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AUDCBullishEarningsnews
High materiality8/10

AudioCodes Reports Q2 2026 Revenue Growth, ARR Up 20%, Declares Dividend

Aug 4, 2026, 2:03 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The combination of ARR expansion, a sizable share repurchase, and a forthcoming dividend typically supports near-term share price and investor sentiment, even if GAAP margins remain modest. Historical precedent shows mid-cap tech/service names often pop on capital-return signals when earnings beat or align with strategic growth stories.

AI summary

What happened, with direct paths to the underlying reporting

AudioCodes reported Q2 2026 revenue of $63 million, up 3.1% year over year, with services revenue of $34.6 million (+6.2%). Annual recurring revenue reached $84 million, a 20% YoY rise supported by Live services and Voice AI, aided by momentum in Microsoft Teams deployments. The company announced a semiannual dividend of $0.20 per share and a share-repurchase program, supporting near-term upside while valuation reflects modest GAAP profitability.

  • AUDC Q2 revenue $63M, up 3.1% YoY; services revenue $34.6M, up 6.2%.
  • ARR rose to $84M, up 20% YoY; Microsoft Teams business up 5%.
  • GAAP margins: gross 65.7%, operating 5.1%; Non-GAAP: gross 65.8%, op 7.4%.
  • Share buyback: 950,133 shares for $8.9M; semiannual dividend of $0.20.
  • Dividend payable Sep 3, 2026; Israel court-approved buyback up to $25M.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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