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: Matthew Cost - Morgan Stanley - Analyst
: So maybe let's jump right into it and let's do a little bit of an intro for investors who maybe are not as close to the Amdocs story. Talk about your
company, the competitive positioning and maybe touch on your key growth drivers and how those are evolving because of AI.
Question: Matthew Cost - Morgan Stanley - Analyst
: Great. I mean, so there are a couple of themes that you touched on there, but maybe we can quantify them because I think there was a comment
that you made about expanding your TAM from $30 billion to $60 billion. So I guess how are you successful in expanding the scope of your business
in that way? And then how are you adapting your product and your software stack to go after that bigger opportunity?
Question: Matthew Cost - Morgan Stanley - Analyst
: Got it. I mean, let's talk about and double-click into that AI stack and GenAI opportunity you were talking about in your first answer. I mean what
is the specific opportunity for Amdocs there? And what are some examples of where you've deployed that to customers? And then, what's the
feedback there?
Question: Matthew Cost - Morgan Stanley - Analyst
: Okay. I will in a few minutes here go to the audience, but one or two more before we do that. I think you talked on the most recent call about the
decision to exit $600 million of business. So I guess -- I think you noted some improvement to margins and visibility. Talk us through how that's
going to play out and kind of how you arrived at that decision.
Question: Matthew Cost - Morgan Stanley - Analyst
: Great. Do we have anything in the audience? Feel free to raise a hand. I'll repeat the question to the mic if there's anything. Okay.
If anything, I'll maybe give it one more shot before we wrap up. But maybe let's talk about the demand environment. I think customers have been
more selective in pacing their investments and decision-making probably has maybe slowed down over the last year. How do you see that demand
environment changing in the next year? And is it just a function of macro overhang lifting?
Question: Matthew Cost - Morgan Stanley - Analyst
: All right. Maybe that's a great point to close. Shuky, thanks so much for being here. Thank you all.
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