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Sep 30, 2025
Amdocs Q4 2025 Earnings Report
Amdocs reported lower revenue but stronger profitability in Q4 2025.
Key Takeaways
Amdocs faced a decline in revenue due to the phase-out of certain business activities, but exceeded EPS expectations and improved margins through cost optimization and higher managed services share.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Amdocs expects modest revenue and EPS growth in FY 2026 while increasing investment in generative AI and maintaining operational efficiency.
Positive Outlook
- Revenue growth expected between 1.7% and 5.7% as reported.
- Non-GAAP EPS growth guided at 4.0%-8.0%.
- GAAP EPS growth expected at 13.5%-20.5%.
- Free cash flow projected between $710M–$730M.
- Dividend increased by 8%, pending shareholder approval.
Challenges Ahead
- Macroeconomic uncertainty may affect customer demand.
- Revenue guidance includes minimal currency benefit (+0.7%).
- Restructuring charges excluded from GAAP EPS guidance.
- Inorganic growth expected to contribute only modestly.
- Ongoing phase-out of non-core activities still impacts comparisons.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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