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Cerence
Cerence (CRNC) investor relations material
Cerence 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 summary13 Jan, 2026
Industry trends and technology evolution
Voice technology is transitioning due to large language models (LLMs), enabling natural, conversational commands without keywords.
LLMs allow for multi-instruction, context-aware interactions, improving safety and user experience in vehicles.
By 2030, 80%-95% of cars are expected to be connected, unlocking new real-time and AI-driven services.
Embedded AI and small language models are increasingly important for offline and personalized infotainment.
OEMs seek unique, branded experiences to counter declining brand loyalty, leveraging voice and AI personalization.
Product capabilities and market position
Supports a wide range of languages and dialects, with expertise in automotive-specific data and use cases.
Expanding beyond automotive into wearables, TVs, and self-service kiosks, leveraging cross-industry partnerships.
Audio technology enables advanced in-cabin features, such as isolating voices by seat and filtering noise.
Holds a strong presence in 52% of vehicles, with proactive, human-like, and personalized interaction as a vision.
Demonstrated integration with Microsoft Office 365, showing flexibility in partnerships despite IP disputes.
Financial performance and outlook
Fiscal 2025 revenue reached $252 million with 73% gross margin, $48 million EBITDA, and $46 million free cash flow.
Q4 2025 saw $60 million revenue, $8 million adjusted EBITDA, and $12 million cash flow from operations.
Fiscal 2026 guidance is $300-$320 million revenue, $60 million adjusted EBITDA, and $60 million free cash flow.
IP monetization, such as a $49 million Samsung patent license, supplements core technology growth.
Core technology revenue is growing high single digits, with total business growth at 23% including IP deals.
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Next Cerence earnings date
Q1 20265 Feb, 2026
Cerence
Next Cerence earnings date
Q1 20265 Feb, 2026
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Frequently asked questions
Cerence Inc. provides AI powered virtual assistants that help enterprises across the mobility and transportation market be more user friendly and productive. With an industry leading 99.97% accuracy rate, Cerence solutions are powered by a deep learning engine that learns from 33 billion data points daily to provide users with intuitive on-site answers, recommendations and automation of recurring tasks, allowing businesses to better understand their customers, improve operational efficiencies and reduce costs. Cerence Inc., was founded in 2019 and is headquartered in Burlington, Massachusetts.
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