The earnings call highlighted strong financial performance, with revenue and profitability exceeding expectations. Amdocs demonstrated robust growth in managed services and cloud initiatives, and made significant advancements in AI and GenAI capabilities. However, challenges such as foreign currency impacts and mixed trends in certain regions were noted, amidst a backdrop of increasing macroeconomic uncertainty.

Company Guidance -

Q4 2025

During the Amdocs Second Quarter 2025 Earnings Conference Call, the company provided guidance reflecting positive performance and strategic growth. Amdocs reported revenue of $1.13 billion, a 4% year-over-year increase in pro forma constant currency, and a 10 basis point sequential improvement in profitability. The call highlighted a robust free cash flow of $181 million, excluding restructuring payments, and non-GAAP earnings per share of $1.78, surpassing the guidance range. The 12-month backlog increased by 3.5% pro forma to $4.17 billion. Amdocs remains on track to achieve double-digit growth in cloud-related revenue and reiterated its fiscal 2025 revenue growth outlook of 2.7% at the midpoint. The company emphasized ongoing strategic initiatives, including cloud migration projects, AI developments, and digital transformation efforts. Amdocs also announced a new $1 billion share repurchase plan and expects to return the majority of free cash flow to shareholders, projecting free cash flow between $710 million and $730 million for the fiscal year.

Revenue Growth Above Guidance

Revenue of $1.13 billion was above the midpoint of guidance and increased by 4% from a year ago in pro forma constant currency.

Improved Profitability

Profitability improved by 10 basis points sequentially, reflecting ongoing internal efficiency gains.

Strong Free Cash Flow

Generated robust free cash flow of $181 million, excluding restructuring-related payments, supported by healthy customer cash collection.

12-Month Backlog Increase

Closed the second quarter with a 12-month backlog of $4.17 billion, up by 3.5% pro forma from a year ago.

Managed Services Record

Delivered another record quarter in managed services, which contributed roughly two-thirds of total revenue.

Cloud and AI Initiatives

Continued strong sales momentum in cloud and announced major cloud projects with Microsoft and other leading operators.

AI and GenAI Advancements

Amdocs' amAIz platform and collaboration with NVIDIA highlighted as significant advancements, with multiple PoCs in advanced stages.

Share Repurchase Authorization

Board authorized a new share repurchase plan of $1 billion, with $1.26 billion of remaining repurchase authority as of March 31.

Amdocs (DOX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DOX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q4)	1.82 / -	1.7	―	―	―
Aug 06, 2025	2025 (Q3)	1.71 / 1.72	1.62	6.17% (+0.10)
May 07, 2025	2025 (Q2)	1.71 / 1.78	1.56	14.10% (+0.22)
Feb 04, 2025	2025 (Q1)	1.64 / 1.66	1.56	6.41% (+0.10)
Nov 12, 2024	2024 (Q4)	1.70 / 1.70	1.42	19.72% (+0.28)
Aug 07, 2024	2024 (Q3)	1.60 / 1.62	1.57	3.18% (+0.05)
May 08, 2024	2024 (Q2)	1.57 / 1.56	1.47	6.12% (+0.09)
Feb 06, 2024	2024 (Q1)	1.56 / 1.56	1.45	7.59% (+0.11)
Nov 07, 2023	2023 (Q4)	1.42 / 1.42	1.29	10.08% (+0.13)
Aug 02, 2023	2023 (Q3)	1.48 / 1.57	1.27	23.62% (+0.30)

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

DOX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$84.57	$88.87	+5.08%
May 07, 2025	$88.82	$92.01	+3.59%
Feb 04, 2025	$85.86	$87.12	+1.47%
Nov 12, 2024	$91.12	$86.25	-5.34%

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 Amdocs (DOX) report earnings?

Amdocs (DOX) is schdueled to report earning on Nov 18, 2025, TBA (Confirmed).

What is Amdocs (DOX) earnings time?

Amdocs (DOX) earnings time is at Nov 18, 2025, TBA (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 DOX EPS forecast?

DOX EPS forecast for the fiscal quarter 2025 (Q4) is 1.82.

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