Market view
Stock chart
Coverage
Analyses on Audiocodes (4)
- May 10, 2026
- March 30, 2026March 30, 2026
- Follow-up
AudioCodes: How Recurring Is the New Services Engine, Really?
AudioCodes has already built a real recurring layer through subscriptions, SaaS and managed services, but at the end of 2025 its visibility was still relatively shallow: RPO was almost identical to deferred revenue, almost all of it sat in services, and only $19.7 million extend…
- Follow-up
AudioCodes: Are Capital Returns Funded by Real Cash Generation or by Shrinking the Balance Sheet?
AudioCodes' 2025 capital returns were backed by a business that still generates cash, but not at a pace that covered both CAPEX and the buyback-dividend run rate, so part of shareholder return came from shrinking the liquidity cushion.
AudioCodes 2025: Services Are Now the Majority, but the New Engine Still Lacks Leverage
AudioCodes is building a larger services, cloud and Voice AI engine, but 2025 showed that the transition is still too costly and still produces too little operating leverage.
Same sector
