Audiocodes Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$251.6Mnext fiscal year
FY EPS (est.)
$0.61next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) from Live Managed Services and Voice AI Quarterly80MTarget: Continued double-digit growth to support transition to recurring software revenue
Voice AI Segment Revenue Annually17MTarget: roughly 80 million by 2028
Non-GAAP Gross Margin Quarterly6,630.0%Target: 65% to 68%
Order Backlog Quarterly79MTarget: Expansion to support near-term revenue conversion
Watch Items
- Voice AI Segment Growth RateTrigger: Growth falling below 40% year-over-yearAction: Re-evaluate sales execution, marketing spend, and competitive positioning against cloud-native voice software providers.
- Tariff-Related Cost HeadwindsTrigger: Annual tariff impact exceeding $2.3 million in 2026Action: Assess supply chain diversification and pricing adjustments to mitigate gross margin pressure.
Research as of 20 Jun 2026