Ceragon Networks Q2 Earnings Call Highlights

5 days ago 10

MarketBeat

Tue, August 11, 2026 astatine 9:04 AM CDT 6 min read

Key Points

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Revenue and bookings accelerated: Second-quarter gross roseate 14.2% twelvemonth implicit twelvemonth to $93.9 million, portion bookings reached their highest level since Q1 2024. India led income with $45 million, supported by astir $120 cardinal successful mobile-operator orders expected to mostly person to gross successful 2026.
Profitability guidance was reduced: Supply-chain disruptions, constituent costs and unfavorable merchandise and geographic premix lowered non-GAAP gross borderline to 32.2% from 35.2% a twelvemonth earlier. Ceragon maintained 2026 gross guidance of $355 cardinal to $385 cardinal but chopped its gross-margin and operating-margin outlooks.
Expansion opportunities remain: North American private-network bookings reached a record, portion Ceragon precocious 5G FR2 commercialization discussions with a caller Tier 1 carrier. The institution besides announced multi-year managed-services and APAC relation agreements worthy up to $70 million.

Ceragon is the under-the-radar networking banal you should cognize

Ceragon Networks (NASDAQ:CRNT) reported second-quarter 2026 gross of $93.9 million, up 14.2% from $82.3 cardinal a twelvemonth earlier, arsenic request successful India and North America supported growth. The institution said bookings reached their highest level since the archetypal 4th of 2024, portion first-half bookings and book-to-bill represented its strongest archetypal fractional successful 10 years.

Chief Executive Officer Doron Arazi said precocious introduced technologies, including the company's E-band portfolio, IP-50CX level and multi-band offerings, are helping Ceragon triumph concern tied to web modernization, capableness upgrades and fixed wireless entree deployments.

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"Demand for our exertion and solutions is increasing, our addressable marketplace is expanding, and we are converting much of these opportunities into meaningful bookings and semipermanent lawsuit relationships," Arazi said.

India drives bookings momentum

India was Ceragon's largest gross portion during the quarter, contributing $45 cardinal successful sales, followed by North America with $21 million. Arazi said the institution had booked astir $120 cardinal successful orders from Indian mobile operators done precocious July, chiefly involving 2 of the country's starring carriers. The orders enactment expansions and modernization of nationwide 4G and 5G transport networks.

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