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MWC 2026: Amdocs Collaborates with Microsoft to Bring AI-Accelerated Application Modernization to Enterprises

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Amdocs (NASDAQ:DOX) announced a collaboration with Microsoft to deliver AI-accelerated application modernization using Amdocs Agentic Services and Microsoft technologies, including Azure, Azure Open AI in Foundry Models, GitHub Copilot and Fabric IQ. The solution aims to speed cloud migration, refactoring and resilience at scale.

Amdocs will demo its cloud transformation agents at MWC 2026 with joint showcases at both companies' booths and partner demo corner pods.

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Key Figures

Share price: $69.86 Price move: 5.13% 52-week high: $95.4099 +5 more
8 metrics
Share price $69.86 Latest price before this news
Price move 5.13% 1-day change ahead of article
52-week high $95.4099 52-week range context
Q1 FY26 revenue $1.16 billion 6-K, quarter ended Dec 31, 2025
GAAP diluted EPS $1.45 Q1 FY26 vs $1.33 prior year
Non-GAAP diluted EPS $1.81 Q1 FY26 vs $1.66 prior year
12-month backlog $4.25 billion Up about 2.7% year over year
FY26 FCF guidance $710-$730 million Free cash flow guidance from 6-K

Market Reality Check

Price: $69.80 Vol: Volume 1,894,333 vs 20-da...
normal vol
$69.80 Last Close
Volume Volume 1,894,333 vs 20-day avg 1,876,553 (roughly in-line, slightly elevated). normal
Technical Price 69.86 is trading below 200-day MA at 83.73, despite the AI partnership news.

Peers on Argus

DOX gained 5.13% while several infrastructure software peers like KVYO, WIX, and...
1 Down

DOX gained 5.13% while several infrastructure software peers like KVYO, WIX, and GTLB were also up between about 1%-7%. However, the momentum scanner only flagged PATH, which moved down slightly, and sector-wide momentum was not confirmed, suggesting DOX’s move was largely stock-specific.

Previous Partnership,AI Reports

2 past events · Latest: Aug 06 (Positive)
Same Type Pattern 2 events
Date Event Sentiment Move Catalyst
Aug 06 AI partnership expansion Positive +5.1% Expanded AI-driven MVNE collaboration with Consumer Cellular using multiple Amdocs AI suites.
Feb 26 AI 5G partnership Positive -0.2% Expanded AI partnership with Google Cloud to optimize 5G network operations.
Pattern Detected

AI-focused partnership news for Amdocs has produced mixed short-term reactions, with one prior event up over 5% and another slightly negative, and an average same-tag move of 2.44%.

Recent Company History

Over the past year, Amdocs has repeatedly highlighted AI-centric partnerships and solutions. Earlier partnership,AI announcements with Consumer Cellular and Google Cloud focused on AI-driven MVNE capabilities and 5G network optimization, yielding average moves of about 2.44% with one strong 5.08% gain. More recently, the company introduced its agentic operating system aOS and secured multi-year deals such as T-Mobile USA, alongside steady earnings growth. Today’s Microsoft collaboration extends this AI and aOS narrative into application modernization and Azure-focused cloud migration.

Historical Comparison

+2.4% avg move · Past AI partnership news for Amdocs averaged a 2.44% move, with reactions ranging from slightly nega...
partnership,AI
+2.4%
Average Historical Move partnership,AI

Past AI partnership news for Amdocs averaged a 2.44% move, with reactions ranging from slightly negative to about 5%, making today’s 5.13% gain somewhat above the typical response but not an extreme outlier.

Amdocs’ AI partnerships have progressed from enhancing MVNE and 5G network operations with Consumer Cellular and Google Cloud to broader, agentic application modernization and Azure-focused cloud migration with Microsoft.

Market Pulse Summary

This announcement highlights Amdocs’ effort to extend its agentic operating system aOS and Agentic S...
Analysis

This announcement highlights Amdocs’ effort to extend its agentic operating system aOS and Agentic Services into AI-accelerated application modernization on Microsoft Azure, emphasizing cloud migration and orchestrated multi-agent workflows. In context, it builds on earlier AI partnerships and recent earnings that featured revenue of $1.16 billion and EPS growth. Investors may focus on adoption of these joint solutions, progression of AI partnerships, and how such initiatives contribute to backlog growth and the guided free cash flow of $710-$730 million for fiscal 2026.

AI-generated analysis. Not financial advice.

Joint collaboration combines the Amdocs' Agentic Services, as part of Amdocs agentic operating system, aOS, with Microsoft's AI technologies to help enterprises modernize faster, at scale, and with greater resilience.

JERSEY CITY, NJ / ACCESS Newswire / February 27, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced a collaboration with Microsoft to deliver AI-accelerated application modernization solutions designed to drive measurable business outcomes, from business case to execution, while helping enterprises transform their technology landscape into an agent-ready foundation. In this approach, cloud migration is a key enabler within a broader modernization journey, supporting improved quality and efficiency across the enterprise technology lifecycle.

Amdocs delivers its cloud migration, modernization, and quality engineering expertise through its multivendor Amdocs Agentic Services, which includes Microsoft technologies like Microsoft Foundry (including Azure Open AI in Foundry Models), Microsoft Migration Agents, GitHub Copilot and Fabric IQ. Enterprises can deploy a coordinated set of Amdocs and Microsoft IT agents that automate and orchestrate end-to-end modernization activities, enabling accelerated refactoring, strengthened architectural resilience, and seamless migration to Microsoft Azure.

At the core of the solution is Amdocs Agentic Services, part of the Amdocs agentic operating system (aOS), which orchestrates specialized agents from across Amdocs Studios into coordinated, multi-agent workflows. Delivered through a growing library of pre-built, customizable workflows, the agentic services operationalizes AI across modernization initiatives at scale. This scalable model simplifies execution, enhances quality and consistency, and delivers measurable business outcomes with full observability and control.

"This collaboration with Microsoft marks a pivotal step forward in shaping how enterprises modernize at scale," said Anthony Goonetilleke, Group President of Technology and Head of Strategy at Amdocs. "Powered by Amdocs aOS, with AI embedded at the core of execution, we are reimagining modernization as an agent-led, intelligently orchestrated process that helps organizations address technical debt and achieve enterprise-grade speed and efficiency."

"Enterprises today are looking for practical, scalable ways to modernize their applications while minimizing risk and disruption," said Rick Lievano, Worldwide CTO, Telco, Media & Gaming at Microsoft. "By combining Microsoft's AI capabilities with Amdocs' deep modernization expertise to deliver Service-as-Software, this collaboration empowers customers to accelerate their cloud journeys on Microsoft Azure with greater confidence, speed, and efficiency."

Amdocs and Microsoft will share more about how they are collaborating to drive innovation at Mobile World Congress (MWC) 2026, the world's largest telco conference. Amdocs will demonstrate its cloud transformation-specialized agents at its partner demo corner pods at the booth, and Microsoft will showcase the solution at its booth.

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.

Amdocs' Forward-Looking Statement

This press release includes information that constitutes forward-looking statements made pursuant to the safe harbor provision of the Private Securities Litigation Reform Act of 1995, including statements about Amdocs' growth and business results in future quarters and years. Although we believe the expectations reflected in such forward-looking statements are based upon reasonable assumptions, we can give no assurance that our expectations will be obtained or that any deviations will not be material. Such statements involve risks and uncertainties that may cause future results to differ from those anticipated. These risks include, but are not limited to, the effects of general macroeconomic conditions, prevailing level of macroeconomic, business and operational uncertainty, including as a result of geopolitical events or other regional events or pandemics, changes to trade policies including tariffs and trade restrictions, as well as the current inflationary environment, and the effects of these conditions on the Company's customers' businesses and levels of business activity, including the effect of the current economic uncertainty and industry pressure on the spending decisions of the Company's customers. Amdocs' ability to grow in the business markets that it serves, Amdocs' ability to successfully integrate acquired businesses, adverse effects of market competition, rapid technological shifts that may render the Company's products and services obsolete, security incidents, including breaches and cyberattacks to our systems and networks and those of our partners or customers, potential loss of a major customer, our ability to develop long-term relationships with our customers, our ability to successfully and effectively implement artificial intelligence and Generative AI in the Company's offerings and operations, and risks associated with operating businesses in the international market. Amdocs may elect to update these forward-looking statements at some point in the future; however, Amdocs specifically disclaims any obligation to do so. These and other risks are discussed at greater length in Amdocs' filings with the Securities and Exchange Commission, including in our Annual Report on Form 20-F for the fiscal year ended September 30, 2025, filed on December 15, 2025, and for the first quarter of fiscal 2026 on February 3, 2026.

Media Contacts

Swati Sharma
Amdocs Public Relations
E-mail: swati.sharma4@amdocs.com

SOURCE: Amdocs Management Limited



View the original press release on ACCESS Newswire

FAQ

What are Amdocs and Microsoft unveiling at MWC 2026 (DOX)?

They are unveiling an AI-accelerated application modernization collaboration combining Amdocs Agentic Services with Microsoft Azure and AI tools. According to the company, the joint solution uses pre-built agentic workflows to automate refactoring, migration and quality engineering across enterprise modernization projects.

How does Amdocs aOS and Agentic Services work with Microsoft for DOX customers?

Amdocs aOS orchestrates specialized agents into coordinated workflows that leverage Microsoft Foundry, Azure Open AI and GitHub Copilot. According to the company, this enables automated end-to-end modernization activities with observability and control across the migration lifecycle.

Will DOX customers be able to migrate workloads to Azure using the new collaboration?

Yes — the collaboration positions cloud migration to Microsoft Azure as a core enabler of modernization and migration. According to the company, customers can deploy coordinated Amdocs and Microsoft IT agents to accelerate migration and strengthen architectural resilience.

What demonstrations will Amdocs (DOX) present at its MWC 2026 booth?

Amdocs will demonstrate cloud transformation-specialized agents at partner demo corner pods and the company booth at MWC 2026. According to the company, demos will show agent-led workflows, refactoring automation and multi-agent orchestration in action.

What business outcomes does the Amdocs–Microsoft collaboration aim to deliver for DOX investors?

The collaboration aims to deliver measurable modernization outcomes such as faster refactoring, improved quality and operational efficiency across IT lifecycles. According to the company, the approach targets end-to-end execution from business case to implementation with full observability.
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