AudioCodes (AUDC) Q2 Earnings Lag Estimates

Company Performance - AudioCodes reported quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.17 per share, and down from $0.18 per share a year ago, representing an earnings surprise of -17.65% [1] - The company posted revenues of $61.08 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.70%, compared to year-ago revenues of $60.3 million [2] - Over the last four quarters, AudioCodes has surpassed consensus EPS estimates just once, but has topped consensus revenue estimates three times [2] Stock Outlook - AudioCodes shares have increased by approximately 7.8% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.20 for the coming quarter and $0.74 for the current fiscal year [7] Industry Context - The Communication - Components industry, to which AudioCodes belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact AudioCodes' stock performance [5][6]