Amdocs Ltd at Citi TMT Conference Summary - Thomson StreetEvents

Amdocs Ltd at Citi TMT Conference Summary

Amdocs Ltd at Citi TMT Conference Summary - Thomson StreetEvents
Amdocs Ltd at Citi TMT Conference Summary
Published Sep 03, 2025
8 pages (4234 words) — Published Sep 03, 2025
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About This Report

  
Abstract:

Edited Brief of DOX.OQ presentation 3-Sep-25 6:50pm GMT

  
Brief Excerpt:

...A. 70% of our revenue is managed services, roughly 80% is recurring, and we have 90% visibility in our 12 months backlog. B. We pretty much returned the majority of the free cash flow to our shareholders....

  
Report Type:

Brief

Source:
Company:
Amdocs Ltd
Ticker
DOX.OQ
Time
6:50pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Michael Rollins - Citibank Cameroon SA - Analyst : So maybe to put some perspective around the cloud migration for example, cloud's been around for some time. Where are customers in this journey?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : So when you think about the product pipeline, where does AI play for you and your customers?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : So one question. When we (technical difficulty) your addressable market and become a competitive alternative to Amdocs?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : So earlier you were talking about revenue mix. Just remind our group here today, what percent of the revenues currently come from the communications, the global communications vertical? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 03, 2025 / 6:50PM, DOX.OQ - Amdocs Ltd at Citi TMT Conference


Question: Michael Rollins - Citibank Cameroon SA - Analyst : Yeah, I was going to ask if that's going outside of communications or telco and leveraging the skills of the company, is that an opportunity to take this to other vertical?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : And maybe shifting gears a little bit, if you talk about the digital modernization opportunity in the B2B enterprise segments, why telcos are focused on this, and your competitive?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : What are other examples of projects that you're able to speak about or (technical difficulty) with?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : Maybe shifting gears to the margin front, can you discuss the margin [expansion]?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : And then maybe one other question, how do you think about the opportunities to accelerate your scale or your growth?


Question: Michael Rollins - Citibank Cameroon SA - Analyst : Thank you so much for joining us today.

Table Of Contents

Amdocs Ltd at Wells Fargo TMT Summit Summary – 2025-11-18 – US$ 54.00 – Edited Brief of DOX.OQ presentation 18-Nov-25 10:15pm GMT

Amdocs Ltd at Wells Fargo TMT Summit Transcript – 2025-11-18 – US$ 54.00 – Edited Transcript of DOX.OQ presentation 18-Nov-25 10:15pm GMT

Amdocs Ltd Q4 2025 Earnings Call Summary – 2025-11-11 – US$ 54.00 – Edited Brief of DOX.OQ earnings conference call or presentation 11-Nov-25 10:00pm GMT

Amdocs Ltd Q4 2025 Earnings Call Transcript – 2025-11-11 – US$ 54.00 – Edited Transcript of DOX.OQ earnings conference call or presentation 11-Nov-25 10:00pm GMT

Amdocs Ltd at Citi TMT Conference Transcript – 2025-09-03 – US$ 54.00 – Edited Transcript of DOX.OQ presentation 3-Sep-25 6:50pm GMT

Amdocs Ltd at Oppenheimer Technology, Internet & Communications Conference (Virtual) Summary – 2025-08-12 – US$ 54.00 – Edited Brief of DOX.OQ presentation 12-Aug-25 5:15pm GMT

Amdocs Ltd at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript – 2025-08-12 – US$ 54.00 – Edited Transcript of DOX.OQ presentation 12-Aug-25 5:15pm GMT

Amdocs Ltd Q3 2025 Earnings Call Summary – 2025-08-06 – US$ 54.00 – Edited Brief of DOX.OQ earnings conference call or presentation 6-Aug-25 9:00pm GMT

Amdocs Ltd Q3 2025 Earnings Call Transcript – 2025-08-06 – US$ 54.00 – Edited Transcript of DOX.OQ earnings conference call or presentation 6-Aug-25 9:00pm GMT

Amdocs Ltd at Bank of America Global Technology Conference Summary – 2025-06-04 – US$ 54.00 – Edited Brief of DOX.OQ presentation 4-Jun-25 8:20pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Amdocs Ltd at Citi TMT Conference Summary" Sep 03, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Amdocs-Ltd-at-Citi-TMT-Conference-B16431133>
  
APA:
Thomson StreetEvents. (2025). Amdocs Ltd at Citi TMT Conference Summary Sep 03, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Amdocs-Ltd-at-Citi-TMT-Conference-B16431133>
  
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