$DOX

Salesforce stock rose 12% after its fiscal Q2, highlighting the growing enterprise AI software trend. The article discusses three companies—Five9, Amdocs, and Klaviyo—exposed to this theme. Five9 (FIVN) integrates AI into contact centers, Amdocs (DOX) focuses on telecom AI solutions, and Klaviyo (KLVY) offers AI-driven marketing tools. Each faces execution risks but presents potential for investors.

Amdocs and Millicom's Chilean operations (Telefonica Chile S.A and Telefonica Moviles Chile S.A.) expanded their partnership with a multi-year managed services agreement. Amdocs will provide business support systems, operations support systems, and AI-driven services to enhance Millicom's technology operations and customer response in Chile. The agreement supports Millicom's modernization strategy, aiming for operational efficiency and innovation. According to Amdocs, the deal strengthens their

Amdocs (NASDAQ:DOX) announced a multi-year managed services agreement with Telefónica Chile and Telefónica Moviles Chile, operated by Millicom. The deal aims to modernize and streamline technology operations, leveraging Amdocs' AI-driven services. Amdocs reported $4.53 billion in fiscal 2025 revenue.

Amdocs (DOX) reported Q3 FY2026 revenue of $1.175B, up 2.2% in constant currency, and non-GAAP diluted EPS of $1.84. Non-GAAP operating margin was 21.6%. Managed services revenue was $791M and 12-month backlog $4.26B. Full-year guidance: revenue 2.6% to 3.4% (midpoint 3%), non-GAAP EPS growth midpoint 6%, free cash flow $710M to $730M. A $0.91/share restructuring charge drove GAAP EPS to $0.59.

Amdocs reported Q3 results. Revenue of about $1.2b met analyst expectations, but statutory EPS of $0.59 missed estimates by 59%. After the report, five analysts raised 2027 revenue forecasts to $4.85b and EPS to $6.95 (from $6.67). The consensus price target fell 10% to $81.21, with targets ranging $70.84 to $105.

Simply Wall St reports Amdocs (DOX) shares fell less than 1% to about $58.55 after Q3 results. Revenue rose to about $1.175b from $1.144b. Non-GAAP operating margin was steady at 21.6%. Net income excluding extra items fell to $62.2m and basic EPS dropped to $0.59 from $1.39, amid increased agentic and generative AI investment.

Brazilian telecom operator Vivo signed a new agreement with Amdocs to upgrade its operational systems to the Amdocs CES2X suite and extend its managed services contract. The work targets modernization of Vivo’s OSS, including service activation, inventory management, and network provisioning, and adds licensing capacity for its growing user base.

AMDOCS LTD (DOX) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Amdocs Limited Reports Third Quarter Fiscal 2026 Results Revenue of $1.17 Billion, up 2.7% YoY as Reported and up 2.2% YoY in Constant Currency (1) Expects Fiscal 2026 Revenue Growth Outlook of 3.2%-4.0% YoY as Reported Reiterates Midpoint of Fiscal 2026 Revenue Grow

Amdocs (NASDAQ:DOX) said Vivo renewed Managed Services for Amdocs Customer Experience Suite (CES) operations and upgraded the platform to CES2X. The deal renews services and aligns licensing capacity to support Vivo’s customer growth. Amdocs said the upgrade modernizes Vivo’s OSS to improve service activation, inventory, and provisioning efficiency.

Liberty Latin America (NASDAQ:LILA, LILAK; OTC Pink:LILAB) said it signed a 10-year engagement with Amdocs (NASDAQ:DOX) to manage its end-to-end IT ecosystem across its Latin America and Caribbean footprint. The AI-driven operating model is expected to accelerate digital transformation and deliver technology cost savings, with transition over coming months.