Software and IT Services / Telecommunications Software
Strategic Profile
Amdocs' comprehensive portfolio of software products and services enable service providers to harness the transformative power of artificial intelligence, driving digital modernization, cloud adoption, intelligent network automation, and new revenue opportunities. Amdocs has been recognized as the Company to Beat for AI in CSP Business Support Systems, with Amdocs' transformation to an AI-native solution architecture and unified data platform cited as key competitive advantages.
Cyborg Score Rationale
Amdocs is recognized as the Company to Beat for AI in CSP Business Support Systems with AI-native architecture. While fiscal 2025 revenue declined 9.43% to $4.53B, earnings increased 14.50%, indicating improving operational efficiency. However, fiscal 2026 revenue guidance of 1.7-5.7% growth is modest.
Top Insights
Gartner recognized Amdocs as the Company to Beat for AI in CSP Business Support Systems, citing AI-native architecture and unified data platform
Amdocs is accelerating generative AI investments to unlock growth opportunities across its entire customer base as GenAI technology matures
Twelve-month backlog was $4.19 billion at end of Q4 FY2025, up 3.2% year-over-year, providing revenue visibility
Q1 FY2026 beat expectations with $1.81 EPS vs $1.75 consensus and $1.16B revenue vs $1.15B estimate
Named Competitors
NetCracker — Telecom BSS and OSS software platform
Comtech — Enterprise software and telecom solutions
Aria — Subscription and billing management (Amdocs subsidiary)
NETSCOUT — Network performance software and analytics
Recent Developments
February 2026: CEO Shuky Sheffer announced retirement with Shimie Hortig set to become Chief Executive Officer
February 2026: Amdocs recognized as Company to Beat for AI in CSP Business Support Systems by Gartner
February 2026: Company issued FY 2026 EPS guidance of $7.27-$7.55 and revenue guidance of $4.6B-$4.8B
November 2025: Board approved 8% increase in quarterly cash dividend to $0.569 per share
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