Amdocs (DOX) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, August 13, 2026 astatine 7:59 AM CDT 25 min read

Image source: The Motley Fool.

DATE

Wednesday, Aug. 5, 2026, astatine 5 p.m. ET

CALL PARTICIPANTS

• Head of Investor Relations - Matthew Smith

• President and Chief Executive Officer - Shimie Hortig

• Chief Financial Officer - Tal Rozenfeld

Full Conference Call Transcript

Operator: Thank you for lasting by, and invited to the Amdocs Third Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, today's programme is being recorded. And present I'd similar to present your big for today's program, Matthew Smith, Head of Investor Relations. Please spell ahead, sir.

Matthew Smith: Thanks, Jonathan. Before we begin, I request to telephone your attraction to our disclaimer connection connected Slide 2 of the presentation. It notes that immoderate of our comments contiguous whitethorn beryllium forward-looking statements and are taxable to risks, uncertainties and different important factors. Another important origin is including, arsenic described successful Amdocs' SEC filings, and that we volition sermon definite fiscal accusation that is not prepared successful accordance with GAAP. For much accusation regarding our usage of non-GAAP fiscal measures, including reconciliations of these measures, we notation you to today's net release, which volition besides beryllium furnished with the SEC connected Form 6-K.

Participating connected the telephone with maine contiguous are Shimie Hortig, President and Chief Executive Officer of Amdocs Management Limited; and Tal Rozenfeld, Chief Financial Officer. To enactment today's net call, we are providing a presumption which tin beryllium recovered connected the Investor Relations conception of our website. And arsenic always, a transcript of today's prepared remarks volition besides beryllium posted instantly pursuing the decision of this call. On today's agenda, immoderate Shimie volition recap our fiscal achievements for the 3rd fiscal 4th 2026 and afloat twelvemonth outlook, aft which he'll contiguous the aboriginal strategy for Amdocs successful the Agentic era. Tal volition past supply further details connected our 3rd 4th fiscal show and guidance for the afloat fiscal twelvemonth 2026.

So with that, I'll crook it implicit to Shimie.

Shimie Hortig: Yes. Thank you, Matt. Good day to everyone joining Amdocs Fiscal Third Quarter 2026 Earnings Call. I'm pleased to articulation you contiguous from Amdocs New Jersey offices and supply an update connected the important advancement we person made connected our strategy arsenic good arsenic the meaningful commercialized wins from the past fewer months. Today, I would similar to absorption astir of my remarks connected Amdocs strategy and supply you with much colour and penetration connected our semipermanent direction. Before that, fto maine concisely reappraisal our coagulated fiscal and operating show for the 3rd fiscal quarter. As shown connected Slide 7, Q3 gross of $1.175 cardinal and non-GAAP diluted net per stock of $1.84 were accordant with the midpoint of guidance.