Amdocs (DOX) Goldman Sachs Communacopia + Technology Conference 2026 summary

Market positioning and business model

• Recognized as a global leader in telecom, providing mission-critical systems to over 400 service providers in 90+ countries, impacting 3 billion end customers daily.

• Operates an outcome-based business model, with compensation tied to meeting KPIs and SLAs, ensuring long-term, high-visibility contracts and high renewal rates.

• Deep, multi-year customer relationships are central, with a focus on innovation and technology leadership.

Agentic era and aOS strategy

• The agentic era presents a transformative opportunity for telco operations, though industry adoption is still in early stages.

• aOS, the agentic operating system, is designed to accelerate customer adoption and deliver end-to-end workflow transformation, cost reduction, and faster product launches.

• Ten customers have already adopted aOS, with Liberty Latin America highlighted as a full-scale transformation partner.

Four-pillar long-term strategy

• Pillar 1: Drive agentic transformation for existing telco customers using aOS.

• Pillar 2: Expand into a new, highly regulated vertical, leveraging telecom expertise and the aOS framework.

• Pillar 3: Develop new growth engines by commercializing solutions to emerging customer needs globally.

• Pillar 4: Internal transformation to become a model agentic organization, adopting new processes and structures.