Audiocodes shares surge 15.76% after-hours as Q4 VoiceAI growth accelerates 50% and managed services drive 22% ARR increase.

Audiocodes surged 15.76% in after-hours trading following its Q4 and FY2025 earnings report, which highlighted a strategic pivot to VoiceAI and managed services. While revenue growth was modest (1.7% YoY in Q4 and 1.4% YoY for 2025), management emphasized a 22% year-over-year increase in Annual Recurring Revenue (ARR) to $79 million, driven by its Conversational AI (CAI) business, which grew over 50% in Q4. The company also outlined a long-term goal of 40–50% annual VoiceAI growth, targeting $50 million in revenue by 2028. Strong demand for VoiceAI solutions, including Voca CIC and Live Hub, alongside a $75 million Live services backlog, signaled confidence in the new growth engine. These strategic advancements, coupled with a share repurchase program and dividend declaration, likely fueled investor optimism about future profitability and market expansion.