Amdocs Forecasts Revenue Decline for Fiscal 2027 Amid T-Mobile Dispute
Amdocs (DOX) has issued a cautious outlook for fiscal year 2027, projecting a pro forma constant-currency revenue decline of between 7% and 11%. This downward guidance is primarily driven by an ongoing dispute with major customer T-Mobile, which is expected to impact top-line results. Despite the negative revenue forecast, CEO Shimie Hortig emphasized the company's strategic pivot toward its Agentic Operating System (AOS) for telecommunications. Management noted that AOS is gaining market traction and serves as a core pillar of their long-term growth strategy to modernize telco operations.

Topics: Amdocs Agentic Operating System corporate strategy earnings call telecom technology
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