What is Amdocs's latest dividend and current dividend yield?

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What factors drove the changes in Amdocs's revenue and profit?

What were the key takeaways from Amdocs's earnings call?

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Did Amdocs beat or miss consensus estimates last quarter?

What is Amdocs's gross profit margin?

- **Revenue Resilience**: 3.1% pro forma growth in 2025, driven by 30%+ cloud contribution and $1.15B Q4 revenue (+2.8% YoY).
- **AI Breakthrough**: First commercial GenAI deal with Telefonica Germany, with e&UAE achieving +10% NPS via amAIz agents.
- **2026 Outlook**: 1.7%-5.7% revenue growth, 4%-8% EPS growth, targeting high single-digit total return.
- **Strategic Bet**: $60M+ GenAI investment to launch Cognitive Core mid-2026, targeting $60B telecom AI TAM.

**【CEO Summary Section】**
- **Revenue Growth**: Fiscal 2025 pro forma constant currency revenue increased 3.1%, driven by 30%+ cloud revenue contribution. Q4 revenue was $1.15 billion, up 2.8% YoY.
- **Cloud Momentum**: Signed multiyear cloud deals with AT&T, Lumen, TELUS, and BT-EE, expanding eSIM SaaS platform to over 100 million devices.
- **Generative AI Breakthrough**: Won Telefonica Germany deal to deploy amAIz agents for personalized upselling, achieving double-digit NPS improvements at e&UAE.
- **2026 Outlook**: Revenue growth 1.7%-5.7% (1.0%-5.0% CC), non-GAAP EPS growth 4%-8%, targeting high single-digit total shareholder return.

**【CFO Financial Commentary】**
- **Q4 Financials**: Non-GAAP EPS $1.83 (vs. $1.41-$1.49 guidance), free cash flow $735 million (vs. $710-$730M guidance). 12-month backlog $4.19 billion (+3.2% YoY).
- **2026 Guidance**: Operating margin 21.3%-21.9% (midpoint +20bps YoY), driven by $60M+ GenAI R&D/S&M investments. Free cash flow $710-$730M, excluding $90M restructuring.
- **Below-the-line Pressures**: Higher tax rate (16%-19% vs. 15%-17% prior) and reduced cash balance financing costs.

**【Q&A Highlights】**
- **AI Impact**: Internal GenAI adoption improves software dev/QA by 20%+ efficiency. Customer-facing Cognitive Core (mid-2026) will enable agentic BSS systems, a $60B TAM.
- **Customer Dynamics**: T-Mobile reducing discretionary spend (-$10M+ impact), but 2025 sales momentum (+$120M backlog) offsets, with 66% Managed Services renewals.
- **Growth Drivers**: Cloud (30%+ rev), GenAI (Cognitive Core), and 66% Managed Services share (record 30%+ growth).

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