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Amdocs(DOX) - 2022 Q3 - Earnings Call Transcript
2022-08-04 02:33
Amdocs Limited (NASDAQ:DOX) Q3 2022 Earnings Conference Call August 3, 2022 5:00 PM ET Company Participants Matt Smith - Head, Investor Relations Shuky Sheffer - President & Chief Executive Officer Tamar Rapaport-Dagim - Chief Financial & Chief Operating Officer Conference Call Participants Tim Horan - Oppenheimer Tal Liani - Bank of America Operator Ladies and gentlemen, thank you for standing by and welcome to the Q3 2022 Amdocs Earnings Conference Call. At this time, all participants are in a listen-only ...
Amdocs(DOX) - 2022 Q2 - Quarterly Report
2022-05-23 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarter Ended March 31, 2022 Commission File Number 1-14840 AMDOCS LIMITED Hirzel House, Smith Street, St. Peter Port, Island of Guernsey, GY1 2NG Amdocs, Inc. 625 Maryville Centre Drive, Suite 200 Saint Louis, Missouri 63141 (Address of principal executive offices) Indicate by check mark whether t ...
Amdocs(DOX) - 2022 Q2 - Earnings Call Transcript
2022-05-12 03:11
Amdocs Limited (NASDAQ:DOX) Q2 2022 Earnings Conference Call May 11, 2022 4:30 PM ET Company Participants Matthew Smith - Head of IR Shuky Sheffer - President and CEO Tamar Rapaport-Dagim - CFO and COO Conference Call Participants Ashwin Shirvaikar - Citi Charlie Erlikh - Baird Operator Good day, and thank you for standing by. Welcome to the Q2 2022 Amdocs Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. [Operator Instructions] I would now like t ...
Amdocs(DOX) - 2022 Q1 - Quarterly Report
2022-02-13 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarter Ended December 31, 2021 Commission File Number 1-14840 AMDOCS LIMITED Hirzel House, Smith Street, St. Peter Port, Island of Guernsey, GY1 2NG Amdocs, Inc. 625 Maryville Centre Drive, Suite 200 Saint Louis, Missouri 63141 (Address of principal executive offices) Indicate by check mark whethe ...
Amdocs(DOX) - 2022 Q1 - Earnings Call Transcript
2022-02-02 04:36
Financial Data and Key Metrics Changes - The company reported record revenue of $1.1 billion for Q1 2022, representing a 10.6% increase on a pro forma constant currency basis [12][22] - Non-GAAP earnings per share (EPS) was $1.20, at the higher end of the guidance range [13][23] - The 12-month backlog reached a record $3.83 billion, up 9.7% year-over-year and $140 million sequentially [12][24] Business Line Data and Key Metrics Changes - Managed services revenue grew approximately 6% year-over-year, accounting for about 60% of total revenue [24] - The company achieved a record number of deployment milestones in Q1, indicating strong sales momentum across various business lines [8] Market Data and Key Metrics Changes - North America experienced the best-ever quarter, driving significant revenue growth [12] - The company expanded its footprint in Europe and Africa, securing new customers such as PPF Group and Vodacom [8][15] Company Strategy and Development Direction - The company focuses on digital modernization, 5G monetization, and cloud services as key growth areas [8][18] - A strategic acquisition of DevOps Group was announced to enhance cloud capabilities and professional services [9] - The company aims for continuous revenue growth in fiscal years 2023 and 2024, projecting annual growth of 6% to 10% [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning to capitalize on mega trends like 5G and cloud investments [35][36] - The backlog and sales momentum indicate a strong pipeline of opportunities, supporting the growth outlook [45][46] Other Important Information - The company was recognized for its commitment to sustainability and diversity, being included in the S&P Dow Jones Sustainability Index for North America [11] - A strong cash balance of approximately $869 million was reported, with a commitment to maintaining an investment-grade credit rating [25] Q&A Session Summary Question: What drives the company's growth? - Management highlighted alignment between products and market needs, with strong sales momentum across all regions and a growing funnel of opportunities [35][36] Question: Is the business impacted by supply constraints in the hardware market? - Management confirmed that the company operates in the cloud and has not faced headwinds related to supply chain issues [38] Question: What accounts for the difference in reported revenue growth versus constant currency growth? - The primary reason was the divestiture of open markets, which impacted year-over-year comparisons [40] Question: How is the backlog trending? - Management indicated that fluctuations in backlog are normal, with strong visibility from recent awards driving confidence [45] Question: What is the company's position regarding 5G use cases? - The company is involved in various fixed wireless initiatives and supports customers in monetizing their 5G investments [47] Question: How has the Verizon account progressed? - Management reported positive progress with Verizon, indicating that it is included in the three-year revenue guidance [58] Question: What is the outlook for operating margins? - Management sees the current margin range as applicable but emphasizes the need for flexibility based on investment decisions [59][60]
Amdocs(DOX) - 2021 Q4 - Annual Report
2021-12-09 21:06
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . OR ☐ SHELL COMPANY REPORT PURSUANT TO S ...
Amdocs(DOX) - 2021 Q4 - Earnings Call Transcript
2021-11-03 02:39
Amdocs Limited (NASDAQ:DOX) Q4 2021 Earnings Conference Call November 2, 2021 5:00 PM ET Company Participants Matthew Smith – Head-Investor Relations Shuky Sheffer – President and Chief Executive Officer Tamar Rapaport-Dagim – Chief Financial Officer and Chief Operating Officer Conference Call Participants Jackson Ader – JPM Tal Liani – BofA Ashwin Shirvaikar – Citi Operator Good day, and thank you for standing by. Welcome to the Q4 2021 Amdocs Earnings Conference Call. At this time all participants are in ...
Amdocs(DOX) - 2021 Q3 - Earnings Call Transcript
2021-08-05 00:30
Amdocs Limited (NASDAQ:DOX) Q3 2021 Earnings Conference Call August 4, 2021 5:00 PM ET Company Participants Matt Smith - Head, Investor Relations Shuky Sheffer - President & Chief Executive Officer Tamar Dagim - Joint Chief Financial & Operating Officer Conference Call Participants Jackson Ader - JPMorgan Ashwin Shirvaikar - Citi Tal Liani - Bank of America Edward Yang - Oppenheimer Matt VanVliet - Stifel Operator Good afternoon everyone. Thank you for standing by, and welcome to the Q3 2021 Amdocs Earnings ...
Amdocs(DOX) - 2021 Q3 - Quarterly Report
2021-08-04 16:00
Exhibit 99.1 Third Quarter Fiscal 2021 Highlights Amdocs Limited Reports Third Quarter Fiscal 2021 Results Quarterly Revenue of $1.07 Billion, Above Midpoint of Guidance Record 12-Month Backlog of $3.59 Billion on a Pro Forma(2) Basis, up 10.8% YoY On-Track for Revenue Growth Acceleration in Fiscal 2021 Raises Outlook for Earnings per Share Growth in Fiscal 2021 • Revenue of $1,066 million, above the midpoint of the $1,040-$1,080 million guidance range including a positive impact from foreign currency movem ...
Amdocs(DOX) - 2021 Q2 - Earnings Call Transcript
2021-05-13 03:02
Amdocs Limited (NASDAQ:DOX) Q2 2021 Results Earnings Conference Call May 12, 2021 5:00 PM ET Company Participants Matt Smith - Head of Investor Relations Shuky Sheffer - President and Chief Executive Officer Tamar Rapaport-Dagim - Chief Financial and Chief Operating Office Conference Call Participants Ashwin Shirvaikar - Citi Tal Liani - Bank of America Tim Horan - Oppenheimer Tom Roderick - Stifel Jackson Ader - JPMorgan Will Power - Baird Operator Ladies and gentlemen, thank you for standing by. And welco ...