The earnings call highlighted modest revenue growth and strong performance in Microsoft Teams and conversational AI, but was offset by increased expenses and decreased net income due to external tariffs and reduced profitability metrics.

Company Guidance

During the AudioCodes Second Quarter 2025 Earnings Conference Call, the company reported several key financial metrics and strategic insights. Revenues for the second quarter were $61.1 million, reflecting a 1.3% increase compared to the same quarter last year. Services revenues contributed $32.6 million, accounting for 53.3% of total revenues, and saw a year-over-year increase of 1.9%. Deferred revenues rose to $82.7 million, while geographical revenue distribution was led by North America at 48%, followed by EMEA at 34%. The company faced $1 million in additional costs due to new U.S. tariffs, impacting both GAAP and non-GAAP results. GAAP operating income was $2.6 million, with non-GAAP operating income at $4.4 million. On a non-GAAP basis, net income was $4.1 million, translating to $0.14 per diluted share. AudioCodes also declared a cash dividend of $0.20 per share. The company continues to focus on its transformation into an AI-driven hybrid cloud software and services company, with significant growth in its Microsoft Teams business and a robust pipeline for its conversational AI segment, which is expected to grow by 40% to 50% in 2025.

Revenue Growth

Revenues for the second quarter were $61.1 million, an increase of 1.3% over the $60.3 million reported in the second quarter of last year.

Microsoft Teams Business Growth

Ongoing strength in Microsoft Teams business, which grew 6.5% year-over-year, highlighting the company's dominance in the Teams Phone Managed Services space.

Conversational AI Growth Outlook

Conversational AI practice is seeing robust demand, with a plan for 40% to 50% growth outlook for the segment in 2025.

Live Managed Services Revenue

Live managed services experienced robust growth, up 25% year-over-year to end the quarter at $70 million annual recurring revenues.

Dividend Declaration

Declared a cash dividend of $0.20 per share, with an aggregate amount of approximately $5.7 million.

Audiocodes (AUDC) 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 >

AUDC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.10 / -	0.16	―	―	―
Jul 29, 2025	2025 (Q2)	0.15 / 0.14	0.18	-22.22% (-0.04)
May 06, 2025	2025 (Q1)	0.18 / 0.15	0.17	-11.76% (-0.02)
Feb 04, 2025	2024 (Q4)	0.23 / 0.37	0.28	32.14% (+0.09)
Nov 06, 2024	2024 (Q3)	0.23 / 0.16	0.25	-36.00% (-0.09)
Jul 30, 2024	2024 (Q2)	0.19 / 0.18	0.16	12.50% (+0.02)
May 07, 2024	2024 (Q1)	0.23 / 0.17	0.08	112.50% (+0.09)
Feb 06, 2024	2023 (Q4)	0.24 / 0.28	0.36	-22.22% (-0.08)
Nov 02, 2023	2023 (Q3)	0.19 / 0.25	0.32	-21.88% (-0.07)
Aug 01, 2023	2023 (Q2)	0.10 / 0.16	0.34	-52.94% (-0.18)

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
Jul 29, 2025	$10.29	$9.84	-4.37%
May 06, 2025	$9.10	$7.99	-12.20%
Feb 04, 2025	$9.76	$10.28	+5.33%
Nov 06, 2024	$8.69	$7.50	-13.69%

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 Oct 29, 2025, Before Open (Confirmed).

What is Audiocodes (AUDC) earnings time?

Audiocodes (AUDC) earnings time is at Oct 29, 2025, 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 2025 (Q3) is 0.1.

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