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Amdocs Q4 2026 Earnings Call Transcript

ResultsRead the original at Benzinga
Bad for DOX

Amdocs expects FY2027 sales to fall 7%–11% and profit per share to drop 26%–30% because of T-Mobile disputes. Strong Q4 results, an 8-year AT&T deal, and expected FY2028 growth do not outweigh those cuts.

DOX · Amdocs Limited

AI read · Bad for DOX

The AI's read

The T-Mobile dispute points to a sharp drop in both sales and profit in FY2027, and Amdocs says legal disputes are involved. That is a serious setback despite recent growth and new business. The AT&T agreement and $340 million EIS purchase offer paths to growth. Amdocs also expects sales to grow in FY2028, but those expectations do not undo the stated FY2027 declines.

T · AT&T Inc.

AI read · Good for T

The connection

AT&T signed an 8-year agreement with Amdocs to use its AI system in a business transformation. The plan aims to improve efficiency and bring products to customers faster, though the source gives no financial results yet.

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