Ceragon Networks Ltd. · NASDAQ:CRNT
Ceragon Networks — Needham Growth Conference 2026
10 slides from Ceragon Networks's conference presentation, January 2026
Slide 1: Ceragon Networks Investor Presentation
CERAGON NETWORKS Investor Presentation Needham Growth Conference January 2026 Nasdaq: CRNT Proprietary & Confidential | 1 ‹#›
Slide 2: Disclaimer
DISCLAIMER This presentation has been prepared by Ceragon Networks Ltd. (“Ceragon” or the “Company”) for informational purposes only. This presentation and the information contained herein are proprietary to the Company and may not be reproduced (in whole or in part) nor summarized, used, distribute
Slide 3: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS TOP-TIER GLOBAL CUSTOMER BASE Winning strategy to drive sustainable growth • Growing private network business and customer base selling end-to- end solutions that more than double the TAM • Increased SW-led services to grow recurring business & profitability • Leader in the
Slide 4: Progress in Long-Term Strategy
PROGRESS IN LONG-TERM STRATEGY NEW CUSTOMERS NEW OPPORTUNITIES Expanding presence with Private Networks REVENUES Increasingly providing end-to-end solutions, driving margin and recurring revenue Bolstering our reputation with new customers beyond our core customer base to reduce the impact large CSP
Slide 5: Q4 2025 Business Update
Q4 2025 BUSINESS UPDATE • Preliminary Q4 Revenue: $81M - $83M • Q4 Revenue Impacted by Customer Timing: Large North American customer deferred scheduled deliveries • North America Orders Intact, Backlog Increased: No cancellations expected, and the deferral increased backlog entering 2026 • North Am
Slide 6: 2025 Highlights
2025 HIGHLIGHTS • Preliminary FY2025 Revenue: $337.4M - $339.4M • New Customers Added: More than 30 new customers, over 75% of them were in private networks • North America Momentum Continues: Strong bookings through Q4, backlog exiting 2025 almost doubled vs. end of 2024 • Increasing Customer Activ
Slide 7: Preliminary 2026 Guidance
PRELIMINARY 2026 GUIDANCE Revenue: $355 million to $385 million ▪ North America has multiple opportunities in advanced stages expected to convert in 2026 ▪ India run-rate revenue is approximately $100M primarily from two main customers • Slight revenue expansion within these two customers is assumed
Slide 8: Expense Considerations for 2026 Guidance
EXPENSE CONSIDERATIONS FOR 2026 GUIDANCE ▪ Foreign Currency Impact: USD/ILS movement implies approximately $0.05 to $0.06 EPS headwind in 2026 vs. 2025 (assuming FX remains similar to recent average levels) ▪ Go-to-Market Investments: Increased focus in regions with more growth opportunities, with s
Slide 9: Summary
SUMMARY 2026 guidance reflects: • Multiple worldwide opportunities (POCs, award declarations, orders) of new use cases in private networks and CSPs • Increased North America backlog and momentum in both private networks and CSPs • Increased business in India from existing customers and potential new
Slide 10: Thank You
THANK YOU DELIVERING CONNECTIVITY EVERYWHERE Nasdaq: CRNT 10