The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any transaction in Amdocs Limited securities or in any securities of its affiliates or subsidiaries. Amdocs Limited NASDAQ: DOX Fiscal Q1 2026 Earnings Presentation February 3, 2026 Shuky Sheffer President & CEO Tamar Rapaport-Dagim CFO & COO Disclaimer This presentation and the comments made by members of Amdocs m ...

Accelerating generative AI strategies by embedding intelligence into telecom operations to elevate customer and employee experiences, unlock new growth opportunities, and drive measurable efficiency at scale JERSEY CITY, NJ / ACCESS Newswire / February 3, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced aOS, an agentic operating system purpose-built for telecommunications. Designed to help communication service providers (CSPs) ac ...

Core Insights - Amdocs has extended its strategic collaboration with T-Mobile USA through a new multi-year agreement aimed at supporting T-Mobile's growth and operational excellence [1][2] Group 1: Agreement Details - The new agreement includes managed services, software development, AI innovation, and integration activities related to common systems [1][2] - Amdocs will implement GenAI technology to support T-Mobile's consumer and business domains [2] Group 2: Company Statements - Amdocs expresses pride in supporting T-Mobile by providing robust solutions to enhance agility, efficiency, and growth [3] - The collaboration aims to transform T-Mobile's operations and customer experience, setting new industry standards [3] Group 3: Company Background - Amdocs is a leading provider of software and services for communications and media companies, with a reported revenue of $4.53 billion in fiscal 2025 [5] - T-Mobile USA is recognized for its advanced 4G LTE and nationwide 5G network, focusing on delivering reliable connectivity and exceptional service [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today made two Jina Rerankers available on Elastic Inference Service (EIS), a GPU-accelerated inference-as-a-service that makes it easy to run fast, high-quality inference without complex setup or hosting. These rerankers bring low-latency, high-precision multilingual reranking to the Elastic ecosystem. As generative AI prototypes move into production-ready search and RAG systems, users run into relevance and inference. ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Alphabet's fourth-quarter 2025 results are anticipated to show strong performance driven by growth in Search and Cloud businesses, with AI enhancements playing a significant role [2][9] Search Business - Google Search revenues are estimated at $61.27 billion, reflecting a 15.2% increase year-over-year, supported by AI-driven experiences and commercial query growth [3][6] - The adoption of AI Mode has led to a doubling of query volumes sequentially, attracting over 75 million daily active users across 40 languages, which is contributing to additional advertising inventory and monetization opportunities [5][9] Cloud Business - Google Cloud revenues are projected at $16.25 billion, indicating a 33.9% growth from the previous year, benefiting from the increasing demand for AI infrastructure and an expanding enterprise customer base [3][10] - The cloud segment is leveraging partnerships, particularly with NVIDIA, to enhance growth, with Google Cloud crossing 2 million Gemini Enterprise subscribers across 700 companies [8][9] Overall Financial Performance - The total revenue estimate for Alphabet in Q4 is $94.7 billion, suggesting a 16.02% growth compared to the same quarter last year, driven by both Search and Cloud segments [3][9]

Leadership Changes - Kayak co-founder and CEO Steve Hafner has stepped down after 22 years, with CFO Peer Bueller appointed as the new CEO [1] - Hafner will transition to a newly created role as executive chair, focusing on advancing AI innovation at Booking Holdings [2] Company Background - Kayak was co-founded by Hafner and Paul English in 2004, becoming a leading travel metasearch platform alongside competitors like Skyscanner, Trivago, and Tripadvisor [4] - Booking Holdings acquired Kayak for $2.1 billion in 2013, as part of a strategy to own a metasearch company for in-house marketing and revenue generation from rival advertising [5] Market Dynamics - The rise of Google in generative AI and its dominance in hotel and flight metasearch has diminished the perceived value of metasearch platforms like Kayak [6] - In October 2025, Booking Holdings reported a $457 million writedown on Kayak, citing expected lower future cash flows and higher customer acquisition costs, largely due to changes in Google's search practices [7]

Wall Street analysts forecast material upside in Palantir and Microsoft.Trading platform Robinhood keeps tabs on which stocks are most popular with its clients. The top 10 stocks are listed below in descending order. Beside each stock, I have included Wall Street's median target price and the implied upside (or downside) as of Feb. 1.Tesla: The median target price of $474 per share implies 10% upside.Nvidia: The median target price of $250 per share implies 31% upside.Apple: The median target price of $300 ...

Virtually every company is touting artificial intelligence (AI) today. Here’s the thing: there’s a major difference between “AI-powered” marketing speak and actual revenue hitting the bottom line.With Big Tech collectively pouring hundreds of billions into AI infrastructure, investors need a framework to separate the substance from the spin.In essence, the question is not whether AI is headed for a boom or bust. The real question we should be asking is whether the AI revenue generated supports the generous ...