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Cerence (CRNC) investor relations material
Cerence Raymond James TMT and Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Raymond James TMT and Consumer Conference summary8 Dec, 2025
Intellectual property and technology leadership
Holds foundational IP in voice recognition, text-to-speech, and wake-up word technology, originating from Nuance and tailored for automotive applications.
Technology has evolved to agentic, LLM-based systems, enabling natural, conversational vehicle interactions.
Software is present in about 50% of cars globally, with strong integration capabilities across changing vehicle hardware.
Offers global coverage, including partnerships with major Chinese OEMs outside China.
Enables seamless, context-aware voice commands, enhancing user experience and safety.
Business model, segments, and revenue streams
Operates primarily in the automotive segment, with revenue from software licenses, connected services, and professional services.
Geographic revenue split: 16% Americas, remainder evenly between Europe and Asia.
License revenue recognized at vehicle shipment; connected services recognized over subscription periods.
Professional services provide customization for OEMs but are declining as technology becomes easier to implement.
Competitive landscape and differentiation
Main competitors are Google and occasionally Amazon, with most deals coming down to a head-to-head with Google.
Differentiates through agnostic integration with multiple AI platforms (e.g., DeepSeek, Gemini, Claude, Mistral), offering OEMs flexibility.
Agnostic approach allows rapid switching between AI providers, appealing to OEMs seeking adaptability.
Regional flexibility and open solutions provide a competitive edge over hyperscalers.
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Q1 20265 Feb, 2026
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Frequently asked questions
Cerence Inc. provides AI powered virtual assistants that help enterprises across the mobility and transportation market be more user friendly and productive. With an industry leading 99.97% accuracy rate, Cerence solutions are powered by a deep learning engine that learns from 33 billion data points daily to provide users with intuitive on-site answers, recommendations and automation of recurring tasks, allowing businesses to better understand their customers, improve operational efficiencies and reduce costs. Cerence Inc., was founded in 2019 and is headquartered in Burlington, Massachusetts.
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