Q2 2025 Ceragon Networks Ltd Earnings Call Transcript

Aug 6, 2025 / 12:30 PM GMT

Release Date Price: €1.93 (-0.52%)

Transcript

Key Points

Positve

Ceragon Networks Ltd (CRNT) delivered $0.03 in non-GAAP earnings per share and maintained healthy operating margins despite disruptions in India.
The company secured a multi-million dollar project as a preferred vendor for a major tier one carrier in North America, showcasing its competitive edge.
Ceragon Networks Ltd (CRNT) is experiencing increased interest in its point-to-multipoint solution, particularly in smart city applications, which could lead to significant recurring revenue.
The IP-50 EXP solution is gaining traction as a leading traditional microwave solution alternative, offering high capacity at a lower total cost of ownership.
Ceragon Networks Ltd (CRNT) generated $6.1 million in free cash flow, enabling debt reduction despite revenue headwinds.

Negative

Revenue for the second quarter was $82.3 million, down 14.4% from the previous year, primarily due to challenges in the Indian market.
Revenue from customers in India decreased by 30% year over year, with projects stalling due to financial challenges faced by a key customer.
The company is not in a position to reaffirm prior guidance or provide an updated range due to limited visibility, particularly in India.
Operating income on a non-GAAP basis for the second quarter was $4.7 million, a significant decline from $13.1 million in the previous year.
General and administrative expenses increased significantly as a percentage of revenue, impacting overall profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CRNT.OQ - Ceragon Networks Ltd
Q2 2025 Ceragon Networks Ltd Earnings Call
Aug 06, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by and welcome to Seragon Network's earnings call. Our presentation today will be followed by a question answer session, at which time, if you wish to ask a question, you will need to raise your hand using your mobile or desktop application or press 9 on your telephone keypad and wait for your name to be announced.

I must advise you that this call is being recorded.

I now like to hand over the call to our first speaker today, Rob Fink, head of investor relations. Please go ahead.

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Unidentified_2 [2]
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