NASDAQ$CRNC
Cerence Inc. · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Cerence reported Q4 fiscal 2025 revenue of $60.6M, above guidance.
Fourth-quarter revenue was $60.6 million with GAAP net loss of $13.4 million. Free cash flow was $9.7 million in the quarter. Initial FY26 revenue guidance is $300–320 million, up roughly 23% at the midpoint.
- Q4 revenue $60.6M beat guide.
- FY26 revenue guide $300M–$320M.
- Q4 free cash flow $9.7M.
- xUI automotive platform milestones on track.
Headline financials
Revenue & EPS history
Cerence · Revenue · Quarterly
$60.6M
Revenue by segment
Cerence · $80.8M total across 3 segments · Q4 2023
- License$43.1M+126.9%53.4%
- Connected Services$19.2M+5.9%23.7%
- Professional Services$18.5M-12.1%22.9%
Forward guidance
FY26 revenue guidance $300–320M (+23% YoY at midpoint); adjusted EBITDA guide $50–70M.
Tailwinds
- Q4 revenue $60.6M beat guidance.
- FY26 core technology growth target 8%.
- Free cash flow improvement YoY.
Headwinds
- Auto production and OEM program timing.
- Legacy contract roll-offs.
- IP monetization variability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+6.5%
Avg return
Earnings day
+6.5%
Avg return
5 days after
+8.5%
Avg return
30 days after
67%
20 / 30 earnings
Positive
+155.3%
Q4 2024
Best reaction
-44.0%
Q2 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | +3.8% | +1.3% | +0.5% | |
| Q1 2026 | +4.1% | -18.6% | -29.2% | |
| Q4 2025 | +26.8% | +29.5% | +41.7% | |
| Q2 2025 | -12.1% | +1.7% | +1.8% | |
| Q1 2025 | +13.7% | +12.1% | -19.1% | |
| Q4 2024 | +155.3% | +129.4% | +172.0% | |
| Q3 2024 | +6.3% | +6.1% | +23.2% | |
| Q2 2024 | -44.0% | -47.8% | -68.2% | |
| Q1 2024 | -20.2% | -16.6% | -29.5% | |
| Q4 2023 | +2.2% | +1.7% | +15.4% | |
| Q3 2023 | +2.1% | +1.4% | -7.0% | |
| Q2 2023 | -13.6% | -10.7% | +14.5% | |
| Q1 2023 | +3.7% | +1.9% | -9.5% | |
| Q4 2022 | +33.5% | +25.0% | +22.1% | |
| Q3 2022 | -20.4% | -20.7% | -37.3% | |
| Q2 2022 | -1.6% | +10.2% | +11.3% | |
| Q1 2022 | -28.0% | -31.8% | -48.5% | |
| Q4 2021 | -24.8% | -25.9% | -30.6% | |
| Q3 2021 | +12.9% | +10.0% | -1.4% | |
| Q2 2021 | -4.3% | -5.3% | +29.0% | |
| Q1 2021 | -3.8% | +6.2% | -19.1% | |
| Q4 2018 | +19.0% | +22.7% | +43.0% | |
| Q4 2020 | +6.0% | +27.4% | +42.4% | |
| Q3 2019 | +4.3% | -1.3% | -1.4% | |
| Q3 2020 | +31.2% | +21.3% | +24.4% | |
| Q2 2019 | +9.3% | +8.0% | +63.5% | |
| Q2 2020 | +13.8% | +27.1% | +83.3% | |
| Q1 2019 | +3.3% | +2.5% | -25.7% | |
| Q1 2020 | +2.5% | +5.9% | -28.6% | |
| Q4 2019 | +15.5% | +21.1% | +21.0% | |
| Q3 2018 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — |
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