ROSH HA'AIN, Israel, June 10, 2025 /PRNewswire/ -- Ceragon (NASDAQ: CRNT), a leading solutions provider of end-to-end wireless connectivity, announces that management will participate in the 15th Annual ROTH London Conference being held June 24-26, 2025 at the Four Seasons Hotel London at Park Lane in London, UK.Doron Arazi, Ceragon's Chief Executive Officer, and Ronen Stein, Ceragon's Chief Financial Officer, will be available for one-on-one meetings throughout the conference. Interested investors should c ...

Core Viewpoint - Silicon Labs reported strong sequential and year-over-year revenue growth driven by design wins across multiple end markets, despite macroeconomic uncertainties [1][3]. Financial Highlights - Revenue for the first quarter was $178 million, a significant increase from $106.4 million year-over-year, representing a growth of approximately 67% [3][8]. - Industrial & Commercial revenue was $96 million, up 47% year-over-year, while Home & Life revenue reached $82 million, up 99% year-over-year [3]. - GAAP gross margin was 55.0%, with GAAP operating expenses at $130 million, resulting in a GAAP operating loss of $32 million [3][8]. - Non-GAAP gross margin was 55.4%, with non-GAAP operating expenses at $105 million, leading to a non-GAAP operating loss of $7 million [3][8]. Business Outlook - The company expects second-quarter revenue to be between $185 million and $200 million [3]. - The first device in the next-generation Series 3 platform is ramping into production, featuring advancements in performance and AI capabilities [3]. - New product announcements include the Series 2 BG29 family of Bluetooth Low Energy SoCs and the MG26 family of wireless SoCs, aimed at enhancing connectivity and performance in various applications [3]. Balance Sheet Overview - As of April 5, 2025, total assets were $1.229 billion, with cash and cash equivalents at $324.9 million [14][15]. - Total liabilities stood at $161.1 million, while stockholders' equity was $1.068 billion [15]. Cash Flow Summary - The net cash provided by operating activities was $48.1 million, a significant improvement compared to a net cash used of $71.8 million in the previous year [15]. - The company experienced an increase in cash and cash equivalents of $43.3 million during the quarter [15].

Airgain (AIRG) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Jacob Suen - President & CEOMichael Elbaz - CFO & Secretary Conference Call Participants Anthony Stoss - AnalystScott Searle - Managing Director, Senior Research AnalystTim Savageaux - MD & Senior Research Analyst Operator Good afternoon. Welcome to Airgain's First Quarter twenty twenty five Conference Call. My name is Diego, and I will be your operator for today's call. Joining us today are Airgain's President and CEO, Jacob ...

Financial Data and Key Metrics Changes - Q1 sales were $12 million, aligning with the midpoint of guidance [13] - Consumer sales reached $6.4 million, down $100,000 sequentially [14] - Automotive sales were $1.3 million, down $2 million sequentially [14] - Enterprise sales totaled $4.3 million, down $1 million sequentially, marking a low point for the year [14] - Q1 gross margin was 44.3%, marking the fifth consecutive quarterly increase [14] - Adjusted EBITDA was negative $1.2 million due to the lower revenue base [16] - Non-GAAP EPS was negative $0.11 [17] Business Line Data and Key Metrics Changes - Consumer segment showed resilience with a slight decline in sales [14] - Automotive segment faced challenges with lower shipments [14] - Enterprise segment experienced a significant drop, primarily due to lower shipments of antennas and IoT products [14] - Improvement noted in IoT sales returning to normal levels [6] Market Data and Key Metrics Changes - The addressable market expanded from $1.1 billion in 2024 to $2.6 billion in 2025 [5] - The company is closely monitoring broadband and enterprise markets for demand disruptions [4] - No significant changes in customer purchasing behavior due to tariffs observed as of early May [4] Company Strategy and Development Direction - The company is transitioning from a low ASP component supplier to a high-value wireless solutions provider [5] - Focus on scaling Lighthouse and AirgainConnect platforms and deepening presence in global markets [3] - Strategic partnerships, such as with Ormatia, are expected to drive revenue growth in the second half of 2025 [8] - Emphasis on modular solution families to support various use cases and customer segments [7] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the enterprise market's recovery and expects sequential revenue growth [6][18] - The company is prepared to adapt to the fluid tariff environment to minimize impacts on customers [4] - Confidence in achieving positive adjusted EBITDA in Q3 2025 [19] Other Important Information - The company plans to file an updated S3 shelf registration to maintain financial flexibility [20] - A strong leadership team is in place to navigate current challenges and drive operational performance [12] Q&A Session Summary Question: Insights on AirgainConnect's ramp-up and IoT business rebound - Management is optimistic about design wins in the coming months and expects enterprise growth in 2025 [24][28] Question: Update on Lighthouse pilots and potential new carriers - The company is on track for trials in multiple regions, including the Middle East and Latin America, with expectations for ramp-up in Q3 [35][37] Question: Tariff implications and competitive landscape - Current buying patterns remain stable, and the fabless model provides a competitive advantage against tariff impacts [41][44][47] Question: Consumer market growth and WiFi developments - The company anticipates steady growth post-Q2, especially with new MSO launches [49] Question: Lighthouse revenue expectations and trial opportunities - Expected low seven-figure contributions from the Oman partnership, with potential for broader Middle East engagement [53][55]

Airgain, Inc. (NASDAQ:AIRG) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Jacob Suen - President & Chief Executive Officer Michael Elbaz - Chief Financial Officer Conference Call Participants Anthony Stoss - Craig-Hallum Tim Savageaux - Northland Capital Markets Operator Good afternoon. Welcome to Airgain's Fourth Quarter and Full Year 2024 Conference Call. My name is Julian, and I'll be your operator for today's call. Joining us today are Airgain's President and CEO, Ja ...