Amdocs Ltd Enter the Future - FY2022 Analyst & Investor Business Update (Virtual) Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst : Great. My two questions are actually kind of around the same thing, which is the expanded serviceable or expanded addressable market. The growth domains, do you current-- I mean, should we take serviceable to mean that you already have the products in place to go ahead and attack that market? Or are you going to have to supplement either with organic R&D or M&A in order to capture that whole additional market?

Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst : Okay. And then on the one of the slides in the back, Tamar, when you're kind of breaking down the uses of cash, there wasn't a ton when you kind of left for maybe investing in sales and marketing. But given the additional markets that should be just laid out or the additional opportunity, will you need to maybe invest in some sales and marketing efforts or resources in order to kind of capture this new growth rate?

Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst : Yes, just a quick follow-up. So Shuky, you just mentioned about the policy and the charging engine that Amdocs has for 4G and then it like simply can't work for 5G. Do you or Anthony, just mind spending couple of minutes really quickly, just explaining technologically why that is and why every Amdocs customer is going to need to upgrade as they move to 5G?