Amdocs Ltd (DOX) - NASDAQ
  • Nov. 11, 2015, 12:53 PM
    • In addition to missing FQ4 revenue estimates (while beating on EPS), Amdocs (NASDAQ:DOX) is guiding for FQ1 revenue of $905M-$945M and EPS of $0.82-$0.88, below a consensus of $953.4M and $0.90. The outlook is said to reflect "expectations regarding macro and industry specific risks and various uncertainties resulting from current and potential customer consolidation activity in North America."
    • Also: Amdocs is guiding for FY16 (ends Sep. '16) EPS growth of 3.5%-7.5%. That implies a range of $3.50-$3.63, below a $3.67 consensus. CEO Eli Gelman: "This outlook takes into consideration many macro and industry specific risks and unknowns, including uncertainties related to AT&T's discretionary spending plans..."
    • Along with the numbers, Amdocs states it's hiking its quarterly dividend by $0.025 to $0.195/share, provided shareholders approve at the February annual meeting. At current levels, the new dividend would spell a 1.4% yield.
    • Gelman insists the telecom customer support/billing software firm's win rate remained strong across all regions in FY15. Major deals were struck in FQ4 with Vodafone UK, KT, Singtel, and Bell Canada. 12-month backlog rose by $70M Q/Q and $80M Y/Y to $3.08B.
    • FQ4 details: Weak North American sales weighed on results: They fell 5% Y/Y to $626.6M. With the help of the Comverse deal, European sales rose 9% to $115.3M, and rest of world sales 40% to $184.9M. Costs/expenses rose 3% Y/Y to $769.9M (even with revenue growth). EPS was lifted by $182M worth of buybacks. Amdocs ended FQ4 with $1.35B in cash, and $220M in short-term financing arrangements.
    • Peer CSG Systems (NASDAQ:CSGS) is following Amdocs lower.
    • Amdocs' FQ4 results, PR
    | Nov. 11, 2015, 12:53 PM
  • Nov. 7, 2012, 6:44 AM
    Amdocs Ltd (DOX) declares $0.13/share quarterly dividend, in line with previous. For shareholders of record Dec. 31. Payable Jan 18. Ex-div Dec. 27. (PR)
    | Nov. 7, 2012, 6:44 AM
Company Description
Amdocs Ltd. provides computer systems integration for communications, media and entertainment. The company's principal activities are to develop, implement and manage software and services associated with business support systems (BSS) and operational support systems (OSS) to enable service... More
Sector: Technology
Industry: Business Software & Services
Country: United States