Cerence builds conversational AI and voice assistants embedded in vehicles for major automotive OEMs worldwide. Spun out of Nuance Communications, it specializes in speech recognition, natural language understanding and in-car digital assistants that work offline and online. Its software sits at the interface between drivers, passengers and the vehicle’s connected systems, competing in a niche defined by safety, latency and OEM integration rather than consumer app ecosystems.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 62.2 | — | -2.7 | — |
| Q3 2025 | 60.6 | — | -13.4 | — |
| Q4 2025 | 115.1 | — | -5.2 | — |
| Q1 2026 | 64.2 | — | 1.7 | — |
| Q2 2026 | 69.6 | 11.8% | 1.5 | — |
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