AudioCodes (NASDAQ:AUDC) Posts Earnings Results, Hits Estimates

AudioCodes (NASDAQ:AUDC) posted its quarterly earnings data on Wednesday. The communications equipment provider reported $0.16 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.16, FiscalAI reports. The company had revenue of $64.14 million during the quarter, compared to analysts’ expectations of $63.40 million. AudioCodes had a return on equity of 6.79% and a net margin of 2.83%.

Here are the key takeaways from AudioCodes’ conference call:

• Positive Sentiment: Third-quarter revenue rose 4.2% year over year to $64.1 million, while services revenue grew about 20% and reached 57.8% of total revenue. Recurring revenue from managed services and Voice AI totaled $87 million, up 16% year over year.
• Positive Sentiment: Voice AI revenue grew nearly 50% year over year, and management said it remains on track for its $25 million 2026 target and $50 million goal by 2028. VoiceAI Connect bookings and new opportunities also grew strongly, and the company cited Deutsche Telekom’s selection of the product as strategic validation.
• Negative Sentiment: Despite higher GAAP net income, profitability weakened on several measures: GAAP operating income fell to $3.4 million from $4.1 million, while non-GAAP operating income declined to $4.8 million from $5.8 million and non-GAAP diluted EPS slipped to $0.16 from $0.17.
• Neutral Sentiment: AudioCodes reiterated its 2026 guidance of $251 million–$256 million in revenue and $0.60–$0.75 in non-GAAP diluted EPS. The company also repurchased 1.5 million shares for about $15.1 million during the quarter.

AudioCodes Stock Performance

AudioCodes stock opened at $8.09 on Thursday. AudioCodes has a one year low of $6.95 and a one year high of $11.74. The business has a fifty day moving average of $10.59 and a two-hundred day moving average of $9.32. The company has a market cap of $195.37 million, a P/E ratio of 25.88 and a beta of 0.98.

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings reaffirmed a “hold (c)” rating on shares of AudioCodes in a report on Monday. One research analyst has rated the stock with a Hold rating. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold”.

Key Headlines Impacting AudioCodes

Here are the key news stories impacting AudioCodes this week:

• Positive Sentiment: AudioCodes said it is targeting $50 million in VoiceAI revenue by 2028 and reiterated its 2026 EPS outlook of $0.60–$0.75, maintaining its earnings guidance while highlighting a growth opportunity. Article
• Positive Sentiment: Q3 revenue rose 4.2% year over year to $64.1 million, exceeding the roughly $63.4 million analyst estimate. Services revenue grew 19.9% to $37.1 million, a stronger growth area within the business. Article
• Positive Sentiment: The company repurchased about 1.52 million shares for $15.1 million during the quarter, which may support per-share value. Article
• Neutral Sentiment: Non-GAAP EPS was $0.16, in line with consensus. The revenue beat was relatively modest, so the quarter delivered a mixed-to-steady earnings signal rather than a major surprise. Article
• Negative Sentiment: Despite revenue and services growth, coverage highlighted a margin squeeze. AudioCodes reported a GAAP operating margin of 5.3% and GAAP net income of $3.6 million, indicating profitability remains a potential concern for investors. Article

Insider Transactions at AudioCodes

In related news, EVP Lior Aldema sold 2,812 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $9.98, for a total value of $28,063.76. Following the completion of the sale, the executive vice president owned 104,065 shares in the company, valued at $1,038,568.70. This trade represents a 2.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Zehava Simon sold 27,000 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $9.91, for a total transaction of $267,570.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,687 shares of company stock valued at $374,545 in the last quarter. Insiders own 48.80% of the company’s stock.

About AudioCodes

AudioCodes Ltd. (NASDAQ: AUDC) is an Israeli provider of advanced voice and communications technologies for enterprises, service providers and telecommunications operators. The company develops solutions that enable organizations to deploy, manage and optimize business voice services across private, public and hybrid communications networks.

Its portfolio includes session border controllers, media gateways, voice network products, professional services and cloud-based communications solutions.