
Overview
Software provider's Q1 revenue slightly beat analyst expectations, growing 4.1% yr/yr
Adjusted EPS for Q1 beat analyst estimates
Company completed acquisition of Matrixx Software for $197 mln
Outlook
Amdocs expects fiscal 2026 revenue growth of 1.5%-5.5% as reported
Company reiterates fiscal 2026 revenue growth of 1.0%-5.0% in constant currency
Amdocs projects Q2 fiscal 2026 revenue between $1,150 mln and $1,190 mln
Result Drivers
EUROPEAN EXPANSION - Revenue in Europe rose 17.1% YoY, driven by expanded engagements with Vodafone Germany and new Western European logos
NEW OPERATING SYSTEM - Amdocs introduced aOS, an agentic operating system for telecommunications, expected to drive long-term growth
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q1 Revenue | Slight Beat* | $1.16 bln | $1.15 bln (5 Analysts) |
Q1 Adjusted EPS | Beat | $1.81 | $1.76 (4 Analysts) |
Q1 EPS |
| $1.45 |
|
Q1 Net Income |
| $158.45 mln |
|
Q1 Free Cash Flow |
| $188 mln |
|
Q1 Revenue Growth |
| 4.10% |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Press Release: ID:nACSCWw99a
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