Israel's AudioCodes Q4 revenue rises 1.7%

Audiocodes

03/02/2026 07:09

Overview

Israel enterprise voice solutions firm's Q4 revenue rose 1.7% yr/yr

Company repurchased 667,193 shares at $6.1 mln cost in Q4

Company declared semi-annual dividend of 20 cents per share

Outlook

AudioCodes expects sustained healthy top-line growth in 2026 and beyond due to increased investments in Live services and CAI

Company experiencing robust demand across conversational AI portfolio

Result Drivers

GROWTH ENGINES - Strong performance in managed services for UCaaS and CX, and conversational AI business drove results, with ARR up 22% yr/yr

CONVERSATIONAL AI - Revenues in Conversational AI grew over 50% in Q4, contributing significantly to overall growth

CONNECTIVITY RECOVERY - Recovery in Connectivity business in NA driven by renewed focus on PSTN shutdown trend

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$62.61 mln
$62.20 mln (1 Analyst)
Q4 EPS
$0.07
Q4 Net Income
$1.90 mln
Q4 Pretax Profit
Miss
$2.69 mln
$6.30 mln (1 Analyst)
Q4 Operating Expenses
$37.36 mln
Q4 Operating Income
$3.73 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for AudioCodes Ltd is $12.50, about 46.7% above its February 2 closing price of $8.52

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nPn6RDnKBa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)