Q4 2025 AudioCodes Ltd Earnings Call Transcript
Key Points
- AudioCodes Ltd (AUDC) reported a 1.7% increase in fourth-quarter revenues compared to the same period last year.
- The company saw a 35% year-over-year growth in its Voice AI business, indicating strong momentum in this strategic area.
- AudioCodes Ltd (AUDC) declared a cash dividend of $0.20 per share, reflecting confidence in its financial stability.
- The company has a robust plan for 2026, expecting revenues between $247 million and $255 million, with a focus on AI-driven business applications.
- AudioCodes Ltd (AUDC) successfully expanded its conversational AI business, achieving over 50% growth in the fourth quarter and full year 2025.
- The company's GAAP net income for the fourth quarter decreased significantly to $1.9 million from $6.8 million in the same period last year.
- Operating income for the full year 2025 was $14 million, down from $17.2 million in 2024, indicating a decline in profitability.
- Gross margin slightly decreased to 65.6% in the fourth quarter from 66.2% in Q4 2024.
- The Voice AI business is currently in investment mode, generating an annual budget burn of about $9 to $10 million.
- Tariff-related costs impacted the company's financials, with an estimated $2.7 million in 2025 and a projected $2.3 million in 2026.
Greetings. Welcome to audio codes 4th quarter in full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.
Please note this conference is being recorded. I will now turn the conference over to your host, Roger Chuchen, Vice President of investor relations. You may begin.
Thank you, operator. Hosting the call today are Satai Allisberg, President and Chief Executive Officer, and Naam 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 audioo's business outlook, future economic performance, product introductions, plans, and objectives related thereto, and statements concerning assumptions made or expectations as to any future
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