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Amdocs (DOX) investor relations material
Amdocs Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Business overview and model
Focuses on customer experience and software solutions for telecommunications, simplifying complex backend processes for seamless user experiences.
Operates a recurring software revenue model with tier-one, long-term customers, combining product development and implementation for accountability.
Differentiates from competitors by offering integrated solutions rather than fragmented, in-house or multi-vendor systems.
Maintains long-term contracts and outcome-based value delivery, aiming for customer business KPIs rather than seat-based pricing.
Top 12 customers represent about 50% of revenue, with significant international expansion opportunities.
Growth drivers and technology trends
Cloud services account for 30% of business, growing at double digits, with migration still in early stages and expected to be a multi-year journey.
Strategic partnerships with AWS, Azure, GCP, and NVIDIA support cloud and AI initiatives, enabling migration and modernization of mainframe systems.
AI, especially generative AI, is a major focus, with the amAIz platform delivering significant improvements in call center KPIs and moving from POC to production.
Internal adoption of AI has led to faster product development, smaller teams, and increased employee training, impacting cost structure and efficiency.
Ongoing investments in R&D are balanced with margin improvements, reallocating resources to growth engines like agentic models.
Product innovation and new platforms
eSIM and SaaS platforms like ConnectX and MarketOne are gaining traction, enabling rapid MVNO launches and digital subscription management.
eSIM adoption is rising with over 30 customers, and ConnectX allows influencers or brands to launch mobile platforms quickly.
MarketOne aggregates digital subscriptions, providing a holistic view and management for millions of users.
These platforms are not yet material to overall revenue but show strong growth potential and network effects.
How will GenAI reshape Amdocs' outcome-based pricing?
What's next in cloud migration beyond IT workloads?
How do SaaS platforms expand non-core telco revenue?
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Q1 20264 Feb, 2026
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Frequently asked questions
Amdocs Limited provides software and services solutions to the communications, entertainment, utilities, and media service providers worldwide. The company's Digital Front Office, Multi-Channel Enabling Solutions (MCES), Digital Back Office, Network Function Virtualization (NFV), Managed Cloud Services and Systems Integration Services segments offer customer experience (CX) solutions; omnichannel CX portfolio that transforms customer interactions with digital experience portfolio; cloud, B/OSS transformation, intelligent analytics solutions, and systems integration services that enable companies to engage with their customers and other stakeholders in a timely manner across multiple channels; network solutions; and mobile device management solutions as a service provider. Its Amdocs ONE offering enables communication service providers to transform their organization by adopting Automation Practices using speed layers approach. The company's products include customer management solutions that consist of Amdocs CES [9-1-1]; Amdocs Policy Management; Amdocs Customer Management Platform (CM); Amdocs Mobile Financial Services; Amdocs Online Charging System (OCS); Amdocs Quotation Management; Amdocs Service Activation & Mediation Solution; pre-integrated billing, ordering, product catalogs, self-service and other platforms for specific industries; and convergent charging.
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