Ceragon Q2 revenue beats estimates on India demand

Ceragon Networks

11/08/2026 12:15

Overview
Israel wireless connectivity firm's preliminary Q2 revenue rose 14% yr/yr, beating analyst expectations
Adjusted EPS for Q2 was $0.02
Company updated 2026 outlook, lowering gross and operating margin guidance

Outlook
Ceragon sees 2026 revenue between $355 mln and $385 mln
Company expects 2026 non-GAAP gross margin of 33.5%-34.5%, down from 35.5% previously
Ceragon expects 2026 non-GAAP operating margin of 5%-6%, down from 6.5%-7.5% previously

Result Drivers
INDIA DEMAND - Sequentially higher revenue and strong bookings in India drove growth, with notable interest in E-band solutions
NORTH AMERICA BOOKINGS - Record quarterly bookings in North American private networks supported results
NEW GROWTH AREAS - Momentum from private networks and managed services contributed alongside traditional carrier business, per CEO Doron Arazi

Company press release: ID:nPn8Vd50Da

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$93.91 mln
$86.45 mln (6 Analysts)
Q2 Adjusted EPS
 
$0.02
 

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)