Ceragon Networks Ltd. · NASDAQ:CRNT
Ceragon Networks — Q2 2026 Earnings Presentation
9 slides from Ceragon Networks's earnings presentation, August 2026
Slide 1: Q2 2026 Financial Review
Q2 2026 Financial Review August 2026 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: Revenues - Geographic Split
Revenues- Geographic Split Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 India 31% 34% 34% 29% 37% 49% 52% 48% 30% 29% 30% 35% 48% North America 26% 26% 27% 33% 24% 24% 12% 20% 33% 41% 39% 37% 22% EMEA 17% 15% 19% 17% 20% 14% 15% 14% 17% 12% 15% 15% 13% APAC 11% 10% 7
Slide 4: Non-GAAP Profit & Loss
NON-GAAP Profit & Loss (U.S. dollars in thousands, except share and per share data) Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Revenues 86,151 87,260 90,359 88,498 96,088 102,672 106,932 88,652 82,262 85,484 82,330 85,003 93,914 Cost of Revenues 55,747 56,844 58,59
Slide 5: Selected Cash Flow Data
Selected Cash Flow Data (U.S. dollars in thousands) Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Total cash & cash equivalents 24,529 33,966 28,237 28,783 26,303 34,014 35,311 27,688 29,216 42,987 38,368 39,164 34,771 Cash flow from operations 3,181 13,237 10,961 6,5
Slide 6: Selected Balance Sheet Data
Selected Balance Sheet Data (U.S. dollars in thousands, except DSO & DIO data) Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Cash and Cash Equivalents 24,529 33,966 28,237 28,783 26,303 34,014 35,311 27,688 29,216 42,987 38,368 39,164 34,771 Trade Receivables 107,592
Slide 7: Reported results – Reconciliation to GAAP
Reported results – Reconciliation to GAAP (U.S. dollars in thousands, except share and per share data) Q2/23 Q3/23 Q4/23 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Non GAAP Net income (loss) 4,400 4,964 3,742 4,743 9,936 14,053 7,650 2,577 2,454 1,735 1,446 714 1,709 Stock based com
Slide 8: Quarterly Revenues and Non-GAAP Net Income
Quarterly Revenues and Non-GAAP Net Income 120.0 Revenues 106.9 102.7 96.1 93.9 100.0 90.4 88.5 88.7 86.2 87.3 85.5 85.0 82.3 82.3 80.0 60.0 40.0 20.0 0.0 Q2.23 Q3.23 Q4.23 Q1.24 Q2.24 Q3.24 Q4.24 Q1.25 Q2.25 Q3.25 Q4.25 Q1.26 Q2.26 16.0 Non-GAAP Net Income 14.1 14.0 12.0 9.9 10.0 7.7 8.0 5.0 6.0 4.
Slide 9: Thank You
THANK YOU DELIVERING CONNECTIVITY EVERYWHERE 9