A month has gone by since the last earnings report for Amdocs (DOX) . Shares have added about 2.1% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Amdocs due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Amdocs Q3 Earnings Surpass Estimates, Revenues MissAmdocs re ...

Amdocs Limited (DOX) reported third-quarter fiscal 2024 results, wherein earnings surpassed the Zacks Consensus Estimate but revenues missed the same. However, both top and bottom lines marked a year-over-year improvement.The company reported third-quarter non-GAAP earnings of $1.62 per share, beating the consensus mark of $1.61. The non-GAAP earnings came at the higher end of management’s guidance of $1.57-$1.63. Quarterly earnings increased 3.2% from the year-ago quarter’s $1.57 per share.Amdocs reported ...

财务数据和关键指标变化 - 第三季度收入创纪录达12.5亿美元,同比增长1.8%(按固定汇率计算) [9][10] - 非GAAP经营利润率达18.6%,创多年新高,同比提升80个基点,环比提升20个基点 [10][43] - 非GAAP每股收益为1.62美元,达到指引上限 [11][44] - 12个月订单回款创纪录达42.5亿美元,同比增长约3% [46] 各条业务线数据和关键指标变化 - 托管服务收入创纪录达7.41亿美元,同比增长近3%,占总收入的59% [48][49][50] - 托管服务增长得益于客户向云迁移,如与TELUS、VodafoneZiggo的新签约 [50] - 还与Charter续签并扩大了托管服务合作 [51] 各个市场数据和关键指标变化 - 北美市场收入略有下降,但环比有所增长 [42] - 欧洲市场收入较弱,主要是由于完成项目自然下降和新项目逐步启动的时间差 [42] - 其他地区市场收入创新高,同比增长近13% [42] 公司战略和发展方向及行业竞争 - 公司在云计算、数字化转型、5G和光纤业务、网络自动化等战略领域保持强劲需求 [13][14][27] - 在云计算领域,公司提供端到端的云迁移解决方案,帮助客户加速云转型 [19][20][21][22] - 在数字化转型领域,公司的ConnectX、AI和数据平台等产品受到客户青睐 [23][24][25][26] - 在5G和光纤业务领域,公司的BSS/OSS产品线支持客户快速推出新服务和产品 [27][28][29] - 在网络自动化领域,公司的服务编排解决方案帮助客户实现OSS和云现代化 [30][31] 管理层对经营环境和未来前景的评论 - 公司继续面临行业需求环境的挑战,但在重点战略领域保持健康的机会管线 [36][37] - 云计算业务去年占总收入超20%,今年有望实现两位数增长 [38] - 生成式AI战略正在推进,从试点到商业应用的转变 [38] - 持续推进运营卓越和效率提升举措,为实现2024财年加速盈利能力增长做好准备 [38] 其他重要信息 - 公司宣布与NVIDIA合作,为全球领先运营商提供生成式AI平台 [33] - 在北美运营商的试点中,生成式AI助理在呼叫中心的平均通话时间减少60%以上,成功率达90%,准确率接近100% [34] - 公司ESG和CSR报告显示,碳排放较2019年下降55%,可再生能源占比达59% [69][70] 问答环节重要的提问和回答 问题1 **Timothy Horan 提问** 询问生成式AI合同和呼叫中心试点的具体情况 [74][75] **Shuky Sheffer 回答** 详细介绍了生成式AI平台的实施情况和在呼叫中心的应用成果 [76][77][78][79][80][81] 问题2 **George Notter 提问** 询问当前客户投资环境和需求情况 [83][84] **Tamar Rapaport-Dagim 回答** 分析了客户在转型项目和传统项目上的投资取舍,以及行业整合对公司的影响 [85][86][87][88][89][90][91][92][93] 问题3 **Tal Liani 提问** 询问公司未来几年的增长潜力和驱动因素 [94][95][96][97] **Shuky Sheffer 和 Tamar Rapaport-Dagim 回答** 分析了公司当前的增长引擎和未来增长的可能性 [98][99][100][101][102][103][104][105][106]

Amdocs Limited NASDAQ: DOX Fiscal Q3 2024 Earnings Presentation August 7, 2024 Shuky Sheffer President & CEO Tamar Rapaport-Dagim CFO & COO The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in Amdocs Limited securities or in any securities of its affiliates or subsidiaries. 2 Information Security Level 0 – Public. © 2024 – Proprietary & Confidentia ...

For the quarter ended June 2024, Amdocs (DOX) reported revenue of $1.25 billion, up 1.1% over the same period last year. EPS came in at $1.62, compared to $1.57 in the year-ago quarter.The reported revenue represents a surprise of -0.42% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $1.61, the EPS surprise was +0.62%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next mov ...

Amdocs (DOX) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.62%. A quarter ago, it was expected that this provider of computer systems integration would post earnings of $1.58 per share when it actually produced earnings of $1.56, delivering a surprise of -1.27%.Over the last four ...

Amdocs (DOX) partnered with Oracle (ORCL) in 2023 to shift DOX’s communication and media clients from a traditional storage framework to Oracle Cloud Infrastructure (“OCI”). Recently, AT&T’s (T) subsidiary, AT&T Mexico, completed the migration of its Amdocs Customer Experience Suite (CES) systems to OCI. AT&T has remained one of the long-term and major customers of DOX, accounting for 24% and 27% of Amdocs’ revenues in fiscal 2023 and 2022, respectively. Through this Oracle cloud migration, DOX will be able ...

Amdocs Limited (DOX) , a prominent provider of software and services for communications and media companies, has recently collaborated with Alphabet Inc.’s (GOOGL) Google Cloud to advance Embedded Subscriber Identity Module (eSIM) technology. This partnership is aimed at providing an end-to-end eSIM onboarding solution, significantly enhancing the adoption and usability of eSIMs for communication service providers (CSPs) globally. Enhances eSIM Onboarding The core of this collaboration is the integration of ...

Amdocs Limited (DOX) reported second-quarter fiscal 2024 results, wherein earnings missed the Zacks Consensus Estimate and revenues matched the same. However, both the top and bottom lines marked a year- over-year improvement. The company reported second-quarter non-GAAP earnings of $1.56 per share, missing the consensus mark of $1.58. The non-GAAP earnings per share matched the midpoint of management’s guidance of $1.53-$1.59. Quarterly earnings increased 6.1% from the year-ago quarter’s $1.47 per share. A ...

业绩总结 - 第二季度营收达到12.5亿美元，同比增长约2%[11] - 12个月订单 backlog 达到42.3亿美元，同比增长约3%[11] - 预计在财政下半年将实现收入增长加速，尽管转化速度较慢[19] 用户数据 - 预计FY2024年云业务收入增长超过20%[28] 未来展望 - FY2024E 预计非 GAAP 每股收益增长为 7%-11%[30] - 预计在 FY2024E 实现第四年连续两位数股东回报率[30] 新产品和新技术研发 - 推出了新的 GenAI 用例，加速人工智能在通信行业的应用[14] - 在数字化现代化领域取得进展，如推出了 connectX 平台[16] - 在网络自动化领域取得进展，如推出了 Helix Service Assurance 套件[18] 市场扩张和并购 - 与 T-Mobile 签署了一项为期5年的持续现代化协议[12] - 与 AT&T 签署了一项为期5年的重要协议，扩大云业务[15] 负面信息 - 预计在 FY2024E 实现第四年连续两位数股东回报率[30]