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Stock impact report

The Telecom Software Giant Shrinks Revenue but Expands Margins While Its Rival Beats Estimates [Yahoo! Finance]

Amdocs Limited - Ordinary Shares (DOX) 
Last amdocs limited - ordinary shares earnings: 2/4 04:01 pm Check Earnings Report
US:NYSE Investor Relations: investors.amdocs.com
Company Research Source: Yahoo! Finance
Amdocs trades at 11.0x forward P/E with 17.9% operating margin versus CSG at 27.03x P/E with 13.9% operating margin. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here Amdocs NASDAQ: DOX ) and CSG Systems NASDAQ: CSGS ) both serve the telecom software market, but their recent earnings show two companies executing very different playbooks. Amdocs posted Q4 2025 results with revenue down 9% year-over-year to $1.15 billion, yet operating income jumped 83% to $205.7 million. CSG reported Q3 2025 revenue of $303.6 million and beat estimates by nearly 17%, marking its fourth consecutive quarter of positive surprises. Amdocs is playing a margin expansion game. Revenue declined from $1.26 billion in Q4 2024 to $1.15 billion in Q4 2025, but net income climbed from $86.4 million to $97.1 million. Operating margin hit 17.9% for the trailing twelve months. Management is prioritizing profitability Show less Read more
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