AUDC
AudioCodes Ltd.9.01
+0.14+1.58%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms AI growth, clarifies drivers
Q&A largely reaffirmed prepared remarks on Voice AI's 40-50% annual growth trajectory toward $50 million by 2028, with no walk-backs. Shabtai clarified this stems from both new customers and per-customer expansion, now accelerating sales post-product maturity backed by 150 of 350 R&D staff. Pipeline visibility improved amid market shift from AI testing to adoption, aided by 30-60 day SaaS proof-of-concepts. Tariffs ease to $2.3 million in 2026. No surprises. Investors will track sales ramp and customer adds for thesis durability.
Key Stats
Market Cap
258.38MP/E (TTM)
19.59Basic EPS (TTM)
0.46Dividend Yield
0.04%IPO
Website
Employees
Sector
Industry
AVNW
Aviat Networks, Inc.
21.06+0.04
CLRO
ClearOne, Inc.
5.46+0.35
CSCO
Cisco Systems, Inc.
77.55-0.70
RBBN
Ribbon Communications Inc.
2.89-0.01
RDCM
Radcom Ltd.
12.97-0.44
SANG
Sangoma Technologies Corporatio
5.03-0.17
SILC
Silicom Ltd
14.47-0.22
SYNX
Silynxcom Ltd.
0.78-0.07
VIAV
Viavi Solutions Inc.
17.28-0.60
ZM
Zoom Communications, Inc.
87.91+1.37