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:
以下是賽倫斯公司（CRNC）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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公佈的第二季度收入爲6,780萬美元，其中包括計劃外固定許可的500萬美元收益和260萬美元的少報調整。
由於產量預期未得到滿足、鄰近市場和物聯網市場發展緩慢以及汽車產量放緩，全年預期下調了4000萬美元。
約2.52億美元的商譽減值費用影響了GAAP的業績。
本季度每輛車的平均賬單大幅增加。
Business Progress:
業務進展：
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語言模型產品過渡，在CES之後簽署了六份合同，第一款產品定於下個月投入生產。
該公司正在開發集成語音和觸控的人工智能計算平台，該平台正在接受全球三大汽車製造商的審查。
汽車對話式人工智能的預期進展受到了全球OEM的積極歡迎。
Cerence確定了關鍵的汽車趨勢，包括電動汽車放緩、由於軟件定義汽車的複雜性而導致的新計劃延遲以及Gen AI的興起。
專注於改善艙內體驗的新產品正在開發中，它們的推出可能會導致每輛車的平均賬單增加。
More details: Cerence IR
更多詳情： 塞倫斯紅外線
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。