Core Insights - AudioCodes reported a revenue increase of 1.3% year-over-year for Q2 2025, reaching $61.1 million compared to $60.3 million in Q2 2024 [15] - The company experienced a decline in EBITDA, with GAAP EBITDA at $3.6 million for Q2 2025, down from $6.2 million in Q2 2024 [2][15] - Non-GAAP net income for Q2 2025 was $4.1 million, or $0.14 per diluted share, compared to $5.5 million, or $0.18 per diluted share in Q2 2024 [4][15] Financial Performance - Total revenues for the first half of 2025 were $121.5 million, compared to $120.4 million for the same period in 2024 [27] - The gross margin for Q2 2025 was 64.1% on a GAAP basis and 64.5% on a Non-GAAP basis [15] - Net cash provided by operating activities was $7.7 million for Q2 2025, with total cash and cash equivalents amounting to $95.3 million as of June 30, 2025 [6][15] Business Developments - The company launched the Live Platform, an integrated UCaaS and CX solution, enhancing its offerings in the unified communications market [9] - AudioCodes reported strong demand in UC, CX, and conversational AI, with a 6.5% increase in Microsoft business during the quarter [8] - The company’s Annual Recurring Revenues (ARR) reached $70 million, marking a 25% year-over-year increase [8] Shareholder Returns - During Q2 2025, AudioCodes repurchased 715,732 ordinary shares for a total of $6.6 million [13] - A cash dividend of $0.20 per share was declared, amounting to approximately $5.7 million, payable on August 28, 2025 [16] Operational Challenges - Increased operational expenses were noted due to new tariffs on US imports, adding $1 million in costs, alongside rising costs in the EMEA region due to currency fluctuations [11] - The company is making investments in product and sales to accelerate growth in its Conversational AI products and solutions [12]

Core Insights - AudioCodes has achieved multiple certifications for Cloud Connect for Webex Calling, allowing service providers to offer reliable services to customers [2][3] - The AudioCodes Live Platform is a white-label, multi-tenant SaaS solution that simplifies the delivery of cloud-based voice services [4][6] - AudioCodes' session border controller (SBC) technology ensures reliable, scalable, and secure voice connectivity for Webex Calling [4][6] Company Overview - AudioCodes is a global leader in unified communications, voice, contact center, and conversational AI services, enhancing customer and employee experiences [8][9] - The company serves enterprises worldwide, including 65 Fortune 100 companies, by providing seamless interoperability with leading UCaaS and CCaaS platforms [8][9] - AudioCodes' solutions are designed to improve productivity, collaboration, and business process automation for enterprises [8][9]

Group 1 - CallTower has been awarded the 2025 We Love Tech Awards in the SaaS/UCaaS/XaaS category for its Microsoft Teams GCC High solution, highlighting its leadership in communication technologies [1][3] - The We Love Tech Awards recognize innovative companies and products that are shaping the future of enterprise technology across various sectors, including AI, Cloud, and SaaS [2] - CallTower's Microsoft Teams GCC High is a secure collaboration platform designed for government agencies, ensuring compliance with strict regulations such as CMMC [3] Group 2 - CallTower's Genesys Cloud Contact Center was also recognized as a finalist, showcasing its capabilities in AI-driven customer interactions across multiple channels [3] - The company emphasizes its commitment to security, compliance, and user experience in its communication solutions, as stated by its Chief Revenue Officer [4] - In 2025, CallTower acquired Inoria, enhancing its CCaaS and CX capabilities, and providing advanced analytics and AI-driven solutions for contact center operations [6] Group 3 - CallTower has been a leader in enterprise-class cloud communications since 2002, offering solutions that integrate advanced technologies like Microsoft Teams and AI-powered contact centers [5] - The company focuses on delivering seamless connectivity and operational efficiency tailored to the needs of enterprises globally [5][7]

Core Insights - AudioCodes has launched Meeting Insights On-Prem, an AI-powered software solution aimed at organizations in regulated and security-sensitive industries, providing secure and efficient meeting documentation without cloud reliance [2][5][7] Product Features - Meeting Insights On-Prem offers enterprise-grade security and complies with stringent privacy and regulatory requirements, making it suitable for sectors like government, military, financial, and healthcare [2][3] - The solution utilizes advanced generative AI for accurate transcriptions, summaries, and actionable insights, with customizable terminology dictionaries and features like automatic speaker separation [3][7] - It includes real-time editing and proofreading tools, enhancing documentation quality and productivity, along with a flexible task management application for post-meeting activities [3][7] Integration and Deployment - The solution supports remote participants via telephony channels and integrates seamlessly with telephony systems and contact centers from leading vendors in the unified communications and customer experience markets [4][7] - Meeting Insights On-Prem has already been deployed at customer sites during Q1 2025, indicating early adoption and implementation [6] Company Background - AudioCodes has over 30 years of experience in providing reliable voice services, trusted by Fortune 100 companies, and aims to enhance productivity and decision-making through its innovative solutions [2][5][9]