Amdocs Ltd (FRA:AOS)
€ 45.2 -0.47 (-1.03%) Market Cap: 4.66 Bil Enterprise Value: 5.45 Bil PE Ratio: 9.97 PB Ratio: 1.57 GF Score: 73/100

Amdocs Ltd at Nasdaq London Investor Conference Transcript

Dec 10, 2025 / 04:30PM GMT
Release Date Price: €65.84 (+0.24%)
Shuky Sheffer
Amdocs Ltd - President, Chief Executive Officer, Director

(audio in progress) We are in the process of actually bringing to market what we call cognitive core. Cognitive Core is a Gen AI layer that we can put over every Amdocs platform. It doesn't matter if it was implemented a year ago or 10 years old. And actually, the whole dialogue with the core system will be done through the agents.

This is something we are going to announce next year, first quarter, probably in Mobile Congress in Barcelona, but it's going to completely transform the way our customer is going to talk, operate, enhance their main core system, and this is something that probably we believe it will be another growth engine for Amdocs like the cloud.

Meta Marshall
Morgan Stanley - Analyst

Okay. Got it. You've talked about kind of a $60 billion TAM. Just how do you go about increasing your share of that opportunity with existing customers and penetrating new logos? You just listed off a list of very -- the largest customers there are. Talk about kind of recent strong

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