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Investor Relations14 Oct 2025
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AudioCodes (AUDC) investor relations material
AudioCodes Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Revenue grew 1.3% year-over-year to $61.1M, driven by connectivity, Microsoft Teams, and AI-powered business applications.
Microsoft Teams business increased 6.5% year-over-year, with strong demand in Conversational AI and a healthy CX pipeline.
AudioCodes Live/Live Managed Services ARR reached $70M, up 25% year-over-year, supporting a robust outlook for 2H'25.
Progress in AI and conversational AI segments, with a 40–50% growth outlook for 2025.
Declared a $0.20/share dividend ($5.7M total), payable August 28, and continued share repurchases.
Financial highlights
Q2 revenue: $61.1M (up 1.3% YoY); service revenue: $32.6M (up 1.9% YoY, 53.3% of total).
GAAP gross margin: 64.1%; non-GAAP gross margin: 64.5% (down from 65.8% YoY).
GAAP operating margin: 4.3%; non-GAAP operating margin: 7.2% (down from 11.9% YoY).
GAAP net income: $0.3M ($0.01/share); non-GAAP net income: $4.1M ($0.14/share).
EBITDA: $3.6M (GAAP), $5.2M (non-GAAP); net cash from operations: $7.7M; cash and equivalents: $95.3M.
Outlook and guidance
Conversational AI segment expected to grow 40–50% in 2025, with strong pipeline for 2H'25.
AudioCodes Live ARR target for 2025 is $78M–$82M.
Tariff-related cost burden of $3–4M expected for full year 2025; annual outlook pending tariff clarity.
Webex-related revenue impact expected mainly in 2026, with initial pipeline building in 2025.
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Next AudioCodes earnings date
Q3 20254 Nov, 2025
Next AudioCodes earnings date
Q3 20254 Nov, 2025
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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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