Overview
Israel enterprise voice solutions firm's Q4 revenue rose 1.7% yr/yr
Company repurchased 667,193 shares at $6.1 mln cost in Q4
Company declared semi-annual dividend of 20 cents per share
Outlook
AudioCodes expects sustained healthy top-line growth in 2026 and beyond due to increased investments in Live services and CAI
Company experiencing robust demand across conversational AI portfolio
Result Drivers
GROWTH ENGINES - Strong performance in managed services for UCaaS and CX, and conversational AI business drove results, with ARR up 22% yr/yr
CONVERSATIONAL AI - Revenues in Conversational AI grew over 50% in Q4, contributing significantly to overall growth
CONNECTIVITY RECOVERY - Recovery in Connectivity business in NA driven by renewed focus on PSTN shutdown trend
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Slight Beat* | $62.61 mln | $62.20 mln (1 Analyst) |
Q4 EPS | $0.07 | ||
Q4 Net Income | $1.90 mln | ||
Q4 Pretax Profit | Miss | $2.69 mln | $6.30 mln (1 Analyst) |
Q4 Operating Expenses | $37.36 mln | ||
Q4 Operating Income | $3.73 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the communications & networking peer group is "buy"
Wall Street's median 12-month price target for AudioCodes Ltd is $12.50, about 46.7% above its February 2 closing price of $8.52
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 23 three months ago
Press Release: ID:nPn6RDnKBa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)