AudioCodes Ltd.

NasdaqGS:AUDC 주식 리포트

시가총액: US$218.0m

AudioCodes 경영진

경영진 기준 점검 3/4

AudioCodes CEO는 Shabtai Adlersberg, Jan1993 에 임명되었습니다 의 임기는 33.33 년입니다. 총 연간 보상은 $2.34M, 15.3% 급여 및 84.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $39.68M 가치에 해당하는 회사 주식의 18.2% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.8 년과 13.4 년입니다.

핵심 정보

Shabtai Adlersberg

최고경영자

US$2.3m

총 보수

CEO 급여 비율15.28%
CEO 재임 기간33.3yrs
CEO 지분 보유율18.2%
경영진 평균 재임 기간9.8yrs
이사회 평균 재임 기간13.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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
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새 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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 보수 분석

Shabtai Adlersberg의 보수는 AudioCodes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Shabtai의 총 보수(USD2.34M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.59M)보다 높습니다.

보상과 수익: Shabtai의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Shabtai Adlersberg (72 yo)

33.3yrs
재임 기간
US$2,341,686
보수

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...


리더십 팀

이름직위재임 기간보수지분
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$870.88k데이터 없음
Lior Aldema
Executive VP & Chief Business Officerno dataUS$1.15m0.45%
$ 970.9k
Roger Chuchen
Vice President of Investor Relationsno data데이터 없음데이터 없음
Itamar Rosen
Chief Legal Officer & Company Secretaryno data데이터 없음데이터 없음
Hilit Fishman
Vice President of Marketing1.3yrs데이터 없음데이터 없음
Tal Dor
Vice President of Human Resources26.2yrs데이터 없음데이터 없음
9.8yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: AUDC의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.8 년).


이사회 구성원

이름직위재임 기간보수지분
Shabtai Adlersberg
Co-Founder33.3yrsUS$2.34m18.2%
$ 39.7m
Stanley Stern
Independent Director13.4yrs데이터 없음0.019%
$ 42.1k
Doron Nevo
Independent Outside Chairman26.3yrs데이터 없음0.019%
$ 42.1k
Zehava Simon
Independent Director12.3yrs데이터 없음0.27%
$ 589.4k
Joseph Tenne
Independent Director22.9yrs데이터 없음0.019%
$ 42.1k
Shira Birenbaum
Independent Director4.2yrs데이터 없음0.039%
$ 84.2k
Itay Makov
Independent Directorless than a year데이터 없음데이터 없음
13.4yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: AUDC의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 13:56
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

AudioCodes Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tal LianiBofA Global Research
Edward JacksonCantor Fitzgerald & Co.
Jaywant SrivatsaChardan Capital Markets, LLC