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- **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).

Amdocs Limited (DOX) Q4 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DOX

DOX fundamentals

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