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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
Revenue volatility in Q3 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 and a strong backlog entering 2026.
India’s revenue run rate decreased to $100 million in the latter half of 2025, but new opportunities and RFPs could boost 2026 performance.
Gross margin is expected to increase by 1% in 2026, driven by product mix, revenue growth, and ongoing cost savings.
Rising memory chip prices pose a risk to margins, but cost-cutting measures are being implemented to offset this.
Strategic initiatives and product development
Expanded product portfolio, including technology from the Siklu acquisition, is fueling new use cases and customer traction, especially in security and fixed wireless access.
Several new products leveraging higher 5G frequencies 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 four new products planned for launch and increased sales resources targeting high-ROI opportunities.
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.
Initial proof-of-concepts and orders for software solutions are underway, with the goal of building sustainable recurring revenue streams.
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 20259 Feb, 2026
Ceragon Networks
Next Ceragon Networks earnings date
Q4 20259 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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