Audiocodes (AUDC)
NASDAQ:AUDC
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.14Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong operational momentum in strategic growth areas—Voice AI, Live/Managed Services, bookings, ARR and backlog growth—alongside margin improvement at the gross level and solid cash generation and shareholder returns. However, near-term profitability and efficiency metrics deteriorated (GAAP and non‑GAAP net income declines, EBITDA margin compression), operating expenses were elevated due to investments, DSO is high, and revenue growth remained modest overall. The results reflect a company in transition investing for future AI-driven recurring revenue growth while accepting short-term margin pressure.Company Guidance
Modest Top-Line Growth
Total revenue of $62.1M in Q1 2026, up 2.9% year-over-year (from $60.4M).
Services and Recurring Revenue Momentum
Services revenue $34.0M, up 4.3% YoY and representing 54.7% of total revenues; combined Live Managed Services and Voice AI ARR exit of $80M, growing nearly 20% YoY.
High Growth in Voice AI
Conversational/Voice AI revenue grew >50% YoY; business grew from ~$12M in 2024 to $16.7M in 2025 and management targets ~50% growth to $25M in 2026 and $50M by 2028; Voice AI accounted for ~8% of revenue in Q1.
Strong Product-Specific Traction (Bookings/ARR/Voca)
Bookings increased >80% YoY and new opportunities ~100% YoY; Live Hub ARR grew >20% sequentially and >100% YoY; Voca CIC invoicing up >60% YoY with notable wins in banking, retail and higher education.
Gross Margin Improvement
GAAP gross margin improved to 66.2% (from 64.8% in Q1 2025); non-GAAP gross margin 66.3% vs 65.2% a year ago and within long-term target range (65%–68%).
Cash Generation and Capital Actions
Net cash provided by operations $12.8M for the quarter; cash, equivalents and investments totaled $68.1M; paid $0.20 dividend (~$5.3M) and repurchased 1.7M shares for ~$13.7M during the quarter.
Backlog Growth and Pipeline
Backlog exited Q1 at $79M versus $67M year-ago (+~18% YoY as reported ~15%), supporting revenue conversion in coming quarters; management reiterated full-year 2026 revenue guidance of $247M–$255M and non-GAAP EPS $0.60–$0.75.
Product & Market Wins; Platform Expansion
Multiple strategic wins including a 48‑month Tier 1 SBC/gateway contract, multi-year live platform migration (carrier), 20,000-user initial migration for high-security on-prem Live Pro (expandable to 70,000 users), integration of Meeting Insights with Cisco WebEx (now covering top UCaaS providers) and traction for MIA OP in public sector and healthcare.
AUDC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AUDC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $10.14 | $8.51 | -16.07% |
Feb 03, 2026 | $8.29 | $7.15 | -13.73% |
Nov 04, 2025 | $8.59 | $9.06 | +5.55% |
Jul 29, 2025 | $10.01 | $9.57 | -4.38% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Audiocodes (AUDC) report earnings?
Audiocodes (AUDC) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Audiocodes (AUDC) earnings time?
Audiocodes (AUDC) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AUDC EPS forecast?
AUDC EPS forecast for the fiscal quarter 2026 (Q2) is 0.14.