Amdocs Limited (DOX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Unknown Analyst: All right. I think we can go ahead and get started. Thank you all for coming today. I have the pleasure of hosting Amdocs' President and CEO, Shimie Hortig. Shimie, thank you for joining me today.

Shimie Hortig: Thank you for the invitation.

Unknown Analyst: Of course. I would like to touch on both some near-term and longer-term dynamics. But Shimie, since Amdocs is new for many investors, can you start by just telling us a little bit more about Amdocs' role in the global telco market and some of the support that you provide for your customers?

Shimie Hortig: Okay. Good afternoon. So for those of you who are not familiar with Amdocs, a market leader in the telecommunication industry. We are providing mission-critical systems for more than 400 service providers all over the world, the largest one and the most significant one globally in more than 90 countries, in which we basically run and transform their business. We sit at the heart of the operation of the telecom service providers and telecom operators, supporting digital experiences. 3 billion customers are impacted by our systems on a daily basis. As mission-critical systems, our customers rely on us to launch new products and offerings for them to manage customers and to generate revenue for our customers. We have a unique business model, outcome-based business model that, on one hand, is committed to innovation and to technology leadership. On the other hand, we take full responsibility on everything that we do for our customers, from developing the products, implementing them in their customers' environment, migrating customers and then running and supporting