DOX

Palm Valley Capital Fund acquired three new positions during the second quarter: The Clorox Company, Molson Coors Beverage Company, and Vontier Corp. We sold our position in Heartland Express during the quarter. The stocks most negatively affecting the Fund's second quarter return were Amdocs, LKQ, and Chord Energy.

Transformation program to be delivered on the Amdocs Customer Engagement Platform, part of aOS agentic operating system , enabling a unified, AI-native, future-ready engagement foundation JERSEY CITY, NJ / ACCESS Newswire / June 24, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, today announced that telecom operator Three Scandinavia has selected Amdocs as a strategic partner to support parts of its ongoing business and digital transformation across Sweden and Denmark. The program is focused on simplifying and modernizing selected customer engagement and commerce capabilities, supporting more consistent and efficient operations across the Nordic markets.

Amdocs, Supermicro and 1Finity deploy NVIDIA AI infrastructure on Red Hat Openshift, creating a unified foundation for today's RAN workloads and tomorrow's edge AI, analytics and physical AI applications JERSEY CITY, NJ / ACCESS Newswire / June 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced the successful completion of a live AI-RAN field-validated blueprint in collaboration with 1Finity, a Fujitsu company and leading provider of global network solutions, and Supermicro, a global technology company providing server, storage and networking solutions. AI-RAN is becoming a strategic priority for communications service providers (CSPs) seeking to improve network efficiency, performance, and operational agility as they prepare for more autonomous network operations.

Store Genie is already delivering strong results at Smart Communications, helping modernize retail and frontline operations. Built on Amdocs aOS with Amazon Bedrock AgentCore, the solution now helps reduce customer resolution time by up to 98% at PLDT Home JERSEY CITY, NJ / ACCESS Newswire / June 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced the successful deployment of Store Genie, its agentic AI-powered customer service solution, for PLDT Home, the wireline and broadband division of PLDT Inc., a leading telecommunications and digital service provider in the Philippines.

Amdoc trades at a mid-single digit P/E, reflecting mature telecom IT status and perceived lack of growth. DOX is actively leveraging its strong resources to position for Agentic AI opportunities, a catalyst not yet reflected in its valuation. The shares have already declined 40% over the past year, limiting further downside risk relative to potential AI-driven upside.

Amdocs (DOX) reported earnings 30 days ago. What's next for the stock?

JERSEY CITY, NJ / ACCESS Newswire / May 14, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced it will attend the following investor conferences during the third quarter of fiscal 2026: May 18 Oppenheimer 27th Annual Israeli Conference The David Intercontinental Hotel, Tel Aviv Fireside Chat + Investor meetings Tal Rozenfeld, Amdocs incoming CFO May 27 TD Cowen 54th Annual Technology, Media & Telecom Conference Intercontinental NY Barclay, New York Investor meetings Matt Smith, Amdocs head of Investor Relations June 2 Stifel 2026 Boston Cross Sector Conference InterContinental Boston, Boston Investor meetings Tal Rozenfeld, Amdocs incoming CFO Anthony Goonetilleke, Amdocs group president Technology & head of Strategy and Matt Smith, Amdocs head of Investor Relations June 3 Bank of America Global Technology Conference The Westin St. Francis Hotel, San Francisco Investor meetings Matt Smith, Amdocs head of Investor Relations June 10 Mizuho Technology Conference Conrad Hotel Downtown, New York Investor meetings Matt Smith, Amdocs head of Investor Relations Supporting Resources Learn more about Amdocs Experience Lab Keep up with Amdocs news by visiting the company's website Follow us on X , Facebook , LinkedIn and YouTube About Amdocs Amdocs helps the world's leading communications and media companies deliver exceptional customer experiences through reliable, efficient, and secure operations at scale. We provide software products and services that embed intelligence into how work runs across business, IT, and network domains - delivering measurable outcomes in customer experience, network performance, cloud modernization, and revenue growth.

DOX beats Q2 earnings and revenue estimates. Growth across regions and backlog expansion support its updated fiscal 2026 guidance.

Amdocs Limited (DOX) Q2 2026 Earnings Call Transcript

Supporting 12,000 transactions per second across three active cloud regions, the Amdocs Entitlement Server sets a new benchmark on Microsoft Azure for performance, reliability, and availability needed by large telecom operators to confidently launch and sustain eSIM services at scale JERSEY CITY, NJ / ACCESS Newswire / May 13, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services for communications and media companies, today announced that its Entitlement Server, the core of the Amdocs eSIM Cloud, has achieved a sustained 12,000 Transactions Per Second (TPS) across three geographically distributed Microsoft Azure regions in a production-grade, active-active deployment. This milestone represents one of the highest publicly benchmarked throughput levels for a carrier-grade entitlement server.