Ceragon reported that it has secured $86 million in orders in India year‑to‑date, primarily from two leading operators, including a record number of links for its IP‑50EXA platform used for fixed‑wireless access expansion.
Of those bookings, $24 million has already been recognized as revenue in the first quarter of 2026, and the remaining $62 million is expected to be recognized by year‑end, giving the company a clear revenue trajectory for the rest of the fiscal year.
The new orders reinforce Ceragon’s FY26 revenue guidance of $355‑$385 million and its target non‑GAAP operating margin of 6.5‑7.5%, according to management. CEO Doron Arazi said, "These orders reinforce our growing confidence in a strong year in India and validate Ceragon's competitive position in a large and growing market for our solutions." He added, "This acceleration in orders booked provides greater visibility into future revenue from India, reflecting both the strength of our technology and the trusted relationships we have built with our customers in this important market."
The orders are focused on fixed‑wireless access projects, a segment that has seen rapid growth as operators seek high‑capacity, cost‑effective alternatives to fiber. The record number of IP‑50EXA links signals strong demand for Ceragon’s next‑generation millimeter‑wave technology, which is positioned to support the expansion of 5G and broadband services across India.
While the company’s Q4 2025 results included a GAAP net loss of $2.1 million and a non‑GAAP net income of $8.2 million, the new bookings provide a significant boost to the company’s recurring revenue stream and margin expansion goals. The $86 million in orders represents roughly 30% of the expected first‑quarter revenue of $80.38 million, underscoring the importance of the Indian market to Ceragon’s overall growth strategy.
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