Jul. 24 at 11:45 PM
$AUDC it's almost like last week was a fake pump for exit liquidity before a bad quarter. I don't know why there would be such a rush for 500k shares out of the gate to cause a circuit breaker.
I would note that the Chief Biz & Financial Officers (Lior and Niran) set up 10b5-1 plans in Sept 2023, then sold first of January and end of April, July and October 2024 like clockwork.
They set up new 10b5-1 plans Nov 2024 but the only sale that happened was in mid February 2025.
It's like they cancelled the 10b5-1 for some reason or it was designed to sell every 6 months vs every 3.
Shabtai ain't no spring chicken at 72-73 years old.
Where is
$TWLO ? AudioCodes/Twilio partnered up on
$MSFT Teams re UC/CCaaS and SBCs for TWLO SIP trunking in 2021.
Plus AudioCodes has some Voice AI that might fit in quite well with TWLO/MSFT recent AI partnership extension.
How about 500m for the legacy biz with 250m revs and 15% margin + 500m for the AI biz,
$1B on 29 million shares.
LFG already.