Collaboration combines Amdocs' aOS agentic operating system for telecom with AWS's AI and cloud technologies to empower service providers to transform operations and deliver smarter customer experiences. JERSEY CITY, NJ / ACCESS Newswire / February 27, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced a multi-year strategic collaboration with Amazon Web Services (AWS) to advance AI-driven modernization across the telecommunications ...

Core Insights - Amdocs has announced a collaboration with Google Cloud to enhance AI adoption in telco contact centers [1] - The solution integrates Google Cloud's Gemini Enterprise for Customer Experience with Amdocs' Cognitive Core, focusing on an AI-first approach [1] - This partnership aims to create a generative agentic contact center tailored specifically for telecommunications [1] Company Overview - Amdocs is a leading provider of software and services for communications and media companies [1] - The collaboration with Google Cloud signifies Amdocs' commitment to leveraging advanced AI technologies in the telecommunications sector [1] Industry Impact - The integration of AI technologies is expected to transform traditional telco contact centers into more efficient, agentic systems [1] - The solution aims to provide end-to-end capabilities that enhance customer experience through conversational intelligence [1]

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JERSEY CITY, NJ / ACCESS Newswire / February 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 4 at 1:05 pm PT. The live webcast will be available at https://investors.amdocs.com/ and a replay will be available at the same address. ...

Industry Overview - The American tech industry entered 2026 with significant size and momentum, having received approximately $178 billion in venture capital in 2024, which accounted for 57% of global venture capital [2] - In 2024, around $314 billion was raised for startups, marking a 3% increase from 2023, indicating a robust recovery in late-stage investments, particularly in infrastructure and AI [2] - AI-focused startups represented 37% of all venture funding and 17% of deals in 2024, highlighting a capital shift towards compute, model training, and applied AI layers [3] Software-as-a-Service Market - The U.S. software-as-a-service market generated about $140.7 billion in revenue in 2024 and is projected to nearly double to $271.7 billion by 2030, reflecting a compound annual growth rate of approximately 11% from 2025 to 2030 [4] Company Highlights - D-Wave Quantum Inc. (NYSE:QBTS) has a market capitalization of $6.36 billion and is noted for its leadership in quantum annealing, with a price target upside of 93.05% [9][10] - D-Wave announced a $10 million, two-year enterprise quantum computing service agreement with a Fortune 100 company, focusing on developing quantum-powered applications [11][12] - Amdocs Limited (NASDAQ:DOX) has a market capitalization of $7.68 billion and a price target upside of 28.85% [13] - Amdocs reported Q1 revenue of $1.156 billion, slightly above the forecast of $1.15 billion, and emphasized its focus on long-term growth and generative AI leadership [16][17] - Amdocs introduced aOS, an operating system designed for telecommunications, which integrates generative AI into business and operational processes [15]

Core Insights - Zacks Premium offers various tools to help investors maximize stock market opportunities and invest confidently [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, aiding investors in selecting stocks likely to outperform the market in the next 30 days [3][4] - Each stock receives a rating from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to highlight attractive investment opportunities [4] Growth Score - The Growth Style Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to find stocks with sustainable growth potential [5] Momentum Score - The Momentum Style Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who utilize multiple investing strategies [7] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to assist investors in building successful portfolios [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.83% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - To optimize returns, investors should target stocks with a Zacks Rank of 1 or 2 that also possess Style Scores of A or B [10] - Stocks with lower ranks but high Style Scores may still present risks if their earnings forecasts are declining [11] Company Spotlight: Amdocs (DOX) - Amdocs Limited is a leading provider of customer care, billing, and order management systems for communications and Internet services [12] - Currently rated 3 (Hold) with a VGM Score of A, Amdocs shows potential for growth with a projected year-over-year earnings growth of 6.3% for the current fiscal year [12] - Recent analyst revisions have increased the earnings estimate for fiscal 2026 to $7.43 per share, with an average earnings surprise of +2.2%, making it a candidate for investors' consideration [13]

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Core Insights - Amdocs Limited (DOX) shares increased by 4% after reporting better-than-expected first-quarter fiscal 2026 results, with non-GAAP earnings of $1.81 per share, exceeding management's guidance and the Zacks Consensus Estimate [1][10] Financial Performance - Amdocs reported first-quarter revenues of $1.156 billion, surpassing the consensus estimate of $1.15 billion and the management's guidance range of $1.135-$1.175 billion, reflecting a 4.1% increase year over year [2][10] - Revenue breakdown showed North America generated $765 million (66% of total revenues), a 3.7% year-over-year increase, while Europe revenues rose 17% year over year to $182 million (16% of total revenues). However, revenues from the Rest of the World (RoW) declined by 3.6% year over year to $209.5 million (18% of total revenues) [3][4] Managed Services and Backlog - Managed services revenues increased by 2.3% year over year to $746 million, with a 12-month backlog of $4.25 billion, up $60 million sequentially [5] Operating Income and Cash Flow - Non-GAAP operating income rose by 6.2% year over year to $249.9 million, with an operating margin expansion of 40 basis points to 21.6% [5] - Amdocs generated an operating cash flow of $220 million and free cash flow of $188 million during the first quarter, repurchasing shares worth $146.2 million and paying $57.2 million in dividends [6] Fiscal Year 2026 Guidance - For fiscal 2026, Amdocs expects revenue growth in the range of 1.5-5.5%, down from the previous guidance of 1.7-5.7%. The Zacks Consensus Estimate for revenues is $4.7 billion, indicating a year-over-year increase of 3.7% [7][10] - Non-GAAP operating margin is anticipated to be between 21.3-21.9%, with non-GAAP earnings per share expected to grow by 4-8%. The Zacks Consensus Estimate for earnings is $7.42 per share, suggesting a year-over-year rise of 6.2% [8] Second Quarter Guidance - Amdocs has initiated guidance for the second quarter of fiscal 2026, expecting revenues between $1.15-$1.19 billion, with a midpoint of $1.17 billion, aligning with the Zacks Consensus Estimate and indicating a year-over-year increase of 3.4% [9]

Core Insights - Amdocs CEO Shuky Sheffer is stepping down after eight years, with Shimie Hortig set to replace him [1][2] - Amdocs has reported a 4.1% increase in annual revenue and a non-GAAP earnings per share of $1.81, exceeding guidance [2][3] - The company has secured a multi-year agreement with T-Mobile and expanded its engagement with Vodafone Germany, indicating strong customer relationships [3] Leadership Transition - Shuky Sheffer's leadership is credited with navigating Amdocs through significant changes during the pandemic and technology disruptions [2] - Shimie Hortig, with 20 years of experience at Amdocs, is viewed as a natural successor and is expected to lead the company into the generative AI era [2] Financial Performance - Amdocs' GAAP net profit increased to $158 million from $151 million year-over-year, while non-GAAP net income rose to $196 million from $188 million [2] - The company generated free cash flow of $188 million in the quarter and anticipates annual free cash flow of $710-730 million for fiscal 2026 [2] Strategic Developments - Amdocs has extended its long-term relationship with T-Mobile and signed new agreements with other major telecom companies, enhancing its market position [3] - The company is advancing its generative AI initiatives, including the announcement of aOS, an operating system designed for telecommunications [3]

Core Insights - Amdocs reported revenue of $1.16 billion for the quarter ended December 2025, marking a year-over-year increase of 4.1% and an EPS of $1.81 compared to $1.66 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surprise was +0.32% over the consensus estimate of $1.15 billion, while the EPS surprise was +3.28% against the consensus estimate of $1.75 [1] Financial Performance Metrics - Amdocs' shares have remained unchanged over the past month, contrasting with a +1.8% change in the Zacks S&P 500 composite, and the stock currently holds a Zacks Rank 4 (Sell) indicating potential underperformance [3] - Geographic revenue breakdown shows North America at $764.7 million, slightly below the average estimate of $768.4 million, with a year-over-year change of +3.7% [4] - Revenue from the Rest of the World was $209.5 million, aligning closely with the average estimate of $209.52 million, but reflecting a -3.6% year-over-year change [4] - European revenue reached $181.7 million, surpassing the average estimate of $175.12 million, with a significant year-over-year increase of +17.1% [4] - Managed Services Revenue was reported at $745.9 million, below the estimated $759.34 million, but still showing a +2.3% change compared to the previous year [4]