Amdocs Limited Citi’s 2026 Global TMT Conference
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To help them accelerate the adoption of AI. For that, they will realize the value that this era can bring to them, reduce complexity, accelerate the time that it takes them to launch new products and new offering, reimagine all their workflows end-to-end, which is a key and important parameter for our customers. Last but not least, of course, reduce significantly in their cost structure.
I can tell you one thing, because I sat down the hall, I saw Verizon this morning.
They talked about AI really impacting the business two ways. One is in customer retention, customer interaction, but also internally taking cost out. Maybe let's talk about agentic AI. You're excited about this opportunity. You talked about how you can help customers. Can we drill down a little bit on how exactly your systems are doing this? What are you bringing to the table?
The main offering of Amdocs for this era is what we call aOS, the Amdocs Agentic Operating System. In our view, our customers have right now an amazing opportunity to fundamentally change the way Verizons and other customers are operating today. We are running and supporting our customers with ecosystems of systems that were built over the years, evolution of systems that were built layer on layer on layer, and eventually, you end up with a spaghetti of systems that are running today, the entire ecosystem of any telecommunication today all over the world. Again, it's a natural evolution of an industry. But now there's an opportunity to replace all of it, all of it with a platform that, in our vision, should be fully autonomous, fully agentic, business-to-machine, that will change fundamentally the way customers are operating today.
This is the vision that we are bringing today to our customers under the umbrella of aOS, the Agentic Operating System.
Can we talk, because it sounds amazing. Is this a new system? Is this taking the existing system and migrate? How actually take a carrier in- Yes Latin America, what do they have to do to integrate aOS?
Yeah. So aOS, think about it as a technological framework, is a set of products, tools, services, migration tools, the entire portfolio that is needed in order to help a customer to embark on any journey.
Yeah. Because we know that today customers are starting from different starting point.
They have different ecosystems that they are operating today. Once they subscribe on the vision that we just described, on the future fully automated, fully agentic operating system for the telco, there is still going to be a journey. How to take them from here to this future. Some customers have more appetite to go faster. Some customers will want to transform the entire systems, and they can use our latest and greatest platform that can replace all of it. Some of them will try to do it in steps.
Our job, and this has been Amdocs' job for years in this industry, is to help them to define the right roadmap and the right path and the right journey to take it from where they are today to this future agentic journey, and the pace and the time and the risk level that they are willing to take during this journey. When I said Amdocs has been doing it for years, think about other major technological shifts that happened in the industry. Think about everyone going digital. Amdocs was there to help our customers several years ago. It was the big wave of going all digital. Amdocs was there to help them realize and become all digital. Think about the cloud, moving to the cloud. Everyone was working on-prem, and then the new technology emerged, and everyone wanted to start to move to the cloud.
This was our job, to help our customers to move from on-prem to the cloud. Now we have even a bigger opportunity because the technology and the promise is huge, but to bring this new technology and help them to become fully agentic, fully autonomous, and to change the way they operate.
Can you talk about, because you signed a large deal with Liberty Latin America.
Correct. Can you talk about, let's go even back to the beginning.
How did that conversation start? What was the deal, and how does that roll out?
Yes. Going back to this topic of journey, each one of our customers have different appetite, and therefore, we are going to tailor a different journey for each one of them. Liberty Latin America, it's a case of good customers that decided that they want to see all the benefits and enjoy all the benefits that GenAI can bring them. Got very excited from our Amdocs Agentic Operating System, from aOS, from the technology, from what it could bring, and also decided that the best way to achieve it is by basically outsourcing and giving Amdocs the keys to transform their entire organization.
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