AUDC
AudioCodes Ltd.9.01
+0.14+1.58%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This 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.
Last Quarter (Q3 '25)
FY Q3 '25
Q&A reaffirms, adds pricing color.
Q&A largely reaffirmed prepared remarks with light color, crediting the Tier 1 integrator win to Live platform's all-in-one UCaaS/CX stack for global enterprises. Management contrasted emerging Voice AI's pricing power—no pressure from productivity-focused early adopters—with price-sensitive legacy products, where rivals weaken. Microsoft business flattened YoY on UCaaS stabilization, yet PBX replacement opportunity towers. Strong product revenue traced to Voice AI software. No surprises. Confident tone persists; investors watch AI attach rates.
Key Stats
Market Cap
258.38MP/E (TTM)
19.59Basic EPS (TTM)
0.46Dividend Yield
0.04%IPO
Website
Employees
Sector
Industry
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