How Smart’s AI retail deployment with Amdocs (DOX)’s Store Genie changed the investment story

• Smart Communications, a subsidiary of PLDT, recently announced that it has selected Amdocs to deploy Store Genie, an AI solution powered by Amdocs’ Cognitive Core, on AWS. It will transform retail and field operations by enabling autonomous, real-time processing of most customer requests.
• This deployment embeds telecom-specific AI directly into in-store workflows and highlights how Amdocs is moving beyond backend systems to customer-facing, AI-driven service experiences for large carriers.
• Next, consider how the rollout of Amdocs’ Store Genie for smart communications impacts your cloud and AI-driven investment story.

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Amdocs Investment Story Summary

Amdocs appeals to shareholders who believe carriers will continue to rely on Amdocs as a core system while gradually adopting cloud and AI to reduce costs and modernize the customer experience. The Smart Communications Store Genie rollout strengthens Amdocs’ pitch on AI in live retail environments, but does not clearly change the short-term picture of modest revenue outlook and the key risks that spending by the major telco’s customers could remain cautious.

Among recent announcements, the company’s decision to increase its quarterly dividend to US$0.569 per share in February 2026 stands out next to Smart’s AI implementation. The dividend increases and continued share buybacks highlight how Amdocs continues to return cash to shareholders while funding cloud and AI initiatives such as Store Genie, which many investors note could offset legacy transformation projects that have been delayed.

But while Store Genie looks reassuring, investors still need to pay close attention to the risks posed by customers of major carriers.

Read the full story on Amdocs (it’s free!)

The Amdocs story projects $5 billion in revenue and $970.1 million in revenue by 2028. This would require annual revenue growth of 2.8% and an increase in revenue of approximately $416 million from the current $553.7 million.

We reveal how Amdocs’ forecasts yield a fair value of $93.82, 45% above the current price.

explore other perspectives

The most optimistic analysts already expect sales to be around US$5.2 billion and profits to be around US$842 million by 2029, and although these forecasts and contrasting concerns about rising AI-related costs all predate this news, and much could change from here, they see Store Genie-style AI wins and large-scale AI investments strengthening the path to higher growth and higher margins.

Check out 3 other fair value estimates on Amdocs – Find out why the stock is worth 97% more than its current price.

reach one’s own conclusion

Don’t just follow the ticker, dig deep into the data and truly build your own beliefs.

• A great starting point for Amdocs research is an analysis that reveals five key benefits that can influence your investment decision.
• Our free Amdocs research report provides comprehensive fundamental analysis compiled into a single visual (snowflake), allowing you to easily assess Amdocs’ overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

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