财务数据和关键指标变化 - 公司实现了创纪录的第二季度收入1.25亿美元,同比增长2.0%(以恒定汇率计算),略高于指引中值 [10] - 非GAAP营业利润率同比提升60个基点,环比提升30个基点,达到18.4%,创多年新高 [32] - 非GAAP每股收益为1.56美元,符合指引中值 [33] - 12个月订单回款创新高,达42.3亿美元,同比增长约3% [35][36] 各条业务线数据和关键指标变化 - 北美收入同比下降0.7%,主要由于管道转化销售放缓 [31] - 欧洲收入同比增长8%,其他地区(主要为亚太)收入创纪录,同比增长7% [31] - 托管服务收入约7.2亿美元,略有增长,占总收入58% [37] 各个市场数据和关键指标变化 - 在北美市场,公司继续扩大在AT&T的产品和服务,并签署了一项5年期重大合同,拓展云计算领域并延长消费者领域的合作至2029年 [11] - 在T-Mobile方面,公司获得了支持其持续现代化和提供领先消费者及企业客户体验的额外订单 [12] - 在日本,公司赢得了与J:COM的数字化转型项目 [13] - 在英国,公司与Colt签署了扩大的多年期数字化转型和网络自动化相关交易 [24] - 在东南亚,公司与一家主要服务提供商签署了端到端服务编排解决方案的交易 [25] 公司战略和发展方向及行业竞争 - 公司战略围绕四大支柱:加速云转型、打造无缝数字体验、5G和光纤网络的创新服务、简化和自动化复杂网络生态系统 [16] - 在生成式AI方面,公司正在三个支柱上执行战略:在CES24产品中嵌入AI助手、加速新的生成式AI用例、与行业领导者如英伟达、微软和AWS深入合作 [17][18][19] - 云业务有望实现两位数收入增长,公司正与客户合作推进云转型 [21][22] - 公司在数字化现代化、高级连接性和5G/光纤网络的服务创新等领域也取得进展 [23][24][25][26] 管理层对经营环境和未来前景的评论 - 公司面临宏观不确定性和行业压力的挑战,但仍看到健康的市场需求 [27] - 公司市场份额保持高位,在生成式AI等战略领域取得进展 [15] - 预计第二财季收入增速将环比加快,但增速将较初期预期温和 [27][28] - 全年收入增长预期为1.7%-3.7%(以恒定汇率计算),非GAAP每股收益增长7%-11% [29] 问答环节重要的提问和回答 问题1 **George Notter 提问** 询问收入预期下调50个基点的原因,是否与客户在现代化和遗留系统升级之间的权衡有关 [62] **Shuky Sheffer 回答** 解释下调主要是由于将大型交易从管道转化为销售的时间较预期更长,而不是由于项目里程碑的影响 [63][64] 问题2 **William Power 提问** 询问生成式AI在收入贡献方面的催化因素,以及客户数据整理和标准化的需求 [70] **Shuky Sheffer 回答** 目前公司正在与多个客户进行生成式AI的概念验证,并将逐步转化为实际交易。客户需要确保准确性和可靠性,这需要一定时间 [71] 问题3 **William Power 提问** 询问北美业务表现较弱的原因 [72] **Shuky Sheffer 回答** 北美业务表现放缓主要是由于大型交易从管道转化为销售的时间较预期更长,而不是由于遗留系统升级的影响恶化 [73]

Exhibit 99.1 Amdocs Limited Reports Second Quarter Fiscal 2024 Results Record Quarterly Revenue of $1.25 Billion, up 1.8% YoY as Reported and 2% YoY in Constant Currency (1) Record 12-Month Backlog of $4.23 Billion, up ~3% YoY Updates Fiscal 2024 Outlook: Expects Revenue Growth of 1.6%-3.6% YoY as Reported and 1.7%-3.7% YoY in Constant Currency (1) On-track to Deliver Accelerated Profitability in Fiscal 2024 Expects GAAP Diluted EPS Growth of 7.0%–13.0% and Non-GAAP Diluted EPS Growth of 7.0%-11.0% Second Q ...

Amdocs (DOX) reported $1.25 billion in revenue for the quarter ended March 2024, representing a year-over- year increase of 1.8%. EPS of $1.56 for the same period compares to $1.47 a year ago. The reported revenue represents a surprise of -0.50% over the Zacks Consensus Estimate of $1.25 billion. With the consensus EPS estimate being $1.58, the EPS surprise was -1.27%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Amdocs (DOX) came out with quarterly earnings of $1.56 per share, missing the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.47 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -1.27%. A quarter ago, it was expected that this provider of computer systems integration would post earnings of $1.57 per share when it actually produced earnings of $1.56, delivering a surprise of -0.64%. Over the last f ...

Investors interested in Computers - IT Services stocks are likely familiar with Amdocs (DOX) and Dynatrace (DT) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companies with positi ...

IT服务行业股票比较 - Amdocs (DOX) 和 Dynatrace (DT) 是值得投资者考虑的计算机 - IT服务行业的股票[1] - Amdocs (DOX) 目前拥有Zacks Rank 2 (买入)，而Dynatrace (DT) 拥有Zacks Rank 3 (持有)[3] 估值评分比较 - Amdocs (DOX) 在众多估值指标上表现优异，获得了B级的价值评分，而Dynatrace (DT) 则获得了F级的价值评分[8]

Amdocs (DOX) has collaborated with DELTA Fiber Nederland to support and maintain software for the latter’s monetization engine. DELTA Fiber Nederland, a cable network operator, is based in the Netherlands. Furthermore, the collaboration will allow DELTA to provide new deals and offerings for its subscribers. The company will be able to provide a better experience to its growing customer base, which is expected to reach two million subscribers by 2025. From this collaboration, Amdocs will be able to benefit ...

股息科技股 - 传统的股息股票通常是巨型消费品公司、银行或公用事业公司，但现在也应该关注科技股的股息[1] - 台积电（TSM）是一家全球最有价值的半导体合同制造和设计公司，虽然增长前景有限，但仍然是可靠的股息科技股[4][5][6] - 高通（QCOM）是一家无线通信巨头，虽然股价目标不高，但作为股息科技股之一，具有潜力[7][8][9][10][11] - Amdocs（DOX）是一家以色列公司，专注于为通信、媒体和金融服务提供商以及数字企业提供软件和服务，是混合收益和股息的不错选择[12][13][14][15] - 开放文本（OTEX）是一家加拿大公司，开发和销售企业信息管理软件，虽然今年表现不佳，但是在股息科技股中具有潜力[16][17][18][19] - 希捷科技（STX）是一家数据存储公司，虽然今年销售额有所下降，但未来预计有增长，是值得关注的股息科技股[20][21][22] - Ituran Location and Control（ITRN）是一家以色列公司，提供被盗车辆恢复和追踪服务，具有潜力的科技股息股票[23][24][25][26] - 海力士科技（HIMX）是一家无晶圆厂半导体制造商，虽然2024年的收入表现可能不佳，但具有潜力的股息科技股[27][28][29][30]

Amdocs Limited (DOX) reported first-quarter fiscal 2024 results, wherein earnings missed the Zacks Consensus Estimate while revenues matched the same. However, both the top and bottom lines marked a year- over-year improvement. The company reported first-quarter non-GAAP earnings of $1.56 per share, missing the consensus mark by a penny. The non-GAAP earnings per share matched the midpoint of management’s guidance of $1.53-$1.59. Quarterly earnings also increased 7.6% from the year-ago quarter’s $1.45 per s ...

Amdocs Limited (NASDAQ:DOX) Q1 2024 Earnings Conference Call February 6, 2024 5:00 PM ET Company Participants Matt Smith - Head, Invest Relations Shuky Sheffer - President and CEO Tamar Rapaport-Dagim - Chief Financial and Operating Officer Conference Call Participants George Notter - Jefferies Timothy Horan - Oppenheimer Tal Liani - Bank of America William Power - Baird Ashwin Shirvaikar - Citigroup Operator Thank you for standing by. Welcome to the Amdocs Limited First Quarter 2024 Earnings Conference Cal ...