Core Insights - Ceragon expects fourth quarter revenue to be between $81 million and $83 million, impacted by a deferral of deliveries from a large North American customer into 2026 [1][2] - For 2026, Ceragon projects annual revenue between $355 million and $385 million, driven by growth opportunities in North America and India, as well as new product introductions [1][2] Financial Outlook - Fourth quarter revenue guidance is set at $81 to $83 million due to deferred deliveries [1] - 2026 revenue forecast is between $355 million and $385 million, indicating a strategic focus on growth and consistency [1][2] Customer and Market Dynamics - A large North American customer deferred scheduled deliveries, but no order cancellations are expected, leading to an increase in backlog [2] - Bookings in North America remained strong, with backlog nearly doubling compared to the end of 2024 [2] Strategic Initiatives - The company aims to build a more resilient and diversified growth profile through product development and geographic focus [2] - Ceragon is focusing on expanding opportunities in private networks and aligning new products with customer needs [2]

Company Overview - Ceragon is a leading solutions provider of end-to-end wireless connectivity, specializing in transport, access, and AI-powered managed & professional services [4] - The company serves a diverse customer base, including service providers, utilities, public safety organizations, government agencies, and energy companies, with solutions for 5G & 4G broadband wireless connectivity [5] - Ceragon's solutions are deployed by over 600 service providers and more than 1,600 private network owners across 130 countries, emphasizing their global reach and expertise [5] Conference Participation - Ceragon's CEO, Doron Arazi, will participate in the 37th Annual Roth Conference from March 16-18, 2025, at the Laguna Cliffs Marriott Resort & Spa in Dana Point, California [1] - The conference is one of the largest for small-cap companies, providing opportunities for company presentations, Q&A sessions, and one-on-one meetings with management [3] - Investors interested in meeting with Mr. Arazi can arrange one-on-one meetings through their Roth representative or by contacting Ceragon directly [2]