Networking gear maker Ceragon's Q2 revenue down 14.4%, misses analyst estimates
Overview
Ceragon Q2 2025 revenue falls 14.4% yr/yr, missing analyst expectations
GAAP operating income for Q2 2025 misses analyst estimates
Company achieves non-GAAP profitability and positive cash flow
Outlook
Ceragon expects H2 2025 revenue to remain consistent with H1 levels
Company anticipates non-GAAP profit and positive cash flow in H2 2025
Company notes stalled projects in India may rebound in 2026
Result Drivers
NORTH AMERICA GROWTH - Revenue and bookings in North America grew sequentially for the third consecutive qtr, surpassing $20 mln
STRATEGIC WIN - Secured preferred vendor status with a new tier-1 mobile network operator in North America, leveraging Siklus technology
ACQUISITION SYNERGY - Recent acquisitions delivered incremental opportunities and expanded capabilities across private network and CSP markets
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $82.26 mln | $91.20 mln (4 Analysts) |
Q2 EPS |
| -$0.01 |
|
Q2 Net Income |
| -$1.27 mln |
|
Q2 Operating Income | Miss | $2.22 mln | $5.17 mln (4 Analysts) |
Q2 Pretax Profit | Miss | -$679,000 | $4.10 mln (2 Analysts) |
Q2 Basic EPS |
| -$0.01 |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy"
Wall Street's median 12-month price target for Ceragon Networks Ltd is $4.75, about 52.4% above its August 5 closing price of $2.26
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago
Press Release: ID:nPn613nNqa
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