AudioCodes Ltd (NAS:AUDC)

Q2 2025 AudioCodes Ltd Earnings Call Transcript

Jul 29, 2025 / 12:30PM GMT

Release Date Price: $10.04 (-4.38%)

Transcript

Key Points

Positve

AudioCodes Ltd (AUDC) reported a second consecutive quarter of top-line growth, demonstrating successful execution of strategic objectives.
The company experienced a 6.5% year-over-year growth in its Microsoft Teams business, highlighting ongoing strength in this area.
AudioCodes Ltd (AUDC) launched its next-generation Live platform, which integrates unified communication and customer success capabilities, receiving positive feedback from partners.
The company reported robust demand for its conversational AI practice, supporting a 40% to 50% growth outlook for the segment in 2025.
AudioCodes Ltd (AUDC) declared a cash dividend of $0.20 per share, reflecting confidence in its financial position and future prospects.

Negative

The company faced increased expenses due to new tariffs on U.S. imports, accounting for approximately $1 million in additional costs.
GAAP operating income decreased to $2.6 million from $4.9 million in Q2 2024, indicating a decline in profitability.
Non-GAAP gross margin for the quarter was 64.5%, slightly below the long-term target range of 65% to 68%.
AudioCodes Ltd (AUDC) experienced a decrease in non-GAAP net income to $4.1 million from $5.5 million in Q2 2024.
The company is postponing issuing a financial outlook due to uncertainties regarding tariff rates, impacting visibility for investors.

Operator

Greetings. Welcome to AudioCodes second quarter 2025 earnings conference call. (Operator Instructions) Please note, this conference is being recorded.

I will now turn the conference over to your host, Roger Chuchen, VP of Investor Relations. You may begin.

Roger Chuchen

AudioCodes Ltd - Vice President - Investor Relations

Thank you, operator. Hosting the call today are Shabtai Adlersberg, 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 contain forward-looking statements relating to AudioCodes' business outlook, future economic performance, product introductions, plans and objectives related thereto, and statements concerning assumptions made or expectations as to any future events, conditions, performance or other matters are forward-looking statements as the term is defined under US federal securities law. Forward-looking statements are subject to various risks and uncertainties and other

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