Amdocs
About: Amdocs Ltd is a provider of software and services to communications, cable and satellite, entertainment, and media industry service providers. The Company and its subsidiaries operate in one operating segment, providing software products and services for the communications, entertainment and media industry service being designed, develop, market, support, implement, and operate its open and modular cloud offering. The company offers business support systems, operational support systems, and managed services. Geographically, it derives a majority of revenue from North America and also has a presence in Europe and the Rest of the world.
Employees: 29,000
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 4 (+1) [Q3]
11% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 177
9% more capital invested
Capital invested by funds: $8.64B [Q2] → $9.41B (+$767M) [Q3]
5% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 64
0.26% less ownership
Funds ownership: 94.47% [Q2] → 94.21% (-0.26%) [Q3]
1% less funds holding
Funds holding: 500 [Q2] → 494 (-6) [Q3]
39% less call options, than puts
Call options by funds: $4.02M | Put options by funds: $6.59M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
19%
upside
Avg. target
$108
23%
upside
High target
$111
26%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Barclays Tavy Rosner 67% 1-year accuracy 8 / 12 met price target | 26%upside $111 | Overweight Maintained | 14 Nov 2024 |
Oppenheimer Timothy Horan 80% 1-year accuracy 16 / 20 met price target | 19%upside $105 | Outperform Maintained | 13 Nov 2024 |
Financial journalist opinion
Based on 9 articles about DOX published over the past 30 days
Neutral
Seeking Alpha
16 hours ago
Amdocs Limited (DOX) Q1 2025 Earnings Call Transcript
Amdocs Limited (NASDAQ:DOX ) Q1 2025 Results Conference Call February 4, 2025 5:00 PM ET Company Participants Matt Smith - Head of IR Shuky Sheffer - President and Chief Executive Officer Tamar Rapaport-Dagim - Chief Financial Officer and Chief Operating Officer Conference Call Participants George Notter - Jefferies Tim Horan - Oppenheimer Tal Liani - Bank of America Shlomo Rosenbaum - Stifel Operator Thank you for standing by. Welcome to the First Quarter 2025 Amdocs Earnings Conference Call.
Positive
Zacks Investment Research
17 hours ago
Amdocs (DOX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Amdocs (DOX) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
17 hours ago
Amdocs (DOX) Beats Q1 Earnings Estimates
Amdocs (DOX) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.56 per share a year ago.
Neutral
Accesswire
19 hours ago
Beeline Kazakhstan Reaches Key Milestone in Monetization Modernization Project with Amdocs
Digital monetization system milestone is a key step in Beeline Kazakhstan's modernization project, enabling innovative product launches, streamlined operations, and seamless real-time customer experiences. JERSEY CITY, NJ / ACCESS Newswire / February 4, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced a pivotal milestone in the readiness of Beeline Kazakhstan's next-generation digital monetization system.
Neutral
Accesswire
19 hours ago
Singapore's M1 Goes Live with Postpaid Charging in Cloud-Based Modernization with Amdocs
The new platform will provide the southeast Asian operator with the agility to rapidly introduce new offerings, support future business growth, and deliver seamless user experience JERSEY CITY, NJ / ACCESS Newswire / February 4, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that it has successfully completed a modernization project for M1 Limited (M1), a leading telco and digital services provider in Singapore, to deliver M1's new cloud-native charging platform. The newly converged (prepaid and postpaid as well as 4G and 5G) monetization solution - building upon earlier prepaid charging − will enable M1 to address shifting customer expectations in an increasingly price-sensitive market, and provide M1's end users with an enhanced, unified experience and access to the latest offers and discounts.
Neutral
Accesswire
19 hours ago
Tusass Selects Amdocs to Modernize Monetization Platform and Unlock New Opportunities in Greenland
Greenland's largest telecom provider upgrades its business support systems (BSS) to enhance agility, unlock new revenue streams, and improve customer experience JERSEY CITY, NJ / ACCESS Newswire / February 4, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, announced today that Tusass, Greenland's largest telecom provider, has selected Amdocs to modernize its convergent charging and billing platform. This strategic upgrade marks a milestone in Tusass' digital transformation journey, paving the way for improved scalability, flexibility, and operational efficiency.
Neutral
Accesswire
19 hours ago
Systegra Technologies Selects Amdocs connectX to Enhance its Digital Offerings to Customers
Nigerian service provider to enable its customers to take full control of their journeys through a digital-first approach, elevating its customer experience JERSEY CITY, NJ / ACCESS Newswire / February 4, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, announced today that Systegra Technologies, a Nigerian service provider, has selected Amdocs connectX, its cloud-based "telco in a box" solution, to fuel its growth and innovation as a mobile virtual network enabler (MVNE). Through this collaboration, Systegra Technologies will support mobile virtual network operators (MVNOs) across Nigeria using the AI-native multi-tenant platform designed to drive operational efficiency and scalability.
Neutral
Accesswire
19 hours ago
Montenegro's Crnogorski Telekom Extends and Expands Relationship with Amdocs to Modernize its Monetization Engines
Under a long-term agreement, Amdocs will upgrade Crnogorski Telekom's billing, charging, ordering, and CRM systems and migrate them to the cloud, ensuring seamless delivery of business-critical services and accelerating the introduction of innovative new products to the Montenegro market JERSEY CITY, NJ / ACCESS Newswire / February 4, 2025 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that it has been selected by Crnogorski Telekom, a Deutsche Telekom subsidiary in Montenegro, to upgrade its existing Amdocs monetization engines and migrate them to the cloud. Under the multi-year agreement, Amdocs will upgrade Crnogorski Telekom's billing, charging, ordering and CRM systems to Amdocs' latest cloud-based version, enabling the operator to benefit from enhanced flexibility and scalability, as well as greater cost-efficiency.
Neutral
Accesswire
20 hours ago
Amdocs Limited Reports First Quarter Fiscal 2025 Results
Revenue of $1.11 Billion, down 10.9% YoY as Reported and up 1.7% YoY in Pro Forma(1) Constant Currency(2) Delivers Substantial Profitability Improvement, Reflecting Phase Out of Certain Non-Core, Low Margin Business Activities & Operational Efficiencies 12-Month Backlog of $4.14 Billion, Accelerating by $80 Million QoQ and up 2.7% YoY on a Pro Forma(1) Basis Expects Fiscal 2025 Revenue Outlook of (11.6)%-(8.5)% YoY as Reported Reiterates Fiscal 2025 Revenue Growth Outlook of 1%-4.5% YoY in Pro Forma(1) Constant Currency(2) Reiterates Fiscal 2025 Target for Double-Digit Total Shareholder Returns(3) First Quarter Fiscal 2025 Highlights (All comparisons are against the prior year) Revenue of $1,110 million, down 10.9% as reported due to the phase out of certain business activities, and up 1.7% in pro forma(1) constant currency(2); revenue was slightly above the midpoint of the $1,095-$1,135 million guidance range, adjusting for a negative impact from foreign currency movements of approximately $6 million compared to our guidance assumptions Managed services revenue of $729 million, equivalent to approximately 66% of total revenue and up 0.9% as compared to last year's first fiscal quarter GAAP diluted EPS of $1.33, above the guidance range of $1.20-$1.29 Non-GAAP diluted EPS of $1.66, at the higher end of the guidance range of $1.61-$1.67 GAAP operating income of $199 million; GAAP operating margin of 17.9%, up 900 basis points as compared to the fourth fiscal quarter which included restructuring charges of $83 million, and up 310 basis points as compared to last year's first fiscal quarter, reflecting the phase out of certain non-core business activities and a continued focus on operational excellence Non-GAAP operating income of $235 million; non-GAAP operating margin of 21.2%, up 310 basis points as compared to last year's first fiscal quarter and up 250 basis points sequentially, reflecting the phase out of certain non-core business activities and a continued focus on operational excellence Free cash flow of $78 million, comprised of cash flow from operations of $106 million, less $27 million in net capital expenditures(4), including $23 million of restructuring payments; reiterates full year fiscal 2025 free cash outlook of $710 million to $730 million, excluding restructuring payments Repurchased $144 million of ordinary shares during the first fiscal quarter Twelve-month backlog of $4.14 billion, up approximately $80 million sequentially; adjusting for the phase out of certain business activities, twelve-month backlog was up 2.7%(1) as compared to last year's first fiscal quarter (1) For comparison purposes, pro forma adjusts first quarter fiscal year 2024 revenue by approximately $150 million and 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 / February 4, 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 December 31, 2024. "Fiscal 2025 is off to a solid start.
Neutral
Accesswire
1 month ago
Amdocs Limited Files FY2024 Annual Report
JERSEY CITY, NJ / ACCESSWIRE / December 17, 2024 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, has filed its Annual Report on Form 20-F for the fiscal year ended September 30, 2024 (including its financial statements for such year) with the U.S. Securities and Exchange Commission. The annual report is available through the Company's website (https://investors.amdocs.com/financial-information/sec-filings).
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