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AUDCBullishEarningsnews
High materiality8/10

AudioCodes Q2 2026 ARR at $84M; announces dividend and buybacks

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

The combination of ARR expansion, steady GAAP/Non-GAAP margins, a meaningful buyback, and a tangible dividend creates multiple tailwinds for AUDC. Positive quarterly progression, plus visibility from AI-driven Live/Voice AI platforms and the Microsoft Teams channel, suggests upside risk-reward remains favorable in the near term, especially if investor sentiment rotates toward small-cap tech that monetizes AI capabilities.

AI summary

What happened, with direct paths to the underlying reporting

AudioCodes posted Q2 2026 revenue of $63M, up 3.1% year over year, with ARR at $84M, up 20%. Non-GAAP earnings were $3.9M, while GAAP net income was $0.5M. The company also announced an $8.9M buyback, a $0.20 per-share dividend, and sustained AI-driven growth in Live services and Voice AI, underpinning potential multiple expansion.

  • AUDC Q2 2026 revenue rose 3.1% to $63M; services up 6.2% to $34.6M.
  • ARR reached $84M, up 20% YoY; Microsoft Teams contribution grew 5%.
  • GAAP margins: gross 65.7%, operating 5.1%; Non-GAAP gross 65.8%, operating 7.4%.
  • Share repurchase: 950,133 shares for $8.9M; cash balance $64.2M; dividend declared.
  • Israel court approved up to $25M buyback/dividend; dividend $0.20/sh payable Sept 3, 2026.

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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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