The earnings call reflected a mixed sentiment with notable growth in the Microsoft Teams business and conversational AI segment. However, the overall financial performance was impacted by increased tariff-related costs and declining operating income.

Company Guidance -

Q3 2025

During the second quarter of 2025, AudioCodes reported revenues of $61.1 million, marking a 1.3% increase from $60.3 million in the same quarter of the previous year. Services revenues rose by 1.9% to $32.6 million, accounting for 53.3% of total revenues. The company faced increased expenses due to new tariffs on U.S. imports, adding approximately $1 million to costs. GAAP gross margin was reported at 64.1%, with a net income of $0.3 million or $0.01 per diluted share, compared to $3.8 million or $0.12 per diluted share in Q2 2024. Non-GAAP net income was $4.1 million or $0.14 per diluted share. The company’s cash and financial assets totaled $95.3 million, with net cash provided by operating activities at $7.7 million. AudioCodes observed a robust demand in its conversational AI segment, supporting a 40% to 50% growth outlook for 2025. The Microsoft Teams business grew by 6.5% year-over-year, fueled by strong connectivity services and the launch of new AI-driven business applications. Additionally, AudioCodes declared a cash dividend of $0.20 per share, totaling approximately $5.7 million, to be paid on August 28, 2025.

Microsoft Teams Business Growth

The Microsoft Teams business grew 6.5% year-over-year, supported by the launch of Cisco WebEx Cloud Connect enablement and increased attach rate of Voca CIC. The Live Managed Services annual recurring revenues reached $70 million, growing 25% year-over-year.

Conversational AI Segment Demand

The conversational AI segment is expected to grow 40% to 50% in 2025, with robust demand for AI-powered business applications and voice services. Meeting Insights On-Prem service has shown significant interest, particularly in regulated industries.

Cash Flow and Financial Position

Net cash provided by operating activities was $7.7 million for the quarter, with a total cash, cash equivalents, and financial investments of $95.3 million. A cash dividend of $0.20 per share was declared.

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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