Ceragon Networks Ltd
NASDAQ:CRNT

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Ceragon Networks Ltd
NASDAQ:CRNT
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Price: 2.13 USD 0.47% Market Closed
Market Cap: 189.2m USD

Ceragon Networks Ltd
Investor Relations

Ceragon Networks Ltd. engages in the provision of wireless backhaul solutions. The firm's products include FibeAir IP-20 Platform, FibeAir IP-20 Assured Platform and Network Management. The firm provides its services to wireless service providers, public safety organizations, government agencies and utility companies, among others. Its solutions are deployed by over 460 service providers, as well as a range of private network owners, in over 130 countries. The firm's FibeAir IP-20 platform offers flexibility in choosing all-outdoor, split-mount and all-indoor configurations to suit any deployment scenario. The FibeAir IP-20 platform includes product categories, such as shorthaul-access and shorthaul-aggregation. The FibeAir IP-20 Assured platform includes product categories, such as shorthaul-access, shorthaul-aggregation, small cells, longhaul and enterprise access. Its NetMaster is a Network Management System (NMS), which is designed for managing large-scale wireless backhaul networks.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 11, 2025
AI Summary
Q3 2025

Revenue: Ceragon reported Q3 revenue of $85.5 million, which was above internal expectations, though down 16.7% year-on-year.

Profitability: Non-GAAP gross margin remained high at 35%, and the company achieved $3.3 million in free cash flow for the quarter.

Regional Strength: North America led growth with record quarterly revenue and bookings, driven by accelerated deployments from a Tier-1 customer.

India Recovery: Visibility in India improved with resumed order flow from a major carrier, boosting optimism for continued growth in the region.

2025 Guidance: Management reaffirmed full-year 2025 revenue guidance of $340 million and expressed growing confidence in this outlook.

2026 Outlook: Management is optimistic about returning to growth in 2026, citing opportunities across all regions and new use cases, but currently suggests planning for mid-single-digit growth.

AI & Network Demand: Growing AI usage and data-intensive applications are driving high-capacity and resilience requirements, benefiting Ceragon’s solutions.

E2E Acquisition: The integration of E2E is progressing well, meeting expectations and generating new business opportunities.

Key Financials
Revenue
$85.5 million
Gross Margin
35%
Gross Profit
$29.9 million
Operating Income
$5.3 million
Net Income
$1.7 million
EPS
$0.02 per diluted share
Free Cash Flow
$3.3 million
Cash Position
$43 million
Inventory
$58.4 million
Trade Receivables
$111.9 million
DSO
112 days
Short-term Loans
$31 million
Net Cash Position
$12 million
Research and Development Expenses
$6.8 million
Sales and Marketing Expenses
$12 million
General and Administrative Expenses
$5.8 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Doron Arazi
President & CEO
No Bio Available
Mr. Ronen Stein
Chief Financial Officer
No Bio Available
Ms. Michal Goldstein
Chief People Officer
No Bio Available
Mr. Ulik Broida
Chief Product Officer
No Bio Available
Mr. Alon Klomek
Executive VP & Chief Revenues Officer
No Bio Available
Mr. Dima Friedman
Executive VP & COO
No Bio Available
Ms. Maya Lustig
Head of Investor Relations
No Bio Available
Ms. Hadar Vismunski-Weinberg
Chief Legal Officer
No Bio Available
Mr. Oz Zimerman
Executive Vice President of Corporate Development & CMO
No Bio Available
Mr. Ram Prakash Tripathi
President of APAC & India
No Bio Available

Contacts

Address
TEL AVIV-YAFO
24 Raoul Wallenberg Street
Contacts
+97235431000.0
www.ceragon.com