DOX Earnings Prediction
The chart below shows how DOX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DOX sees a +0.15% change in stock price 10 days leading up to the earnings, and a +0.82% change 10 days following the report. On the earnings day itself, the stock moves by +0.24%. This data can give you a slight idea of what to expect for the next quarter's release.
DOX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.25B
5.02%
0.21%
Gross Margin
33.41%
-4.21%
-1.94%
Operating Margin
14.80%
0.48%
-0.74%
Net Margin
11.94%
9.04%
44.55%
EPS
1.26
17.76%
46.51%
No Data Available
DOX Earnings Analysis
Amdocs Ltd Corporation (DOX.O) Earnings Conference Call
Positive
Q1 Revenue Performance: First quarter revenue was $1,110,000,000, slightly above the midpoint of guidance, reflecting a year-over-year increase of 1.7% on a pro forma constant currency basis.
Strong Non-GAAP Earnings: Non-GAAP earnings per share was $1.66, exceeding the midpoint of guidance and demonstrating strong profitability.
Backlog Growth and Revenue Visibility: The twelve months backlog reached $4,140,000,000, an increase of approximately $80,000,000 sequentially and up 2.7% from a year ago on a pro forma basis, indicating strong future revenue visibility.
Managed Services Revenue Growth: Managed services revenue was $729,000,000, up 0.9% year-over-year, contributing to improved business visibility and resilience with a renewal rate of close to 100%.
Shareholder Returns Overview: A total of $198,000,000 was returned to shareholders through share repurchases of $144,000,000 and dividends of $54,000,000 in the first quarter, reflecting a commitment to shareholder value.
Negative
Revenue Decline Analysis: Reported revenue declined by 10.9% from a year ago, reflecting the phase out of certain low margin non-core business activities.
Acquisition Revenue Impact: Revenue from recently completed acquisitions, including PROFINET, was immaterial this quarter, indicating limited impact on overall financial performance.
Increased Days Sales Outstanding: Days Sales Outstanding (DSO) increased by six days year over year and seven days sequentially, reflecting normal fluctuations in business activity and potentially impacting cash flow.
Free Cash Flow Decline: Free cash flow, after restructuring payments, was reported at $78,000,000, indicating a decrease in cash generation capacity compared to previous periods.
Tax Rate Impact on Income: The non-GAAP effective tax rate was 19.6%, above the annual target range of 15% to 17%, which could affect net income projections.
DOX FAQs
How does DOX typically perform around its earnings report dates?
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DOX Earning Call Sentiment
Earnings call transcript: Amdocs Q1 2024 beats EPS forecasts, stock rises
DOX.O
0.61%Positive
The earnings call presents mixed signals. On the positive side, Amdocs is experiencing strong cloud growth and has a promising pipeline. However, concerns exist due to the phase-out of low-margin activities affecting revenue, dependency on large customers, and unclear responses in the Q&A. Financially, while EPS slightly beat guidance, revenue growth is modest. Shareholder returns are robust, but uncertainties around AI adoption and acquisition integration persist. Overall, the sentiment is neutral with potential for both positive and negative developments.
