Amdocs Q2 2026: GenAI-Native Era, Bold Vision, Strong Results

Amdocs Q2 2026 earnings exceeded expectations, with revenue surging 3.9% YoY to $1.17 billion and non-GAAP EPS at $1.78, surpassing guidance. North America, Europe, and the rest of the world all grew. New CEO Shimie Hortig unveiled a GenAI-native strategy, launching AOS, a GenAI-powered platform for telcos. Early deals with Cricket, Lumen, and others showcase AOSs auto-resolution capabilities. Positive market feedback and multi-year extensions with AT&T, Vodafone, and KT bolster Amdocs position. Tamar Rapaport-Dagim retired, with Tal Rosenfeld taking over as CFO and COO. Amdocs tightened full-year guidance to 3% constant currency revenue growth and 6% non-GAAP EPS growth. With a strong backlog and managed services at 65% of revenue, Amdocs is well-positioned to capitalize on the GenAI wave in telco IT and networks. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/f2f81d392a241e5e