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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.

Original reporting
finance.yahoo.com
Published Nov 4, 2026, 6:17 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 6:46 PM UTC. Informational, not investment advice.
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AudioCodes Ltd. Q3 2026 Earnings Call Summary — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

Med
01

Why it matters

The earnings call provides fresh guidance and a sizable contract, offering traders new data points for valuation.

02

Market read

The earnings release and contract announcement give investors fresh insight into AudioCodes' growth trajectory and near‑term revenue outlook.

03

What to watch

Potential competition from larger cloud providers expanding their voice‑AI offerings.

Relevance 8/10Novelty 8/10Timing: after-hours

Background

AudioCodes highlighted growth in Live managed services and VoiceAI, with Microsoft Teams remaining a core revenue driver.

Market effects

Sector

Strengthens the voice‑AI and telecom services niche, may benefit peers with similar AI integration strategies.

Regional

Primarily U.S. and European telecom equipment markets.

Global

Limited to AI‑enabled communications sector.

Counterpoint

What could challenge this read

Guidance is modest; without a clear earnings beat, the stock could face pressure if expectations rise.

Key entities

  • Company
    AudioCodes Ltd.

    Provider of voice networking and AI solutions, ticker AUD.

  • Product
    Microsoft Teams

    Core platform generating ~66% of AudioCodes' revenue.

Read at source← All news

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

Also covered by

4 outlets

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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.

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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.

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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

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