AudioCodes Reports Q4 2025 Earnings with Revenue Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy AUDC?
Source: seekingalpha
- Earnings Highlights: AudioCodes reported a Non-GAAP EPS of $0.16 for Q4 2025, aligning with expectations, which indicates the company's stable profitability amidst market fluctuations.
- Revenue Growth: The quarterly revenue reached $62.6 million, reflecting a 1.6% year-over-year increase and surpassing market expectations by $0.6 million, demonstrating the company's ability to maintain slight growth in a competitive landscape.
- Margin Performance: The Non-GAAP gross margin stood at 65.9%, while the Non-GAAP operating margin was 8.6%, showcasing effective management in cost control and operational efficiency.
- Cash Flow Status: The net cash provided by operating activities was $4.1 million for the quarter, with a total of $29.4 million for the full year, indicating robust cash flow management that supports future investments.
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Analyst Views on AUDC
Wall Street analysts forecast AUDC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AUDC is 12.50 USD with a low forecast of 12.50 USD and a high forecast of 12.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 8.350
Low
12.50
Averages
12.50
High
12.50
Current: 8.350
Low
12.50
Averages
12.50
High
12.50
About AUDC
AudioCodes Ltd is an Israel-based software publisher. The Company provides communications software, end-to-end products and productivity solutions for the digital workplace. Company's solution's enables enterprises and service providers to build and operate all-IP voice networks for delivering unified communications, contact centers, and hosted business services, whether in the cloud or on premises. AudioCodes Ltd categorizes its products and services into three main business lines: Enterprise solution consists products and solutions designed to simplify the implementation of state-of the-art enterprise communications and contact center solutions; Service provider solutions consist high performance, versatile CPE devices deliver on-premises connectivity to cloud UC services and SIP trunks for business customers; Voice.ai category leverage the latest in voice recognition, AI and machine learning technologies to create voice-driven solutions. The Company servers its customer worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AudioCodes to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: AudioCodes is set to release its Q4 earnings on February 3rd before market open, with a consensus EPS estimate of $0.16, reflecting a significant year-over-year decline of 56.8%, which may dampen investor sentiment.
- Revenue Expectations: The anticipated revenue for Q4 is $62 million, representing a modest year-over-year growth of 0.6%, indicating the company's ability to maintain stability in a challenging market environment.
- Historical Performance Review: Over the past two years, AudioCodes has only beaten EPS and revenue estimates 38% of the time, suggesting ongoing challenges in profitability that could influence future investor decisions.
- Forecast Revision Trends: In the last three months, there has been one upward revision to EPS estimates with no downward adjustments, while revenue estimates experienced one downward revision, reflecting a cautious market outlook on the company's future performance.
See More
AudioCodes Reports Q4 2025 Earnings with Revenue Beat
- Earnings Highlights: AudioCodes reported a Non-GAAP EPS of $0.16 for Q4 2025, aligning with expectations, which indicates the company's stable profitability amidst market fluctuations.
- Revenue Growth: The quarterly revenue reached $62.6 million, reflecting a 1.6% year-over-year increase and surpassing market expectations by $0.6 million, demonstrating the company's ability to maintain slight growth in a competitive landscape.
- Margin Performance: The Non-GAAP gross margin stood at 65.9%, while the Non-GAAP operating margin was 8.6%, showcasing effective management in cost control and operational efficiency.
- Cash Flow Status: The net cash provided by operating activities was $4.1 million for the quarter, with a total of $29.4 million for the full year, indicating robust cash flow management that supports future investments.
See More
AudioCodes Reports 2025 Financial Highlights
- Revenue Growth: In Q4 2025, AudioCodes reported revenues of $62.6 million, a 1.6% increase from Q4 2024, with total revenues for 2025 reaching $245.6 million, reflecting stable growth in voice AI and cloud services.
- EBITDA Performance: The EBITDA for Q4 2025 was $4.9 million, down 6.3% from Q4 2024, while the annual EBITDA was $18.3 million, a 13.3% decline, indicating cost pressures during the company's transformation.
- Net Income Fluctuations: The net income for Q4 2025 was $1.9 million, or $0.07 per diluted share, significantly lower than the previous year's $6.8 million, with total net income for 2025 at $9.0 million, highlighting volatility in profitability.
- Share Buyback Program: During Q4 2025, the company repurchased 667,193 ordinary shares for $6.1 million, demonstrating confidence in its stock value, and received court approval for up to $25 million for future buybacks and cash dividends.
See More
AudioCodes Reports 2025 Financial Highlights with Growth in Revenue and Share Buyback
- Revenue Growth: AudioCodes reported fourth-quarter revenues of $62.6 million, reflecting a 1.7% year-over-year increase, while total revenue for 2025 reached $245.6 million, up 1.4% from 2024, indicating stable market performance.
- Profitability Analysis: The GAAP net income for Q4 was $1.9 million, or $0.07 per diluted share, compared to $6.8 million in the same quarter of 2024, highlighting a decline in profitability amid intensified market competition and cost pressures.
- Cash Flow and Buyback: Operating cash flow for 2025 totaled $29.4 million, with $4.1 million generated in Q4, while the company repurchased 667,193 ordinary shares for $6.1 million during the quarter, reflecting confidence in its intrinsic value.
- Strategic Investment and Outlook: Continued investments in Live services and Conversational AI have driven a 22% increase in Annual Recurring Revenue (ARR), positioning AudioCodes for robust revenue growth in the future, particularly in the enterprise voice application sector.
See More
AudioCodes Launches Comprehensive Voice Solutions for Webex Calling
- Portfolio Expansion: AudioCodes has announced an expanded certified portfolio of voice solutions for Webex Calling, including Cloud Connect PSTN connectivity and three models from the 400HD series of IP phones, aimed at enhancing user experience and accelerating market penetration.
- Device Certification: The newly added MediaPack analog gateway series enables seamless connection of legacy devices to Webex Calling, facilitating gradual migration for customers and meeting diverse user needs, thereby enhancing competitive positioning in the market.
- Centralized Management Features: All certified IP phone models can be centrally managed via AudioCodes Device Manager and the Webex Control Hub, streamlining IT operations and improving enterprise efficiency while ensuring users receive high-quality calling experiences.
- Global Support Services: AudioCodes offers a full suite of professional services and 24/7 global support to assist partners and end customers in achieving successful implementations, further solidifying its leadership position in the unified communications market.
See More
AudioCodes and Atento Modernize IVR for Major Healthcare Org, Supporting 500 AI Voice Agents
- Rapid Deployment: AudioCodes, in collaboration with Atento and Go2Uno, completed a large-scale IVR modernization project in just weeks, setting a record for such deployments and significantly enhancing customer experience and operational efficiency.
- AI Voice Agents: The new system supports over 500 concurrent AI voice agents, replacing legacy IVR systems and optimizing complex call flows, which improves customer service response speed and accuracy.
- Real-Time Analytics: By introducing advanced analytics and performance reporting, Atento gains real-time visibility into voice agent performance, helping to better understand customer interactions and optimize service delivery.
- Future-Ready Platform: This deployment not only meets immediate needs but also provides Atento with a scalable platform for future growth and innovation, ensuring competitiveness in the rapidly evolving AI landscape.
See More
AudioCodes to Announce Q4 Earnings on February 3rd
- Earnings Announcement Date: AudioCodes is set to release its Q4 earnings on February 3rd before market open, with a consensus EPS estimate of $0.16, reflecting a significant year-over-year decline of 56.8%, which may dampen investor sentiment.
- Revenue Expectations: The anticipated revenue for Q4 is $62 million, representing a modest year-over-year growth of 0.6%, indicating the company's ability to maintain stability in a challenging market environment.
- Historical Performance Review: Over the past two years, AudioCodes has only beaten EPS and revenue estimates 38% of the time, suggesting ongoing challenges in profitability that could influence future investor decisions.
- Forecast Revision Trends: In the last three months, there has been one upward revision to EPS estimates with no downward adjustments, while revenue estimates experienced one downward revision, reflecting a cautious market outlook on the company's future performance.
See More
AudioCodes Reports Q4 2025 Earnings with Revenue Beat
- Earnings Highlights: AudioCodes reported a Non-GAAP EPS of $0.16 for Q4 2025, aligning with expectations, which indicates the company's stable profitability amidst market fluctuations.
- Revenue Growth: The quarterly revenue reached $62.6 million, reflecting a 1.6% year-over-year increase and surpassing market expectations by $0.6 million, demonstrating the company's ability to maintain slight growth in a competitive landscape.
- Margin Performance: The Non-GAAP gross margin stood at 65.9%, while the Non-GAAP operating margin was 8.6%, showcasing effective management in cost control and operational efficiency.
- Cash Flow Status: The net cash provided by operating activities was $4.1 million for the quarter, with a total of $29.4 million for the full year, indicating robust cash flow management that supports future investments.
See More
AudioCodes Reports 2025 Financial Highlights
- Revenue Growth: In Q4 2025, AudioCodes reported revenues of $62.6 million, a 1.6% increase from Q4 2024, with total revenues for 2025 reaching $245.6 million, reflecting stable growth in voice AI and cloud services.
- EBITDA Performance: The EBITDA for Q4 2025 was $4.9 million, down 6.3% from Q4 2024, while the annual EBITDA was $18.3 million, a 13.3% decline, indicating cost pressures during the company's transformation.
- Net Income Fluctuations: The net income for Q4 2025 was $1.9 million, or $0.07 per diluted share, significantly lower than the previous year's $6.8 million, with total net income for 2025 at $9.0 million, highlighting volatility in profitability.
- Share Buyback Program: During Q4 2025, the company repurchased 667,193 ordinary shares for $6.1 million, demonstrating confidence in its stock value, and received court approval for up to $25 million for future buybacks and cash dividends.
See More
AudioCodes Reports 2025 Financial Highlights with Growth in Revenue and Share Buyback
- Revenue Growth: AudioCodes reported fourth-quarter revenues of $62.6 million, reflecting a 1.7% year-over-year increase, while total revenue for 2025 reached $245.6 million, up 1.4% from 2024, indicating stable market performance.
- Profitability Analysis: The GAAP net income for Q4 was $1.9 million, or $0.07 per diluted share, compared to $6.8 million in the same quarter of 2024, highlighting a decline in profitability amid intensified market competition and cost pressures.
- Cash Flow and Buyback: Operating cash flow for 2025 totaled $29.4 million, with $4.1 million generated in Q4, while the company repurchased 667,193 ordinary shares for $6.1 million during the quarter, reflecting confidence in its intrinsic value.
- Strategic Investment and Outlook: Continued investments in Live services and Conversational AI have driven a 22% increase in Annual Recurring Revenue (ARR), positioning AudioCodes for robust revenue growth in the future, particularly in the enterprise voice application sector.
See More
AudioCodes Launches Comprehensive Voice Solutions for Webex Calling
- Portfolio Expansion: AudioCodes has announced an expanded certified portfolio of voice solutions for Webex Calling, including Cloud Connect PSTN connectivity and three models from the 400HD series of IP phones, aimed at enhancing user experience and accelerating market penetration.
- Device Certification: The newly added MediaPack analog gateway series enables seamless connection of legacy devices to Webex Calling, facilitating gradual migration for customers and meeting diverse user needs, thereby enhancing competitive positioning in the market.
- Centralized Management Features: All certified IP phone models can be centrally managed via AudioCodes Device Manager and the Webex Control Hub, streamlining IT operations and improving enterprise efficiency while ensuring users receive high-quality calling experiences.
- Global Support Services: AudioCodes offers a full suite of professional services and 24/7 global support to assist partners and end customers in achieving successful implementations, further solidifying its leadership position in the unified communications market.
See More
AudioCodes and Atento Modernize IVR for Major Healthcare Org, Supporting 500 AI Voice Agents
- Rapid Deployment: AudioCodes, in collaboration with Atento and Go2Uno, completed a large-scale IVR modernization project in just weeks, setting a record for such deployments and significantly enhancing customer experience and operational efficiency.
- AI Voice Agents: The new system supports over 500 concurrent AI voice agents, replacing legacy IVR systems and optimizing complex call flows, which improves customer service response speed and accuracy.
- Real-Time Analytics: By introducing advanced analytics and performance reporting, Atento gains real-time visibility into voice agent performance, helping to better understand customer interactions and optimize service delivery.
- Future-Ready Platform: This deployment not only meets immediate needs but also provides Atento with a scalable platform for future growth and innovation, ensuring competitiveness in the rapidly evolving AI landscape.
See More
