16. Dividends The amounts payable as a result of the May 8 ,2024 and May 10 ,2023 declarations were included in accrued expenses and other current liabilities as of June 30, 2024 and 2023, respectively. On August 7, 2024 the Company's Board of Directors approved the next quarterly dividend payment and set September 30, 2024 as the record date for determining the shareholders entitled to receive the dividend, which is payable on October 25, 2024. The Company is involved in various legal claims and proceeding ...

Amdocs Limited (DOX) reported third-quarter fiscal 2024 results, wherein earnings surpassed the Zacks Consensus Estimate but revenues missed the same. However, both top and bottom lines marked a year-overyear improvement. The company reported third-quarter non-GAAP earnings of $1.62 per share, beating the consensus mark of $1.61. The non-GAAP earnings came at the higher end of management's guidance of $1.57-$1.63. Quarterly earnings increased 3.2% from the year-ago quarter's $1.57 per share. Amdocs reported ...

财务数据和关键指标变化 - 第三季度收入创纪录达12.5亿美元,同比增长1.8%(按固定汇率计算) [9][10] - 非GAAP经营利润率达18.6%,创多年新高,同比提升80个基点,环比提升20个基点 [10][43] - 非GAAP每股收益为1.62美元,达到指引上限 [11][44] - 12个月订单回款创纪录达42.5亿美元,同比增长约3% [46] 各条业务线数据和关键指标变化 - 托管服务收入创纪录达7.41亿美元,同比增长近3%,占总收入的59% [48][49][50] - 托管服务增长得益于客户向云迁移,如与TELUS、VodafoneZiggo的新签约 [50] - 还与Charter续签并扩大了托管服务合作 [51] 各个市场数据和关键指标变化 - 北美市场收入略有下降,但环比有所增长 [42] - 欧洲市场收入较弱,主要是由于完成项目自然下降和新项目逐步启动的时间差 [42] - 其他地区市场收入创新高,同比增长近13% [42] 公司战略和发展方向及行业竞争 - 公司在云计算、数字化转型、5G和光纤业务、网络自动化等战略领域保持强劲需求 [13][14][27] - 在云计算领域,公司提供端到端的云迁移解决方案,帮助客户加速云转型 [19][20][21][22] - 在数字化转型领域,公司的ConnectX、AI和数据平台等产品受到客户青睐 [23][24][25][26] - 在5G和光纤业务领域,公司的BSS/OSS产品线支持客户快速推出新服务和产品 [27][28][29] - 在网络自动化领域,公司的服务编排解决方案帮助客户实现OSS和云现代化 [30][31] 管理层对经营环境和未来前景的评论 - 公司继续面临行业需求环境的挑战,但在重点战略领域保持健康的机会管线 [36][37] - 云计算业务去年占总收入超20%,今年有望实现两位数增长 [38] - 生成式AI战略正在推进,从试点到商业应用的转变 [38] - 持续推进运营卓越和效率提升举措,为实现2024财年加速盈利能力增长做好准备 [38] 其他重要信息 - 公司宣布与NVIDIA合作,为全球领先运营商提供生成式AI平台 [33] - 在北美运营商的试点中,生成式AI助理在呼叫中心的平均通话时间减少60%以上,成功率达90%,准确率接近100% [34] - 公司ESG和CSR报告显示,碳排放较2019年下降55%,可再生能源占比达59% [69][70] 问答环节重要的提问和回答 问题1 **Timothy Horan 提问** 询问生成式AI合同和呼叫中心试点的具体情况 [74][75] **Shuky Sheffer 回答** 详细介绍了生成式AI平台的实施情况和在呼叫中心的应用成果 [76][77][78][79][80][81] 问题2 **George Notter 提问** 询问当前客户投资环境和需求情况 [83][84] **Tamar Rapaport-Dagim 回答** 分析了客户在转型项目和传统项目上的投资取舍,以及行业整合对公司的影响 [85][86][87][88][89][90][91][92][93] 问题3 **Tal Liani 提问** 询问公司未来几年的增长潜力和驱动因素 [94][95][96][97] **Shuky Sheffer 和 Tamar Rapaport-Dagim 回答** 分析了公司当前的增长引擎和未来增长的可能性 [98][99][100][101][102][103][104][105][106]

业绩总结 - Amdocs在2024财年第三季度实现收入12.5亿美元，同比增长约2%[8] - 非GAAP运营利润率为18.6%，较去年同期提高80个基点[8] - 非GAAP每股收益为1.62美元，同比增长约3%[8] - Q3 FY2024公司收入达到12.5亿美元，同比增长1.1%，按固定汇率计算同比增长1.8%[17] - Q3非GAAP运营利润率为18.6%，同比提升80个基点，环比提升20个基点[17] - GAAP稀释每股收益为1.21美元，若不计入重组费用则每股收益为1.24美元至1.32美元的高端[44] - 非GAAP稀释每股收益为1.62美元，处于指导范围的高端[44] - 非GAAP净收入为187,807千美元，较2023年的189,605千美元略有下降[62] - 自由现金流在2024财年第三季度为175,125千美元，较2023年的143,574千美元增长22%[63] 用户数据 - 12个月的订单积压达到42.5亿美元，同比增长2.7%，环比增长2000万美元[45] - 管理服务收入为7.41亿美元，占Q3总收入的59%[47] - 近100%的管理服务合同续签率，约75%的收入为经常性收入[7] 未来展望 - 公司计划在2024财年实现非GAAP每股收益增长8.5%-9.5%[41] - 预计2024财年收入增长在1.9%至2.7%之间，按固定汇率计算的收入增长中点为2.7%[54] - 2024财年第四季度预计收入为12.4亿至12.8亿美元[60] - GAAP每股收益（EPS）预计为1.34至1.42美元，非GAAP每股收益预计为1.67至1.73美元[60] - 自由现金流预计为7亿美元[60] - 2024财年有效税率非GAAP预计在13.0%至17.0%之间[60] 新产品和新技术研发 - Amdocs在云相关收入中占比超过20%，预计在2024财年实现双位数增长[19] - 公司在云平台上的投资超过10亿美元，成功转型率达到95%[7] - Amdocs在生成式人工智能领域的商业化进展显著，解决案例成功率超过90%[30] 负面信息 - 北美地区收入环比增长0.7%，同比下降0.3%；欧洲地区同比下降约6%；其他地区收入同比增长约13%[17] 其他新策略 - 公司计划在2024财年将超过100%的自由现金流返还给股东[50]

For the quarter ended June 2024, Amdocs (DOX) reported revenue of $1.25 billion, up 1.1% over the same period last year. EPS came in at $1.62, compared to $1.57 in the year-ago quarter. The reported revenue represents a surprise of -0.42% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $1.61, the EPS surprise was +0.62%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next m ...

Amdocs (DOX) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 0.62%. A quarter ago, it was expected that this provider of computer systems integration would post earnings of $1.58 per share when it actually produced earnings of $1.56, delivering a surprise of -1.27%. Over the last four ...

With all these partnerships in place, DOX is increasing its cloud capabilities at a time when the cloud computing market is projected to witness a CAGR of 15% from 2023 to 2028, per the markets and markets report. AT&T has remained one of the long-term and major customers of DOX, accounting for 24% and 27% of Amdocs' revenues in fiscal 2023 and 2022, respectively. Through this Oracle cloud migration, DOX will be able to provide fast and agile interactions at scale to this client. You can see the complete li ...

Enhances eSIM Onboarding By leveraging the strengths of both Amdocs and Google Cloud, CSPs can now offer eSIM services on a global scale. This comprehensive solution will be marketed and operated by Amdocs, incorporating Google Cloud's Telecom Subscriber Insights to enhance functionality. The digital-only approach streamlines the activation process, eliminating the need for physical SIM cards and visits to retail stores. This not only reduces operational costs but also minimizes customer support calls, offe ...

JHVEPhoto/iStock Editorial via Getty Images Thesis Amdocs Limited (NASDAQ:DOX) is an undervalued dividend-growth company. This BBB investment-grade company has a low long-term debt-to-capital of just 17.57%. It is expected to post an average high single-digit adjusted operating earnings growth rate of 9.32% this year, and 9.58% for the next 2-3 years. Add to that the 2.31% dividend yield that has been growing at an average of 11.91% a year for the past 5 years (a slight dip compared to the 12.59% dividend g ...

Amdocs Limited (DOX) reported second-quarter fiscal 2024 results, wherein earnings missed the Zacks Consensus Estimate and revenues matched the same. However, both the top and bottom lines marked a year-over-year improvement.The company reported second-quarter non-GAAP earnings of $1.56 per share, missing the consensus mark of $1.58. The non-GAAP earnings per share matched the midpoint of management’s guidance of $1.53-$1.59. Quarterly earnings increased 6.1% from the year-ago quarter’s $1.47 per share.Amdo ...