Der Bewertungschart von Amdocs - das Tool für die Aktienbewertung

I maintain a neutral rating on Amdocs, as its results and guidance align with expectations. Its working capital metric improvement and new AI-related deals are the major positives. But I'm concerned about the decline in the unfulfilled orders figure and a potential reversal of foreign exchange tailwinds.

Amdocs Limited (NASDAQ:DOX ) Q3 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants Joshua Sheffer - President, CEO & Director Matthew E. Smith - Secretary & Head of Investor Relations Tamar Rapaport-Dagim - CFO & COO Conference Call Participants George Charles Notter - Wolfe Research, LLC Shlomo H.

DOX beats Q3 earnings estimates and lifts EPS outlook, even as revenues decline from phased-out business activities weighing on growth.

The headline numbers for Amdocs (DOX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Amdocs (DOX) came out with quarterly earnings of $1.72 per share, beating the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $1.62 per share a year ago.

Transformation enables innovation, agility, and a next-gen customer experience for approximately 25 million subscribers JERSEY CITY, NJ / ACCESS Newswire / August 6, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, announced today the successful completion of a major business support systems (BSS) transformation with Telkom South Africa. The South African service provider upgraded its legacy BSS to Amdocs Customer Experience Suite (CES), Amdocs' cloud-native, modular platform, now supporting approximately 25 million mobile and wireline customers.

System modernization to drive agility, security, and a convergent future-ready foundation for A1 Macedonia's monetization operations, bringing operational efficiencies and an improved customer experience JERSEY CITY, NJ / ACCESS Newswire / August 6, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, announced today that A1 Macedonia has selected Amdocs to modernize its monetization platforms. This transformation is designed to support A1 Macedonia's digital growth strategy and deliver future-proof capabilities that will enhance customer experiences and operational performance.

Leveraging Amdocs' AI & Data Platform, Customer Experience Insights within amAIz Suite, the multi-year agreement aims to transform onboarding, operations, and customer experiences across Consumer Cellular's MVNE ecosystem JERSEY CITY, NJ / ACCESS Newswire / August 6, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced an expanded multi-year agreement with U.S. wireless provider Consumer Cellular to bring AI-enabled capabilities to its EnablerIQ MVNE (Mobile Virtual Network Enabler) offering. Building on the recent deployment of Amdocs' connectX platform, the new agreement introduces Amdocs' AI & Data Platform (AIDP), Customer Experience Insights (CXI), and the amAIz Suite to enhance Consumer Cellular's Enabler IQ Mobile Virtual Network Enabler (MVNE) platform.

Revenue of $1.14 Billion, down 8.4% YoY as Reported and up 3.5% YoY in Pro Forma(1) Constant Currency(2) 12-Month Backlog of $4.15 Billion, up 3.0% YoY on a Pro Forma(1) Basis Expects Fiscal 2025 Revenue Outlook of (10.0)%-(9.0)% YoY as Reported and 2.4%-3.4% YoY in Pro Forma(1) Constant Currency(2) Reiterates Fiscal 2025 Target for Double-Digit Total Shareholder Returns(3) Third Quarter Fiscal 2025 Highlights (All comparisons are against the prior year) Revenue of $1,144 million, down 8.4% as reported due to the phase out of certain business activities, and up 3.5% in pro forma(1) constant currency(2); revenue was above the midpoint of the $1,110-$1,150 million guidance range, even after adjusting for a positive impact from foreign currency movements of approximately $9 million compared to our guidance assumptions Record revenue of $189 million in Europe, up 7.7% as compared to last year's third quarter Record managed services revenue of $771 million, equivalent to approximately 67% of total revenue and up 4.1% as compared to last year's third quarter GAAP diluted EPS of $1.39, above the guidance range of $1.30-$1.38 Non-GAAP diluted EPS of $1.72, above the midpoint of the guidance range of $1.68-$1.74 GAAP operating income of $202 million; GAAP operating margin of 17.7%, up 360 basis points as compared to last year's third fiscal quarter, reflecting the phase out of certain non-core business activities, restructuring charges recorded in last year's third quarter, and a continued focus on operational excellence; GAAP operating margin was up 20 basis points sequentially Non-GAAP operating income of $245 million; non-GAAP operating margin of 21.4%, up 280 basis points as compared to last year's third fiscal quarter, reflecting the phase out of certain non-core business activities and a continued focus on operational excellence, and up 10 basis points sequentially Free cash flow of $212 million, comprised of cash flow from operations of $241 million, less $29 million in net capital expenditures(4), including $19 million of restructuring payments Repurchased $135 million of ordinary shares during the third fiscal quarter Twelve-month backlog of $4.15 billion, up 3.0%(1) as compared to last year's third fiscal quarter adjusting for the phase out of certain business activities; twelve-month backlog was down by approximately $20 million sequentially (1) For comparison purposes, pro forma adjusts third quarter fiscal year 2024 revenue by approximately $150 million and the full fiscal 2024 revenue by approximately $600 million to reflect the end of certain low margin, non-core business activities; these activities substantially already ceased in the first quarter fiscal 2025 and are not included in the full year fiscal 2025 revenue outlook (2) Revenue on a constant currency basis assumes exchange rates in the current period were unchanged from the prior period (3) Expected total shareholder return assumes midpoint of fiscal year 2025 non-GAAP EPS growth outlook, plus dividend yield (4) Please refer to the Selected Financial Metrics tables below (figures may not sum because of rounding) JERSEY CITY, NJ / ACCESS Newswire / August 6, 2025 / Amdocs Limited (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today reported operating results for the three months ended June 30, 2025. "Amdocs achieved solid financial results and important business milestones in Q3 as we continued to support the strategic business imperatives of our customers with our innovative cloud, digital and AI-based solutions.

JERSEY CITY, NJ / ACCESS Newswire / July 8, 2025 / 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 fourth quarter of fiscal 2025: August 11 KeyBanc Capital Markets Technology Leadership Forum Montage Deer Valley, Deer Valley, Utah Investor meetings Matt Smith, Amdocs head of Investor Relations August 12 Oppenheimer 28th Annual Technology, Internet & Communications Conference Virtual Fireside chat + Investor meetings Anthony Goonetilleke, Amdocs group president Technology & head of Strategy and Matt Smith, Amdocs head of Investor Relations August 26 Jefferies Semiconductor, IT Hardware & Communications Technology Conference Four Seasons, Chicago, Illinois Investor meetings Tamar Rapaport-Dagim, Amdocs CFO & COO and Matt Smith, Amdocs head of Investor Relations September 3 Citi's 2025 Global TMT Conference NY Hilton Midtown, New York, New York Fireside chat + Investor meetings Shuky Sheffer, Amdocs president & CEO and Matt Smith, Amdocs head of Investor Relations September 10 Piper Sandler Growth Frontiers Conference The Virgin Hotel, Nashville, Tennessee Investor meetings Matt Smith, Amdocs head of Investor Relations September 11 Wolfe Research TMT Conference Jay Autograph Collection Hotel, San Francisco, California Investor meetings Anthony Goonetilleke, Amdocs group president Technology & head of Strategy and Matt Smith, Amdocs head of Investor Relations September 11 Jefferies Tech Trek The David Kempinski Hotel, Tel Aviv, Israel Investor meetings Tamar Rapaport-Dagim, Amdocs CFO & COO 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 those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers' innovative potential, empowering them to provide next-generation communication and media experiences for both the individual end user and large enterprise customers.