Ceragon Networks Management Commentary: North America Rebound Drives Q3 2026 Revenue Growth

By Public Technologies13:58 (UTC), 5 November 2026 Updated

Ceragon Networks management attributed third-quarter fiscal 2026 revenue growth of 11.7% to $95.5 million primarily to North America's rebound.
Accelerating activity with a key Tier-1 carrier customer and increased software sales drove revenue growth and margin expansion, management said.
Non-GAAP gross margin rose to 36.4% from 35%, reflecting favorable geographic and product mix despite component cost pressures.
Non-GAAP operating margin increased to 8.5% from 6.2%; adjusted diluted earnings rose to $0.07 per share from $0.02.
Management cited higher component costs and supplier delays, prompting customer price adjustments, longer procurement planning and increased commitments for critical components.

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