Ceragon (CRNT) Q2 FY26 earnings call

Ceragon delivered a strong second quarter, marked by record bookings and robust demand for its E-Band products and private network solutions, particularly in India and North America. Despite persistent supply chain challenges and resulting gross margin pressure, the company is capitalizing on a shifting competitive landscape and expanding its market reach through new technologies and managed services. Management remains confident in its long-term growth trajectory, driven by increasing TAM and strategic initiatives.