Summary: We update the MGI 360 Rating of Amdocs at 47 and maintain a NEUTRAL outlook. The company’s original product line up from its Optima business unit is being transformed into a set of multiple hosted/on-premise offerings that include Digital BSS Suite (aimed at mid-market telecom) and a Digital Brands Suite (DBS) (a multi-tenant SaaS offering targeting the MVNO/E/A opportunities as well as non-telco verticals like utilities, insurance, financial services, and more). The legacy mid market offering sold by Amdocs Optima division remains supported in maintenance mode, supporting current customers with a functionally deep offering with real-time billing, session control for pre-paid usage scenarios, hierarchy management, invoice customization, and payment processing. With Amdocs re-focusing on a new strategy, we expect most of the innovation investment to flow into Digital BSS Suite and Digital Brands Suite while the legacy solution will continue to fall back in relative capability vis-à-vis its fast-moving industry peer group. The speed with which the new product line-up can demonstrate its ability to capture both its traditional (telecom) and broader (non-telecom) opportunities will shape the overall market position of Amdocs in monetization and billing specifically.
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Competitors: BillingPlatform, BluLogix, CSG, Gotransverse, LogiSense, Netcracker, Oracle
