AudioCodes targets $50M VoiceAI revenue by 2028 while reiterating 2026 EPS of $0.60 to $0.75 (NASDAQ:AUDC)
AudioCodes (AUDC) targets $50M in VoiceAI revenue by 2028, reiterating 2026 EPS guidance of $0.60 to $0.75. CEO highlights 16% growth in recurring revenues from Live Managed Services and VoiceAI applications, reaching $87M by Q3 2026.
How this was made
The 30-second read
Why it matters
The guidance narrows the upside potential for the stock, prompting a reassessment of valuation multiples.
Market read
Guidance updates are the primary catalyst for short‑term price movement in AUDC.
What to watch
Potential partnership announcements or cost‑efficiency gains were not disclosed and could improve margins.
Background
AudioCodes provided its Q3 2026 earnings call highlights, focusing on growth engines and forward guidance.
Ticker impact
AudioCodes reiterated 2026 EPS guidance of $0.60‑$0.75 and set a $50M VoiceAI revenue target by 2028.
likely downside pressure as investors price in slower growth.
The new VoiceAI revenue target is modest and EPS guidance is at the low end of prior estimates, suggesting limited upside.
Market effects
VoiceAI market expectations may temper enthusiasm for related communication‑software stocks.
Limited to U.S. and European investors tracking AI‑enabled telecom solutions.
Modest; the guidance does not shift broader AI or telecom sector narratives.
Counterpoint
If VoiceAI adoption accelerates faster than projected, the $50M target could be a floor, offering upside.
Key entities
- companyAudioCodes
NASDAQ‑listed provider of audio and voice solutions.
