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Amdocs (DOX)
NASDAQ:DOX
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.77Last Year’s EPS
1.78Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: Amdocs delivered a solid start to FY26 with revenue slightly above guidance, improved margins, strong free cash flow conversion, strategic commercial wins, and a new acquisition bolstering monetization capabilities. At the same time, the company reiterated modest full-year revenue growth (1.5%–5.5%), flagged expected revenue decline from a large customer (T-Mobile) in FY26, noted restructuring charges and higher financing costs, and emphasized some regional/quarterly variability and limited near-term visibility from the recent acquisition. Management highlighted material progress in generative AI (AOS) and cloud momentum, but also cautioned about macro and customer spending uncertainty.Company Guidance
Revenue Slightly Above Guidance
Q1 revenue of $1.156 billion, up 4.1% year-over-year reported and up 3.5% in constant currency; revenue was slightly above the midpoint of guidance despite unfavorable FX of ~$3 million.
Profitability and EPS Beat
Non-GAAP diluted EPS of $1.81 exceeded guidance (primarily due to a lower-than-expected tax rate); non-GAAP operating margin improved 40 basis points year-over-year to 21.6% and was stable sequentially.
Strong Cash Generation and Capital Returns
Free cash flow before restructuring payments was $237 million (≈33% of full-year target in Q1); reported free cash flow was $188 million after $49 million of restructuring payments. The company repurchased $146 million of shares and paid $57 million in dividends, with ~ $840 million remaining repurchase authority.
Backlog Growth and Managed Services Stability
12-month backlog ended at $4.25 billion, up $60 million sequentially and up 2.7% year-over-year. Managed Services revenue was $746 million, up 2.3% year-over-year and represented ~65% of total revenue, with high renewal rates and expanded multiyear engagements.
Strategic M&A Completed
Closed acquisition of Matrix Software for $197 million in cash at the end of Q1 to strengthen billing, monetization, and charging solutions and expand footprint with customers such as Verizon, Telus, Telefonica, Swisscom and others; M&A expected to contribute about half of FY26 inorganic growth assumptions.
Notable Commercial Wins and Customer Expansions
Signed a new five-year multiyear agreement with T-Mobile (managed services, software development, AI integration), expanded engagement with Vodafone Germany, wins with Telus, Optimum, Consumer Cellular, Telefonica Germany, Swisscom/Fastweb, Sunrise extension, and new proof-of-concept in Japan.
Advancement in Generative AI and Product Roadmap
Progress on GenAI initiatives (Amaze, Cognitive Core) and announced AOS (agentic operating system) purpose-built for telecommunications to be showcased at Mobile World Congress; continued collaboration with NVIDIA and early GenAI commercial wins (e.g., Telus Sovereign AI Factory solution).
Cloud & SaaS Momentum
Ongoing cloud migration work with AT&T and rising adoption of SaaS platforms (Amdocs ConnectX, MarketONE, eSIM); MarketONE selected by Vizio to monetize OTT/subscription bundles across 50M+ TVs.
DOX 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
DOX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $74.02 | $73.06 | -1.30% |
Nov 11, 2025 | $83.96 | $77.36 | -7.86% |
Aug 06, 2025 | $84.02 | $88.30 | +5.09% |
May 07, 2025 | $88.25 | $91.42 | +3.59% |
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 May 13, 2026, TBA (Confirmed).
What is Amdocs (DOX) earnings time?
Amdocs (DOX) earnings time is at May 13, 2026, 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 2026 (Q2) is 1.77.