Research analysts who have asked questions during CERAGON NETWORKS earnings calls.
Ryan Koontz
Needham & Company, LLC
5 questions for CRNT
Also covers: AAOI, ADTN, ANET +27 more
SS
Scott Searle
ROTH MKM
5 questions for CRNT
Also covers: ADEA, AIOT, AIRG +22 more
Theodore O'Neill
Litchfield Hills Research
3 questions for CRNT
Also covers: ALHM, AVNW, BELFA +9 more
CS
Christian Schwab
Craig-Hallum Capital Group
2 questions for CRNT
Also covers: ACLS, ADTN, AEHR +17 more
Gunther Karger
Discovery Group
1 question for CRNT
Also covers: GILT
Robert Marcin
TB Partners
1 question for CRNT
Also covers: POLA
RD
Rommel Dionisio
Aegis Capital Corp.
1 question for CRNT
Also covers: CYN, DGLY, ESCA +3 more
Recent press releases and 8-K filings for CRNT.
Ceragon Networks Discusses 2026 Outlook and Strategic Growth Initiatives
CRNT
Guidance Update
New Projects/Investments
Product Launch
- Ceragon Networks (CRNT) reported Q3 gross margins of 34% and attributed lighter Q4 revenues to delivery shifts, which contributed to a larger backlog for 2026.
- For 2026, the company expects gross margins to increase by 1% and aims for higher operating margins, driven by improved mix, revenue levels, and cost savings.
- Strategic growth areas include leveraging the Siklu acquisition for new products in fixed wireless access, expanding the Total Addressable Market (TAM), and developing a unified SaaS platform for network management, with initial orders already secured.
- Ceragon anticipates growth in North America in 2026 due to new use cases and traction with ISPs and new Tier 1 customers, alongside opportunities in India to exceed the $100 million run rate from the second half of 2025.
- The company views Nokia's planned divestment as a positive for market consolidation and intends to pursue opportunities arising from this change in the competitive landscape.
Jan 14, 2026, 3:15 PM
Ceragon Networks Discusses 2026 Outlook, Product Strategy, and Market Dynamics
CRNT
Guidance Update
Product Launch
New Projects/Investments
- Ceragon Networks anticipates growth in 2026, projecting a 1% increase in gross margin and higher operating margins, despite some OPEX increases.
- The company is optimistic about North America's momentum in 2026, expecting growth driven by new use cases and traction with new Tier 1 operators, while India's revenue run rate was $100 million in the second half of 2025 with potential for increased revenue in H2 2026.
- Ceragon leverages its proprietary modem and RF chips, including the new Neptune chip, to offer highly cost-effective solutions, such as a millimeter wave box potentially 50-60% lower in price than competitors.
- Strategic initiatives include expanding into private networks through the E2E acquisition and developing a sustainable SaaS model for software offerings, with initial customer interest and orders.
Jan 14, 2026, 3:15 PM
Ceragon Networks Provides Business Update at Needham Conference
CRNT
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ceragon Networks anticipates growth in 2026, with an expected 1% increase in gross margins and higher operating margins, driven by a favorable mix, revenue levels, and cost savings.
- The company sees strong momentum in North America for 2026, fueled by new products and use cases, with potential impact from new Tier 1 customers in the second half of the year, alongside opportunities in the India market.
- Ceragon's product portfolio is its strongest ever, leveraging the Siklu acquisition for new use cases and fixed wireless access, and its proprietary modem and RF chips provide a significant cost advantage, expanding its total addressable market.
- Strategic focus includes expanding into private networks through the E2E acquisition, targeting specific verticals, and developing a sustainable SaaS model for software offerings; however, memory chip price increases pose a risk to gross margins.
Jan 14, 2026, 3:15 PM
Ceragon Provides Preliminary Q4 Revenue and 2026 Outlook
CRNT
Guidance Update
Product Launch
New Projects/Investments
- Ceragon expects preliminary Q4 revenue to be in the range of $81-$83 million, primarily due to a large North American customer shifting a portion of scheduled deliveries from December 2025 into 2026. This shift was a timing matter, and underlying demand from this customer remains strong, increasing the backlog entering 2026.
- For full year 2026, the company anticipates revenue between $355 million and $385 million, which includes the conversion of the delayed Q4 deliveries and a strong North America backlog that almost doubled compared to the end of 2024.
- The company projects an approximate one percentage point improvement in gross margin and a non-GAAP operating margin of 6.5% to 7.5% for 2026 at the midpoint of the revenue range. This includes an estimated $5 million headwind from the Israeli Shekel exchange rate.
- Ceragon is focused on reducing customer concentration by expanding into private network segments, having added over 30 new customers in 2025, with more than 75% from private networks, and plans to launch four new products in 2026.
Jan 8, 2026, 1:30 PM
Ceragon Provides Preliminary Q4 Revenue and 2026 Outlook
CRNT
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Ceragon expects preliminary Q4 revenue to be in the range of $81-$83 million, primarily due to a single large North American customer shifting a portion of scheduled December deliveries into 2026.
- For the full year 2026, the company anticipates revenue to be in the range of $355 million-$385 million, which includes the conversion of the delayed Q4 deliveries.
- The North America backlog exiting 2025 almost doubled compared to the level at the end of 2024.
- Ceragon projects an additional improvement of approximately one percentage point in gross margin for 2026 and expects non-GAAP operating margin to be between 6.5% to 7.5% at the midpoint of the revenue range.
- The company intends to launch four new products in 2026, with initial revenue expected from some of them this year.
Jan 8, 2026, 1:30 PM
Ceragon Updates Q4 Revenue and Provides 2026 Outlook
CRNT
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Ceragon disclosed preliminary Q4 revenue in the range of $81-$83 million, impacted by a timing shift of deliveries from a large North American customer into 2026.
- The company provided a 2026 revenue outlook of $355 million-$385 million, driven by the conversion of delayed Q4 deliveries, strong North America backlog, and an annual India revenue run rate of approximately $100 million.
- Ceragon expects an additional improvement of approximately one percentage point in gross margin for 2026 and projects non-GAAP operating margin to be between 6.5% to 7.5% at the midpoint of the revenue range.
- In 2025, Ceragon added more than 30 new customers, with over 75% being private network customers, and plans to launch four new products in 2026.
Jan 8, 2026, 1:30 PM
Ceragon Updates Q4 2025 Revenue Expectations and Issues 2026 Outlook
CRNT
Guidance Update
Revenue Acceleration/Inflection
- Ceragon's management now expects fourth-quarter 2025 revenue of $81 to $83 million, reflecting the deferral of certain deliveries from December 2025 into 2026 from a single large North American customer.
- The company does not expect order cancellations related to this timing shift, and it increased their backlog exiting 2025.
- Management provided guidance for 2026 annual revenue of $355 to $385 million, supported by expanding opportunities in North America and India, continued traction in private networks, and new product introductions, inclusive of the shifted revenues.
Jan 8, 2026, 11:05 AM
Ceragon Provides Business Update and 2026 Revenue Guidance
CRNT
Guidance Update
Demand Weakening
- Ceragon expects fourth-quarter revenue of $81 to $83 million, reflecting a deferral of certain deliveries from a large North American customer from December 2025 into 2026.
- The company provided guidance for 2026 revenue of $355 to $385 million, which includes the shifted revenues from the North American customer.
- Management stated that the deferral is a timing shift, not a cancellation, and resulted in an increased backlog exiting 2025, with North American backlog nearly doubling compared to the end of 2024.
Jan 8, 2026, 11:00 AM
Ceragon Networks Reports Q3 2025 Financial Results
CRNT
Earnings
Guidance Update
Demand Weakening
- Ceragon Networks Ltd. (CRNT) reported Q3 2025 revenues of $85.5 million, a 16.7% decrease compared to Q3 2024.
- For Q3 2025, the company reported GAAP net income of $0.0 million (or $0.00 per diluted share) and non-GAAP net income of $1.7 million (or $0.02 per diluted share).
- Cash and cash equivalents increased to $43.0 million as of September 30, 2025, up from $35.3 million on December 31, 2024.
- The company anticipates full-year 2025 revenue of approximately $340 million and expects year-over-year growth in 2026.
Nov 12, 2025, 11:01 AM
Ceragon Networks Reports Q3 2025 Results and Maintains Full-Year Revenue Projection
CRNT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ceragon Networks reported Q3 2025 revenue of $85.5 million and a non-GAAP gross margin of 35%.
- Non-GAAP EPS for Q3 2025 was $0.02, which would have been $0.04 excluding a $0.02 negative impact from foreign exchange fluctuations.
- The company generated $3.3 million in free cash flow during Q3 2025, ending the quarter with a net cash position of approximately $12 million.
- Ceragon maintained its full-year 2025 revenue projection of $340 million and expressed optimism for growth in 2026, potentially in the mid-single digits, driven by strengthening demand in North America and improved visibility in India.
- Growth is also supported by increasing demand for high-capacity, low-latency connectivity due to AI investments, and strong performance in private networks and managed services.
Nov 11, 2025, 1:30 PM
Quarterly earnings call transcripts for CERAGON NETWORKS.
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