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AudioCodes Ltd. Earnings Calls

Q1 2025 Missed
$0.150 (-16.67%)
Release date May 06, 2025
EPS estimate $0.180
EPS actual $0.150
EPS Surprise -16.67%
Revenue estimate 62.234M
Revenue actual 60.374M
Revenue Surprise -2.99%
Q4 2024 Beat
$0.370 (68.18%)
Release date Feb 04, 2025
EPS estimate $0.220
EPS actual $0.370
EPS Surprise 68.18%
Revenue estimate 61.243M
Revenue actual 61.554M
Revenue Surprise 0.509%
Q3 2024 Missed
$0.160 (-36.00%)
Release date Nov 06, 2024
EPS estimate $0.250
EPS actual $0.160
EPS Surprise -36.00%
Revenue estimate 61.19M
Revenue actual 60.243M
Revenue Surprise -1.55%
Q2 2024
Release date Jul 30, 2024
EPS estimate $0.180
EPS actual $0.180
Revenue estimate 60.24M
Revenue actual 60.303M
Revenue Surprise 0.105%

Last 4 Quarters for AudioCodes Ltd.

Below you can see how AUDC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.

Q2 2024
Release date Jul 30, 2024
Fiscal end date Jun 30, 2024
Price on release $11.04
EPS estimate $0.180
EPS actual $0.180
Date Price
Jul 24, 2024 $10.78
Jul 25, 2024 $10.88
Jul 26, 2024 $10.90
Jul 29, 2024 $10.58
Jul 30, 2024 $11.04
Jul 31, 2024 $11.30
Aug 01, 2024 $10.99
Aug 02, 2024 $10.79
Aug 05, 2024 $10.37
4 days before 2.41%
4 days after -6.07%
On release day 2.36%
Change in period -3.80%
Q3 2024 Missed
Release date Nov 06, 2024
Fiscal end date Sep 30, 2024
Price on release $7.78
EPS estimate $0.250
EPS actual $0.160
EPS surprise -36.00%
Date Price
Oct 31, 2024 $9.21
Nov 01, 2024 $9.13
Nov 04, 2024 $9.13
Nov 05, 2024 $9.01
Nov 06, 2024 $7.78
Nov 07, 2024 $8.35
Nov 08, 2024 $8.12
Nov 11, 2024 $8.51
Nov 12, 2024 $8.46
4 days before -15.53%
4 days after 8.74%
On release day 7.33%
Change in period -8.14%
Q4 2024 Beat
Release date Feb 04, 2025
Fiscal end date Dec 31, 2024
Price on release $10.66
EPS estimate $0.220
EPS actual $0.370
EPS surprise 68.18%
Date Price
Jan 29, 2025 $10.29
Jan 30, 2025 $10.20
Jan 31, 2025 $10.15
Feb 03, 2025 $10.12
Feb 04, 2025 $10.66
Feb 05, 2025 $11.36
Feb 06, 2025 $12.37
Feb 07, 2025 $12.20
Feb 10, 2025 $12.52
4 days before 3.60%
4 days after 17.45%
On release day 6.57%
Change in period 21.67%
Q1 2025 Missed
Release date May 06, 2025
Fiscal end date Mar 31, 2025
Price on release $8.15
EPS estimate $0.180
EPS actual $0.150
EPS surprise -16.67%
Date Price
Apr 30, 2025 $9.38
May 01, 2025 $9.40
May 02, 2025 $9.46
May 05, 2025 $9.28
May 06, 2025 $8.15
May 07, 2025 $8.42
May 08, 2025 $8.44
May 09, 2025 $8.61
May 12, 2025 $8.86
4 days before -13.11%
4 days after 8.71%
On release day 3.31%
Change in period -5.54%

AudioCodes Ltd. Earnings Call Transcript Summary of Q1 2025

Here are the key points from the AudioCodes First Quarter 2025 Earnings Conference Call relevant for investors:

Financial Performance

  • Revenue: Q1 2025 revenues were $60.4 million, up 0.5% year-over-year (YoY). Services revenue increased by 3.4%, accounting for 54% of total revenues.
  • Deferred Revenues: Increased to $81.3 million compared to $80.5 million YoY.
  • Geographical Breakdown:
    • North America represented 48% of revenues
    • EMEA 34%
    • Asia Pacific 14%
    • Central and Latin America 4%
  • Profit Metrics:
    • GAAP Gross margin: 64.8%
    • Operating income: $3.6 million (6% of revenues)
    • EBITDA: $4.6 million
    • Net income: $4 million ($0.13 per diluted share)
    • Non-GAAP results:
      • Gross margin 65.2%
      • Operating income $5.4 million (8.9% of revenues)
      • Non-GAAP net income $4.7 million ($0.15 per diluted share)

Strategic Initiatives

  • Focus on AI: The company is shifting towards AI-powered voice services, targeting substantial growth in conversational AI, with a goal of 50% growth in that sector for the full year.
  • Connectivity Business: Remains strong, providing about 95% of revenues, with solid operating margins above 15%.
  • Growth in Microsoft Business: UCaaS segment grew 7% YoY, contributing significantly to overall revenue.

Challenges

  • Tariff Impact: Anticipated additional costs due to tariffs are estimated between $3 million to $4 million for 2025. The company is proactively moving some manufacturing out of China to mitigate this.
  • Market Guidance: Annual guidance has been withdrawn due to tariff uncertainties and economic conditions.

Growth Areas

  • Conversational AI and Voice Services: Strong interest from large system integrators and a growing pipeline suggests long-term potential.
  • Voca CIC: Successfully gaining traction with new contracts and engagements in the contact center space, signaling strong bookings and pipeline growth.

Future Outlook

  • Operational Efficiency: Continued improvement in managed services and the upcoming integration of GenAI-based applications are expected to enhance revenue growth in the second half of 2025.
  • Cash Flow Position: The company reported $13.5 million in cash from operating activities, providing financial strength for investments and potential dividends, with approval received for additional share buybacks.

Closing Remarks

Management is optimistic about the transition towards cloud and voice services, citing strong performance and growth potential amid challenging macroeconomic conditions. The focus remains on navigating operational challenges from tariffs while capitalizing on growth opportunities in AI and connectivity markets.

This summary provides a comprehensive snapshot of AudioCodes' current performance, strategic direction, and anticipated challenges and opportunities for investors.

AudioCodes Ltd. Earnings History

Earnings Calendar

FAQ

When is the earnings report for AUDC?
AudioCodes Ltd. (AUDC) has scheduled its earnings report for Jul 29, 2025 before the markets open.

What is the AUDC price-to-earnings (P/E) ratio?
AUDC P/E ratio as of May 23, 2025 (TTM) is 15.36.

What is the AUDC EPS forecast?
The forecasted EPS (Earnings Per Share) for AudioCodes Ltd. (AUDC) for the first fiscal quarter 2025 is $0.210.

What are AudioCodes Ltd.'s retained earnings?
On its balance sheet, AudioCodes Ltd. reported retained earnings of $60.37 million for the latest quarter ending Mar 31, 2025.

What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.

Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.

What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
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ABOUT AUDIOCODES LTD.
AudioCodes Ltd.
AudioCodes Ltd. provides advanced communications software, products, and productivity solutions for the digital workplace. The company offers solutions, products, and services for unified communications, contact centers, VoiceAI business line, and service provider business. Its products include session border controllers, life cycle management solutions, VoIP network routing solutions, media gateways and servers, multi-service business routers, I...
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