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2026-05-07 09:01:11
AudioCodes 發布年度報告,展現成長動能、市場信心與AI轉型布局
AudioCodes 為上市企業,依法須提交年度財務報告。本次釋出最新年度報告,讓投資人與產業人士更清晰掌握公司財務狀況、戰略方向與未來成長重點。這份報告不只是例行性揭露,更是觀察企業發展路徑、競爭優勢與長期投資布局的重要參考。簡單來說:從財務脈絡,看懂企業走向。 AudioCodes 年度報告強調企業成長韌性、扎實的語音基礎建設地位,以及以AI為核心的長期通訊發展策略。 市場信心是資本市場最珍貴的指標之一。年度報告發布後,股市整體氛圍樂觀,顯示投資人持續認可 AudioCodes 的營運韌性,並對企業未來發展維持高度信心。年度報告:同時揭露營運穩定性與戰略挑戰報告完整說明企業財務體質、治理架構與市場定位,同時點出與 Microsoft、Zoom 等產業龍頭的戰略合作依存度。報告中大幅篇幅用於風險與不確定性評估,體現管理階層對於整體營運環境的審慎態度。其中最受關注的風險包含:地緣政治動盪、以色列區域衝突,這些因素皆可能影響企業營運、規劃與供應鏈穩定性。報告亦點列全球性結構壓力,包含全球通膨、脆弱的供應鏈、各國法規變動,以及雲端轉型、AI導入等技術變革帶來的適應挑戰。

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AudioCodes 發布年度報告,展現成長動能、市場信心與AI轉型布局

AudioCodes 為上市企業,依法須提交年度財務報告。本次釋出最新年度報告,讓投資人與產業人士更清晰掌握公司財務狀況、戰略方向與未來成長重點。這份報告不只是例行性揭露,更是觀察企業發展路徑、競爭優勢與長期投資布局的重要參考。簡單來說:從財務脈絡,看懂企業走向。

AudioCodes年度報告概念圖:企業語音基礎建設、AI智慧通訊、會話邊界控制器、閘道器、雲端協作與財務成長方向
AudioCodes 年度報告強調企業成長韌性、扎實的語音基礎建設地位,以及以AI為核心的長期通訊發展策略。

市場信心是資本市場最珍貴的指標之一。年度報告發布後,股市整體氛圍樂觀,顯示投資人持續認可 AudioCodes 的營運韌性,並對企業未來發展維持高度信心。

年度報告:同時揭露營運穩定性與戰略挑戰

報告完整說明企業財務體質、治理架構與市場定位,同時點出與 Microsoft、Zoom 等產業龍頭的戰略合作依存度。報告中大幅篇幅用於風險與不確定性評估,體現管理階層對於整體營運環境的審慎態度。

其中最受關注的風險包含:地緣政治動盪、以色列區域衝突,這些因素皆可能影響企業營運、規劃與供應鏈穩定性。報告亦點列全球性結構壓力,包含全球通膨、脆弱的供應鏈、各國法規變動,以及雲端轉型、AI導入等技術變革帶來的適應挑戰。

年度報告不只是財務揭露文件,也是企業針對營運風險、戰略優先事項與未來發展方向的正式聲明。

區域營運表現:全球市場需求維持韌性

以區域市場來看,AudioCodes 整體營運表現穩健。雖本土市場面臨壓力,但海外各地區維持正成長,代表國際業務發展步調良好,海外需求持續帶動企業擴張。

各地區營運差異說明,外部環境衝擊並未瓦解企業整體全球動能。AudioCodes 維持多元市場布局、營運結構均衡,透過多區域穩定需求,維持整體營運動能。

SBC 與閘道器市場維持龍頭競爭力

產品端表現方面,AudioCodes 在存取類通訊設備持續維持領先。其中會話邊界控制器(SBC)與各式閘道器為核心競爭產品,在全球通訊市場佔有穩固市占率。

企業級SBC市場中,AudioCodes 與 Oracle、Ribbon Communications、Cisco 等國際大廠競爭。隨著SBC應用場景日趨複雜、普及度提升,企業以高並發穩定性、資安強度、高可靠度與彈性擴展性建立市場口碑,憑藉大量實場建置經驗,獲得大型企業與關鍵任務產業的採用認可。

在中國市場,AudioCodes 的 SBC 解決方案於產業用戶維持領先地位,廣泛導入金融、能源、交通、指揮監控等環境。對於這些高度依賴穩定營運的產業,設備可靠度、服務連續性與安全語音架構為必要條件,也是 AudioCodes 的核心優勢。

類比、低密度與中密度數位閘道器市場中,AudioCodes 同樣面臨 Ribbon Communications、Cisco、Grandstream、Sangoma 等廠商競爭。憑藉長年累積的企業語音連接、網路遷移、多場域閘道器建置專業,仍維持不可取代的市場價值。

隨著語音網路持續演進,兼具穩定性、資安與彈性整合能力的基礎建設廠商,將持續掌握企業與產業通訊的戰略價值。

人工智慧成為產品策略核心驅動力

報告最明確的趨勢指出:人工智慧已成為 AudioCodes 未來產品發展的核心動力。這代表企業從傳統語音基礎建設,正式轉向AI優先的軟體與服務模式。AI不再是附加功能,而是現代企業提升員工生產力、自動化客戶服務、強化通訊價值的必要能力。

此轉變也契合全球產業趨勢。現代企業對通訊平台的期待不再侷限語音傳輸,更需要具備對話理解、數據洞察、流程自動化、數位工作流整合等能力。AudioCodes 順應市場需求,全面布局AI智慧通訊。

VoiceAI 產品線持續擴張

會議洞察 Meeting Insights

AudioCodes 強化 VoiceAI 產品線,結合對話式AI與機器學習,實現客服流程自動化與商業數據分析。其中「Meeting Insights」為旗艦AI解決方案,主打會議錄製、文字轉寫與內容分析。

此平台不只是單純錄影錄音工具,可自動產出會議摘要、待辦事項、重點結論,協助團隊整理資料、提升生產力,落實會議後執行追蹤。

Voca CIC 全通路客服中心

Voca CIC 是另一項AI核心解決方案,為 Microsoft Teams 量身打造AI優先全通路客服中心,整合對話式互動語音、虛擬客服與AI摘要功能,單一平台提升客戶互動品質與服務效率。

透過將AI深度導入客服場景,AudioCodes 協助企業實現客戶互動自動化,串聯內部協作與外部服務流程,是企業數位轉型的重要布局。

互動洞察 Interaction Insights

Interaction Insights 為雲端SaaS錄音解決方案,導入AI數據分析,協助企業滿足法規遵循、品質管理與教育訓練需求。在高度監管與服務導向產業,通訊錄音不再只是備份檔案,而是優化服務、風險管控、人力管理的關鍵營運資產。

這象徵語音產業的重大轉變:通話錄音從單純封存檔案,轉化為可分析、可優化的營運數據。

串聯傳統電話與大型語言模型、生成式AI架構

AudioCodes AI戰略的重要環節,是建構傳統電話系統與現代AI生態的銜接層。透過 VoiceAI Connect、Live Hub 等解決方案,協助企業將大型語言模型(LLM)與語音辨識服務,整合至既有語音環境。

企業無需汰換現有通訊基礎建設,即可建置AI語音機器人、虛擬助理與智慧服務流程,在保護既有投資的前提下,完成語音系統智慧升級。

透過銜接傳統語音系統與全新AI技術,AudioCodes 從傳統語音設備商,轉型為企業AI落地的關鍵助力者。

AI 全面導入硬體設備與會議空間

AudioCodes 的AI布局不局限軟體與雲端,更直接整合至實體硬體與會議設備。旗下RX系列會議設備內建AI功能,包含發言人追蹤、雜訊抑制、沉浸式視訊會議優化。

智慧會議解決方案結合智慧硬體、自動摘要與協作強化功能,將AI導入日常辦公場域,帶來可立即體驗的生產力提升。

整合通訊與客服中心產業匯流

AudioCodes 以AI推動整合通訊(UC)與客服中心的產業融合,以 Microsoft Teams 等雲端協作平台為基礎,串聯內部團隊協作與AI智慧客服,降低IT管理成本,打造一體化服務環境。

此戰略契合企業簡化架構、降低營運複雜度、強化內外部工具整合的需求。

數據分析、視覺化管理與委外服務價值提升

服務層面,AudioCodes 擴展 Live Platform 智慧平台,導入即時數據分析與AI洞察,提供服務商與合作夥伴完整的使用行為、服務品質、營運狀態監控。

透過精準數據,合作夥伴可實現數據導向優化與主動式設備生命週期管理。從硬體軟體銷售,延伸至智慧營運服務,完善產品價值鏈。

風險與機遇並存的年度報告

整體而言,這份年度報告展現 AudioCodes 在動盪環境中的平衡布局:坦然面對地緣風險、通膨、供應鏈、法規與技術變動等挑戰,同時持續投資潛力市場、鞏固核心基礎建設優勢,以AI通訊做為長期發展藍圖。

對投資人、合作夥伴與企業客戶而言,訊息十分明確:AudioCodes 不只是守護傳統語音市場地位,更重新定義自身價值,在雲端、智慧自動化、語音分析、AI客服的新時代通訊產業中,持續創造市場優勢。

常見問答

AudioCodes 年度報告的核心重點為何?

報告指出,企業財務體質穩健、戰略方向明確,專注長期轉型,並持續強化AI、雲端通訊與智慧語音服務的發展比重。

市場對於本次報告反應為何?

反應正面。報告發布後投資氛圍樂觀,代表市場認同企業營運韌性,並看好長期發展方向。

AudioCodes 最具競爭力的產品領域?

會話邊界控制器(SBC)與閘道器為核心優勢產品,於企業語音基礎建設市場維持強大競爭力。

SBC 與閘道器主要競爭對手?

SBC市場:Oracle、Ribbon Communications、Cisco;類比與數位閘道器:Ribbon Communications、Cisco、Grandstream、Sangoma。

AI 對於 AudioCodes 未來戰略的重要性?

AI 為產品開發核心驅動力,涵蓋智慧會議、客服自動化、語音分析、LLM整合、智慧會議室與服務優化等全方位應用。

報告揭露的未來發展方向?

AudioCodes 將持續從傳統語音基礎建設,轉型為AI優先的軟體、服務與智慧通訊平台,同時因應外部風險與市場變動穩定營運。

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