Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $1.16 billion, a 4.1% increase year-over-year and 3.5% in constant currency, slightly above guidance [4][26] - Non-GAAP diluted earnings per share (EPS) was $1.81, exceeding guidance due to a lower-than-expected tax rate [4][28] - Non-GAAP operating margin improved by 40 basis points year-over-year to 21.6% [28] Business Line Data and Key Metrics Changes - Managed services revenue was $746 million, up 2.3% year-over-year, accounting for approximately 65% of total revenue [28] - The 12-month backlog increased to $4.25 billion, up $60 million sequentially and 2.7% from a year ago [5][31] Market Data and Key Metrics Changes - North America revenue increased nearly 4% year-over-year, while Europe saw a 17% increase driven by organic growth and the acquisition of Profinit [26] - The rest of the world experienced a decline year-over-year but showed slight improvement sequentially [26] Company Strategy and Development Direction - Amdocs aims to position itself as a market leader in the GenAI era, focusing on generative AI and data services [4] - The company announced a multi-year agreement with T-Mobile, which includes software development and AI innovation [5][6] - Amdocs is expanding its global customer footprint and diversifying internationally through organic and inorganic growth [7][8] Management's Comments on Operating Environment and Future Outlook - Management expects revenue growth of 1% to 5% in constant currency for fiscal 2026, reiterating guidance despite macroeconomic uncertainties [18][32] - The company is closely monitoring customer demand and spending behavior in the current economic environment [17] Other Important Information - Amdocs completed the acquisition of MATRIXX Software for $197 million, enhancing its capabilities in billing and monetization solutions [8] - The company is developing a next-generation AI platform, AOS, which is expected to be showcased at Mobile World Congress [11][56] Q&A Session Summary Question: Details on the T-Mobile agreement - The agreement is a five-year contract covering managed services, development services, and AI-related activities, but revenue is expected to decline in 2026 due to T-Mobile's lower spending [39][42] Question: Strategic value of the MATRIXX acquisition - The acquisition consolidates a competitor and adds a charging engine for tier-two customers, enhancing Amdocs' market position [45][47] Question: Unique aspects of the new agentic operating system (AOS) - AOS is a next-generation platform that integrates with existing BSS/OSS infrastructures, expected to serve as a growth engine for Amdocs [56][58] Question: Progress of telcos in AI initiatives - Telcos are moving from opportunistic to strategic use of AI, with AOS providing a holistic solution to leverage this technology [60][62]

AI CX Automation Platform Earnings Call Slides Powered by Trusted Knowledge NASDAQ: EGAN February 2026 Safe Harbor statement This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995, including without limitation: our financial guidance for the third quarter of fiscal 2026 and fiscal 2026 full year ending June 30, 2026. The achievement or success of the matters covered by such forward-looking statements ...

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 ...

Core Insights - Amdocs has launched aOS, an agentic operating system specifically designed for telecommunications [1] - The purpose of aOS is to help communication service providers (CSPs) accelerate their generative AI strategies and innovate at scale [1] - aOS integrates intelligence into telecom operations, enhancing customer and employee experiences while unlocking new growth opportunities [1] - The system is compatible with any BSS/OSS stack, allowing for seamless integration into existing telecom operations [1] - Amdocs aims to deliver measurable operational efficiency through the implementation of aOS [1]

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, ...

Core Insights - Elastic has introduced two Jina Rerankers on its Elastic Inference Service (EIS), enhancing its capabilities in providing fast and high-quality inference for users [1] Group 1: Product Development - The new Jina Rerankers offer low-latency and high-precision multilingual reranking, which is a significant improvement for the Elastic ecosystem [1] - EIS is a GPU-accelerated inference-as-a-service that simplifies the process of running inference without the need for complex setup or hosting [1] Group 2: Market Context - As generative AI prototypes transition into production-ready search and retrieval-augmented generation (RAG) systems, users are increasingly facing challenges related to relevance and inference [1]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

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]