Core Insights - Amdocs has entered into a multi-year strategic agreement with Telia Finland to develop a next-generation Digital Business Support System (BSS) [1] - This partnership signifies Telia Finland's inaugural BSS engagement with Amdocs, highlighting a significant step in Telia's digital transformation efforts [1] Company Developments - The agreement is aimed at redefining customer engagement, accelerating innovation, and enhancing the digital journey for millions of Telia users [1] - Amdocs is recognized as a leading provider of software and services tailored for communications and media companies, indicating its strong position in the industry [1] Industry Impact - The collaboration is expected to play a crucial role in the ongoing digital transformation within the telecommunications sector, reflecting broader trends in the industry towards modernization and improved customer experiences [1]

Core Insights - Amdocs has signed a multi-year agreement with Vivo to modernize its operations support systems (OSS) [1] - The agreement includes extended support for existing platforms and professional services to enhance Vivo's operational efficiency and service agility [1] - The modernization program will ensure Vivo operates on the latest version of Amdocs' OSS products, incorporating recent software enhancements, security updates, and architectural improvements [1] Company Overview - Amdocs is a leading provider of software and services specifically for communications and media companies [1] - Vivo is a member of the Telefónica group, indicating its significant position in the telecommunications sector in Brazil [1] Industry Context - The modernization of OSS is crucial for telecommunications companies to maintain competitive advantage through improved operational efficiency and agility [1] - The agreement reflects a trend in the industry towards adopting the latest technology solutions to enhance service delivery and customer satisfaction [1]

Core Insights - Amdocs has expanded its managed services agreement with Globe to include the network domain, enhancing Globe's capabilities in mobile network optimization and automation [1] - The three-year engagement aims to improve service quality, operational agility, and customer experience for Globe [1] Company Overview - Amdocs is a leading provider of software and services specifically tailored for communications and media companies [1] - Globe is recognized as a leading digital solutions provider in the Philippines [1] Strategic Implications - The strategic extension of the agreement is expected to empower Globe to drive efficiency and deliver superior customer experiences [1] - This partnership highlights the growing importance of managed services in enhancing operational capabilities within the telecommunications sector [1]

Core Insights - Lumen Technologies is advancing its cloud transformation strategy by migrating critical Business Support Systems (BSS) applications to Google Cloud Platform (GCP) [1] - This migration is part of Lumen's cloud-first strategy, which aims to enhance agility, resiliency, and operational efficiency [1] - The initiative establishes a scalable and consumption-based IT foundation for future transformation efforts [1] Company Strategy - The partnership with Amdocs signifies a strategic move to leverage public cloud technologies [1] - The focus on cloud services is intended to drive future-ready customer experiences [1] - Lumen's strategy emphasizes the importance of operational efficiency in a competitive market [1]

Core Insights - Amdocs has announced an expanded strategic partnership with Fidium to enhance operational efficiency, reduce costs, and improve customer experience [1] - The partnership includes a software and IT services agreement focused on modernizing Fidium's IT operations [1] - The collaboration supports Fidium's broader digital transformation strategy [1] Company Overview - Amdocs is a leading provider of software and services specifically for communications and media companies [1] - Fidium, previously known as Consolidated Communications, is a next-generation fiber internet and network services provider in the United States [1] Strategic Goals - The partnership aims to modernize and manage Fidium's IT operations [1] - The initiative is part of a larger digital transformation strategy for Fidium [1]

Core Insights - Amdocs Limited reported fiscal 2025 revenue of $4.53 billion, a decrease of 9.4% year-over-year as reported, but an increase of 3.1% year-over-year in pro forma constant currency [1][1][1] - The company achieved accelerated profitability improvement targets and reported a 12-month backlog of $4.19 billion, up 3.2% year-over-year [1][1][1] - Amdocs initiated its fiscal 2026 outlook, expecting revenue growth of 1.7%-5.7% year-over-year as reported and 1.0%-5.0% year-over-year in constant currency [1][1][1] Fiscal 2025 Highlights - Total revenue for fiscal 2025 was $4,533 million, down 9.4% due to the phase-out of certain business activities, while pro forma constant currency revenue increased by 3.1% [1][1][1] - Managed services revenue reached a record $2,996 million, accounting for approximately 66% of total revenue [1][1][1] - GAAP diluted EPS was $5.05, an increase of 18.8%, including a restructuring charge of $0.65 per share; without this charge, EPS would have exceeded the guidance range of 31.5%-33.5% [1][1][1] - Non-GAAP diluted EPS was $6.99, up 8.5% and at the midpoint of the 8.0%-9.0% guidance range [1][1][1] - Free cash flow was $645 million, derived from cash flow from operations of $749 million, less $104 million in net capital expenditures [1][1][1] - The company repurchased $551 million of ordinary shares during the fiscal year [1][1][1] Fourth Quarter Fiscal 2025 Highlights - Revenue for the fourth quarter was $1,150 million, down 9.0% as reported, but up 2.8% in pro forma constant currency [1][1][1] - Managed services revenue for the fourth quarter was $748 million, approximately 65% of total revenue, and up 3.7% compared to the previous year's fourth quarter [1][1][1] - GAAP diluted EPS for the fourth quarter was $0.88, including a restructuring charge of $0.60 per share; without this charge, EPS would have been at the high end of the $1.41-$1.49 guidance range [1][1][1] - Non-GAAP diluted EPS was $1.83, slightly above the midpoint of the guidance range of $1.79-$1.85 [1][1][1] - GAAP operating income was $133 million, with a GAAP operating margin of 11.5%, reflecting a 260 basis point increase compared to the previous year's fourth quarter [1][1][1] - Non-GAAP operating income was $248 million, with a non-GAAP operating margin of 21.6%, up 290 basis points year-over-year [1][1][1] Dividend Announcement - The Board of Directors approved an 8% increase in the quarterly cash dividend from $0.527 per share to $0.569 per share, expected to be first paid in April 2026, subject to shareholder approval [1][1][1]

Core Insights - Amdocs has announced a seven-year extension of its managed services agreement with PLDT Inc. and its wireless subsidiary Smart Communications, enhancing their long-term partnership [1] Group 1: Partnership and Collaboration - The expanded collaboration aims to modernize PLDT's IT operations and streamline business processes [1] - Amdocs will leverage artificial intelligence (AI) and generative AI (GenAI) technologies to enhance customer experiences [1] Group 2: Strategic Goals - The partnership is focused on driving agility within PLDT's operations [1] - The initiative is expected to simplify IT operations for PLDT and Smart Communications [1]

Core Insights - Amdocs Limited is set to release its fourth-quarter earnings results on November 11, with expected earnings of $1.82 per share, an increase from $1.70 per share in the same quarter last year [1] - The consensus estimate for quarterly revenue is $1.15 billion, down from $1.26 billion a year earlier [1] Company Developments - On September 10, Amdocs signed a multi-year agreement to enhance its managed transformation initiative utilizing its AI offerings [2] Stock Performance - Amdocs shares increased by 1.1%, closing at $85.49 on Monday [3] Analyst Ratings - Wolfe Research analyst George Notter initiated coverage with an Outperform rating [8] - Oppenheimer analyst Timothy Horan maintained an Outperform rating and raised the price target from $98 to $105 [8] - Stifel analyst Shlomo Rosenbaum initiated coverage with a Buy rating and a price target of $100 [8] - Citigroup analyst Ashwin Shirvaikar maintained a Buy rating but reduced the price target from $105 to $100 [8] - Baird analyst William Power maintained a Neutral rating and cut the price target from $97 to $90 [8]

Core Insights - U.S. stock futures are trading mixed, indicating varied investor sentiment in the market [1] Company Summaries - Sea Ltd. (NYSE:SE) is expected to report quarterly earnings of 77 cents per share on revenue of $5.65 billion, with shares rising 2.7% to $159.20 in after-hours trading [2] - Outset Medical Inc. (NASDAQ:OM) reported a quarterly loss of 69 cents per share, missing the consensus estimate of 66 cents, and sales of $29.431 million, below the expected $30.880 million, leading to a 23.4% drop in shares to $9.25 [2] - Amdocs Ltd. (NASDAQ:DOX) is anticipated to post earnings of $1.82 per share on revenue of $1.15 billion, with shares slightly increasing by 0.1% to $85.61 in after-hours trading [2] - LivePerson Inc. (NASDAQ:LPSN) exceeded expectations with its third-quarter results and raised its FY25 sales guidance to $235 million to $240 million, up from $230 million to $240 million, resulting in a 16.4% increase in shares to $6.10 [2] - Cae Inc. (NYSE:CAE) is expected to report earnings of 14 cents per share on revenue of $823.11 million, with shares rising 0.1% to close at $27.22 [2]

Core Insights - Amdocs (DOX) is expected to report quarterly earnings of $1.82 per share, a 7.1% increase year-over-year, while revenues are forecasted to decline by 9.6% to $1.14 billion [1] - The consensus EPS estimate has remained stable over the past 30 days, indicating analysts have reassessed their initial projections [1][2] Revenue Estimates - Managed Services Revenue is estimated at $744.28 million, reflecting a year-over-year increase of 3.2% [4] - North America revenue is projected to be $747.81 million, indicating a decline of 10.5% year-over-year [4] - Revenue from the Rest of the World is expected to reach $220.41 million, down 9.7% from the previous year [4] - European revenue is forecasted at $172.12 million, showing a decrease of 6.5% compared to the same quarter last year [5] Stock Performance - Over the past month, Amdocs shares have gained 2%, outperforming the Zacks S&P 500 composite, which increased by 1.3% [5] - Amdocs holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the near term [5]