AudioCodes Ltd (NAS:AUDC)

Q3 2025 AudioCodes Ltd Earnings Call Transcript

Nov 4, 2025 / 01:30 PM GMT

Release Date Price: $9.32 (+5.55%)

Transcript

Key Points

Positve

AudioCodes Ltd (AUDC) reported a 2.2% increase in revenues for the third quarter, reaching $61.5 million compared to the same period last year.
The company's conversational AI business grew by 50% in the quarter, contributing significantly to the overall revenue growth.
AudioCodes Ltd (AUDC) signed a strategic agreement with a global tier-one system integrator, enhancing its market reach and execution capabilities.
The company experienced strong traction in its dual growth engines, namely the unified communication and collaboration services and conversational AI business line.
AudioCodes Ltd (AUDC) declared a cash dividend of $0.20 per share, reflecting confidence in its financial stability and commitment to returning value to shareholders.

Negative

Services revenues decreased by 4.8% compared to the same period last year, accounting for 50.3% of total revenues.
The company faced increased expenses due to new tariffs on US imports, impacting both GAAP and non-GAAP results.
Operating income for the third quarter decreased to $4.1 million, down from $4.9 million in the same quarter of the previous year.
Non-GAAP operating income also declined to $5.8 million from $7 million in the third quarter of 2024.
The Microsoft business segment was flat year over year, impacted by seasonality and late purchase orders pushed into the fourth quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AUDC.OQ - AudioCodes Ltd
Q3 2025 AudioCodes Ltd Earnings Call
Nov 04, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the audio codes 3rd quarter 2025 earnings conference call.

At this time, all participants are on a listen-only mode, and the question-and-answer session will follow of a formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

And please note this conference is being recorded.

I will now turn the conference over to your host, Mr. Roger Cu Chen, Vice President of Investor Relations. Sir, the floor is yours.

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Unidentified_2 [2]
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