Cerence Inc. (CRNC)

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 (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.

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.

Neusoft Corp and Cerence AI collaborate to enhance voice-driven intelligence in car cabins. Neusoft provides software foundation.

SHENYANG, China, Jan. 22, 2026 /PRNewswire/ -- Neusoft Corporation, an industry-leading information technology, products and solutions company, and Cerence AI, a global leader pioneering conversational AI-powered user experiences, signed a Memorandum of Understanding to collaborate in the cutting–edge field of large language model-based voice AI. Through joint innovation and ecosystem integration, the two companies will work together to deliver pre–integrated, scenario–driven, intelligent interaction solutions for automotive partners worldwide.

LAS VEGAS and BURLINGTON, Mass., Jan. 05, 2026 (GLOBE NEWSWIRE) -- CES 2026 -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global technology leader in conversational AI-powered user experiences, today announced that Geely Auto will deploy Cerence xUI™, the company's hybrid, agentic AI platform, to comprehensively upgrade the automaker's overseas in-vehicle voice interaction experience.

BURLINGTON, Mass. , Dec. 24, 2025 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) ("Cerence AI"), a global leader pioneering conversational AI-powered user experiences, today announced that, in light of its current cash position and outlook for future cash generation, the Company entered into privately negotiated transactions with certain holders of its 1.

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.

BURLINGTON, Mass., Dec. 01, 2025 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today announced that the Company will participate in the Raymond James TMT and Consumer Conference on Monday, December 8, 2025, in New York City.

Cerence's cash flow generation improved markedly in fiscal 2025. The transportation tech company secured a sizable legal settlement from Samsung.

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) 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, Inc. (NASDAQ: CRNC) shares rocketed higher after the company released its fourth-quarter earnings report after Wednesday's closing bell, beating estimates on the top and bottom lines.

Headlines Q4 revenue of $60.6 million and FY25 revenue of $251.8 million, both above high end of guidance range; Q4 Net cash provided by operating activities of $12.8 million and free cash flow of $9.7 million FY25 net cash provided by operating activities of $61.2 million and free cash flow of $46.8 million, a nearly three-fold increase year-over-year Initial FY26 revenue guidance of $300 million to $320 million marks a 23% year-over-year increase at the midpoint, including the results of the Company's first successful outcome in its efforts to protect and monetize its IP Company continues to meet all milestones for its xUI platform while driving strong customer interest and adoption, with the first xUI-powered cars expected to hit roads in 2026 BURLINGTON, Mass., Nov. 19, 2025 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, today reported strong fourth quarter and fiscal year 2025 results for the year ended September 30, 2025.

BURLINGTON, Mass., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC) (“Cerence AI”), a global leader pioneering conversational AI-powered user experiences, will announce its fourth quarter financial results for the quarter ended September 30, 2025, on Wednesday, November 19, 2025, at 4:05pm Eastern Time / 1:05pm Pacific Time.