Amdocs (DOX) investor relations material

Introduction and Context

• The session introduced aOS, a new agentic operating system for the telco industry, focusing on generative AI adoption and business outcomes, with presentations, demos, and analyst Q&A highlighting an outcome-driven approach and strategic partnerships.

Business Performance Highlights

• Achieved $4.53B in FY25 revenue, with a 12-month backlog of $4.25B as of Q1'26 and nearly 100% managed services contract renewals.

• Platforms impact 3.1B people, supporting 1.7B+ daily digital journeys and 466B+ monthly usage events.

• 95%+ successful transformations and ~400 global customers, with 170B+ events rated daily using monetization solutions.

aOS Platform Evolution and Differentiation

• aOS evolved from the amAIz platform, expanding capabilities to meet customers at various AI adoption stages.

• The Cognitive Core leverages telco expertise, deep data models, and context engineering for high accuracy and low latency.

• Modular, open architecture allows integration with any BSS/OSS stack, supporting clients of all sizes and readiness.

• Pre-built agent libraries and end-to-end observability enable telco-verticalized AI.