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Amdocs to Speak at Morgan Stanley TMT Conference

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Amdocs (NASDAQ:DOX) announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 4, 2026 at 1:05 PM PT. The event will be webcast live and a replay will be available at the company's investor site.

The live webcast and replay can be accessed at https://investors.amdocs.com/.

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Positive

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Negative

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News Market Reaction – DOX

-3.99%
1 alert
-3.99% News Effect

On the day this news was published, DOX declined 3.99%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Conference date: March 4, 2026 Presentation time: 1:05 pm PT Quarter revenue: $1,155.9M +5 more
8 metrics
Conference date March 4, 2026 Morgan Stanley TMT Investor Conference appearance
Presentation time 1:05 pm PT Scheduled time for CFO & COO remarks
Quarter revenue $1,155.9M Quarter ended December 31, 2025 (6-K filed 2026-02-17)
Operating income $206.7M Quarter ended December 31, 2025, 17.9% margin
GAAP diluted EPS $1.45 Up from $1.33 per share in prior period
Free cash flow $188.0M Quarter ended December 31, 2025
Matrixx acquisition $197M Cash consideration for Matrixx Software acquisition
Quarterly dividend $0.569 per share After 8% increase from $0.527 per share

Market Reality Check

Price: $67.26 Vol: Volume 1,967,037 vs 20-da...
normal vol
$67.26 Last Close
Volume Volume 1,967,037 vs 20-day average 1,720,299, with relative volume at 1.14 ahead of the conference news. normal
Technical Shares at $70.17 are trading below the 200-day MA of $84.19 and 26.45% under the 52-week high.

Peers on Argus

Peers show mixed moves: DBX up 5.81%, WIX up 0.74%, while KVYO and GTLB are down...

Peers show mixed moves: DBX up 5.81%, WIX up 0.74%, while KVYO and GTLB are down 4.36% and 8.72%. With DOX up 0.5%, the pattern points to stock-specific trading rather than a unified software-infrastructure sector move.

Historical Context

5 past events · Latest: Feb 09 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 09 AI leadership recognition Positive -0.3% Gartner named Amdocs the company to beat in AI BSS.
Feb 03 OTT partnership Positive -8.6% VIDAA chose Amdocs MarketONE for global smart TV OTT bundles.
Feb 03 AI platform launch Positive -8.6% Introduced aOS agentic operating system for telco-focused generative AI.
Feb 03 Major carrier agreement Positive -8.6% New multi-year strategic agreement with T-Mobile USA on CX and operations.
Feb 03 CEO transition Neutral -8.6% Announced CEO succession from Shuky Sheffer to Shimie Hortig.
Pattern Detected

Recent positive strategic and AI-related announcements often saw negative next-day price reactions, suggesting a pattern of divergence between news tone and short-term trading.

Recent Company History

Over recent months, Amdocs has reported several notable developments. On Feb 9, 2026, it was cited by Gartner as the company to beat in AI for CSP BSS, yet shares slipped modestly. On Feb 3, 2026, the company announced a new T-Mobile multi-year agreement, the launch of its aOS agentic operating system, a VIDAA smart TV collaboration, and a CEO transition effective Mar 31, 2026, but the stock fell sharply. Against this backdrop, today’s conference appearance fits into an ongoing visibility and strategy communication effort.

Market Pulse Summary

This announcement highlights Amdocs’ participation in a major technology, media, and telecom investo...
Analysis

This announcement highlights Amdocs’ participation in a major technology, media, and telecom investor conference on March 4, giving management another platform to discuss its AI strategy, recent carrier agreements, and steady financial performance, including quarterly revenue of $1,155.9M and GAAP EPS of $1.45. Investors may focus on how management frames growth guidance, capital deployment, and the upcoming CEO transition, alongside previously disclosed partnerships and AI initiatives, to assess execution against its communicated outlook.

AI-generated analysis. Not financial advice.

JERSEY CITY, NJ / ACCESS Newswire / February 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 4 at 1:05 pm PT.

The live webcast will be available at https://investors.amdocs.com/ and a replay will be available at the same address.

Supporting Resources

About Amdocs

Amdocs helps the world's leading communications and media companies deliver exceptional customer experiences through reliable, efficient, and secure operations at scale. We provide software products and services that embed intelligence into how work runs across business, IT, and network domains - delivering measurable outcomes in customer experience, network performance, cloud modernization, and revenue growth. With our talented people, and more than 40 years of experience running mission-critical systems around the globe, Amdocs runs billions of transactions daily. Our technology is relied on every day, connecting people worldwide and advancing a more inclusive, connected world. Together, we help those who shape the future to make it amazing. Amdocs is listed on the NASDAQ Global Select Market (NASDAQ:DOX) and reported revenue of $4.53 billion in fiscal 2025. For more information, visit www.amdocs.com.

Contacts:
Matthew Smith
Head of Investor Relations
Amdocs
Tel: +1 (314) 212-8328
E-mail: dox_info@amdocs.com

SOURCE: Amdocs - IR



View the original press release on ACCESS Newswire

FAQ

When will Amdocs (DOX) present at the Morgan Stanley TMT Conference?

Amdocs will present on March 4, 2026 at 1:05 PM PT. According to the company, CFO & COO Tamar Rapaport-Dagim is the scheduled speaker and the session is part of Morgan Stanley's TMT investor program.

How can investors watch the Amdocs (DOX) Morgan Stanley presentation on March 4, 2026?

Investors can watch via the live webcast at https://investors.amdocs.com/. According to the company, the live stream will be available during the presentation and a replay will be posted afterward at the same address.

Who will speak for Amdocs (DOX) at the March 4, 2026 Morgan Stanley conference?

CFO & COO Tamar Rapaport-Dagim will speak for Amdocs. According to the company, she will represent Amdocs in the Morgan Stanley Technology, Media & Telecom Investor Conference session.

Will a replay of the Amdocs (DOX) Morgan Stanley presentation be available after March 4, 2026?

Yes, a replay will be available at https://investors.amdocs.com/. According to the company, the presentation replay will be posted on the investor website following the live webcast for on-demand access.

What topics will Amdocs (DOX) cover at the Morgan Stanley TMT Conference on March 4, 2026?

The company announced a scheduled presentation but did not list specific topics. According to the company, Tamar Rapaport-Dagim will speak at the conference; attendees should consult the webcast for the full discussion.
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