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]

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Key Takeaways Amdocs posted Q1 EPS of $1.81, topping estimates and rising 9% year over year.Revenues grew 4.1% YOY to $1.156B and surpassed the consensus mark.FY2026 outlook calls for 1.5-5.5% revenue growth and 4-8% EPS expansion.Amdocs Limited (DOX) shares gained 4% during Tuesday’s extended trading session after the company reported better-than-expected first-quarter fiscal 2026 results. DOX’s non-GAAP earnings of $1.81 per share came above the midpoint of management’s guidance of $1.73-$1.79 and increas ...

Israeli software and services provider for telecom and media Amdocs (Nasdaq: DOX) has announced that CEO Shuky Sheffer has decided to step down after eight years at the helm. He will be replaced by Shimie Hortig, currently Group President of the Americas Business Group, and with 20 years of experience in various roles at Amdocs. Sheffer is expected to leave at the end of March. Amdocs chairman Eli Gelman said, "Shuky successfully navigated the company through times of significant shifts during the global ...

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]

Amdocs (DOX) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.66 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.28%. A quarter ago, it was expected that this provider of computer systems integration would post earnings of $1.82 per share when it actually produced earnings of $1.83, delivering a surprise of +0.55%.Over the last four ...

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDan McDermott - Equity ResearchMatt Smith - Head of Investor RelationsShimie Hortig - Senior ExecutiveShlomo Rosenbaum - Managing DirectorShuky Sheffer - President and CEOTamar Rapaport-Dagim - Chief Financial and Operating OfficerOperatorThank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's presen ...

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsDan McDermott - Equity ResearchJimmy Hortick - Trusted PartnerMatt Smith - Head of Investor RelationsShlomo Rosenbaum - Managing DirectorShuky Sheffer - President and CEOTamar Rapaport-Dagim - Chief Financial and Operating OfficerOperatorThank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's present ...

Amdocs (NasdaqGS:DOX) Q1 2026 Earnings call February 03, 2026 05:00 PM ET Speaker1Thank you for standing by and welcome to the Amdocs First Quarter 2026 Earnings Conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again ...