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Visual21 Nov 2025
Data center suppliers
AudioCodes (AUDC) investor relations material
AudioCodes Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Q3 2025 revenue rose 2.2% year-over-year to $61.5 million, with services accounting for 50.3% of total revenue at $30.9 million.
Conversational AI business grew 50% year-over-year, with annual recurring revenue (ARR) reaching $75 million, up 25% year-over-year and a full-year target of $78–$82 million.
Non-GAAP EPS was $0.17, up from $0.16 in Q3 2024; GAAP net income was $2.7 million, flat year-over-year.
Record bookings in Live and conversational AI segments, driven by new customer wins and expansions.
The company serves 65 of the Fortune 100 and operates in 120 countries.
Financial highlights
Non-GAAP gross margin was 65.8%; GAAP gross margin was 65.5%.
Non-GAAP operating margin was 9.5%, down from 11.7% in Q3 2024.
Non-GAAP EBITDA margin was 11.2%, down from 13.1% in Q3 2024; non-GAAP EBITDA was $6.9 million.
Net cash from operating activities was $4.1 million for the quarter.
Cash, equivalents, and investments totaled $79.7 million at quarter-end.
Outlook and guidance
2025 revenue expected at $244–$246 million; non-GAAP EPS guidance of $0.60–$0.64.
ARR target for full-year 2025 set at $78–$82 million, with continued strong momentum projected into 2026.
Conversational AI business expected to grow 40%–50% annually in coming years.
Continued investment in high-growth areas like Live platform and CAI to drive medium-term top-line growth.
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Next AudioCodes earnings date
Q4 20253 Feb, 2026
Next AudioCodes earnings date
Q4 20253 Feb, 2026
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Frequently asked questions
AudioCodes Ltd. is an Israeli-American corporation known for its advanced communication software, products, and services targeted at enterprises and service providers. Established in 1993 by Shabtai Adlersberg and Leon Bialik, the company has carved a niche in the telecommunications industry, especially in the realms of unified communications, Voice over IP (VoIP), and artificial intelligence in communication systems. AudioCodes' product portfolio includes session border controllers (SBCs), multi-service business routers, IP phones, media gateways, and a suite of management and quality monitoring tools. Additionally, the company provides a range of voice applications designed to enhance the digital workplace. The company is headquartered in Airport City, Israel, and its shares are listed on the NASDAQ and Tel Aviv Stock Exchange.
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