Amdocs Ltd Stock Price, News & Analysis

Amdocs (NYSE:DOX) has achieved the top position in Counterpoint Research's 2025 Global Entitlement Server Rankings as the leading Pacesetter. The company's eSIM Cloud platform, which uniquely integrates orchestration and entitlement server capabilities, is currently serving over 40 major operators and MVNOs across multiple regions.

The platform is pre-integrated with major OEMs like Apple and Google, and all major SMDP+ vendors, offering a cloud-native, API-first solution that enables seamless eSIM customer journeys, reduced integration complexity, and rapid service launches. The solution supports advanced use cases including eSIM quick transfer, smartwatch provisioning, RCS, satellite connectivity, and 5G slicing.

Amdocs (NASDAQ:DOX) has secured a multi-year agreement with Optimum to enhance and extend their managed transformation initiative using AI solutions. The collaboration leverages Amdocs' amAIz Suite, a telco-grade AI platform, to implement key solutions including an AI-powered Bill Presenter and GenAI Care Agent.

The partnership aims to modernize Optimum's billing infrastructure and overcome legacy system challenges. The implementation focuses on delivering improved customer experiences, streamlining operations, and building a more resilient, future-ready architecture to support long-term business growth.

Amdocs (NASDAQ:DOX) has released its "Life of a Smartphone: 2025 Connectivity Report" revealing key insights about consumer smartphone upgrade intentions and carrier preferences. The research shows that 61% of consumers are likely to upgrade their devices within 12 months, while 33% have switched carriers in the past three years.

The study highlights that battery life (42%) remains the top upgrade driver, surpassing AI features. Among service provider preferences, broader 5G/6G coverage leads at 46%, while 62% of consumers indicate satellite-based features would influence their provider choice. The report also reveals a significant generational divide, with 79% of 18-24 year olds owning an iPhone compared to 43% of those 65 and older.

Similarweb (NYSE: SMWB), a digital market intelligence company, has announced the appointment of Tamar Rapaport-Dagim to its Board of Directors. Rapaport-Dagim, who currently serves as the Chief Financial Officer and Chief Operating Officer of Amdocs (NASDAQ: DOX), brings extensive experience in finance and operations within the technology sector.

Rapaport-Dagim's appointment, confirmed during Similarweb's annual general meeting, adds significant expertise to the board. She has been Amdocs' CFO since 2007 and COO since 2018, with prior experience as CFO of Emblaze and various finance positions at Teledata Networks. She holds an MBA and a Bachelor's degree in accounting and economics from Tel Aviv University.

Amdocs (NASDAQ:DOX) has successfully completed a major business support systems (BSS) transformation project for Telkom South Africa, upgrading their legacy systems to Amdocs' cloud-native Customer Experience Suite (CES). The modernization will support approximately 25 million mobile and wireline customers.

The transformation provides Telkom South Africa with a future-ready digital foundation featuring cloud-native architecture, open APIs, and 5G-ready capabilities. The upgrade includes unified digital commerce and care journeys built by Amdocs Studios, enabling faster service launches, simplified operations, and enhanced customer experience across digital channels.

Amdocs (NASDAQ:DOX) has been selected by A1 Macedonia to modernize its monetization platforms. The transformation project involves deploying Amdocs' billing, charging, and product catalog solutions to create a converged, cloud-ready foundation.

The modernization initiative aims to enhance customer experiences and operational performance through advanced security features and streamlined operations. A1 Macedonia will benefit from increased flexibility and faster innovation cycles, enabling quick launches of new products and services.

This collaboration follows Amdocs' recent partnership with A1 Group, demonstrating growing regional demand for advanced monetization capabilities.

Amdocs (NASDAQ:DOX) has expanded its multi-year partnership with Consumer Cellular to enhance its EnablerIQ MVNE platform with advanced AI capabilities. The collaboration builds upon the recent deployment of Amdocs' connectX platform and introduces three key solutions: AI & Data Platform (AIDP), Customer Experience Insights (CXI), and the amAIz Suite.

The expanded agreement aims to transform MVNO onboarding, automate operations, and deliver personalized customer experiences. The integration leverages generative AI to streamline operations and provide real-time, predictive analytics across customer touchpoints, enabling Consumer Cellular to achieve faster time-to-market and improved operational efficiency in its MVNE business.

Amdocs (NASDAQ:DOX) reported Q3 fiscal 2025 results with revenue of $1.14 billion, down 8.4% YoY as reported but up 3.5% YoY on a pro forma constant currency basis. The company achieved record managed services revenue of $771 million, representing 67% of total revenue, and record European revenue of $189 million.

Key financial metrics include GAAP diluted EPS of $1.39 and non-GAAP diluted EPS of $1.72, both exceeding guidance. The company's twelve-month backlog stands at $4.15 billion, up 3.0% YoY on a pro forma basis. Amdocs repurchased $135 million in shares and declared a quarterly dividend of $0.527 per share.

For fiscal 2025, Amdocs updated its outlook, expecting revenue growth of (10.0)%-(9.0)% YoY as reported and 2.4%-3.4% YoY in pro forma constant currency, while reiterating its target for double-digit total shareholder returns.

Amdocs (NASDAQ:DOX), a software and services provider for communications and media companies, has announced its investor conference schedule for Q4 fiscal 2025. The company will participate in seven major investor conferences between August and September 2025.

Key executives including CEO Shuky Sheffer, CFO & COO Tamar Rapaport-Dagim, and Group President Anthony Goonetilleke will attend various events featuring fireside chats and investor meetings across multiple U.S. locations and Tel Aviv. The conferences include events hosted by KeyBanc, Oppenheimer, Jefferies, Citi, Piper Sandler, and Wolfe Research.