Earnings Call Summary | Cerence(CRNC.US) Q2 2024 Earnings Conference
Earnings Call Summary | Cerence(CRNC.US) Q2 2024 Earnings Conference
The following is a summary of the Cerence Inc. (CRNC) Q2 2024 Earnings Call Transcript:
以下是赛伦斯公司（CRNC）2024年第二季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Cerence reported Q2 revenue of $67.8 million including gains from an unplanned fixed license of $5 million and an underreporting adjustment of $2.6 million.
Full-year guidance was lowered by $40 million due to unmet production expectations, slow development in the adjacent and IoT markets, and an auto production slowdown.
A goodwill impairment charge of approximately $252 million has affected the GAAP results.
There was a significant increase in average billings per car in the quarter.
Cerence公布的第二季度收入为6,780万美元，其中包括计划外固定许可的500万美元收益和260万美元的少报调整。
由于产量预期未得到满足、邻近市场和物联网市场发展缓慢以及汽车产量放缓，全年预期下调了4000万美元。
约2.52亿美元的商誉减值费用影响了GAAP的业绩。
本季度每辆车的平均账单大幅增加。
Business Progress:
业务进展：
Cerence is transitioning towards Generative AI and larger language model products, with six contracts signed post-CES and the first product set to enter production next month.
The company is developing an AI computing platform that integrates voice and touch, which is under review by three major global automakers.
Anticipated advancements in conversational AI for automobiles are being positively received by global OEMs.
Cerence identified key automotive trends including an EV slowdown, delays in new programs due to the complexity of software-defined cars, and the rise of Gen AI.
New products focused on improving the in-cabin experience are underway, their launch will likely result in increased average billings per vehicle.
Cerence正在向生成式人工智能和更大的语言模型产品过渡，在CES之后签署了六份合同，第一款产品定于下个月投入生产。
该公司正在开发集成语音和触控的人工智能计算平台，该平台正在接受全球三大汽车制造商的审查。
汽车对话式人工智能的预期进展受到了全球OEM的积极欢迎。
Cerence确定了关键的汽车趋势，包括电动汽车放缓、由于软件定义汽车的复杂性而导致的新计划延迟以及Gen AI的兴起。
专注于改善舱内体验的新产品正在开发中，它们的推出可能会导致每辆车的平均账单增加。
More details: Cerence IR
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