0.20%
4.93%
10.97%
-9.56%
-8.67%
-65.50%
-52.33%
AI Spotlight on AUDC
Company Description
AudioCodes Ltd.provides advanced communications software, products, and productivity solutions for the digital workplace.The company offers solutions, products, and services for unified communications, contact centers, VoiceAI business line, and service provider business.
Its products include session border controllers, life cycle management solutions, VoIP network routing solutions, media gateways and servers, multi-service business routers, IP phones solutions, and value-added applications, as well as professional services.The company also offers One Voice Operations Center, a voice network management solution; Device Manager for administering business phones and meeting room solutions; AudioCodes Routing Manager for handling call routing in VoIP networks; and User Management Pack 365 simplifies user lifecycle and identity management across Microsoft Teams and Skype for Business deployments.In addition, it provides AudioCodes Live for Microsoft Teams, a portfolio of managed services for simplifying Teams adoption; appliances for Microsoft Skype/Teams for Business such as survivable branch appliances, CCE, and CloudBond 365; and a range of value-added voice applications comprising SmartTAP, Voca, VoiceAI Connect, and Meeting Insights.
Further, the company offers managed services; and AudioCodes Live Cloud, a Microsoft Teams software as a service solution that enables service providers to offer their business customers a seamless migration to Microsoft Teams.It primarily markets and sells its products through a direct sales force and sales representatives to original equipment manufacturers, network equipment providers, and systems integrators and distributors in the telecommunications and networking industries.The company primarily operates in the Americas, Europe, the Far East, and Israel.
AudioCodes Ltd.was incorporated in 1992 and is headquartered in Lod, Israel.
Market Data
| Last Price | 10.22 |
| Change Percentage | 0.20% |
| Open | 10.3 |
| Previous Close | 10.2 |
| Market Cap ( Millions) | 310 |
| Volume | 4465 |
| Year High | 14.45 |
| Year Low | 7.7 |
| M A 50 | 9.63 |
| M A 200 | 9.99 |
Financial Ratios
| FCF Yield | 2.29% |
| Dividend Yield | 0.00% |
| ROE | 6.53% |
| Debt / Equity | 19.58% |
| Net Debt / EBIDTA | 55.10% |
| Price To Book | 1.65 |
| Price Earnings Ratio | 25.33 |
| Price To FCF | 43.61 |
| Price To sales | 1.27 |
| EV / EBITDA | 13.6 |
News
- Jan -14 - AUDC Unveils AI Native Solution for Hybrid Work Setup: Stock to Gain?
- Jan -14 - AudioCodes (AUDC) Soars 6.8%: Is Further Upside Left in the Stock?
- Jan -13 - AudioCodes Unveils AI-First Intelligent Meeting Room
- Jan -06 - AudioCodes Announces Fourth Quarter and Full Year 2024 Reporting Date
- Nov -06 - AudioCodes Ltd. (AUDC) Q3 2024 Earnings Call Transcript
- Nov -06 - AudioCodes (AUDC) Q3 Earnings and Revenues Lag Estimates
- Nov -06 - AudioCodes Reports Third Quarter 2024 Results
- Oct -28 - AudioCodes Meeting Insights Now Supports Zoom Meetings
- Oct -07 - AudioCodes Announces Third Quarter 2024 Reporting Date
- Sep -25 - Strength Seen in AudioCodes (AUDC): Can Its 6.7% Jump Turn into More Strength?
- Sep -06 - 3 Communication Stocks to Gain From Integrated Cloud & Fiber Network
- Jul -31 - AudioCodes Meeting Insights Selected as Winner of 'Best Use of AI' Category in UC Awards 2024
- Jul -30 - AudioCodes Ltd. (AUDC) Q2 2024 Earnings Call Transcript
- Jul -30 - AudioCodes (AUDC) Meets Q2 Earnings Estimates
- Jul -30 - AudioCodes Reports Second Quarter 2024 Results and Declares Semi-Annual Dividend of 18 cents per share
- Jul -03 - AudioCodes Announces Second Quarter 2024 Reporting Date
- May -15 - AudioCodes Ranked as Leading Global Enterprise SBC Vendor in 2023 by Omdia
- May -07 - AudioCodes Ltd. (AUDC) Q1 2024 Earnings Call Transcript
- May -07 - AudioCodes (AUDC) Q1 Earnings and Revenues Miss Estimates
- May -07 - AudioCodes Reports First Quarter 2024 Results
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Advanced Communication, Software, Products and Productivity Solutions
Expected Growth : 3.5 %
What the company do ?
Advanced Communication, Software, Products and Productivity Solutions from AudioCodes Ltd. provide comprehensive unified communication and collaboration solutions for enterprises.
Why we expect these perspectives ?
AudioCodes' 3.5% growth is driven by increasing demand for advanced communication solutions, particularly in the Microsoft Teams and Zoom ecosystems. The company's software and products, such as session border controllers and voice network solutions, are experiencing strong adoption. Additionally, the growing need for productivity solutions and the shift to cloud-based communications are contributing to the company's growth.
Segment n°2 -> Services
Expected Growth : 2.5 %
What the company do ?
AudioCodes Ltd. offers a range of services, including VoIP and unified communications solutions, network planning and optimization, and professional services for enterprise and service provider customers.
Why we expect these perspectives ?
AudioCodes' 2.5% growth driven by increasing demand for cloud-based unified communication solutions, expansion in 5G networks, and growing adoption of Microsoft Teams and Zoom. Additionally, the company's focus on innovation, strategic partnerships, and geographic expansion contribute to its growth momentum.
Audiocodes Ltd. Products
| Product Range | What is it ? |
|---|---|
| Session Border Controllers (SBCs) | AudioCodes' SBCs provide secure, scalable, and highly available VoIP connectivity for service providers, enterprises, and contact centers. |
| Media Gateways | AudioCodes' media gateways enable the integration of TDM and IP networks, providing a smooth transition to IP-based communications. |
| IP Phones | AudioCodes' IP phones offer high-quality voice and video communications, with advanced features and intuitive user interfaces. |
| WebRTC Solutions | AudioCodes' WebRTC solutions enable real-time communication and collaboration over the web, with advanced features and scalability. |
| Diameter Signaling Controllers (DSCs) | AudioCodes' DSCs provide scalable and secure Diameter signaling for LTE and IMS networks, ensuring high-quality voice and data services. |
| VoIP Network Management | AudioCodes' VoIP network management solutions provide real-time monitoring, troubleshooting, and optimization of VoIP networks. |
AudioCodes Ltd.'s Porter Forces
Threat Of Substitutes
AudioCodes Ltd. faces moderate threat from substitutes, as customers have limited alternatives for its voice and data networking products.
Bargaining Power Of Customers
AudioCodes Ltd. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
AudioCodes Ltd. relies on a few key suppliers for components, giving them some bargaining power, but the company's size and diversification mitigate this risk.
Threat Of New Entrants
The telecommunications industry has high barriers to entry, including significant capital requirements and regulatory hurdles, making it difficult for new entrants to compete with AudioCodes Ltd.
Intensity Of Rivalry
The telecommunications industry is highly competitive, with many established players, leading to intense rivalry and pricing pressure on AudioCodes Ltd.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 17.27% |
| Debt Cost | 6.52% |
| Equity Weight | 82.73% |
| Equity Cost | 8.18% |
| WACC | 7.89% |
| Leverage | 20.88% |
AudioCodes Ltd. : Quality Control
AudioCodes Ltd. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ADV.DE | ADVA Optical Networking SE engages in the development, manufacture, and sale of optical and Ethernet-based networking solutions to deliver data, storage, voice, and video services worldwide. It offers open optical … |
| IVSO.ST | Invisio AB (publ) develops and sells personal communication and hearing protection systems for professionals in the defense and military, law enforcement, and security sectors in Sweden, Europe, North America, and … |
| SATX | SatixFy Communications Ltd. develops end-to-end next-generation satellite communications systems. The company offers satellite payloads, user terminals, and modems. Its products include modems that feature software defined radio; fully electronically steered … |
| CRNT | Ceragon Networks Ltd. provides wireless backhaul and fronthaul solutions that enable cellular operators and other wireless service providers. Its solutions use microwave and millimeter wave radio technology to transfer telecommunication … |
| HMS.ST | HMS Networks AB (publ) provides industrial communication and industrial Internet of Things solutions under the Anybus, Ewon, IXXAT, and Intesis brands worldwide. The company offers Anybus Embedded that offers multi-network … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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ADVA Optical Networking
A-Score
1-Year Total Return ->
🥈
Invisio
A-Score
1-Year Total Return ->
🥉
Satixfy
A-Score
1-Year Total Return ->
4
AudioCodes
A-Score
1-Year Total Return ->
5
Ceragon Networks
A-Score
1-Year Total Return ->
6
