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.
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