Financial PerformanceAmdocs is a total return story, where the company is focused on generating roughly a 10% return for investors through a combination of EPS growth and the dividend yield.
Market Position And GrowthAmdocs is a high-quality company with a great competitive moat, sticky customers, nearly 75% recurring revenue, and reasonable growth prospects.
Technology And InnovationThe company re-platformed all of its products to be cloud-native, positioning itself for the coming technology cycle, including the 5G upgrade and CSPs moving to the cloud.