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AudioCodes (AUDC) Q3 2026 Earnings Call Transcript

AudioCodes (AUDC) reported Q3 2026 revenue of $64.1M, up 4.2% YoY. Services revenue grew 19.9% YoY, accounting for 57.8% of total revenue. Microsoft segment revenue was $43M, up 4% YoY. GAAP net income was $3.6M, or $0.15 per diluted share. The company reiterated full-year revenue guidance of $251M-$256M and non-GAAP EPS guidance of $0.60-$0.75. Management highlighted growth in VoiceAI and Microsoft Teams ecosystem.

Original reporting
fool.com
Published Nov 4, 2026, 4:58 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 5:24 PM UTC. Informational, not investment advice.
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AudioCodes (AUDC) Q3 2026 Earnings Call Transcript — source image
Source · fool.com
Decision brief

The 30-second read

$AUDCBullishMed
01

Why it matters

The earnings release provides fresh data that can influence short-term trading decisions.

02

Market read

First earnings report of the quarter, offering new financial metrics for traders.

03

What to watch

Potential headwinds from competition in AI voice solutions and reliance on Microsoft Teams ecosystem.

Relevance 7/10Novelty 8/10Timing: post-market today

Background

AudioCodes reported its Q3 2026 earnings, highlighting modest revenue growth and reaffirmed full-year guidance.

Company-level read

Ticker impact

$AUDCBullishHigh confidence
Context

Q3 2026 revenue $64.1M (+4.2% YoY) and GAAP EPS $0.15, with full-year guidance reaffirmed.

Expected impact

modest upside as market prices in steady guidance

Evidence & confidence

New earnings numbers are fresh and the reaffirmed guidance reduces uncertainty, encouraging a small positive move.

Market effects

Sector

Shows continued growth in VoiceAI and managed services within the UCaaS sector.

Regional

Positive signal for US tech stocks focused on AI-driven communications.

Global

Limited to niche communications technology segment.

Counterpoint

What could challenge this read

If guidance remains flat, investors may view growth as insufficient and pressure the stock.

Key entities

  • Company
    AudioCodes Ltd.

    Provider of voice networking and AI-driven communication solutions.

Read at source← All news

StoryAudioCodes posts Q3 2026 revenue of $64.1 M and reiterates full‑year guidance

Also covered by

3 outlets

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MedAI 8/10

AudioCodes Ltd. Q3 2026 Earnings Call Summary

AudioCodes Ltd. reported Q3 2026 earnings, with revenue driven by Live managed services and VoiceAI applications, reaching $87M in annual recurring revenue, up 16% YoY. Microsoft Teams business contributed 66% of total revenue, with new contract bookings up 61% YoY. The company expects 2026 revenue of $251M-$256M and non-GAAP EPS of $0.60-$0.75, with VoiceAI revenue targeting $25M in 2026 and $50M by 2028.

finance.yahoo.com
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AudioCodes Q3 Earnings Call Highlights

AudioCodes reported $47.1M in cash equivalents, $4.1M net cash from operations, and repurchased 1.5M shares. Microsoft-related revenue grew 4% YoY to $43M. SBC revenue up 8.2% YoY, expected to exceed $135M. Voice AI revenue increased 50% YoY, targeting $25M for 2026. New contracts include Deutsche Telekom and a North American network operator.

finance.yahoo.com
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AUDIOCODES LTD (AUDC): Financial results for Q3 2026

AUDIOCODES LTD (AUDC) furnished an SEC Form 6-K — earnings release. Exhibit 1 Company Contact Niran Baruch, Chief Financial Officer AudioCodes Tel: +972-3-976-4000 niran.baruch@audiocodes.com AudioCodes Reports Third Quarter 2026 Results Or Yehuda, Israel – November 4, 2026 - AudioCodes (NASDAQ: AUDC) Press Release Third Quarter Highlights ● Quar

SEC EDGAR 6-K