财务数据和关键指标变化 - 第三季度收入为6020万美元，较第二季度的6030万美元下降0.1% [13] - 第三季度服务收入为3250万美元，较第二季度的3200万美元增长1.7% [13] - 第三季度GAAP净收入为270万美元，每股摊薄收益为0.09美元，较第二季度的380万美元和0.12美元下降 [15] - 第三季度非GAAP净收入为490万美元，每股摊薄收益为0.16美元，较第二季度的550万美元和0.18美元下降 [16] - 截至2024年9月30日，现金及现金等价物总额为8840万美元 [17] 各条业务线数据和关键指标变化 - 第三季度Microsoft业务环比增长8%，其中Microsoft Teams业务环比增长9.2% [21][38] - 第三季度服务收入同比增长6.4%，占总收入的54% [22] - 第三季度Live Teams业务同比增长21%，占Microsoft业务的44% [22] - 第三季度的年度经常性收入（ARR）增长40%，达到6000万美元 [23] 各个市场数据和关键指标变化 - 第三季度收入按地区分布：北美占47%，EMEA占33%，亚太地区占13%，中美洲和拉丁美洲占7% [14] - 第三季度的合同签署金额同比增长50% [26] 公司战略和发展方向和行业竞争 - 公司正在向UCaaS和CCaaS云软件及服务公司转型，重点发展VoIP网络和连接业务 [20] - 公司在对话式AI业务上进行投资，预计2024年收入将增长30%至40% [27] - 公司与AT&T的长期合作关系为其带来了可观的年度经常性收入 [24] 管理层对经营环境和未来前景的评论 - 管理层对未来的增长持乐观态度，预计2025年及以后将实现更强劲的收入增长 [28] - 管理层提到，尽管面临一些传统业务的下滑，但Live服务和对话式AI的增长将推动整体收入的提升 [62] 其他重要信息 - 公司在2024年继续进行对话式AI的研发投资，预计将带来良好的投资回报 [27] - 公司在第三季度收购了33.3万股普通股，总金额约为360万美元 [19] 问答环节所有提问和回答 问题: 客户对AI投资的看法 - 管理层表示，客户对AI解决方案的兴趣和需求正在增加，尤其是在政府领域 [60] 问题: 对于产品和服务收入的增长预期 - 管理层提到，尽管Live服务增长强劲，但传统的CapEx销售下降影响了整体收入增长 [62] 问题: 订阅业务的关键绩效指标 - 管理层强调，月度经常性收入和年度经常性收入是重要的KPI，同时也关注订单量 [67] 问题: Microsoft业务的增长信心 - 管理层对Microsoft业务恢复双位数增长的信心源于Live服务的增长和CapEx业务的下降 [76] 问题: 对话式AI的客户胜利案例 - 管理层指出，对话式AI解决方案在企业中具有独特的组织性，能够满足客户的多样化需求 [78]

Exhibit 1 AudioCodes Press Release | --- | --- | |-----------------------------------------------|------------------------------| | | | | P R E S S R E L E A S E | | | Company Contacts | | | Niran Baruch, | Roger L. Chuchen, | | Chief Financial Officer | VP, Investor Relations | | AudioCodes | AudioCodes | | Tel: +972-3-976-4000 | Tel: 732-764-2552 | | niran.baruch@audiocodes.com | roger.chuchen@audiocodes.com | AudioCodes Reports Third Quarter 2024 Results Or Yehuda, Israel – November 6, 2024 - AudioCodes ...

AudioCodes (AUDC) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36%. A quarter ago, it was expected that this communication components company would post earnings of $0.18 per share when it actually produced earnings of $0.18, delivering no surprise.Over the last four quarters, the ...

OR YEHUDA, Israel, Nov. 6, 2024 /PRNewswire/ -- Third Quarter Highlights Quarterly revenues decreased by 2.2% year-over-year to $60.2 million; Quarterly service revenues increased by 6.4% year-over-year to $32.5 million; GAAP results:- Quarterly GAAP gross margin was 65.2%;- Quarterly GAAP operating margin was 8.1%;- Quarterly GAAP EBITDA was $5.9 million;- Quarterly GAAP net income was $2.7 million, or $0.09 per diluted share.  Non-GAAP results:- Quarterly Non-GAAP gross margin was 65.6%;- Quarterly Non-GA ...

Meeting Insights' support for Microsoft Teams and Zoom unifies recap across UCaaS platforms and empowers enterprise-wide centralized collaboration OR YEHUDA, Israel, Oct. 28, 2024 /PRNewswire/ -- Highlights: Meeting Insights expands support to Zoom meetings, in addition to Microsoft Teams, providing a unified meeting intelligence solution across unified communications as a service (UCaaS) platforms. By supporting both Microsoft Teams and Zoom, Meeting Insights enables organizations to centralize insights fr ...

OR YEHUDA, Israel, Oct. 7, 2024 /PRNewswire/ -- AudioCodes (NASDAQ: AUDC), a leading vendor of advanced communications software, products and productivity solutions for the digital workplace, today announced that it will release financial results for its Third quarter 2024 on Wednesday, November 6, 2024, before the market open on NASDAQ, reflecting the quarterly period ended September 30, 2024. AudioCodes' financial results will be released over the news wires and will also be posted on its corporate websit ...

AudioCodes (AUDC) shares soared 6.7% in the last trading session to close at $9.34. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 18.8% loss over the past four weeks.AudioCodes is likely to have benefited from the secular tailwinds related to IP-based communications. The uptrend is also expected to have been triggered by its continued focus on high-margin businesses, resulting in a faster-than-expected expansion in operating ma ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks. ...

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, in ...