-1.15%
3.10%
0.63%
3.23%
-3.61%
11.72%
29.16%
AI Spotlight on DOX
Company Description
Amdocs Limited, through its subsidiaries, provides software and services worldwide.The company designs, develops, operates, implements, supports, and markets open and modular cloud portfolio.It provides CES21, a 5G and cloud-native microservices-based market-leading customer experience suite, that enables service providers to build, deliver, and monetize advanced services; the Commerce and Care suite for order capture, handling, and customer engagement; the Monetization suite for charging, billing, policy, and revenue management; Intelligent Networking suite with a set of modular, flexible, and open service lifecycle management capabilities for network automation journeys; MarketONE, a cloud-native business ecosystem; Digital Brands Suite, a pre-integrated digital business suite for digital telecom brands and small-scale service providers; and eSIM Cloud for service providers.
It also offers AI-powered, cloud-native, and home operating systems; data intelligence solutions and applications; media services for media publishers, TV networks, and video streaming and service providers; end-to-end application development and maintenance services; and ongoing services.In addition, the company provides a line of services designed for various stages of a service provider's lifecycle includes design, delivery, quality engineering, operations, systems integration, mobile network services, consulting, and content services; managed services comprising application development, modernization and maintenance, IT and infrastructure services, testing and professional services that are designed to assist customers in the selection, implementation, operation, management, and maintenance of IT systems.It serves to the communications, cable and satellite, entertainment, and media industry service providers, as well as mobile virtual network operators and directory publishers.
Amdocs Limited was founded in 1988 and is headquartered in Saint Louis, Missouri.
Market Data
| Last Price | 87.92 |
| Change Percentage | -1.15% |
| Open | 89.53 |
| Previous Close | 88.94 |
| Market Cap ( Millions) | 9861 |
| Volume | 970105 |
| Year High | 94.04 |
| Year Low | 74.41 |
| M A 50 | 86.29 |
| M A 200 | 84.78 |
Financial Ratios
| FCF Yield | 5.66% |
| Dividend Yield | 2.18% |
| ROE | 14.21% |
| Debt / Equity | 22.91% |
| Net Debt / EBIDTA | 70.95% |
| Price To Book | 2.86 |
| Price Earnings Ratio | 19.97 |
| Price To FCF | 17.66 |
| Price To sales | 2.02 |
| EV / EBITDA | 12.77 |
News
- Feb -25 - Transforming Network Operations: Amdocs Unveils Cognitive RAN Automation Platform and rApp Ecosystem at MWC 2025
- Feb -25 - MWC 2025: Amdocs Launches Cross-Industry AI Apps on Snowflake Marketplace to Assist Businesses Prevent Fraud, Non-Payment, and Customer Churn
- Feb -24 - Amdocs Announces Expansion of its eSIM SaaS Platform with Support for Rich Communication Services (RCS) and Firebase Cloud Messaging (FCM) on Android
- Feb -21 - Study: Over 75% of Service Providers Believe Investment in Data Modernization Crucial to Realizing Generative AI's Full Potential
- Feb -20 - Amdocs Introduces Amdocs AI Factory, Empowering Service Providers to Monetize the Next Generation of AI Services
- Feb -18 - MWC 2025: New Amdocs Generative AI Suite, amAIz, Brings Together Disparate Data, Advanced Insights and GenAI Capabilities to Simplify and Accelerate Generative AI Adoption
- Feb -14 - Amdocs Recognized in Industry Analyst Reports
- Feb -10 - Deciphering Amdocs (DOX) International Revenue Trends
- Feb -06 - MWC 2025: Amdocs Charging Momentum Accelerates with Substantial Implementations, Empowering Service Providers of All Sizes
- Feb -05 - Amdocs Beats on Q1 Earnings and Revenue Estimates
- Feb -05 - Amdocs Limited (DOX) Q1 2025 Earnings Call Transcript
- Feb -04 - Amdocs (DOX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
- Feb -04 - Amdocs (DOX) Beats Q1 Earnings Estimates
- Feb -04 - Beeline Kazakhstan Reaches Key Milestone in Monetization Modernization Project with Amdocs
- Feb -04 - Singapore's M1 Goes Live with Postpaid Charging in Cloud-Based Modernization with Amdocs
- Feb -04 - Tusass Selects Amdocs to Modernize Monetization Platform and Unlock New Opportunities in Greenland
- Feb -04 - Systegra Technologies Selects Amdocs connectX to Enhance its Digital Offerings to Customers
- Feb -04 - Montenegro's Crnogorski Telekom Extends and Expands Relationship with Amdocs to Modernize its Monetization Engines
- Feb -04 - Amdocs Limited Reports First Quarter Fiscal 2025 Results
- Dec -17 - Amdocs Limited Files FY2024 Annual Report
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Managed Services Arrangements
Expected Growth : 3.5 %
What the company do ?
Amdocs Limited's Managed Services Arrangements provide a comprehensive outsourcing solution, where Amdocs manages and operates a customer's IT and network infrastructure, ensuring efficient operations and improved customer experience.
Why we expect these perspectives ?
Amdocs' Managed Services Arrangements' 3.5% growth driven by increasing demand for digital transformation, need for operational efficiency, and growing adoption of cloud-based services. Additionally, Amdocs' strong partnerships with leading communication service providers and its ability to provide end-to-end solutions contribute to its growth.
Segment n°2 -> Others
Expected Growth : 4.5 %
What the company do ?
Amdocs Limited's 'Others' segment includes revenue from various sources such as directory, data and intelligence services, and other miscellaneous revenue streams.
Why we expect these perspectives ?
Amdocs' 4.5% growth is driven by increasing demand for 5G and cloud-based services, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on digital transformation, artificial intelligence, and cybersecurity solutions is contributing to its growth. Furthermore, Amdocs' strong relationships with leading communication service providers and its ability to provide end-to-end solutions are also key growth drivers.
Amdocs Limited Products
| Product Range | What is it ? |
|---|---|
| Amdocs Optima | Amdocs Optima is a digital business platform that enables service providers to quickly launch and monetize new digital services. |
| Amdocs CES (Customer Experience Systems) | Amdocs CES is a customer experience management platform that helps service providers to deliver personalized and omnichannel experiences to their customers. |
| Amdocs OSS (Operations Support Systems) | Amdocs OSS is a network management platform that enables service providers to design, build, and operate their networks efficiently. |
| Amdocs BSS (Business Support Systems) | Amdocs BSS is a business support system that enables service providers to manage their business operations efficiently. |
| Amdocs Network Functions Virtualization (NFV) | Amdocs NFV is a network virtualization platform that enables service providers to deploy and manage virtual network functions (VNFs) efficiently. |
| Amdocs 5G Monetization | Amdocs 5G Monetization is a platform that enables service providers to monetize their 5G network investments. |
| Amdocs Data and Analytics | Amdocs Data and Analytics is a data analytics platform that enables service providers to gain insights from their data and make data-driven decisions. |
Amdocs Limited's Porter Forces
Threat Of Substitutes
Amdocs Limited operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the evolving nature of the telecommunications industry.
Bargaining Power Of Customers
Amdocs Limited's customers, primarily telecommunications companies, have significant bargaining power due to their large size and negotiating capabilities.
Bargaining Power Of Suppliers
Amdocs Limited has a diverse supplier base, which reduces the bargaining power of individual suppliers, and the company's size and reputation also give it negotiating power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the telecommunications software industry, including significant capital requirements and the need for specialized expertise.
Intensity Of Rivalry
The telecommunications software industry is highly competitive, with several established players, which leads to a high intensity of rivalry among competitors.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 18.64% |
| Debt Cost | 3.95% |
| Equity Weight | 81.36% |
| Equity Cost | 7.49% |
| WACC | 6.83% |
| Leverage | 22.91% |
Amdocs Limited : Quality Control
Amdocs Limited passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| GDDY | GoDaddy Inc. engages in the design and development of cloud-based technology products in the United States and internationally. The company provides domain name registration product that enables to engage customers … |
| FFIV | F5, Inc. provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems. The company's multi-cloud application security and delivery solutions … |
| QLYS | Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company offers Qualys Cloud Apps, which includes Vulnerability Management; Vulnerability Management, Detection … |
| VRNS | Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its … |
| GEN | Gen Digital Inc. provides cyber safety solutions for consumers in the United States, Canada, Latin America, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Norton 360, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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GoDaddy
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Gen Digital
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Amdocs
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F5
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Qualys
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