Cerence Sees Initial Wins With xUI Platform But I'm Skeptical Of Durability (Downgrade)
My outlook on Cerence is downgraded to a 'Sell' due to concerns over its ability to compete durably and profitably against major technology players in automotive AI. The recent revenue surge was driven by a one-time $49.5 million Samsung settlement, not sustainable core growth, with forward revenue growth estimated at -4.8%. The xUI platform has secured five significant new clients at higher price points, but competitive threats from hyperscalers and replicable core features remain acute.
Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript
Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript
Cerence (CRNC) Q1 Earnings and Revenues Surpass Estimates
Cerence (CRNC) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.03 per share a year ago.
Cerence: A Conversational AI Automotive Specialist With Multiple Tailwinds Going For It
Cerence Inc., noted for its expertise in conversational AI solutions for the automotive industry, appeals to us due to a whole host of factors. Backlog growth, a measure of forward revenue, is growing at 23%, even as CRNC steps up its efforts in the nonautomotive space, particularly in IP monetization. CRNC's asset base is generating its highest cadence of free cash since listing, and that is helping bring down the level of debt on the balance sheet.
Cerence Inc. (CRNC) Q4 2025 Earnings Call Transcript
Cerence Inc. ( CRNC ) Q4 2025 Earnings Call November 19, 2025 5:00 PM EST Company Participants Kate Hickman - VP of Corporate Communications & Investor Relations Brian Krzanich - President, CEO & Director Antonio Rodriquez - Executive VP & CFO Conference Call Participants Jeff Van Rhee - Craig-Hallum Capital Group LLC, Research Division Will Bryant Presentation Operator Good day, and thank you for standing by. Welcome to the Cerence Fourth Quarter 2025 Earnings Conference Call.
Cerence (CRNC) Q4 Earnings and Revenues Surpass Estimates
Cerence (CRNC) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of a loss of $0.66 per share. This compares to a loss of $0.07 per share a year ago.
Cerence (CRNC) Soars 15.6%: Is Further Upside Left in the Stock?
Cerence (CRNC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Strong automotive experience differentiates us in this industry, says Cerence AI CEO Brian Krzanich
Cerence AI President and CEO Brian Krzanich joins 'Mad Money' host Jim Cramer to talk quarterly results, AI integration in the automotive industry, and more.
Cerence Inc. (CRNC) Q3 2025 Earnings Call Transcript
Cerence Inc. (NASDAQ:CRNC ) Q3 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants Antonio Rodriquez - Executive VP & CFO Brian Matthew Krzanich - President, CEO & Director Kate Hickman - VP of Corporate Communications & Investor Relations Conference Call Participants Aman S. Gupta - Goldman Sachs Group, Inc., Research Division Colin M.
Cerence (CRNC) Q3 Earnings and Revenues Surpass Estimates
Cerence (CRNC) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of a loss of $0.34 per share. This compares to earnings of $0.19 per share a year ago.
Cerence: A Strong Quarter Can't Mask A Lackluster Growth Story
I rate Cerence a 'Hold' for long-term investors due to inconsistent growth and an elevated valuation despite a strong recent quarter. Q2 2025 results exceeded guidance, but management expects no further material fixed license revenue this fiscal year, limiting near-term upside. The lawsuit against Microsoft demonstrates Cerence's commitment to IP protection, but poses significant risks given Microsoft's resources.
SoundHound AI vs. Cerence: Which Voice AI Stock Holds More Promise?
SOUN and CRNC battle for voice AI dominance, but only one is scaling fast across sectors beyond autos with strong momentum.
