Are Options Traders Aware of Insights About AudioCodes Stock That We Are Not?
Implied Volatility in Options Market: AudioCodes Ltd. (AUDC) has seen significant implied volatility in its September 19, 2025 $5.00 Call options, indicating that investors expect a major price movement soon.
Analyst Sentiment: The company currently holds a Zacks Rank #4 (Sell) with no analysts increasing earnings estimates recently; the consensus estimate for the current quarter has dropped from 20 cents to 11 cents per share.
Options Trading Strategy: High implied volatility often attracts options traders looking to sell premium, aiming to profit from less movement in the underlying stock than anticipated.
Investment Opportunities: Zacks Investment Research offers access to stock recommendations and strategies that have previously yielded substantial gains, inviting investors to explore their portfolio services.
Trade with 70% Backtested Accuracy
Analyst Views on AUDC
About AUDC
About the author

- Stable Revenue Growth: AudioCodes reported Q4 2025 revenues of $62.6 million, reflecting a 1.7% increase year-over-year, with full-year revenues reaching $245.6 million, indicating a gradual recovery following economic challenges.
- VoiceAI Business Surge: The VoiceAI segment experienced a 35% year-over-year revenue growth, with expectations to maintain a growth rate of 40% to 50% annually in the coming years, targeting $50 million by 2028, showcasing strong potential in the AI-driven cloud services market.
- Optimistic Future Outlook: Management anticipates 2026 revenues between $247 million and $255 million, with non-GAAP EPS projected at $0.60 to $0.75, reflecting confidence in sustained strong growth for the VoiceAI business.
- Ongoing Strategic Investments: The company plans to invest strategically in R&D and sales to drive revenue growth in VoiceAI and Live managed services, with expectations for annual recurring revenues to grow from $79 million to a range of $92 million to $98 million in 2026, indicating a proactive approach to future market opportunities.
- Earnings Highlights: AudioCodes reported a Non-GAAP EPS of $0.16 for Q4 2025, aligning with expectations, which indicates the company's stable profitability amidst market fluctuations.
- Revenue Growth: The quarterly revenue reached $62.6 million, reflecting a 1.6% year-over-year increase and surpassing market expectations by $0.6 million, demonstrating the company's ability to maintain slight growth in a competitive landscape.
- Margin Performance: The Non-GAAP gross margin stood at 65.9%, while the Non-GAAP operating margin was 8.6%, showcasing effective management in cost control and operational efficiency.
- Cash Flow Status: The net cash provided by operating activities was $4.1 million for the quarter, with a total of $29.4 million for the full year, indicating robust cash flow management that supports future investments.
- Revenue Growth: In Q4 2025, AudioCodes reported revenues of $62.6 million, a 1.6% increase from Q4 2024, with total revenues for 2025 reaching $245.6 million, reflecting stable growth in voice AI and cloud services.
- EBITDA Performance: The EBITDA for Q4 2025 was $4.9 million, down 6.3% from Q4 2024, while the annual EBITDA was $18.3 million, a 13.3% decline, indicating cost pressures during the company's transformation.
- Net Income Fluctuations: The net income for Q4 2025 was $1.9 million, or $0.07 per diluted share, significantly lower than the previous year's $6.8 million, with total net income for 2025 at $9.0 million, highlighting volatility in profitability.
- Share Buyback Program: During Q4 2025, the company repurchased 667,193 ordinary shares for $6.1 million, demonstrating confidence in its stock value, and received court approval for up to $25 million for future buybacks and cash dividends.

- Revenue Growth: AudioCodes reported fourth-quarter revenues of $62.6 million, reflecting a 1.7% year-over-year increase, while total revenue for 2025 reached $245.6 million, up 1.4% from 2024, indicating stable market performance.
- Profitability Analysis: The GAAP net income for Q4 was $1.9 million, or $0.07 per diluted share, compared to $6.8 million in the same quarter of 2024, highlighting a decline in profitability amid intensified market competition and cost pressures.
- Cash Flow and Buyback: Operating cash flow for 2025 totaled $29.4 million, with $4.1 million generated in Q4, while the company repurchased 667,193 ordinary shares for $6.1 million during the quarter, reflecting confidence in its intrinsic value.
- Strategic Investment and Outlook: Continued investments in Live services and Conversational AI have driven a 22% increase in Annual Recurring Revenue (ARR), positioning AudioCodes for robust revenue growth in the future, particularly in the enterprise voice application sector.
- Earnings Announcement Date: AudioCodes is set to release its Q4 earnings on February 3rd before market open, with a consensus EPS estimate of $0.16, reflecting a significant year-over-year decline of 56.8%, which may dampen investor sentiment.
- Revenue Expectations: The anticipated revenue for Q4 is $62 million, representing a modest year-over-year growth of 0.6%, indicating the company's ability to maintain stability in a challenging market environment.
- Historical Performance Review: Over the past two years, AudioCodes has only beaten EPS and revenue estimates 38% of the time, suggesting ongoing challenges in profitability that could influence future investor decisions.
- Forecast Revision Trends: In the last three months, there has been one upward revision to EPS estimates with no downward adjustments, while revenue estimates experienced one downward revision, reflecting a cautious market outlook on the company's future performance.
- Portfolio Expansion: AudioCodes has announced an expanded certified portfolio of voice solutions for Webex Calling, including Cloud Connect PSTN connectivity and three models from the 400HD series of IP phones, aimed at enhancing user experience and accelerating market penetration.
- Device Certification: The newly added MediaPack analog gateway series enables seamless connection of legacy devices to Webex Calling, facilitating gradual migration for customers and meeting diverse user needs, thereby enhancing competitive positioning in the market.
- Centralized Management Features: All certified IP phone models can be centrally managed via AudioCodes Device Manager and the Webex Control Hub, streamlining IT operations and improving enterprise efficiency while ensuring users receive high-quality calling experiences.
- Global Support Services: AudioCodes offers a full suite of professional services and 24/7 global support to assist partners and end customers in achieving successful implementations, further solidifying its leadership position in the unified communications market.








