AudioCodes Meeting Insights Volume Doubles Year Over Year

AudioCodes Ltd. (AUDC) said on its August 4, 2026, second-quarter earnings call that Meeting Insights Cloud Edition meeting volume roughly doubled from the year-ago quarter. Usage growth was accompanied by recurring revenue expansion, but the company did not disclose absolute product revenue or its contribution to total revenue.[1]

AudioCodes primarily provides enterprises with voice, contact center, and unified communications products and services, generating revenue through related hardware, software, cloud services, and support. Meeting Insights is a cloud meeting-intelligence service for enterprise employees and managers. It uses generative AI to record, transcribe, and summarize online and in-person meetings, then organizes meeting content into searchable, shareable organizational knowledge that users can query. The product sits within enterprise meeting and decision workflows and is a revenue-growth application in the company's core business.

From Internal Use to Enterprise SaaS

Meeting Insights evolved from a tool that AudioCodes used internally to process more than 150 meetings a day into an enterprise SaaS product with paid conversions, expanding usage, and recurring revenue. On July 30, 2024, the company said it had used the product internally for more than two years.[4] In the third quarter of 2024, it had more than 100 proof-of-concept projects running, and about one-third were already paying customers.[3] In the first quarter of 2025, the number of meetings using generative AI to create personalized recaps had grown almost 300% from a year earlier.[2] By August 4, 2026, the product had been upgraded to a cloud edition with multilingual operation and natural-language search, while meeting volume and active users continued to grow.[1]

What the Doubling Metric Shows—and Does Not Show

The title's year-over-year doubling refers specifically to the number of meetings processed by Meeting Insights Cloud Edition in the second quarter of 2026 compared with the year-ago quarter. It does not describe an absolute meeting count, customer growth, or revenue growth.[1] The company also said active users increased year over year to a record, but it disclosed neither the absolute base for meeting volume and active users nor a definition of an active user. These usage measures therefore cannot by themselves establish higher customer productivity.

The Financial Link Remains Unquantified

The potential commercialization path runs from more meetings and active users entering the same workflow to proof-of-concept projects converting into paid relationships. If retention and average customer spending remain stable, subscription usage growth would first flow into product revenue. The decisive measure of financial importance is Meeting Insights monthly recurring revenue and its contribution to AudioCodes' total revenue. The company has described the direction of monthly recurring revenue growth but has not disclosed an absolute amount, a clear comparison period, retention, average customer spending, margins, or the product's share of revenue. Its effect on companywide revenue and profit therefore cannot be quantified.

Meeting Insights now has an observable chain from expanding meeting usage to paying customers and recurring revenue growth. The evidence confirms that product usage and commercialization are expanding together, but it does not establish that Meeting Insights has become a material revenue source for AudioCodes. The next necessary disclosure is absolute monthly recurring revenue and its share of total revenue.

Application Assessment

• Meeting Insights | Business position: Core business | Deployment stage: Limited production | Scope: Multiple businesses or regions | Value type: Revenue growth

Sources

[1] Drillr · AudioCodes Ltd. (AUDC) · 2026-08-04 · Earnings call

Original: Meeting volume has doubled basically over the year-ago quarter.

Chinese translation: 会议量较上年同期大致翻倍。

[2] Drillr · AudioCodes Ltd. (AUDC) · 2025-05-06 · Earnings call

Original: Use of GenAI prompts, the number of GenAI requests growing dramatically comparing to the last -- to the year ago where the number of meetings using GenAI to generate unique recaps has grown almost 300% and keeps growing on a monthly basis as we add more sophisticated prompts to the mix.

Chinese translation: 生成式AI提示词的使用量和请求数量较一年前大幅增长,其中使用生成式AI生成个性化回顾的会议数量增长近300%;随着更多复杂提示词加入,这一数量仍在逐月增长。

[3] Drillr · AudioCodes Ltd. (AUDC) · 2024-11-06 · Earnings call

Original: More than -- we have now in the -- running more than 100 proof-of-concepts about a third already paying customers and planning to onboard a few more accounts in fourth quarter '24.

Chinese translation: 目前正在运行的概念验证项目超过100个,其中约三分之一已经是付费客户,并计划在24年第四季度再接入几个账户。

[4] Drillr · AudioCodes Ltd. (AUDC) · 2024-07-30 · Earnings call

Original: At AudioCodes, we use Meeting Insights for more than two years now, and processing nowadays, more than 150 meetings a day.

Chinese translation: AudioCodes使用Meeting Insights已有两年多,目前每天处理超过150场会议。