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Core Insights - Amdocs' international operations are crucial for understanding its financial strength and growth potential [1][2] - The company's reliance on international markets influences its earnings durability and growth capabilities [2][3] Revenue Performance - Amdocs reported total revenue of $1.11 billion for the quarter, a decrease of 10.9% year-over-year [4] - Revenue from Europe was $155.2 million, accounting for 13.98% of total revenue, which was below the consensus estimate of $163.62 million [5] - The "Rest of the World" contributed $217.4 million, or 19.58% of total revenue, exceeding expectations of $215.11 million [6] Future Revenue Projections - Analysts expect Amdocs to report total revenue of $1.13 billion in the current fiscal quarter, reflecting a decline of 9.5% from the prior year [7] - For the entire year, total revenue is forecasted at $4.53 billion, a reduction of 9.5% from the previous year, with Europe contributing 14.6% ($659.8 million) and the Rest of the World 19.9% ($900.8 million) [8] Market Context - The interconnected global economy presents both opportunities and challenges for Amdocs, making the analysis of international revenue trends essential for forecasting [9][10] - Wall Street analysts are closely monitoring these trends, especially in light of geopolitical tensions and their impact on earnings predictions [10] Stock Performance - Amdocs' stock has increased by 4.6% over the past month, outperforming the Zacks S&P 500 composite, which rose by 2.1% [13] - Over the past three months, the company's stock price increased by 2.4%, compared to a 1.2% rise in the S&P 500 index [13]

Amdocs Limited (DOX) reported first-quarter fiscal 2025 non-GAAP earnings of $1.66 per share, which came above the midpoint of management’s guidance range of $1.61-$1.67 and increased 6.4% year over year. The figure also exceeded the Zacks Consensus Estimate of $1.64.In the trailing four quarters, DOX’s earnings surpassed the Zacks Consensus Estimate twice, matched once and missed once, with an average negative surprise of 0.1%.Amdocs’ first-quarter revenues of $1.11 billion matched the consensus mark. Howe ...

Amdocs (DOX) reported $1.11 billion in revenue for the quarter ended December 2024, representing a year-over-year decline of 10.9%. EPS of $1.66 for the same period compares to $1.56 a year ago.The reported revenue represents a surprise of -0.34% over the Zacks Consensus Estimate of $1.11 billion. With the consensus EPS estimate being $1.64, the EPS surprise was +1.22%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...

Amdocs (DOX) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.64 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.22%. A quarter ago, it was expected that this provider of computer systems integration would post earnings of $1.70 per share when it actually produced earnings of $1.70, delivering no surprise.Over the last four quarters, ...

Acquisitions and Strategic Growth - Amdocs completed the acquisition of two immaterial technology companies in fiscal year 2022 and acquired TEOCO's service assurance business in June 2023, enhancing its network strategy [45]. - The company acquired Astadia, specializing in mainframe-to-cloud migration, during fiscal year 2024, further executing its cloud strategy [45]. - Amdocs has completed several acquisitions, including the service assurance business of TEOCO and ProCom Consulting, to enhance its capabilities in 5G, fiber, and cloud-native services [106]. - The company completed two acquisitions for a total consideration of approximately $84.0 million, primarily for Astadia, which focuses on mainframe-to-cloud migration [145]. - The company completed three acquisitions in fiscal year 2023 for a total consideration of approximately $130.3 million [145]. - The company is strategically expanding its product offerings and market position through acquisitions and entering new vertical markets [106]. Customer Experience and Solutions - Amdocs serves approximately 400 communications, entertainment, and media industry customers, including major telecommunications companies like AT&T and Verizon [46]. - The demand for Amdocs' solutions is driven by customers' migration to the cloud and the deployment of 5G networks, as well as the trend towards integrated service offerings [49]. - The company focuses on providing customer experience solutions primarily to communications and media service providers, leveraging specialized industry knowledge to deliver advanced solutions [60]. - The introduction of CES24, a GenAI-led customer experience suite, aims to enhance agility, efficiency, and customer experience across business, operations, and network domains [62]. - The Amdocs Monetization Suite enables service providers to monetize a wide range of services, introducing new monetization models aligned with the integration era and partner-powered economy [64]. - The Amdocs Subscription Marketplace empowers service providers to aggregate and monetize partners, enhancing customer experience through a wide range of pre-integrated digital services [69]. - The CES24 B2B portfolio includes CPQ Pro, a next-generation application infused with GenAI capabilities to increase deal-closure ratios and accelerate revenue [67]. Financial Performance - Revenue increased by $117.4 million, or 2.4%, to $5,004.99 million in fiscal year 2024 from $4,887.55 million in fiscal year 2023 [122]. - Revenue from North America accounted for 66.5% of total revenue, while Europe and the rest of the world accounted for 14.5% and 19.0%, respectively [123]. - Operating income for fiscal year 2024 was 12.6%, down from 13.4% in fiscal year 2023, reflecting increased operating expenses [117]. - Net income attributable to Amdocs Limited for fiscal year 2024 was 9.9%, a decrease from 11.1% in fiscal year 2023 [117]. - Amdocs generated approximately $2.90 billion in revenue from managed services arrangements in fiscal year 2024, compared to $2.86 billion in fiscal year 2023, indicating a growth in this segment [114]. - Revenue from low-margin, non-core business activities, which generated approximately $600 million in fiscal year 2024, is being phased out to focus on higher-value offerings [107]. Sustainability and Corporate Responsibility - Amdocs aims to achieve carbon neutrality in its operations by 2040 and has set a goal to reduce Scope 1 and 2 greenhouse gas emissions by 21% by the end of fiscal year 2024 [52]. - Amdocs has been recognized in TIME magazine's list of the World's Most Sustainable Companies (2024) and received high ratings in the Carbon Disclosure Project (CDP) [51]. - The company is committed to diversity, equity, and inclusion, promoting initiatives to empower underrepresented groups within its workforce [52]. - The company emphasizes a modular application architecture, allowing for flexible integration with existing systems [82]. Operational Efficiency and Investments - The company invests significantly in training its personnel to maintain a reputation for delivering quality solutions [48]. - The company is investing in operational efficiencies through automation and GenAI to improve margins in managed services engagements over time [114]. - The company is expanding its managed services capabilities, focusing on multi-year managed transformations that modernize legacy systems while providing ongoing support [61]. - Research and development expenditures are focused on new software architecture and technologies such as GenAI, with a commitment to maintaining competitive offerings [115]. Market Expansion - In fiscal year 2024, the company expanded its activities in Europe and emerging markets, including the United Arab Emirates and Japan, capitalizing on high prepaid subscriber growth and low average revenue per user [60]. - Strategic collaborations with major cloud providers like Amazon Web Services and Microsoft Azure are expected to enhance service providers' offerings and customer interactions [60]. Shareholder and Governance Matters - Amdocs' total remuneration for directors and officers in fiscal year 2024 was approximately $5.9 million, a decrease from $6.3 million in fiscal year 2023 [193]. - Each Non-Employee Director received an annual cash payment of $80,000, with additional payments for committee roles, such as $30,000 for Audit Committee members [191]. - The company targets at least 50-70% of executive management compensation to be performance-contingent, aligning with shareholder returns [194]. - Amdocs does not provide guaranteed performance bonuses or multi-year guaranteed salary increases for executives [194]. - The company has a clawback policy for cash and equity incentive awards, ensuring accountability in executive compensation [194]. Workforce and Employment - The total workforce decreased to 29,058 in fiscal year 2024 from 30,695 in fiscal year 2023, representing a decline of approximately 5.3% [204]. - The company has not experienced any organized labor disputes, strikes, or work stoppages, indicating a good relationship with employees [207]. Legal and Compliance - The company is involved in various legal claims and proceedings but does not expect any material adverse effects on its financial position [223]. - The company is not currently involved in any related party transactions [220].

Have you evaluated the performance of Amdocs' (DOX) international operations for the quarter ending September 2024? Given the extensive global presence of this provider of computer systems integration, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. ...

Core Viewpoint - Amdocs reported mixed financial results for the fourth quarter of fiscal 2024, with earnings meeting expectations but revenues slightly missing consensus estimates, leading to a cautious outlook for fiscal 2025 [1][2][3]. Financial Performance - Amdocs' fourth-quarter fiscal 2024 non-GAAP earnings were $1.70 per share, a 19.7% increase year over year, matching the Zacks Consensus Estimate [1]. - Revenues for the fourth quarter were $1.264 billion, missing the consensus mark by 0.17%, but showing a year-over-year increase of 1.7% [2]. - For fiscal 2024, total revenues reached $5.005 billion, slightly below the consensus estimate, with a year-over-year growth of 2.4% [8]. Regional Performance - North America generated revenues of $835.8 million, accounting for 66.1% of total revenues, with a year-over-year increase of 0.2% [5]. - Europe contributed $184.1 million (14.6% of total revenues), up 4.9% year over year [5]. - Revenues from the Rest of World (RoW) were $244 million (19.3% of total revenues), also reflecting a 4.9% year-over-year growth [5]. Operational Metrics - Managed services revenues rose 0.5% year over year to $721.4 million, with a backlog of $4.06 billion, up 2.5% year over year [6]. - Non-GAAP operating income increased 6.8% year over year to $236.2 million, with an operating margin of 18.7%, expanding by 90 basis points [7]. Guidance and Outlook - For Q1 fiscal 2025, Amdocs expects revenues between $1.095 billion and $1.135 billion, with a midpoint of $1.115 billion, below the consensus estimate of $1.27 billion [10]. - Fiscal 2025 revenue guidance indicates a potential decline of 7.7% to 10.9% year over year, contrasting with the consensus estimate of a 3.6% increase [11]. - Non-GAAP earnings per share for fiscal 2025 are projected to grow between 6.5% and 10.5%, with a consensus estimate of $7.06 per share [11]. Balance Sheet and Cash Flow - As of September 30, 2024, Amdocs had cash and short-term investments of $514.3 million, an increase from $502.2 million as of June 30, 2024 [9]. - Free cash flow for the quarter was reported at $192.1 million, up from $175 million in the previous quarter [9].

a. make it make it amazing | --- | --- | |----------------------------------------------------------------------|-------| | Amdocs Limited | | | | | | | | | NASDAQ: DOX | | | Fiscal Q4 2024 Earnings Presentation November 12, 2024 Shuky Sheffer | | | President & CEO | | | Tamar Rapaport-Dagim | | | CFO & COO | | The information contained herein in this presentation or delivered or to be delivered to you during this presentation does not constitute an offer, expressed or implied, or a recommendation to do any ...

Amdocs Limited (NASDAQ:DOX) Q4 2024 Earnings Conference Call November 12, 2024 5:00 PM ET Corporate Participants Matthew Smith - Head of IR Shuky Sheffer - President and Chief Executive Officer Tamar Rapaport-Dagim - Chief Financial Officer and Chief Operating Officer Conference Call Participants Tim Horan - Oppenheimer & Co. Tal Liani - Bank of America Tavi Rosner - Barclays Gates Schwarzmann - Citigroup William Power - Baird Operator Thank you for standing by. Welcome to the Amdocs Limited Fourth Quarter ...