DOX

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Amdocs (NASDAQ:DOX) and the best and worst performers in the it services & other tech industry. The IT and tech services subsector is poised for growth as businesses accelerate cloud adoption, AI-driven network automation, and edge computing deployments. While these seem like big, nebulous trends, they require very real products like switches and firewalls as well as implementation services. On the other hand, challenges on the horizon include intensifying competition from cloud-native networking providers, regulatory scrutiny over data privacy and cybersecurity, and potential supply chain constraints for networking hardware. While AI and automation will enhance network efficiency and security, they also introduce risks related to algorithmic bias, compliance complexity, and increased energy consumption. The 20 it services & other tech stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 6.8% while next quarter’s revenue guidance was 5.6% above. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Powering the digital experiences of approximately 400 communications companies worldwide, Amdocs (NASDAQ:DOX) provides software and services that help telecommunications and media companies manage customer relationships, monetize services, and automate network operations. Amdocs reported revenues of $1.17 billion, up 3.9% year on year. This print exceeded analysts’ expectations by 0.5%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts’ full-year EPS guidance estimates and revenue guidance for next quarter meeting analysts’ expectations. We are building this strategy on our strong business foundations, as demonstrated by solid Q2 results which show healthy sales, strong customer relationships and consistent operating execution," said Shimie Hortig, president and chief executive officer of Amdocs Management Limited. The market seems disappointed with the results as the stock is down 15.7% since reporting and currently trades at $50.53. Read our full report on Amdocs here, it’s free. Pivoting from its origins in crypto...

NEW YORK, June 25, 2026 /PRNewswire/ -- Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, June 26, 2026, the Index will be rebalanced, and the following changes will be effective. For additional information, please visit www.lseg.com. Unlock Your Growth Potential with AlgerFounded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help "Unlock Your Growth Potential" through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger's investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for more than 60 years. For more information, please visit www.alger.com. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Alger pays compensation to third party marketers to sell various strategies to prospective investors. London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" "Russell®", "FTSE Russell®" are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. View original content to download multimedia:https://www.prnewswire.com/news...

NEW YORK, June 22, 2026 /PRNewswire/ -- Fred Alger Management, LLC ("Alger"), a privately held growth equity investment manager, today announced the quarterly rebalancing of the Alger Russell Innovation Index ("Index"). Following the close of trading on Friday, June 26, 2026, the Index will be rebalanced, and the following changes will be effective. For additional information, please visit www.lseg.com. Unlock Your Growth Potential with Alger Founded in 1964, Alger is recognized as a pioneer of growth-style investment management. Privately-owned and headquartered in New York City, Alger can help "Unlock Your Growth Potential" through a suite of growth equity separate accounts, mutual funds, ETFs, and privately offered investment vehicles. Alger's investment philosophy, discovering companies undergoing Positive Dynamic Change, has been in place for more than 60 years. For more information, please visit www.alger.com. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Alger pays compensation to third party marketers to sell various strategies to prospective investors. London Stock Exchange Group plc and its group undertakings (collectively, the "LSE Group"). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. "FTSE®" "Russell®", "FTSE Russell®" are trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company's express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication. View original content to download multimedia:https://www.prnewswire.com/new...

It has been about a month since the last earnings report for Amdocs (DOX). Shares have lost about 9.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Amdocs due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Amdocs Limited before we dive into how investors and analysts have reacted as of late. Amdocs reported better-than-expected second-quarter fiscal 2026 results. DOX’s non-GAAP earnings of $1.78 per share came above the midpoint of management’s guidance of $1.73-$1.79 and remained flat on a year-over-year basis. The figure also surpassed the Zacks Consensus Estimate of $1.77. Amdocs’ fiscal second-quarter revenues of $1.172 billion topped the consensus mark of $1.167 billion and came above the midpoint of management’s guidance of $1.15-$1.19 billion. The top line increased 3.9% on a reported basis and 2.2% on a constant-currency basis. DOX reported growth in revenues across North America, Europe and the Rest of the World (RoW). North America reported revenues of $754.3 million (64.4% of the total revenues), which increased 2.2% year over year. Europe revenues (16.4% of the total revenues) of $191.8 million advanced 6.1% year over year. RoW revenues (19.2% of the total revenues) increased 7.9% year over year to $225.8 million. Our model estimates for North America, Europe and RoW were pinned at $766.6 million, $204.3 million and $195.1 million, respectively. Managed services revenues rose 1.6% year over year to $758.7 million. The company ended the second quarter of fiscal 2026 with a 12-month backlog of $4.28 billion, up $30 million sequentially. Our model estimates for managed services revenues and backlog were pegged at $767.3 million and $4.27 billion, respectively. The non-GAAP operating income increased 5% year over year to $252 million, whereas the operating margin expanded 20 basis points to 21.5%. Amdocs had cash and cash equivalents of $214.5 million as of March 31, 2026, compared with $247.9 million as of Dec. 31, 2025. Long-term debt was $647.2 million as of March 31, 2026, increasing marginally from the Dec. 31, 2025, level of $647 million. In the fiscal second quarter, the company generated an operating cash flow of $101.6 million and a free cash flow of $80...

The market for Amdocs Limited's (NASDAQ:DOX) shares didn't move much after it posted weak earnings recently. Our analysis suggests that while the profits are soft, the foundations of the business are strong. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. To properly understand Amdocs' profit results, we need to consider the US$100m expense attributed to unusual items. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. If Amdocs doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Amdocs' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Amdocs' earnings potential is at least as good as it seems, and maybe even better! And the EPS is up 13% annually, over the last three years. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. Ultimately, this article has formed an opinion based on historical data. However, it can also be great to think about what analysts are forecasting for the future. Luckily, you can check out what analysts are forecasting by clicking here. Today we've zoomed in on a single data point to better understand the nature of Amdocs' profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article...

Amdocs recently reported past second-quarter 2026 results showing revenue of US$1,171.98 million versus US$1,128.20 million a year earlier, while net income eased to US$137.82 million from US$163.24 million and diluted EPS from continuing operations slipped to US$1.28 from US$1.45. Alongside these results, Amdocs highlighted growing traction for its new agentic operating system aOS and secured fresh multi-year modernization deals with telecom operators such as AT&T’s Cricket, Vodafone Ireland, Lumen, and Telefónica Móviles Argentina. We’ll now examine how Amdocs’ stronger-than-guided revenue and early aOS commercialization update influence the existing investment narrative for the company. We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. To own Amdocs, you need to believe that telecoms will keep leaning on it for long, complex modernization and managed service projects, even as margins come under pressure. The latest quarter fits that picture: revenue modestly increased year on year and came in above guidance, but net income and EPS declined. For now, that supports the key near term catalyst of IT modernization demand, while reinforcing the main risk that earnings could stay pressured if large customers temper spending or renegotiate deals. Among the recent updates, the early commercialization of Amdocs’ agentic operating system aOS looks most relevant. Wins and expansions with operators such as AT&T’s Cricket, Vodafone Ireland, Lumen, and Telefónica Móviles Argentina tie the AI and automation story directly to large, multi year modernization programs. That progress speaks to the upside catalyst around cloud and AI driven projects, but also highlights execution risk as Amdocs scales complex deployments and depends on a relatively small set of major clients. Yet beneath the steady revenue prints, investors should be aware that rising AI and aOS investment could start to pressure margins if... Read the full narrative on Amdocs (it's free!) Amdocs' narrative projects $5.2 billion revenue and $806.7 million earnings by 2029. This requires 4.0% yearly revenue growth and about a $235.6 million earnings increase from $571.1 million today. Uncover how Amdocs' forecasts yield a $90.21 fair value, a 46% upside to its current price. Some of the most optimistic analysts were assuming Amdocs could lift ear...

JERSEY CITY, NJ / ACCESS Newswire / May 14, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced it will attend the following investor conferences during the third quarter of fiscal 2026: Supporting Resources Learn more about Amdocs Experience Lab Keep up with Amdocs news by visiting the company's website Follow us on X, Facebook, LinkedIn and YouTube About Amdocs Amdocs helps the world's leading communications and media companies deliver exceptional customer experiences through reliable, efficient, and secure operations at scale. We provide software products and services that embed intelligence into how work runs across business, IT, and network domains - delivering measurable outcomes in customer experience, network performance, cloud modernization, and revenue growth. With our talented people, and more than 40 years of experience running mission-critical systems around the globe, Amdocs runs billions of transactions daily. Our technology is relied on every day, connecting people worldwide and advancing a more inclusive, connected world. Together, we help those who shape the future to make it amazing. Amdocs is listed on the NASDAQ Global Select Market (NASDAQ:DOX) and reported revenue of $4.53 billion in fiscal 2025. For more information, visit www.amdocs.com. For more information, visit Amdocs at www.amdocs.com. Contacts: Matthew Smith Head of Investor Relations Amdocs Tel: +1 (314) 212-8328 E-mail: [email protected] SOURCE: Amdocs - IR View the original press release on ACCESS Newswire

Image source: The Motley Fool. Wednesday, May 13, 2026 at 5 p.m. ET President and Chief Executive Officer — Shimie Hortig Chief Financial and Operating Officer — Tamar Rapaport-Dagim Incoming Chief Financial Officer — Tal Rosenfeld Head of Investor Relations — Matthew E. Smith Need a quote from a Motley Fool analyst? Email [email protected] Matthew E. Smith: Thank you, John. Before we begin, I need to call your attention to our disclaimer statement on slide 2 of the presentation. It notes that some of our comments today may be forward looking statements and are subject to risks, uncertainties, and other important factors including as described in Amdocs' SEC filings, and that we will discuss certain financial information that is not prepared in accordance with GAAP. More information regarding our use of non GAAP financial measures, including reconciliations of these measures, we refer you to today's earnings release, Which will also be furnished with the SEC on Form 6-K. Participating on the call with me today are Shimie Hortig, President and Chief Executive Officer of Amdocs Management Limited and Tamar Rapaport-Dagim, Chief Financial and Operating Officer. To support today's earnings call, we are providing a presentation, which can be found on the Investor Relations section of our website And as always, a copy of today's prepared remarks will also be posted immediately following the conclusion of this call. On today's agenda, Shimie will recap our business and financial achievements for the second fiscal quarter 26. He will also present his vision as Amdoc's new CEO for the GenAI-native era. Shimie will finish by addressing our financial and business outlook, after which Tamar will provide additional details on our second quarter financial performance and guidance for the full fiscal year 2026. So with that, I will turn it over to Shimie. Shimie Hortig: Thank you, Matthew, and good afternoon to everyone joining us today for Amdocs' fiscal second quarter 26 earnings call. I am pleased to join you today live from our Amdocs' New Jersey offices. When I spoke to you in February, I talked about my excitement to lead Amdocs in its next chapter. Several weeks into the CEO role and after spending more time with our partners, and global teams, I am even more excited and convinced about the opportunity ahead of us. As laid out on slide 6, today, I will divide my comments...

For the quarter ended March 2026, Amdocs (DOX) reported revenue of $1.17 billion, up 3.9% over the same period last year. EPS came in at $1.78, compared to $1.78 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +0.44%. The company delivered an EPS surprise of +0.85%, with the consensus EPS estimate being $1.77. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Amdocs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenue- North America: $754.3 million versus $769.07 million estimated by two analysts on average. Geographic Revenue- Rest of the World: $225.8 million versus $204.24 million estimated by two analysts on average. Geographic Revenue- Europe: $191.8 million versus $192.49 million estimated by two analysts on average. View all Key Company Metrics for Amdocs here>>> Shares of Amdocs have returned -4.1% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amdocs Limited (DOX) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Amdocs Limited? Here are five stocks we like better. Amdocs posted fiscal Q2 2026 results above the midpoint of guidance, with revenue of about $1.172 billion and non-GAAP EPS of $1.78. The company also said 12-month backlog rose to $4.28 billion. New CEO Shimie Hortig made agentic AI the centerpiece of Amdocs’ strategy, saying the company’s aOS platform is already being adopted by customers such as Cricket, Lumen, Bell Canada, EchoStar and PLDT. Early use cases are showing productivity gains, including more than 90% of customer requests resolved through the platform at PLDT. Amdocs reported improving margins and strong cash generation, while reaffirming its full-year outlook. It also announced a CFO transition, with longtime finance chief Tamar Rapaport-Dagim retiring and Tal Rosenfeld set to become the next CFO. Amdocs (NASDAQ:DOX) reported fiscal second-quarter 2026 revenue and non-GAAP earnings above the midpoint of its guidance, while newly appointed Chief Executive Officer Shimie Hortig used the company’s earnings call to outline a strategy centered on “agentic” artificial intelligence for telecom operators. The software and services provider said revenue for the quarter was approximately $1.172 billion, up 3.9% year over year as reported and 2.2% in constant currency. Non-GAAP diluted earnings per share were $1.78, $0.02 above the midpoint of the company’s guidance. GAAP diluted EPS was $1.28. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? Hortig said Amdocs’ results reflected “solid” execution, with growth in North America, record revenue in Europe and a strong performance in Rest of World. The company ended the quarter with 12-month backlog of $4.28 billion, up $30 million sequentially and 2.6% from a year earlier. Hortig, who recently stepped into the CEO role, described the current wave of agentic AI as a major opportunity for communications service providers to transform IT and network systems, simplify complexity and speed the launch of new offerings. → MP Materials Is Quietly Building a Rare Earth Powerhouse “I strongly believe that Amdocs is in the best position to lead our customers and turn this agentic opportunity into reality,” Hortig said, citing the company’s telecom domain expertise, engineering background, experience with mission-critical systems and history of outcome-based customer engagements....

This article first appeared on GuruFocus. Revenue: $1.17 billion, up 3.9% year-over-year. Non-GAAP Diluted EPS: $1.78, above the midpoint of guidance. Non-GAAP Operating Margin: 21.5%, up 20 basis points from a year ago. Twelve-Month Backlog: $4.28 billion, up $30 million sequentially and 2.6% year-over-year. Free Cash Flow: $97 million before restructuring payments; $80 million including restructuring payments. Managed Services Revenue: $759 million, up 1.6% from the prior year. North America Revenue: $754 million, up more than 2% year-over-year. Europe Revenue: $192 million, up more than 6% year-over-year. Rest of World Revenue: $226 million, up 8% year-over-year. Cash Balance: Approximately $214 million. Aggregate Borrowings: Roughly $900 million. Share Repurchase: $138 million repurchased, with $702 million remaining repurchase authority. Cash Dividends: $57 million paid in the second fiscal quarter. Warning! GuruFocus has detected 3 Warning Signs with GO. Is DOX fairly valued? Test your thesis with our free DCF calculator. Release Date: May 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Amdocs Ltd (NASDAQ:DOX) reported solid second quarter results with revenue of $1.17 billion and non-GAAP diluted earnings per share of $1.78, both above the midpoint of guidance. The company achieved year-over-year revenue growth in North America, record revenue in Europe, and strong performance in the Rest of World segment. Amdocs Ltd (NASDAQ:DOX) launched its agentic operating system, aOS, at the Mobile World Congress, receiving positive market feedback and securing initial commercial agreements. The company closed the quarter with a twelve-month backlog of $4.28 billion, up $30 million sequentially, indicating strong future business visibility. Amdocs Ltd (NASDAQ:DOX) is focusing on evolving its product portfolio to be agentic and automated, partnering with AI and cloud leaders, and accelerating internal transformation to become a GenAI-native organization. Despite the positive results, Amdocs Ltd (NASDAQ:DOX) is closely monitoring customer demand and spending behavior due to the current global macroeconomic climate. The company acknowledged that the agentic transformation is a journey and that initial commercial engagements on aOS are not yet significantly impacting fiscal year revenue. Non-GAAP operating...

Amdocs Limited DOX reported better-than-expected second-quarter fiscal 2026 results. DOX’s non-GAAP earnings of $1.78 per share came above the midpoint of management’s guidance of $1.73-$1.79 and remained flat on a year-over-year basis. The figure also surpassed the Zacks Consensus Estimate of $1.77. Amdocs’ fiscal second-quarter revenues of $1.172 billion topped the consensus mark of $1.167 billion and came above the midpoint of management’s guidance of $1.15-$1.19 billion. The top line increased 3.9% on a reported basis and 2.2% on a constant-currency basis. DOX reported growth in revenues across North America, Europe and the Rest of the World (RoW). North America reported revenues of $754.3 million (64.4% of the total revenues), which increased 2.2% year over year. Europe revenues (16.4% of the total revenues) of $191.8 million advanced 6.1% year over year. RoW revenues (19.2% of the total revenues) increased 7.9% year over year to $225.8 million. Our model estimates for North America, Europe and RoW were pinned at $766.6 million, $204.3 million and $195.1 million, respectively. Amdocs Limited price-consensus-eps-surprise-chart | Amdocs Limited Quote Managed services revenues rose 1.6% year over year to $758.7 million. The company ended the second quarter of fiscal 2026 with a 12-month backlog of $4.28 billion, up $30 million sequentially. Our model estimates for managed services revenues and backlog were pegged at $767.3 million and $4.27 billion, respectively. The non-GAAP operating income increased 5% year over year to $252 million, whereas the operating margin expanded 20 basis points to 21.5%. Amdocs had cash and cash equivalents of $214.5 million as of March 31, 2026, compared with $247.9 million as of Dec. 31, 2025. Long-term debt was $647.2 million as of March 31, 2026, increasing marginally from the Dec. 31, 2025, level of $647 million. In the fiscal second quarter, the company generated an operating cash flow of $101.6 million and a free cash flow of $80.3 million. During the quarter, it repurchased shares worth $138 million and paid out $57 million in dividends. For fiscal 2026, DOX expects revenues to grow 2.6-4.6% compared with the earlier mentioned 1.5-5.5% rise. The Zacks Consensus Estimate for revenues is pegged at $4.7 billion, suggesting a year-over-year increase of 3.7%. The non-GAAP operating margin is anticipated to be 21.3-21.9% for...