Audiocodes Ltd. Stock Earnings Reports
AudioCodes Ltd. Earnings Calls
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% |
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% |
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% |
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.
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% |
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% |
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% |
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.