Amdocs Ltd at Citi TMT Conference Transcript - Thomson StreetEvents

Amdocs Ltd at Citi TMT Conference Transcript

Amdocs Ltd at Citi TMT Conference Transcript - Thomson StreetEvents
Amdocs Ltd at Citi TMT Conference Transcript
Published Sep 03, 2025
8 pages (5024 words) — Published Sep 03, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

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

  
Brief Excerpt:

...This session is for Citi clients only. Welcome back to Citi's 2025 Global TMT Conference. For those of you I haven't met, I'm Mike Rollins, and I cover communications services and infrastructure for Citi. Disclosures are available at the back of the room, and if you don't have access or would like another copy, please email me at michael.rollins@citi.com. We're pleased to welcome Shuky Sheffer, President and CEO of Amdocs. Shuky, thank you so much for joining us today. Shuky Sheffer ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
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?

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? 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 : 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

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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 Summary – 2025-09-03 – US$ 54.00 – Edited Brief 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

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Cite this Report

  
MLA:
Thomson StreetEvents. "Amdocs Ltd at Citi TMT Conference Transcript" Sep 03, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Amdocs-Ltd-at-Citi-TMT-Conference-T16431133>
  
APA:
Thomson StreetEvents. (2025). Amdocs Ltd at Citi TMT Conference Transcript 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-T16431133>
  
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