Amdocs reported Q4 and full-year fiscal 2026 results broadly in line with guidance, with revenue of $1.19b up 3.8% year on year and earnings of $1.98 per share matching analyst expectations, while issuing fiscal 2027 guidance that points to revenue and profit declines tied to a dispute and potential contract loss with T-Mobile. Alongside the weaker outlook, management highlighted a reshaping of Amdocs' business mix through an eight-year AT&T aOS deal, multiple new telecom modernisation agreements, and the $340 million EIS acquisition, which extends its software footprint into insurance. We will now see how Amdocs' cautious 2027 guidance around T-Mobile affects the existing investment narrative built on recurring contracts.
Wir zeigen den wichtigsten Punkt oeffentlich. Erstellen Sie ein kostenloses Konto, um den vollstaendigen Artikel zu lesen, ihn zu speichern, zu diskutieren und mit Markt- und OSINT-Kontext zu verbinden.