Cerence Inc. (CRNC) Q2 2026 Earnings Call Transcript

Cerence Inc. (CRNC) Q2 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

Cerence AI Delivers Strong Q2 FY26 Results with Revenue Above Guidance; Raises and Refines Full-Year Outlook

Headlines Exceeded Q2 expectations with $64.2 million in revenue and $7.2 million in Adjusted EBITDA, both above the high end of guidance; net income within range at $1.7 million; $14.1 million in operating cash flow; and $13.6 million in free cash flow Continued customer and technology momentum, with Cerence xUI-powered vehicles starting production and expanding adoption across Audio AI and generative AI solutions with global OEMs Raises midpoints of full-year revenue, Adjusted EBITDA and free cash flow guidance BURLINGTON, Mass., May 07, 2026 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today reported its second quarter fiscal year 2026 results for the period ended March 31, 2026.

GlobeNewsWire • May 7, 2026

Cerence (CRNC) Q2 Earnings Miss Estimates

Cerence (CRNC) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.53 per share a year ago.

Zacks Investment Research • May 8, 2026

Cerence AI Files Complaint with the International Trade Commission Against Amazon

BURLINGTON, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today announced the filing of a complaint with the United States International Trade Commission (ITC) against Amazon.com, Inc., and Amazon.com Services LLC, to block the importation of products that infringe on Cerence's intellectual property (IP).

GlobeNewsWire • May 5, 2026

SoundHound vs. Cerence: Which Voice AI Stock Has Stronger Potential?

SOUN expects LivePerson to open a $500M revenue opportunity, while CRNC posts strong Q1 results and expands with BYD.

Zacks Investment Research • Apr 23, 2026

Wall Street Sees Contrarian Buy in Cerence After 39% Drop

Cerence Inc. (NASDAQ:CRNC) stock has shed nearly 39% year to date, but Cantor Fitzgerald sees a contrarian entry point.

24/7 Wall Street • Apr 2, 2026

Cerence and Vivoka Expand Collaboration to Deliver Embedded Voice AI for Industrial Markets Worldwide

SUMMARY AND KEY POINTS: Cerence AI and Vivoka have expanded their partner-led strategy to deliver embedded voice AI to global industrial markets, including logistics and field services. The fully embedded solution improves performance and reduces operational errors by up to 70%, supporting scalable industrial deployment.

GlobeNewsWire • Mar 10, 2026

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.

Seeking Alpha • Feb 23, 2026

Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

Cerence Inc. (CRNC) Q1 2026 Earnings Call Transcript

Seeking Alpha • Feb 5, 2026

Cerence Delivers Strong Q1 FY26 Results, with Record-Setting Free Cash Flow, Adjusted EBITDA Above Guidance, and Accelerating Technology and Customer Momentum

Headlines Strong Q1 results with revenue of $115.1 million, including the $49.5M patent license payment; Net cash provided by operating activities of $37.9 million; and free cash flow of $35.6 million - a quarterly record for the Company, reflecting disciplined execution and profitability Accelerating innovation and customer momentum for Cerence xUI, with five significant customer programs and the first xUI-powered cars expected to hit roads in 2026; strong reception at CES 2026 Advancing toward long-term sustainable growth, supported by cost discipline and debt reduction; Company reaffirms full‑year fiscal 2026 guidance BURLINGTON, Mass., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today reported its first quarter fiscal year 2026 results for the quarter ended December 31, 2025.

GlobeNewsWire • Feb 4, 2026