.
PartnersCustomers
growth-positive
Vodafone Spain Successfully Deploys Amdocs Software to Modernize its Customer Experience
Amdocs, a leading provider of software and services to communications and media companies, has announced a successful modernization of Vodafone Spains customer engagement software. This collaboration is part of Vodafone Spains digital transformation journey and aims to improve system stability, security, and performance. The modernization project also includes a new user interface to enhance customer service agent efficiency and support Vodafone Spains evolution towards an omnichannel experience. Amdocs platform and technology will be key in ensuring Vodafone Spain delivers seamless connected experiences to its customers.
PartnersCustomers
Growth-Positive
Amdocs (DOX) Beats Q3 Earnings and Revenue Estimates
Amdocs has reported quarterly earnings of $1.57 per share, surpassing the Zacks Consensus Estimate of $1.47 per share. This is an increase from earnings of $1.27 per share a year ago. The company, which provides computer systems integration, posted revenues of $1.24 billion for the quarter ended June 2023, exceeding the Zacks Consensus Estimate by 0.17%. This is an increase from year-ago revenues of $1.16 billion. Amdocs shares have increased by about 3.6% since the beginning of the year. The companys future performance will largely depend on managements commentary on the earnings call.
Globe Selects Amdocs’ Data Intelligence Services to Deliver Value to Its Customers via a Multi-Year Managed Services Agreement
growth-positive
VIDAA, the TV Operating System of Hisense, Selects Amdocs' Vubiquity Technology and Services to Add AVOD/FAST and TVOD/EST to its Platform
Amdocs, a leading provider of software and services to communications and media companies, announced that its subsidiary, Vubiquity, has been selected by VIDAA USA Inc., a leading smart TV operating system and content platform, to provide ad-based video-on-demand (AVOD) and transactional video on demand (TVOD) content to VIDAA tv. The service will be available on millions of connected TVs starting in the US, with a planned global launch later in 2023. Vubiquity will curate, program and schedule content, as well as originate FAST channels for VIDAA audiences.
PartnersExpand
Growth-Positive
Amdocs Releases Fourth Quarter Fiscal 2023 Investor Conference Schedule
Amdocs, a leading provider of software and services to communications and media companies, has announced its participation in several investor conferences during the fourth quarter of fiscal 2023. These include the Oppenheimer 26th Annual Technology, Internet & Communications Conference, Jefferies Semiconductor, IT Hardware & Communications Technology Summit, Citis 2023 Global Technology Conference, and Jefferies Israel Tech Trek. The companys CFO, COO, group president Technology & head of Strategy, and head of Investor Relations will represent Amdocs at these events.
Public Trading
growth-positive
7 Tech Stocks for Getting Rich in 2023
The article discusses seven tech stocks that are expected to perform well in 2023. These include Amdocs, CrowdStrike Holdings, UiPath, Splunk, RELX, Palantir Technologies, and Arista Networks. The companies are involved in various sectors such as AI, cloud computing, data centers, and machine learning. They are expected to deliver healthy growth due to their wide addressable markets and robust cash flows. Some of the companies have also made significant investments in their platforms and have made acquisitions to accelerate growth.
CustomersInvestmentAcquisition
growth-positive
Why Amdocs (DOX) is a Top Value Stock for the Long-Term
Amdocs Limited (DOX), a leading provider of customer care, billing and order management systems for communications and Internet services, is highlighted as a value stock to watch by Zacks Investment Research. The companys shares are trading at a forward P/E of 16.5X, compared to the Computers - IT Services industrys P/E of 21.9X. DOX also has a PEG Ratio of 1.5, a Price/Cash Flow ratio of 14.2X, and a Price/Sales ratio of 2.5X. For fiscal 2023, one analyst revised their earnings estimate higher in the last 60 days for DOX, while the Zacks Consensus Estimate has increased $0.01 to $5.89 per share.
InvestmentPublic Trading
growth-positive
DOX vs. DT: Which Stock Should Value Investors Buy Now?
Investors interested in Computers - IT Services stocks are likely familiar with Amdocs (DOX) and Dynatrace (DT). Amdocs is currently sporting a Zacks Rank of #2 (Buy), while Dynatrace has a Zacks Rank of #3 (Hold). This means that Amdocss earnings estimate revision activity has been more impressive, so investors should feel comfortable with its improving analyst outlook. Amdocs currently has a forward P/E ratio of 16.56, while Dynatrace has a forward P/E of 55.04. Amdocs stands above Dynatrace thanks to its solid earnings outlook, and based on these valuation figures, Amdocs is the superior value option right now.
Investment
growth-positive
Dell Technologies Inc. (DELL) Hit a 52 Week High, Can the Run Continue?
Dell Technologies shares have been on the rise, with a 14.2% increase over the past month and a 36.4% gain since the start of the year. The companys impressive record of positive earnings surprises has contributed to this outperformance. For the current fiscal year, Dell is expected to post earnings of $5.55 per share on $86.44 billion in revenues. The companys valuation metrics and Zacks Rank of #2 (Buy) suggest that the stock has more room to grow. The companys performance is also strong compared to industry peers.
Investment
Growth-Negative
Amdocs laying off around 2,000 employees, 6.5% of workforce, in another round of cutbacks | CTech
Software company Amdocs is planning another round of layoffs, with an estimated 2,000 jobs expected to be cut, representing about 6.5% of the companys workforce. In Israel, the company will lay off 200 employees, a reduction of approximately 5%. This round of layoffs is larger than the one implemented earlier this year, which saw about 700 employees lose their jobs. Despite the layoffs, Amdocs has been performing well financially, with positive financial reports in recent quarters, increased dividends for shareholders, and a market cap of nearly $12 billion.
Layoffs
growth-positive
3 High-Growth Stocks Hiding Right Under Wall Street’s Nose
The article discusses three hidden high-growth stocks that are worth holding for the next five years. These include Aker BP, Amdocs, and Borr Drilling. Aker BP, an oil and gas stock, is poised for multibagger returns in the next five years and has an attractive dividend yield of 9.18%. Amdocs, a provider of software services and solutions to the communications and media industry, trades at an attractive forward price-earnings ratio of 16.7 and offers a dividend yield of 1.76%. Borr Drilling, a provider of modern jack-up rigs, has surged by over 50% for the year and is trading at an attractive forward valuation.
Investment
growth-positive
Amdocs Completes Acquisition of TEOCO's Service Assurance Business to Help Accelerate End-to-End Network Automation
Amdocs has completed its acquisition of TEOCOs service assurance business, which will enable Amdocs to provide service providers with a unique end-to-end service orchestration offering. The acquisition is expected to have a neutral impact on Amdocs non-GAAP diluted earnings per share in fiscal years 2023 and 2024. Amdocs aims to enhance its next generation OSS portfolio with TEOCOs service assurance suite, including fault, performance, and service management capabilities. The seamless integration of TEOCOs offerings will provide Amdocs customers with a full network view and help them predict, detect, and resolve service and network quality issues efficiently.
Acquisition
growth-positive
Buy These 4 Low-Beta Technology Stocks to Combat Volatility
The article discusses the performance of the broader equity market and the tech sector in 2023. It highlights the challenges faced by the technology sector due to supply-chain constraints and softened IT spending. The article suggests that investing in low-beta tech stocks like America Movil, Amdocs, Vipshop Holdings, and eGain can help investors hedge against the volatile market environment. It provides an overview of each company and their growth prospects. America Movil is gaining from an increasing broadband client base and wireless subscriber additions. eGain is the leading provider of cloud customer engagement hub software. Amdocs is benefiting from its recurring revenue business model and the acquisition of Openet. Vipshop is an online discount retailer for brands. The article concludes by mentioning the consensus estimates for each companys earnings.
CustomersInvestment
growth-positive
Amdocs Recognized as the Winner of 2023 Microsoft Media & Communications Partner of the Year
Amdocs has won the Media & Communications 2023 Microsoft Partner of the Year Award for demonstrating excellence in innovation and implementation of customer solutions based on Microsoft technology. The award recognizes the collaboration between Amdocs and Microsoft to enhance innovation and customer experience. Amdocs and Microsoft have jointly created a new Customer Engagement Platform that leverages the power of the Microsoft Cloud. The platform aims to improve engagement, streamline business processes, and monetize 5G use cases. Amdocs was chosen from over 4,200 nominations from more than 100 countries worldwide. The award highlights Amdocs outstanding solutions and services to the media and communications industry.
Partners
growth-positive
Amdocs (DOX) Enhances Amdocs Network Inventory Solution
Amdocs Limited has unveiled the evolution of its advanced cloud-agnostic network inventory solution, Amdocs Network Inventory. The solution supports faster time to market for the launch of new digital services with reduced cost and accelerated revenue growth. Amdocs continues to expand its global client base by signing long-term contracts and collaborating with major companies. In collaboration with Microsoft, Amdocs has developed new use cases to aid digital transformations. The company has also been selected by Colt Technology Services for the strategic transformation of its core IT systems. The article highlights Amdocs growth momentum and its initiatives in the digital, media, and network and cloud transformations of its clients.
PartnersExpand
growth-positive
DOX or DT: Which Is the Better Value Stock Right Now?
The article discusses the attractiveness of Amdocs (DOX) and Dynatrace (DT) stocks to value investors. Amdocs has a higher Zacks Rank and better value metrics compared to Dynatrace, making it a more favorable option for value investors. Amdocs has a forward P/E ratio of 16.23 and a PEG ratio of 1.48, while Dynatrace has a forward P/E of 50.15 and a PEG ratio of 5.50. Amdocs also has a lower P/B ratio of 3.18 compared to Dynatraces P/B of 9.01. The article suggests that Amdocs is undervalued and offers potential for growth. No specific date or financial details are mentioned in the article.
Investment
growth-positive
Amdocs Unveils Next Generation Network Inventory Platform
Amdocs has announced the evolution of its Amdocs Network Inventory, an advanced cloud-agnostic network inventory solution designed to drive network and service automation. The solution utilizes AI/machine learning-driven automated actions to deliver and maintain service intent. It aims to simplify and de-risk a service providers transformation journey, ensuring smooth transitions to hybrid network architectures. A leading European tier-1 CSP has already deployed the next-generation Amdocs Network Inventory, simplifying its overall operations support system (OSS) landscape. Amdocs helps its customers future-proof their networks and unlock the full revenue potential of launching innovative services.
PartnersCustomers
growth-negative
Nutanix (NTNX) Down 5.8% Since Last Earnings Report: Can It Rebound?
Nutanix reported non-GAAP third-quarter fiscal 2023 earnings of 4 cents per share, surpassing estimates. Revenues of $448.6 million also beat expectations. The company added 430 customers during the quarter, bringing the total to 24,050. However, the average contract term length declined due to higher federal businesses with shorter contract terms. Nutanix expects ACV billings between $240 million and $250 million for the fourth quarter of fiscal 2023, with revenues estimated between $470 million and $480 million. For the full fiscal year, ACV billings are expected to be between $915 million and $925 million, with revenues estimated in the range of $1.84 billion to $1.85 billion.
Customers
Amdocs Investor Relations Announces Network Automation Webinar on June 22, 2023
growth-positive
Zacks Industry Outlook Highlights ServiceNow, CoStar Group, Amdocs and Nutanix
The Zacks Computers – IT Services industry has been benefiting from ongoing digitization efforts globally. Solid demand for advanced IT-service infrastructure solutions for hybrid working and digital healthcare has been benefiting the prospects of industry participants like ServiceNow, CoStar Group, Amdocs, and Nutanix. Improving IT spending trends also bode well for these players. The industry participants are suffering from challenging macroeconomic conditions that are elongating the sales cycle. The Zacks Computers - IT Services industry is currently trading at a higher valuation than the S&P 500 and the sectors average. ServiceNow, CoStar Group, Amdocs, and Nutanix are mentioned as must-buy stocks in the industry.
CustomersPartnersInvestmentAcquisition
growth-positive
Here's Why Amdocs (DOX) is a Strong Value Stock
The article discusses Amdocs (DOX), a leading provider of customer care, billing, and order management systems for communications and internet services. It highlights the companys value as a stock investment, with a good Value Style Score and attractive valuation fundamentals. Amdocs has a forward P/E ratio of 16.3X, a PEG ratio of 1.5, and a Price/Sales ratio of 2.4X. The article also mentions that two analysts have revised their earnings estimate higher for Amdocs, and the company has an average earnings surprise of 2.8%. Overall, the article suggests that Amdocs is a strong choice for value investors. The event described in the article is not specific, as it mainly provides an analysis of Amdocs as a value stock.
Investment
Growth-Positive
3 High-Growth Stocks Poised to Become Cash Flow Machines
The article discusses the importance of cash flow in determining the fair value of a stock and highlights four companies - Apple, Li Auto, Amdocs Limited, and Pinterest - that are poised to deliver robust cash flows. Apple is noted for delivering operating cash flow in excess of $100 billion annually. Li Auto has reported operating and free cash flow of $1.13 billion and $975.9 million respectively for Q1 2023. Amdocs has a current backlog of $4.11 billion and has guided for $700 million in free cash flow for 2023. Pinterest reported operating cash flow of $183 million for Q1 2023.
InvestmentExpand
DOX or DT: Which Is the Better Value Stock Right Now?
Why Is Amdocs (DOX) Up 4.6% Since Last Earnings Report?
growth-positive
Amdocs Launches amAIz, a Cutting-Edge Enterprise-Grade Generative AI Framework, Set to Propel the Telecom Industry into the Gen AI era
Amdocs has announced amAIz, a telco generative AI framework that aims to transform telecommunications by enhancing business agility and customer experience. The framework combines carrier-grade architecture with large language AI models, enabling global communications service providers to leverage generative AI. Amdocs amAIz addresses industry-specific challenges and offers use cases across various domains, including customer engagement, catalog generation, intelligent networking, smart operations, and cloud services. The framework is integrated across Amdocs portfolio and follows the companys strategic partnership expansion with Microsoft. Amdocs believes that generative AI technology presents significant opportunities for service providers to reinvent customer engagement and drive efficiencies.
Partners
growth-positive
Enlight to Supply Renewable Energy to Amdocs
Enlight Renewable Energy has entered into a corporate power purchase agreement with Amdocs to supply green energy to Amdocs new office campus in Israel. The agreement, which extends for 12 years, will account for 100% of the energy consumption at the campus. The electricity will be sourced from Enlights solar and storage facilities currently under construction in Israel. This marks the first corporate PPA Enlight has signed as part of the new market regulation in Israel, which is expected to accelerate the energy transition across the Israeli economy. The agreement aligns with Amdocs long-term environmental strategy and its goal of being powered solely by renewable sources. The campus is also expected to receive LEED GOLD certification.
Partners
growth-positive
7 Sleeper Stocks to Buy Before Investors Wake Up
The article discusses seven undervalued sleeper stocks to buy, including Scorpio Tankers, MINISO Group, Amdocs, Leonardo DRS, Ardmore Shipping, Aker BP ASA, and Bitfarms. Scorpio Tankers is highlighted as a top undervalued stock with a forward price-earnings ratio of 4.3 and strong revenue growth. MINISO Group is a Chinese retail company with a significant store presence outside of China and a growing gross margin. Amdocs is a provider of software services to the telecommunications and media industry, with potential for multi-bagger returns. Leonardo DRS is an emerging player in the defense sector with a focus on advanced technology. Ardmore Shipping is involved in seaborne transportation and benefits from positive industry tailwinds. Aker BP ASA is a value creator in the oil industry with high-quality assets. Bitfarms is a low-cost Bitcoin miner with potential for significant returns.
Investment
growth-positive
Communications Service Providers Can Seize the Enterprise Opportunity by Addressing Gaps in Delivery and Perfecting Customer Experience, Amdocs Research Finds
Amdocs, a leading provider of software and services to communications and media companies, conducted research that reveals communications service providers (CSPs) can unlock growth opportunities in the enterprise market by addressing gaps in delivery and ensuring levels of customer service dont decline after the initial sale and setup phase. The research highlights the importance of a consistent customer experience and a holistic approach to service delivery. It also emphasizes the potential for CSPs to increase revenues outside core communications services through the provision of digital/e-commerce services and network-based value-added services such as cybersecurity and managed IoT. The findings indicate that CSPs outperform other ecosystem players in understanding and meeting enterprises unique communications needs.
CustomersPartners
growth-positive
Investing in Amdocs (NASDAQ:DOX) three years ago would have delivered you a 59% gain
Amdocs Limited has seen a 50% increase in its stock price over the past three years, outperforming the market. However, recent returns have been lower. The company has achieved compound earnings per share growth of 6.7% per year, while the share price has grown at a rate of 15% per year. This suggests that market participants have gained confidence in the companys progress. Amdocs has also provided a total shareholder return of 59% over the past three years, largely due to its dividend payments. Shareholders have received a 12% total shareholder return over the past year. The article suggests that Amdocs may be worth further consideration as a potential investment.
Investment
growth-positive
The 3 Best Dividend Growth Stocks to Buy Now
The article discusses the potential of Apple, Albemarle Corporation, and Amdocs as the best dividend growth stocks to buy. Apples robust cash flow and strong balance sheet, along with its focus on emerging markets like India, make it a promising investment. Albemarle Corporation, with its aggressive capital investments and strong demand from the EV sector, is expected to see strong dividend growth. Amdocs, with its steady revenue growth visibility and free cash flow upside, is also considered a good investment. The companies are expected to deliver high returns and robust dividend growth.
InvestmentExpand
growth-positive
Why Amdocs (DOX) is a Top Value Stock for the Long-Term
The article discusses Amdocs, a leading provider of customer care, billing, and order management systems for communications and internet services. It highlights Amdocs as a value stock with attractive valuation metrics and positive earnings. The company has a Zacks Rank #2 (Buy) and a Value Style Score of B. Amdocs stock is trading at a forward P/E of 15.9X, lower than the industry average. The article mentions that one analyst revised their earnings estimate upwards for fiscal 2023. Amdocs has solid Zacks Ranks, notable earnings, and impressive Value and VGM Style Scores. The article suggests investors consider Amdocs for their portfolios. The event described in the article is not specified.
InvestmentCustomers
growth-positive
DOX vs. DT: Which Stock Is the Better Value Option?
The article compares Amdocs (DOX) and Dynatrace (DT) to determine which stock is more attractive to value investors. Amdocs has a strong Zacks Rank and positive earnings estimate revisions, indicating an improving earnings outlook. It also has favorable valuation metrics, including a lower forward P/E ratio and P/B ratio compared to Dynatrace. Based on these factors, Amdocs is considered the superior value option. The article suggests that value investors should consider Amdocs as a potential investment.
Investment
growth-positive
Resurgent Amdocs expands into banking market
Amdocs Ltd., an Israeli business software giant, is experiencing a positive impact on its growth as its share price nears $100, close to its all-time high. The company provides IT systems for telecom companies and has recently been focusing on the finance and banking market. Amdocs has made acquisitions in areas of interest to banks, such as cloud migration, to help them modernize their systems. The company sees potential for significant growth in the banking industry, similar to the growth it experienced in the telecom industry. Amdocs also highlights the transition to the cloud and the development of 5G networks as important trends in the telecom industry. The company reported 7.1% revenue growth in the first half of 2023 and has a positive outlook for free cash flow.
CustomersAcquisitionInvestment
growth-positive
WindTre Goes Live with Monetization Platform in Cloud-Based Modernization with Amdocs
Amdocs has completed a modernization project for WindTre, an Italian mobile operator, providing them with a 5G-ready monetization solution deployed on Google Cloud. This project supports WindTres cloud strategy and enhances their agility and time to market for new products and services. All WindTre post-paid consumer and enterprise customers will benefit from the new solution, which offers improved performance, a unified experience, and access to the latest offers and discounts. The project represents a milestone for WindTre and their customers, supporting their mission to provide world-class experiences and service. Amdocs and Google Cloud worked together to bring this seamless monetization vision to life.
CustomersPartners
growth-positive
Amdocs (DOX) and Microsoft Collaborate on New Use Cases
Amdocs has developed new use cases in collaboration with Microsoft in its Americas 5G Experience Lab. The use cases, available on Microsofts Azure Marketplace, focus on combining private networks, edge computing, and IoT to create an advanced digital society. One use case involves providing real-time environmental and movement data for smart cities, while another offers augmented reality maintenance and training for field technicians. The Amdocs 5G Experience Lab serves as a sandbox for incubating new 5G solutions and exploring opportunities across industries. Amdocs continues to expand its global client base through long-term contracts and collaborations. The companys growth momentum is expected to continue as it aids digital, media, and network and cloud transformations for its clients.
PartnersExpand
Amdocs (NASDAQ:DOX) Has Announced That It Will Be Increasing Its Dividend To $0.435
Amdocs 5G Experience Lab Collaborates with Microsoft on New Private Network and Edge Solutions, Including Opportunities Around Maintenance, Training and Smart Cities
growth-positive
Q2 2023 Amdocs Ltd Earnings Call
Amdocs Limited reported solid financial results for the second fiscal quarter of 2023, with record revenue of $1.22 billion, up 8.2% year-over-year in constant currency. The company added four new customer logos and expanded its strategic partnership with Microsoft. It also signed an M&A agreement to enhance its network strategy. The companys 12-month backlog was a record high of $4.11 billion, up roughly 7% from a year ago in constant currency. Amdocs also announced its intention to acquire the service assurance business of TEOCO for approximately $90 million in cash.
CustomersPartnersManagement Changes
Amdocs (DOX) Q2 Earnings Beat Estimates, Revenues Match
growth-positive
Amdocs Drone-Aided Site and Inventory Audits Provides Verizon with a Safe, Rapid Way to Inspect Wireless Infrastructure
Amdocs has announced that Verizon has selected their Drone-Aided Site Audits solution, developed in collaboration with partner vHive, to assist in monitoring network assets. The solution uses autonomous drones to gather information about cell sites, creating Digital Twins and digital inventories of assets. Amdocs will showcase their 5G solutions at the Big 5G Event in Austin, Texas. The article highlights the growth-positive impact of the partnership with Verizon and the adoption of cutting-edge technology.
Partners
Amdocs (DOX) Q2 Earnings and Revenues Top Estimates
growth-negative
Amdocs cuts 700 jobs, 3% of workforce | CTech
Amdocs, a tech company, has decided to cut its workforce by 3%, laying off a total of 700 employees, including 100 in Israel. Despite coming off an excellent year with a stock climb of around 20% and a market cap of $11 billion, the company is taking actions to maximize flexibility and efficiency. Amdocs had revenue of $4.58 billion in fiscal 2022 and is expecting growth of 6%-10% in fiscal 2023.
Layoffs
growth-positive
Amdocs claims industry's first 5G-native charging system
Amdocs has released a product in association with its subsidiary Openet to support convergent monetisation of new services across standalone 5G and beyond. The product, called Amdocs Charging, combines capabilities in charging and business support systems to address the challenges faced by communications service providers (CSPs) in maintaining multiple siloed platforms. Amdocs Charging offers a microservices-based platform that enables rapid time-to-market for innovative services and monetisation of new network currencies. The product is ready for emerging use cases such as the metaverse, VR, XR, private enterprise networks, edge computing, network slicing, and vehicle-to-vehicle applications. Amdocs Charging is already being used by service providers in North America.
Partners
growth-positive
Israeli-Founded Firm Amdocs To Acquire UK Company MYCOM OSI
Amdocs, an Israeli-founded software and services provider, has announced its agreement to acquire MYCOM OSI, a UK-based SaaS-based cloud network and service assurance solutions firm. The acquisition, valued at $188 million in cash, will expand Amdocs network portfolio and boost its 5G potential. MYCOM OSIs service assurance suite, leveraging AI and ML, will enable Amdocs to provide end-to-end service and network orchestration for the next generation of networks. The transaction is expected to occur in the fourth quarter of 2022. Amdocs sees this acquisition as a strategic growth move that aligns with its focus on intelligent network automation, 5G, and cloud.
Acquisition
growth-positive
מנכ"ל אמדוקס ישראל: "באוכלוסיות החרדית והערבית יש פוטנציאל אדיר להייטק" כלכליסט
Shai Levy, CEO of Amdocs Israel, has highlighted the potential of the Haredi and Arab populations for the tech industry. Speaking at the 2022 Forecast Conference, he noted a severe shortage of talent in the tech sector, suggesting that without a change in approach, the industry could move to other countries. Levy proposed reaching out to populations not currently represented in tech, increasing the number of graduates and professional training, and embedding technological professions from a young age in educational settings. Amdocs employs 28,000 people worldwide and reported record revenues of $4.3 billion in 2021.
Expand
growth-positive
Amdocs Selected by Fastweb for the Modernization of its Operations Support Systems
Amdocs has been selected by Fastweb, an Italian telecommunications operator, to modernize its inventory systems and transform its IT systems into a flexible and 5G-ready platform. The deal will enable Fastweb to drive business growth, agility, and operational efficiencies for existing and emerging services. Amdocs will upgrade Fastwebs Network Inventory to the next-generation OSS solution, enhancing the overall customer experience. The project aims to improve operational performance and provide a future-proof solution for service delivery processes. Amdocs and Fastweb will work together to deliver experiences on Fastwebs next-generation network.
PartnersCustomers
growth-positive
Amdocs in talks to transfer IP to Israel
IT business systems company Amdocs Ltd. is in talks with the Israel Tax Authority about transferring its intellectual property to Israel in exchange for tax benefits worth billions of shekels. The tax benefits are anchored in Israels Encouragement of Capital Investments Law and include a tax rate of just 6%. Amdocs has sought a pre-ruling from the Israel Tax Authority to determine the tax rate and clarify the value of purchasing the IP from companies in the Amdocs Group overseas. Amdocs specializes in telecom billing services and managing CRM systems, with customers including T-Mobile, Vodafone, SingTel, and MGM. The company operates in 85 countries, has 350 customers, and has 26,000 employees. Revenue in 2020 was $4.2 billion.
Investment
growth-positive
Amdocs records record performance and double contract win
Amdocs has announced new contract wins with T-Mobile and A1 Telecom Austria Group. The partnership with T-Mobile will focus on driving next-generation hybrid-cloud operations and providing communication and media services. Amdocs will also provide managed services for T-Mobiles digital platforms. The partnership with A1 Telecom Austria Group will involve the use of Amdocs Openet 5G charging and policy control products to modernize charging and policy functions in multiple countries. Amdocs reported revenue of $1,086 million, exceeding guidance, and achieved record revenue from managed services. However, the outlook for reported revenue is lower than last years forecast. Amdocs remains confident in its ability to deliver accelerated growth in fiscal 2021.
PartnersCustomers
growth-positive
אמדוקס רשמה הכנסות שיא של כ-1.09 מיליארד דולר ברבעון
אמדוקס פרסמה את תוצאותיה הכספיות לרבעון הראשון של שנת הכספים 2021. ההכנסות עמדו על 1.086 מיליארד דולר, עלייה של 33 מיליון דולר בהשוואה לרבעון הרביעי של שנת הכספים 2020. הרווח הנקי הסתכם ב-153 מיליון דולר, בהשוואה ל-144.2 מיליון דולר ברבעון הראשון אשתקד.
Customers
growth-positive
Amdocs buys 5G cloud tech co Openet for $180m
Amdocs Ltd. is acquiring Irish-based 5G cloud tech company Openet for $180 million cash. The acquisition will enhance Amdocs support for its customers move to the cloud. Openet develops 5G payment and billing solutions for cloud, edge computing, and IoT. Amdocs president and CEO Shuky Sheffer stated that the acquisition is part of their mission to accelerate the industrys move to the cloud. Amdocs serves the worlds largest telecom companies and has made occasional acquisitions to broaden its solutions. The deal is expected to be completed before the end of the fourth fiscal quarter in 2020. Amdocs has 4,500 employees in Israel and 25,000 worldwide and is currently in the process of laying off hundreds of employees.
Acquisition
growth-negative
Software giant Amdocs set to lay off 1,000 employees
Israeli tech company Amdocs Ltd. is planning to lay off around 1,000 employees, including senior positions, due to the financial uncertainty caused by the Covid-19 pandemic. With a significant portion of its income coming from U.S. clients, Amdocs is cutting jobs to adapt to the uncertain financial recovery in the largest economy. The company employs 25,000 people worldwide, including 4,500 in Israel. In April, Amdocs announced that salary raises planned for July would not be implemented and that employees should take 13 days of paid vacation between April and June. The layoffs are part of the companys reorganization efforts during the Covid-19 fallout.
Layoffs
growth-negative
Amdocs Suspends Future Raises, Requests Workers Take Paid Vacation Days Amid Coronavirus Uncertainty
Amdocs Ltd., an Israel-founded communication corporation, has frozen all planned salary increases and instructed employees to take paid vacation days during the second quarter of 2020. The company, which employs 25,000 people worldwide, including 4,500 workers in Israel, made these decisions due to the financial uncertainty caused by the coronavirus crisis. Amdocs aims to ensure the job security of its employees during this difficult time and has not laid off any employees, put any on unpaid leave, or cut salaries. The company is committed to preserving its development center in Israel and the welfare of its employees. Amdocs President and CEO, Shuky Sheffer, stated that the full financial ramifications of the pandemic are still unknown, and the company is taking proactive measures to maintain financial stability.
Layoffs
Neutral
Veego Welcomes Amdocs as Strategic Partner and Investor
Total Telecom is a leading company in the global communications industry, providing information and research services. It serves as a crucial communication link between end users and the vendors, carriers, and resellers of telecommunications technology and services.
growth-positive
Amdocs Unveils AI-Powered, Cloud-Native Home Operating System, Revolutionizing the Home Broadband Experience
Amdocs has announced doxi HomeOS, a cloud-native home operating system powered by AI. The system aims to revolutionize the home broadband experience by providing personalized experiences, smart insights, and simple voice commands. It also offers enhanced cybersecurity monitoring and parental control over connected devices. Amdocs believes that doxi HomeOS can create new revenue opportunities and lower care costs for service providers. The system is relevant for all broadband providers and can act as both an experience guarantor and data caretaker for the home. Amdocs is a leading software and services provider to communications and media companies.
CustomersPartners
growth-positive
Amdocs and Google Cloud Announce Strategic Partnership to Accelerate Communication Providers' Journeys to the Cloud
Amdocs and Google Cloud have announced a strategic partnership to deliver Amdocs OSS and BSS systems on Google Cloud and create solutions and services to help communications companies modernize, automate, and digitize with the cloud. Altice USA has gone live with Amdocs data and intelligence systems on Google Cloud as part of this partnership. The partnership aims to bring Amdocs solutions to Google Cloud, develop new enterprise-focused 5G edge computing solutions, leverage data and analytics to improve services, and partner on Site Reliability Engineering (SRE) services. The companies will share tools, frameworks, and best practices for SRE and DevOps. The partnership will empower communications providers in monetizing 5G/edge as a business services platform, better leverage data and AI, and improve operational efficiency and the experience for their end-users.
Partners
growth-negative
Fearing Coronavirus, Amdocs Cancels Participation in Mobile World Congress
Amdocs Inc. has decided to cancel its participation in the Mobile World Congress in Barcelona due to fear of the spreading coronavirus. LG, Ericsson, Nvidia, and Amazon have also announced they will not attend the event this year due to the virus. Amdocs employs 25,000 people worldwide, 5,000 of whom in Israel, and sends several hundred people to MWC every year.
Customers
growth-positive
Amdocs unit Vubiquity wins Bulgarian TVoD deal
Amdocs unit Vubiquity has been awarded a deal by A1 Telekom Austria Group to provide content management and processing services for the roll-out of A1s first TVoD platform in Bulgaria. The partnership is expected to have a positive impact on Amdocs growth. No financial details were provided in the article. Amdocs share price fell 0.77% on the NYSE to $69.53, resulting in a market cap of $9.4 billion.
Partners
growth-positive
Amdocs buys TTS Wireless for $50m
Amdocs Ltd., an Israeli software and services provider to communications and media companies, has announced the acquisition of TTS Wireless for $50 million. TTS Wireless specializes in mobile network engineering services, including network optimization, planning, and software-enabled solutions. The merger will combine TTS Wireless services with the Amdocs Open 5G portfolio, aiming to help operators accelerate and simplify the deployment of 5G networks. Alongside the acquisition, Amdocs reported increased revenue and profit in its financial results for the US third fiscal quarter.
Acquisition
growth-positive
KT Corporation ties up with Amdocs for 5G monetisation solution
South Korea-based telephone company KT Corporation has partnered with US-headquartered software services provider Amdocs to launch and monetise innovative 5G services. KT Corporation will use Amdocs service monetisation and convergent charging solution for its 5G commercial services. The partnership aims to attract consumers by delivering an unprecedented experience through new use cases such as e-sports streaming, high-speed online gaming, and augmented and virtual reality services and apps.
Partners
growth-positive
Amdocs' Cloud Native Digital Solutions to be Deployed by Sprint to Continue Transformation and Modernization of its Customer Experiences
Amdocs has announced that Sprint has implemented their digital suite of products and services to modernize Sprints Commerce and Product Catalog operations. This deployment will help Sprint reduce operational expenditures, deliver more robust offerings, and respond proactively to customer needs. Amdocs microservices development and deployment suite will enable Sprint to efficiently deliver market offerings and serve as the backbone for future developments. The deployment also includes Amdocs digital commerce and flexible catalog, which will reduce the number of catalogs to one unified solution, resulting in quicker delivery of more offerings and significant operational efficiencies. This modernization initiative reflects Sprints confidence in Amdocs ability to innovate and deliver. The deployment is seen as an important validation of Amdocs cloud portfolio of digital offerings.
CustomersPartners
growth-positive
Insights
The article discusses the various services offered by Amdocs, including cloud, automation, media, digital, and 5G. It emphasizes how embracing these technologies can lead to business growth and improved customer experiences. The key theme of the article is the transformative power of these services. The structured issues mentioned in the article are related to partners and customers. However, no specific partners or customers are mentioned. The article does not provide any information about investment, acquisition, layoffs, or the date of the event. The confidence level of the response is 8.
PartnersCustomers
growth-negative
Amdocs CEO Eli Gelman to Step Down Effective October 2018
Amdocs Management Ltd. announced that CEO Eli Gelman will retire and be replaced by Shuky Sheffer. The company also reported record revenues of $1 billion for the third quarter but lowered its 2018 revenue growth forecast. Amdocs will pay a quarterly dividend of $0.25 per share on October 19.
Management Changes
https://www.amdocs.com/media-room/amdocs-partners-comcast-business-support-sd-wan-service
growth-negative
Amdocs beats forecasts, acquires Canadian co
Amdocs announced the completion of its acquisition of Vubiquity and the acquisition of Canadian company UXP Systems. The companys share price fell 2.7% after publishing its financial reports for the second fiscal quarter. Amdocs reported higher than forecasted revenue but lower net profit. The acquisition of Vubiquity was completed for $224 million, and the acquisition of UXP Systems was completed for $80 million. Revenue in North America was impacted by a slowdown in spending by AT&T, Amdocs biggest customer. Amdocs expects this trend to continue in the coming quarters.
Acquisition
growth-positive
Amdocs Collaborates with Microsoft to Enable ONAP on Microsoft Azure
Amdocs has implemented Open Network Automation Platform (ONAP) on the Microsoft Azure cloud platform, allowing operators to deliver virtual network services running on Azure. Amdocs and Microsoft will demonstrate ONAP running on Azure at the Linux Foundations Open Network Summit. Amdocs plans to make the ONAP code available to the open source community in May 2018. This development is a first step in the evolution of ONAP to manage a multi-cloud environment. Amdocs and Microsoft are committed to promoting open source networking solutions to accelerate the adoption of network function virtualization (NFV).
Partners
growth-positive
Amdocs Named a Leader in Gartner's 2018 Magic Quadrant for Operations Support Systems
Amdocs has been recognized as a Leader in the 2018 Magic Quadrant for Operations Support Systems by Gartner. The report evaluates Amdocs completeness of vision and ability to execute in providing OSS solutions for communications service providers. Amdocs recent launch of Amdocs NFV powered by ONAP is highlighted as the industrys first software and services portfolio to leverage the Linux Foundations ONAP platform. The company has had several new wins in the OSS space, including projects with AT&T, Bell Canada, and Orange. Amdocs serves over 350 communications and media companies and had revenue of $3.9 billion in fiscal 2017.
Partners
growth-positive
Amdocs buys US content services co Vubiquity for $224m
Amdocs Ltd. has entered into a definitive agreement to acquire Vubiquity, a US provider of premium content services and technology solutions, for $224 million cash. The acquisition will enhance Amdocs digital content capabilities and allow them to address the challenges in the media and entertainment industry. The impact on Amdocs earnings per share is expected to be neutral in fiscal year 2018 and accretive thereafter. The acquisition is expected to be completed before the end of the second quarter of the 2018 US fiscal year. Amdocs also reported first fiscal quarter results that beat analysts expectations.
Acquisition
https://www.sdxcentral.com/articles/news/amdocs-monitors-pretty-much-everything-in-onap/2017/08/
growth-positive
Introducing aia from Amdocs: Bringing Real-Time Intelligence to the Heart of a Communications Business
Amdocs introduces aia, a digital intelligence platform that automates and modernizes business processes for communications and media companies. The platform combines Amdocs expertise with AI and machine learning capabilities from partners like IBM Watson. Aia uses real-time data to make predictions, automate decisions, and manage customer conversations. It can enhance over 50 operational business processes and integrates intelligent data into service providers ecosystems. Amdocs aims to help service providers embrace AI and improve their business.
PartnersCustomers
Amdocs Team
Eli Gelman
Co-founder (No longer with the company)
Founder
Employee Info
| Employees (range) | 500+ |
| Exact count | 35446 |
| Team members | 7 |
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Admin Info
| Confidence | 101/100 |
| Missing | funding rounds, markets |
| BI Verification | Yanina Wainscheinker |
| Registrar ID | 511251217 |
| Crunchbase | amdocs |
| Creator | Natalia Golczar |
| Creator email | ngolczar@gmail.com |
| Last updater | Dana Arnon |
| Updater email | dana.arnon@mail.huji.ac.il |
| Last update | 2023-09-19T00:00:00.000Z |
| Created | 2016-09-27T00:00:00.000Z |
| Claimed | Yes |
| Status detail | Public on NASDAQ on Jun, 1998<br> |