Amdocs (DOX) investor relations material

AI-driven transformation and product vision

• Emphasis on accelerating AI adoption to reduce complexity, speed up product launches, and lower costs for customers.

• Introduction of aOS (Agentic Operating System) as a fully autonomous, agentic platform to replace legacy telecom systems.

• aOS is positioned as a comprehensive framework with products, tools, and migration services to support diverse customer journeys.

• Customers can choose full transformation or phased adoption, with tailored roadmaps and risk management.

• Internal transformation mirrors external offerings, aiming for an agentic-first organization.

Strategic partnerships and competitive landscape

• Partnerships with hyperscalers like AWS, Azure, and NVIDIA are evolving from cloud migration to AI and large language models.

• Competition includes both external vendors offering overlay solutions and internal IT teams; full transformation is seen as more valuable than incremental overlays.

• The approach is to deliver end-to-end transformation for greater value, rather than just layering AI on top of legacy systems.

Customer engagement and commercial models

• Liberty Latin America signed a 10-year agreement, outsourcing IT and adopting aOS for rapid transformation and cost savings.

• Each customer’s journey is customized, with some opting for full transformation and others for incremental steps.

• Commercial models are structured as win-win, sharing cost savings and enabling Amdocs to expand its role within customer ecosystems.