AudioCodes Ltd.
NASDAQ•AUDC
CEO: Mr. Shabtai Adlersberg
セクター: Technology
業種: Communication Equipment
上場日: 1999-05-28
AudioCodes Ltd. provides advanced communications software, products, and productivity solutions for the digital workplace worldwide. The company offers solutions, products, and services for unified communications, contact centers, hosted business services, Voice.AI, and service provider businesses. Its products include session border controllers, life cycle management solutions, VoIP network routing solutions, media gateways and servers, multi-service business routers, IP phones solutions, and value-added applications, as well as professional services. The company also offers One Voice Operations Center, a voice network management solution; Device Manager for administering business phones and meeting room solutions; AudioCodes Routing Manager for handling call routing in VoIP networks; and User Management Pack 365 simplifies user lifecycle and identity management across Microsoft Teams and Skype for Business deployments. In addition, it provides AudioCodes Live for Microsoft Teams, a portfolio of managed services for simplifying Teams adoption; appliances for Microsoft Skype/Teams for Business, such as survivable branch appliances, CCE, and CloudBond 365; and a range of value-added voice applications comprising SmartTAP, Voca, VoiceAI Connect, and Meeting Insights. Further, the company offers managed services; and AudioCodes Live Platform is a SaaS solution that enables service providers to offer their business customers a seamless migration to uCaaS solutions, such as Microsoft Teams and Zoom Phone. It primarily markets and sells its products through a direct sales force and sales representatives to original equipment manufacturers, network equipment providers, and systems integrators, enterprises, carriers, and distributors in the telecommunications and networking industries. AudioCodes Ltd. was incorporated in 1992 and is headquartered in Lod, Israel.
連絡先情報
時価総額
$235.44M
PER (TTM)
25.1
39.4
配当利回り
4.9%
52週高値
$11.50
52週安値
$6.95
52週レンジ
順位36Top 31.8%
4.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$62.61M+0.00%
直近4四半期の推移
EPS
$0.07+0.00%
直近4四半期の推移
フリーCF
$2.94M+0.00%
直近4四半期の推移
2024 Annual 決算ハイライト
主なハイライト
Net Income Surge Net income reached $15.31M, showing strong improvement over $8.78M reported in the prior year period.
Service Revenue Growth Service revenues grew 8.2% to $130.21M, driven by growth in professional and managed services offerings.
Operating Cash Flow Jump Operating cash flow provided $35.25M, significantly increasing from $14.89M provided during the previous year.
Gross Margin Improvement Gross profit margin improved to 65.3% in 2024, up from 64.8% in 2023, reflecting better service mix.
リスク要因
Geopolitical Conflict Impact Ongoing war in Israel and regional hostilities create uncertainty affecting operations, supply chain, and external financing ability.
Product Sales Decline Product sales declined 9.7% to $111.97M, attributed to service provider segment softness and inventory reduction.
Partner Solution Reliance Business faces harm if key partners, including Microsoft, abandon compatible solutions or change market strategy without notice.
Macroeconomic Recession Risk High global inflation and recession risks could slow local economies, adversely affecting demand for capital expenditure products.
見通し
Voice.AI Investment Focus Strategy focuses heavily on expanding Voice.AI capabilities, leveraging AI and machine learning for new insights and productivity.
UC/Teams Service Expansion Plan to expand AudioCodes Live for Microsoft Teams portfolio, offering subscription services to remove UC integration complexity.
Strengthen Key Partner Ties Strengthening strategic relationships with key partners like Microsoft and Genesys to drive product fit and increase demand fulfillment.
同業比較
売上高 (TTM)
$6.28B
$727.55M
$446.77M
粗利益率 (最新四半期)
65.6%
63.9%
50.5%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| OCFT | $8.60B | -2.9 | -25.5% | 0.6% |
| FEIM | $470.40M | 65.2 | 12.5% | 14.6% |
| SMRT | $321.01M | -5.2 | -25.3% | 2.3% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
1.2%
緩やかな成長
4四半期純利益CAGR
-22.1%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月4日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし