The earnings call reflected a positive sentiment overall, with strong revenue and cash flow performance, advancements in AI, and global customer momentum outweighing challenges with fixed license revenue and production delays.

Company Guidance -

Q4 2025

During the Cerence Third Quarter 2025 Earnings Call, the company reported strong financial performance, with revenue reaching $62.2 million, surpassing the high end of their guidance. Adjusted EBITDA was $9 million, and they achieved a robust free cash flow of $16.1 million, marking the fifth consecutive quarter of positive free cash flow. For the full fiscal year, Cerence raised and narrowed its revenue guidance to $244 million to $249 million, bringing the low end above the previous midpoint. The company highlighted progress on key deliverables, including advancing their AI roadmap with the Cerence xUI platform and expanding partnerships with OEMs. They also secured significant deals, such as within the Volkswagen Group, indicating strong customer interest and increasing the price per unit (PPU) with these agreements. Cerence maintained a 52% penetration of worldwide auto production, shipped 12.4 million units, and increased their PPU to $4.91, reflecting improved pricing strategies and higher adoption of connected solutions. Despite macroeconomic challenges, the company demonstrated effective cost management, contributing to their positive financial outlook.

Exceeded Revenue and Adjusted EBITDA Guidance

Cerence reported total revenue of $62.2 million, above the high end of their guidance range of $52 million to $56 million, and adjusted EBITDA of $9 million, exceeding expectations.

Strong Free Cash Flow

The company generated a strong free cash flow of $16.1 million, marking the fifth consecutive quarter of positive free cash flow.

Raised Full Fiscal Year Guidance

Cerence raised and narrowed its revenue guidance for the full fiscal year to a range of $244 million to $249 million, bringing the low end above the previous midpoint.

Advancements in AI Platform and Partnerships

Progress was made on Cerence xUI, including increased language availability, improved performance, and a deal with Volkswagen Group. They also expanded partnerships with companies like Arm and LG.

Global Customer Momentum

New design wins with Daihatsu and Hyundai, along with renewals and extensions with Great Wall Motors and GM. Six major customer programs started production this quarter.

Cerence (CRNC) Earnings, Revenues Date & History

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CRNC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2025 (Q4)	-0.17 / -	-0.07	―	―	―
Aug 06, 2025	2025 (Q3)	-0.15 / 0.16	0.19	-15.26% (-0.03)
May 07, 2025	2025 (Q2)	0.30 / 0.56	-0.09	718.89% (+0.65)
Feb 06, 2025	2025 (Q1)	-0.26 / -0.03	1.12	-102.68% (-1.15)
Nov 21, 2024	2024 (Q4)	-0.36 / -0.07	0.09	-177.78% (-0.16)
Aug 08, 2024	2024 (Q3)	0.03 / 0.19	-0.04	575.00% (+0.23)
May 09, 2024	2024 (Q2)	-0.22 / -0.09	-0.04	-125.00% (-0.05)
Feb 06, 2024	2024 (Q1)	0.92 / 1.12	0.36	211.11% (+0.76)
Nov 27, 2023	2023 (Q4)	0.15 / 0.09	-0.14	164.29% (+0.23)
Aug 08, 2023	2023 (Q3)	-0.15 / -0.04	0.43	-109.30% (-0.47)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CRNC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$8.58	$9.12	+6.29%
May 07, 2025	$10.00	$8.78	-12.20%
Feb 06, 2025	$12.74	$14.48	+13.66%
Nov 21, 2024	$2.82	$5.83	+106.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.