Amdocs Ltd Stock Price, News & Analysis

Amdocs (NASDAQ:DOX) announced a multi-year strategic agreement with Telia Finland on November 11, 2025 to build a next-generation Digital Business Support System (BSS).

The program will replace multiple legacy systems with a unified digital backbone to simplify operations, accelerate innovation, and deliver a digital-first experience for millions of Telia customers across mobile, broadband, entertainment, value-added services, and enterprise solutions. The platform targets faster service launches, smarter customer support, and stronger customer engagement while enabling Telia's broader modernization goals.

Amdocs (NASDAQ:DOX) announced on November 11, 2025 that Vivo, a Telefónica group member, signed a multi-year agreement to modernize its operations support systems (OSS).

The program will move Vivo to the latest Amdocs OSS releases, deliver cloud-native, microservices-based Service Orchestration and Service Activation, and provide extended support and professional services to strengthen system maintainability, security updates, integration, and long-term platform stability.

The deal aims to standardize Vivo's OSS foundation for future network evolutions and improved operational agility.

Amdocs (NASDAQ:DOX) announced on November 11, 2025 a three-year expansion of its managed services agreement with Globe in the Philippines to include the network domain. The extension adds network strategy and planning, mobile access engineering, macro and in-building optimization, automated dashboard reporting on network health, event performance management, and VIP customer network support.

The engagement builds on prior IT transformation work and aims to boost service quality, operational agility, automation, and cost savings while delivering improved customer experiences for Globe mobile users.

Amdocs (NASDAQ:DOX) announced on November 11, 2025 that it was selected by Lumen Technologies to migrate mission‑critical Business Support Systems (BSS) from on‑premises infrastructure to Google Cloud Platform (GCP). The engagement supports Lumen's cloud‑first strategy to improve agility, resiliency, and operational efficiency while reducing data center footprint and enabling a consumption‑based IT model.

Amdocs will lead the migration to a cloud‑native environment with the stated goal of minimizing operational disruption and maintaining application stability. Company executives said the move aims to streamline processes, reduce costs, and accelerate delivery of digital customer experiences.

Amdocs (NASDAQ:DOX) and Fidium announced a strategic software and IT services agreement on November 11, 2025 to modernize and operate Fidium's IT environment and accelerate its digital transformation.

Under the deal Amdocs will be Fidium's preferred provider for development, maintenance and operation of key technology platform elements, leveraging FiberONE, generative AI‑led automation, vendor consolidation, and application optimization to drive operational resilience, cost efficiencies, and improved customer experience.

FiberONE is cited as supporting over 1.2 million fiber route miles and serving more than 40 service providers, underscoring Amdocs' scale in fiber lifecycle management.

Amdocs (NASDAQ:DOX) announced an expanded, multi‑year collaboration with Telefónica Germany on November 11, 2025, extending Amdocs' billing platform for an additional three years and deploying new GenAI use cases.

The deal adds Amdocs' amAIz Sales Agent to automate personalized up‑sell offers and promote new products, while the billing extension continues support for millions of consumer and enterprise customers across mobile, broadband, TV, and fixed voice.

Amdocs (NASDAQ:DOX) reported fiscal 2025 revenue of $4.53B, down 9.4% as reported and up 3.1% on a pro forma constant-currency basis. Full-year non-GAAP EPS was $6.99 (up 8.5%) and GAAP diluted EPS was $5.05 (up 18.8%) including restructuring charges. Record managed services revenue reached $2.996B (~66% of revenue). Free cash flow was $645M and the company repurchased $551M of shares in FY2025.

Board approved an 8% quarterly dividend increase (from $0.527 to $0.569, subject to shareholder approval). Twelve-month backlog was $4.19B (+3.2% YoY). Fiscal 2026 outlook: revenue growth of 1.7%–5.7% as reported, non-GAAP EPS growth 4%–8%, and free cash flow guidance of $710M–$730M. Company plans increased GenAI investments and cites strong sales momentum.

Amdocs (NASDAQ:DOX) announced a seven-year extension of its managed services agreement with PLDT and Smart on November 11, 2025. The expanded collaboration broadens Amdocs' scope to include solution design, implementation, operations, and performance management with end-to-end accountability.

The partnership will use Amdocs' AI-powered platforms and Services360 to support hybrid, multi-cloud, and on-premises environments, aiming to improve agility, service delivery, customer experience, and operational efficiency through AI and generative AI.

RADCOM (NASDAQ: RDCM) announced the appointment of Hod Cohen as Chief Financial Officer, effective January 11, 2026. Mr. Cohen brings two decades of finance leadership and joins from Amdocs, where he led the Global Business Finance Group and held senior roles in APAC & EMEA and M&A finance.

He will succeed Hadar Rahav, who is leaving to pursue new opportunities and will remain in an advisory capacity through Q1 2026 to support a smooth transition. Management highlighted Hod Cohen's M&A and strategic-planning experience and reiterated the company's focus on winning customers and advancing growth plans.