AudioCodes Ltd.

NasdaqGS:AUDC 株式レポート

時価総額:US$218.0m

AudioCodes マネジメント

マネジメント 基準チェック /34

AudioCodesの CEO はShabtai Adlersbergで、 Jan1993年に任命され、 の在任期間は 33.33年です。 の年間総報酬は$ 2.34Mで、 15.3%給与と84.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の18.2%を直接所有しており、その価値は$ 39.68M 。経営陣と取締役会の平均在任期間はそれぞれ9.8年と13.4年です。

主要情報

Shabtai Adlersberg

最高経営責任者

US$2.3m

報酬総額

CEO給与比率15.28%
CEO在任期間33.3yrs
CEOの所有権18.2%
経営陣の平均在職期間9.8yrs
取締役会の平均在任期間13.4yrs

経営陣の近況

Recent updates

ナラティブ更新 Jan 24

AUDC: AI Contact Center Wins And Buybacks Will Drive Future Upside

Analysts have kept their price target on AudioCodes steady at US$12.50, with only small adjustments to discount rate, growth, margin, and future P/E assumptions. This indicates that their core view on the stock remains broadly unchanged.
ナラティブ更新 Jan 10

AUDC: AI Voice Modernization And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for AudioCodes steady at $12.50, with only minimal tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E that reflect fine tuning rather than a shift in their overall view. What's in the News AudioCodes reported that its Voca Conversational Interaction Center, together with partners Go2Uno and Atento, supported a large-scale modernization of voice agents and Conversational IVR for a major healthcare organization, including more than 500 concurrent voice agents and multiple carrier integrations, with deployment completed in a few weeks (company announcement).
ナラティブ更新 Dec 24

AUDC: Large Scale AI Voice Deployment Will Support Long Term Upside Potential

Analysts have maintained their fair value estimate for AudioCodes at approximately $12.50 per share, citing largely unchanged assumptions around revenue growth, profit margins, and future valuation multiples. What's in the News AudioCodes launched a large scale deployment of its Voca Conversational Interaction Center with partners Go2Uno and Atento for a major healthcare organization, modernizing legacy IVR and supporting over 500 concurrent AI powered voice agents in just a few weeks (Key Developments).
ナラティブ更新 Dec 09

AUDC: AI Voice Automation Will Drive Confidence In Long Term Prospects

Analysts modestly raised their price target on AudioCodes to $12.50 from $12.00, citing a slightly higher long term discount rate, sustained expectations for revenue growth and profit margins, and a premium future P E multiple. What's in the News AudioCodes Ltd.
ナラティブ更新 Nov 25

AUDC: Repurchase Program And AI Expansion Will Support Profitable Growth Ahead

Analysts have maintained their fair value estimate for AudioCodes at $12.50. They cite stable profit margins and only slight adjustments to discount rate and growth assumptions as rationale for the unchanged price target.
分析記事 Nov 11

AudioCodes (NASDAQ:AUDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Investors signalled that they were pleased with AudioCodes Ltd.'s ( NASDAQ:AUDC ) most recent earnings report. Looking...
ナラティブ更新 Nov 10

AUDC: Share Buybacks And AI Launch Will Drive Future Performance

Analysts have maintained their price target for AudioCodes at $12.50, citing improved revenue growth and profit margin projections that compensate for a significantly reduced future price-to-earnings ratio. What's in the News AudioCodes has completed the repurchase of 1,267,436 shares, representing 4.39% of the company, for $12.7 million under its recent buyback program (Key Developments).
ナラティブ更新 Oct 27

AI-Powered Voice Developments And Buyback Moves Will Shape Outlook Ahead

Analysts have maintained their fair value estimate for AudioCodes at $12.50 per share. They cited only minor updates to financial assumptions and no material change to their overall outlook.
ナラティブ更新 Oct 13

AI Voice And Cisco Webex Calling Will Forge Mixed Outlook

Analysts have raised their price target for AudioCodes from $10.75 to $12.50, citing adjustments to financial model assumptions as well as updated expectations for revenue growth and profitability. What's in the News AudioCodes launched AI Agents, a new module for its Live Hub Voice CPaaS.
分析記事 Aug 03

AudioCodes (NASDAQ:AUDC) Is Increasing Its Dividend To $0.20

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will be paying its dividend of $0.20 on the 28th of...
分析記事 Jul 18

Is There An Opportunity With AudioCodes Ltd.'s (NASDAQ:AUDC) 47% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, AudioCodes fair value estimate is US$20.52 AudioCodes is...
Seeking Alpha Jun 18

AudioCodes: Margins Improve, But Growth Still Missing

Summary AudioCodes is transitioning successfully to a service-led model, with services now contributing over 53% of revenue, driving higher margins and recurring cash flows. Revenue growth remains flat, with 2024 revenue slightly down and only modest 2025 guidance, suggesting the turnaround is still in progress. Deep integrations with Microsoft Teams and Genesys Cloud position AudioCodes well in the unified communications and contact center markets, but competition from larger players like Cisco and Oracle limits upside. Valuation is modest at ~10x forward P/E and ~0.85x EV/sales, reflecting market caution amid low growth and execution risks. Technical setup remains weak, and a re-rating likely requires clear momentum in AI-driven software sales and sustained ARR growth. Read the full article on Seeking Alpha
User avatar
新しいナラティブ May 11

AI Voice And Cisco Webex Calling Will Forge Mixed Outlook

AudioCodes is focusing on AI technology and expanding partnerships to drive revenue growth and enhance profitability through new market opportunities.
分析記事 May 07

Should You Think About Buying AudioCodes Ltd. (NASDAQ:AUDC) Now?

While AudioCodes Ltd. ( NASDAQ:AUDC ) might not have the largest market cap around , it saw significant share price...
分析記事 Apr 07

Why AudioCodes' (NASDAQ:AUDC) Earnings Are Better Than They Seem

The market seemed underwhelmed by the solid earnings posted by AudioCodes Ltd. ( NASDAQ:AUDC ) recently. Our analysis...
分析記事 Feb 14

AudioCodes' (NASDAQ:AUDC) Dividend Will Be $0.18

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will pay a dividend on the 6th of March, with...
分析記事 Jan 19

Should You Think About Buying AudioCodes Ltd. (NASDAQ:AUDC) Now?

AudioCodes Ltd. ( NASDAQ:AUDC ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 Nov 07

AudioCodes Ltd.'s (NASDAQ:AUDC) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Seeking Alpha Oct 01

AudioCodes Moves To SaaS, Gen AI, And Conversational AI

Summary AudioCodes is transitioning from declining legacy products to a recurring revenue model, focusing on managed services and AI integration with Microsoft Teams. Despite impressive growth in new services, intense competition and geopolitical risks pose significant challenges to AUDC's future success. The current valuation suggests AUDC shares are overvalued, but the solid balance sheet and dividend yield might make it attractive for income-focused investors. Read the full article on Seeking Alpha
分析記事 Sep 10

It Looks Like AudioCodes Ltd.'s (NASDAQ:AUDC) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights AudioCodes' Annual General Meeting to take place on 17th of September Total pay for CEO Shabtai Adlersberg...
分析記事 Sep 08

AudioCodes (NASDAQ:AUDC) Will Be Hoping To Turn Its Returns On Capital Around

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 Aug 14

AudioCodes (NASDAQ:AUDC) Has Affirmed Its Dividend Of $0.18

AudioCodes Ltd.'s ( NASDAQ:AUDC ) investors are due to receive a payment of $0.18 per share on 29th of August. This...
Seeking Alpha Apr 24

AudioCodes: Transition Is Going Well, But Can It Continue? I Say Yes

Summary AudioCodes is transitioning to a software-service-based company, which has the potential to revitalize its profitability and efficiency in the long run. The company has a strong balance sheet with no debt and $38 million in cash and equivalents, making it an attractive investment for debt-averse investors. AudioCodes is focusing on AI-first voice-related software and applications, which could lead to higher margins and licensing revenues in the future. Read the full article on Seeking Alpha
分析記事 Feb 13

AudioCodes (NASDAQ:AUDC) Has Announced A Dividend Of $0.18

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will pay a dividend on the 6th of March, with...
分析記事 Feb 07

Be Wary Of AudioCodes (NASDAQ:AUDC) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

CEO報酬分析

AudioCodes の収益と比較して、Shabtai Adlersberg の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$7m

Dec 31 2025n/an/a

US$9m

Sep 30 2025n/an/a

US$14m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$17m

Dec 31 2024US$2mUS$358k

US$15m

Sep 30 2024n/an/a

US$12m

Jun 30 2024n/an/a

US$14m

Mar 31 2024n/an/a

US$11m

Dec 31 2023US$3mUS$358k

US$9m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$14m

Mar 31 2023n/an/a

US$20m

Dec 31 2022US$4mUS$393k

US$28m

Sep 30 2022n/an/a

US$28m

Jun 30 2022n/an/a

US$31m

Mar 31 2022n/an/a

US$32m

Dec 31 2021US$4mUS$408k

US$34m

Sep 30 2021n/an/a

US$35m

Jun 30 2021n/an/a

US$34m

Mar 31 2021n/an/a

US$32m

Dec 31 2020US$3mUS$385k

US$27m

Sep 30 2020n/an/a

US$11m

Jun 30 2020n/an/a

US$8m

Mar 31 2020n/an/a

US$6m

Dec 31 2019US$2mUS$371k

US$4m

報酬と市場: Shabtaiの 総報酬 ($USD 2.34M ) は、 US市場 ($USD 1.59M ) の同規模の企業の平均を上回っています。

報酬と収益: Shabtaiの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Shabtai Adlersberg (72 yo)

33.3yrs
在職期間
US$2,341,686
報酬

Mr. Shabtai Adlersberg serves as the Chief Executive Officer of AudioCodes, Inc. Mr. Adlersberg co-founded Audiocodes Ltd. in 1993 and has been its Chief Executive Officer and President since 1993. Until D...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Shabtai Adlersberg
Co-Founder33.3yrsUS$2.34m18.2%
$ 39.7m
Niran Baruch
CFO & VP of Finance9.8yrsUS$866.75k0.41%
$ 899.9k
Ofer Nimtsovich
Chief Operating Officer8.3yrsUS$870.88kデータなし
Lior Aldema
Executive VP & Chief Business Officerno dataUS$1.15m0.45%
$ 970.9k
Roger Chuchen
Vice President of Investor Relationsno dataデータなしデータなし
Itamar Rosen
Chief Legal Officer & Company Secretaryno dataデータなしデータなし
Hilit Fishman
Vice President of Marketing1.3yrsデータなしデータなし
Tal Dor
Vice President of Human Resources26.2yrsデータなしデータなし
9.8yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: AUDCの経営陣は経験豊富で経験豊富です(平均在職期間は9.8年)。


取締役

名称ポジション在職期間報酬所有権
Shabtai Adlersberg
Co-Founder33.3yrsUS$2.34m18.2%
$ 39.7m
Stanley Stern
Independent Director13.4yrsデータなし0.019%
$ 42.1k
Doron Nevo
Independent Outside Chairman26.3yrsデータなし0.019%
$ 42.1k
Zehava Simon
Independent Director12.3yrsデータなし0.27%
$ 589.4k
Joseph Tenne
Independent Director22.9yrsデータなし0.019%
$ 42.1k
Shira Birenbaum
Independent Director4.2yrsデータなし0.039%
$ 84.2k
Itay Makov
Independent Directorless than a yearデータなしデータなし
13.4yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: AUDCの 取締役会 は経験豊富で 経験豊富 です ( 13.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/11 15:47
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AudioCodes Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Tal LianiBofA Global Research
Edward JacksonCantor Fitzgerald & Co.
Jaywant SrivatsaChardan Capital Markets, LLC