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AudioCodes Q1 2025 Earnings Report
AudioCodes reported its first quarter 2025 financial results, showing a slight increase in revenues and net income compared to the same period last year.
Key Takeaways
AudioCodes reported first quarter 2025 revenues of $60.4 million, a 0.5% increase year-over-year. GAAP net income was $4.0 million, or $0.13 per diluted share, while non-GAAP net income reached $4.7 million, or $0.15 per diluted share. The company also generated $13.5 million in net cash from operating activities.
Quarterly revenues increased by 0.5% year-over-year to $60.4 million.
Quarterly service revenues increased by 3.4% year-over-year to $32.6 million.
GAAP net income was $4.0 million, or $0.13 per diluted share.
Net cash provided by operating activities was $13.5 million for the quarter.
Revenue by Segment
Forward Guidance
AudioCodes anticipates continued growth in its Live managed services, particularly in UCaaS and CX markets, and expects enhanced growth from AI-powered value-added services in the second half of 2025 with the launch of its next-generation Live platform. The company is also actively mitigating the impact of new US tariffs.
Positive Outlook
- Continued growth of Live managed services in UCaaS and CX markets.
- Cross-selling of AI-powered value-added services.
- Microsoft business up 7% in the quarter.
- CX business increased 2% year-over-year with a solid pipeline.
- Conversational AI business grew over 10% year-over-year.
Challenges Ahead
- Lower gross profit from product sales due to new US tariffs on imports from China.
- Fluidity of the tariff situation.
- Associated macroeconomic uncertainty.
- Potential impact of military actions involving Israel on operations and ability to produce/sell solutions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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