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Audiocodes (AUDC)
NASDAQ:AUDC
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
0.15Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call portrays a mixed picture: clear, strong momentum in strategic growth areas (Voice/Conversational AI, Live managed services) with ARR expansion, backlog growth, customer wins, and a solid cash position and capital returns. However, near-term financials show meaningful declines in GAAP and non-GAAP profitability, only modest overall revenue growth, tariff/currency headwinds, and elevated DSO and customer concentration risks. Management’s forward-looking guidance and stated multi-year plan for Voice AI growth create optimism but the business remains in a transition phase with investment-driven margin pressure.Company Guidance
Modest Top-Line Growth
Q4 revenue of $62.6M, up 1.7% YoY from $61.6M; full-year 2025 revenue of $245.6M, up 1.4% YoY from $242.2M.
Strong Momentum in Voice AI / Conversational AI
Conversational AI revenues grew ~35% YoY in 2025 (full-year conversational AI ~ $17M, ~7% of total revenues) and grew over 50% YoY in recent quarters / second half; company expects Voice AI to grow 40–50% annually through 2028 and targets ~$50M revenue by 2028.
Managed Services and ARR Expansion
Combined live managed services and Voice AI contributed $79M in annual recurring revenue (ARR) exiting 2025, representing 22% YoY growth. Live services backlog was $75M at exit 2025, up from $69M at end of 2024 (≈+8.7%).
Product Momentum and New Wins
Notable contract wins include a 36-month AT&T-managed services deal for a large public university and a 60-month deal with an international equipment manufacturer; Live App (Live Hub/Voice CPaaS) saw developer usage and platform minutes increase with monthly recurring revenue approaching a 150% increase vs Q4 2024.
Healthy Cash Position, Capital Return Activity
Cash, cash equivalents, bank deposits, marketable securities and financial investments totaled $75.7M at 12/31/2025. Company received authorization to repurchase up to $25M of shares, repurchased ~667,000 shares for ≈$6.1M during the quarter, and declared a $0.20/share cash dividend (~$5.4M).
Profitability Metrics in Range and Adjusted EBITDA
Non-GAAP gross margin for Q4 was 65.9%, within the long-term target range of 65–68% and slightly improved sequentially; adjusted EBITDA for FY2025 was $24.8M (≈10.1% margin) and Q4 adjusted EBITDA was $6.5M (10.4% margin).
Guidance Reflects Continued Growth in 2026
FY2026 guidance calls for revenues of $247M–$255M (≈+0.6% to +3.8% vs FY2025) and non-GAAP diluted EPS of $0.60–$0.75, assuming 40–50% growth in Voice AI and a stable connectivity business.
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 |
|---|---|---|---|
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% |
May 06, 2025 | $8.85 | $7.77 | -12.18% |
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 May 12, 2026, Before Open (Confirmed).
What is Audiocodes (AUDC) earnings time?
Audiocodes (AUDC) earnings time is at May 12, 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 (Q1) is 0.16.