AudioCodes (AUDC) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Roger Chuchen - VP - Investor RelationsShabtai Adlersberg - Co-Founder, President, CEO & DirectorNiran Baruch - CFO & VP of Finance Conference Call Participants Joshua Reilly - Senior Analyst Operator Please note this conference is being recorded. I will now turn the conference over to your host, Roger Chuchen, Investor Relations. Roger, the floor is yours. Roger Chuchen Thank you, operator. Hosting the call today are Shab ...

AudioCodes (AUDC) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Speaker0 Please note this conference is being recorded. I will now turn the conference over to your host, Roger Chuchen, Investor Relations. Roger, the floor is yours. Speaker1 Thank you, operator. Hosting the call today are Shabtai Allisberg, President and Chief Executive Officer and Niran Baruch, Vice President of Finance and Chief Financial Officer. Before we begin, I'd like to remind you that the information provided during this call may c ...

财务表现 - 2025年第一季度营收6040万美元 同比微增05% [2] - 服务收入3260万美元 同比增长34% [7] - GAAP净利润400万美元 每股摊薄收益013美元 同比近乎翻倍 [3] - 非GAAP净利润470万美元 每股摊薄收益015美元 [3] - 经营活动净现金流1350万美元 现金及等价物增至9570万美元 [5] 业务亮点 - UCaaS业务中微软相关收入增长7% CX业务增长2% 对话式AI业务增长超10% [8] - 年度经常性收入(ARR)达6700万美元 同比增长约25% [8] - 推出Meeting Insights On-Prem解决方案 满足监管及高安全需求行业 [9] - 预计2025年下半年推出新一代Live平台 整合UCaaS与商业应用 [10] 资本运作 - 季度内回购50万股普通股 总成本520万美元 [7] - 支付每股018美元现金股息 总额约550万美元 [14] - 获以色列法院批准2000万美元股票回购额度 剩余可用额度850万美元 [13][15] 运营挑战 - 新产品销售毛利率受美国对华进口关税影响 [11] - 已采取措施缓解4月新关税对2025年剩余时间的影响 [11] 战略方向 - 持续转型为云和软件服务公司 重点发展对话式AI应用 [12] - 通过Live托管服务推动UCaaS和CX市场增长 强化AI增值服务交叉销售 [6]

Details AudioCodes (NASDAQ: AUDC), a leading provider of unified communications, voice, contact center and conversational AI applications and services for enterprises, today announced the launch of Meeting Insights On- Prem, an AI-powered enterprise software solution designed to transform how organizations document and derive insights from meetings in a highly secured environment. Available exclusively for on-premises deployment, this advanced solution offers enterprise-grade security and is tailored to com ...