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Wei Ong

Research Analyst at Goldman Sachs

No evidence was found of a Wei Ong working as an analyst at Goldman Sachs. The available research shows a Wei Ong working as a Senior Product Associate at J.P. Morgan with a focus in Singapore, but not at Goldman Sachs or in an equity analyst or similar research role. There are no records of sector specialties, coverage of specific companies, performance metrics, professional analyst rankings, or FINRA registrations, nor is there a relevant LinkedIn profile matching a Goldman Sachs analyst by this name. The career history and credentials available do not align with the criteria for an equity research analyst at Goldman Sachs and do not fit the parameters requested.

Wei Ong's questions to Cerence (CRNC) leadership

Question · Q4 2025

Wei Ong asked for a breakdown of the 8% core business growth expected in fiscal year 2026, specifically how it divides between unit shipments and content step-up, and requested an update on the competitive landscape, particularly concerning new AI systems entering vehicles.

Answer

CFO Tony Rodriquez explained that the 8% core technology growth stems from both license revenue and connected services. Connected services growth is driven by increased billings amortized over subscription periods. License growth is split, with half coming from more variable licenses recognized in-period due to decreased fixed licenses, and the other half from additional price and volume. CEO Brian Krzanich stated that the competitive landscape hasn't dramatically changed, with Google and Amazon remaining key competitors, but noted that the shift towards large language model-based and agentic AI is intensifying competition.

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