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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Amdocs (DOX) investor relations material
Amdocs 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Business overview and market position
Supports global telco leaders with IT solutions for monetization, billing, and network integration.
Delivers both products and services, providing end-to-end accountability and a unique product-led services model.
Maintains market leadership with a comprehensive portfolio and presence across North America, Europe, Latin America, and APAC.
Operates primarily on an outcome-based business model, focusing on value and service-level KPIs rather than rate card staffing.
Strategic transformation and growth initiatives
Phased out $600 million in low-margin, non-core business to focus on strategic, higher-margin areas.
Cloud migration is a major growth engine, now representing about 30% of business and growing at double digits.
Developed a platform to support customer journeys to the cloud, with most customers already engaged in migration.
GenAI transformation underway, with foundational amAIz platform and upcoming Cognitive Core product to be announced in Q1 next year.
Product and service expansion
Continuously expands product portfolio with platforms for fiber rollout, eSIM, and OTT marketplace integration.
Grows service offerings, including cloud migration for both Amdocs and non-Amdocs systems.
Secured large deals, such as migrating AT&T’s mainframe applications to the cloud.
Expanding into new geographies, including recent moves into Japan.
Cognitive Core: What's the market adoption outlook?
Quantify internal AI's margin impact
Evolving dynamic with internal IT departments
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Next Amdocs earnings date
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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