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Ceragon Networks
Ceragon Networks (CRNT) investor relations material
Ceragon Networks 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Financial performance and outlook
Q3 revenue volatility was due to delivery shifts from major customers, but no cancellations occurred, resulting in a larger backlog for 2026.
North America showed a positive trend, contributing to improved gross margins, a strong backlog, and multiple advanced-stage opportunities expected to convert in 2026.
India’s revenue run rate decreased to $100 million in the latter half of 2025, with slight expansion assumed for 2026 and new opportunities anticipated.
Gross margin is expected to increase by 1% in 2026, driven by product mix, revenue growth, and ongoing cost savings, with non-GAAP operating margin guidance of 6.5%–7.5%.
2026 revenue guidance is $355M–$385M, including deferred Q4 deliveries, and backlog at end of 2025 nearly doubled versus end of 2024.
Strategic initiatives and product development
Expanded product portfolio, including Siklu technology, is fueling new use cases and customer traction, especially in security and fixed wireless access.
Four new products leveraging higher 5G frequencies and mmWave are set to launch in 2026, already generating customer commitments.
Vertical integration with proprietary silicon and RF chips enables cost-effective, high-performance products, supporting competitive pricing and margin improvement.
Investment is focused on both product development and sales, with increased sales resources targeting high-ROI opportunities and new product launches.
Exploring strategic acquisitions for incremental growth and scale.
Software, SaaS, and recurring revenue
Strategic roadmap aims to unify network management, digital twin, and AI-driven analytics into a modular software platform, with growing customer interest in SaaS models.
Growth in software-led managed services and new software applications is increasing recurring revenue and profitability.
Neptune chip's TCO advantage for operators
SaaS strategy: new revenue and margin lift
Private networks: E2E strategy and market wins
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Next Ceragon Networks earnings date
Q4 202517 Feb, 2026
Ceragon Networks
Next Ceragon Networks earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Ceragon Networks Ltd. designs, develops, manufactures, markets and sells wireless backhaul solutions that enable cellular operators, public safety agencies and other wireless service providers to deliver voice and data services around the world. Ceragon’s wireless backhaul solutions utilize microwave technology operating in licensed frequency bands to transfer wireless network traffic from base stations or tower sites located at the edge of networks to a central location, such as switches and routers in the core network. Ceragon Networks Ltd. was incorporated in 1996 and is headquartered in Tel Aviv, Israel.
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