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 ...

Core Viewpoint - TransUnion has signed a definitive agreement to acquire the mobile division of RealNetworks, aiming to enhance mobile communications safety and reliability for businesses and consumers [1][2] Group 1: Acquisition Details - The acquisition is expected to augment TransUnion's capabilities with advanced AI and machine learning technologies, as well as real-time analytics of text, multimedia messages, and phone calls to reduce fraud [1][2] - The transaction is anticipated to close in the first half of 2026, pending customary closing conditions and regulatory approvals [5] Group 2: Fraud Prevention and Communication Solutions - Mobile phone fraud exceeds $80 billion annually worldwide, and TransUnion's solutions are designed to protect businesses and consumers while restoring trust in phone communications [2] - The integration of RealNetworks' technology is expected to enhance TransUnion's voice channel capabilities and extend its fraud prevention measures to messaging [2][3] - TransUnion's Trusted Call Solutions are designed to help businesses reach more customers by adding verified brand information and blocking fraudulent calls [3] Group 3: Strategic Benefits - The acquisition is expected to strengthen TransUnion's competitive position in the communications solutions market and open new revenue opportunities [4] - RealNetworks' mobile division is anticipated to bring strategic relationships and network integration experience with leading telecom service providers worldwide [2][4]