文章核心观点 - Cerence (CRNC)公司在过去一个月内股价上涨19.1%,超过了更广泛的Zacks计算机和技术板块3.6%的涨幅以及Zacks计算机-IT服务行业3.4%的涨幅 [1] - 这种超额表现归因于CRNC在生成式AI(GenAI)领域的良好定位、不断扩大的客户群以及强大的合作伙伴网络 [1] - Cerence公司在汽车行业拥有强大的产品组合和不断扩大的全球影响力,这都得益于其牢固的合作伙伴网络 [1] 公司概况 客户拓展 - Cerence公司的创新产品组合有助于扩大其客户群,包括大众、奥迪、SEAT和宝马集团等 [2] - Cerence公司与NVIDIA和微软等合作伙伴的合作进一步加强了其在汽车行业的地位 [1][4] 合作伙伴 - Cerence公司与NVIDIA合作推出了Cerence Automotive Large Language Model (CaLLM),提升了车载计算平台的性能,增强了用户体验 [4] - Cerence公司与微软合作,将OpenAI的ChatGPT模型集成到车载系统中,以提升车载用户体验 [4] - Cerence公司与Tuya公司合作,为Tuya的云开发平台提供多语言文本转语音功能,应用于摩托车、电动自行车等两轮车辆 [4] 财务表现 收入指引 - Cerence公司预计2024财年收入将在3.21亿美元至3.27亿美元之间,其中包括3000万美元的固定合同收入 [5] - Cerence公司预计2024财年调整后EBITDA将在6400万美元至7000万美元之间 [5] - Cerence公司预计2024财年第四季度收入将在4400万美元至5000万美元之间 [5] 盈利预测 - Cerence公司2024财年第四季度预计亏损0.32美元/股,过去30天内保持不变 [6] - Cerence公司2024财年第四季度预计收入为4814万美元,较上年同期下降40.39% [6] - Cerence公司2024财年预计每股收益为0.92美元,过去30天内保持不变,2023财年为0.36美元 [6] - Cerence公司2024财年预计收入为3.2483亿美元,较上年同期增长10.31% [6] 估值分析 - Cerence公司股价被认为估值过高,价值评分为C [7] - Cerence公司股价目前低于200日移动平均线,显示了一个看跌趋势 [7]

文章核心观点 - 公司宣布新任CEO Brian Krzanich获得初始股权激励,总价值6百万美元 [1] - 该激励包括时间限制性股票单位和业绩限制性股票单位 [1] - 时间限制性股票单位将在未来3年内分三期解锁,前提是Krzanich保持任职 [1] - 业绩限制性股票单位将根据公司在2027财年的业绩指标来确定最终数量,同样需要Krzanich保持任职 [1] 公司概况 - Cerence是全球领先的移动出行解决方案提供商,专注于为汽车制造商和移动出行企业提供AI驱动的人机交互技术 [3] - 公司拥有20多年的技术积累,已经为5亿辆汽车提供了相关技术 [3] - 公司的技术涵盖连接汽车、自动驾驶、电动车以及两轮车等多个领域 [3] 投资者和媒体联系方式 - 投资者联系人:Rich Yerganian,电话:781-708-2801,邮箱:richard.yerganian@cerence.com [4] - 媒体联系人:Kate Hickman,电话:339-215-4583,邮箱:kate.hickman@cerence.com [4]

Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time. Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phas ...

遣散费和补偿 - 公司将为执行官提供基于年薪150%的现金遣散费[5] - 公司将为执行官提供基于目标奖金150%的现金遣散费，并按比例发放当年目标奖金[5] - 公司将为执行官提供基于年薪200%的现金遣散费[10] - 公司将为执行官提供基于目标奖金200%的现金遣散费，并按比例发放当年目标奖金[11] - 公司将在执行官离职时支付未支付的工资、应计未休假等款项[17] 股权激励 - 公司将加速时间型股权激励的18个月内未到期部分的解锁[6] - 公司将加速已完成业绩期的业绩型股权激励的解锁，并按比例解锁未完成业绩期的业绩型股权激励[7] - 公司将在变更控制期内解锁执行官全部未解锁的时间型股权激励[12] - 公司将在变更控制期内解锁执行官已完成业绩期的业绩型股权激励，并按目标业绩解锁未完成业绩期的业绩型股权激励[12] - 公司将根据《2019年股权激励计划》或其任何继承计划中的"变更控制"定义来确定"变更控制"[30] 其他福利 - 公司将为执行官提供18个月的医疗保险福利[9][14] - 如果公司发生变更控制,则在变更控制后一年内终止雇佣关系的,可获得相关补偿和福利[30,31,32] 其他条款 - 公司可以在不经执行官同意的情况下将本协议及其权利义务转让给关联公司或与之进行重组、合并或资产转让的任何个人或实体[34] - 本协议及保密协议以及管理股权激励的计划和协议构成双方就本协议主题事项的完整协议,取代任何之前的陈述、谅解、承诺或协议[39] - 本协议受特拉华州法律管辖,双方同意接受特拉华州的个人和专属管辖权[40]

BURLINGTON, Mass., Oct. 07, 2024 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ: CRNC), AI for a world in motion, today announced that Brian Krzanich has been appointed Chief Executive Officer and a member of the Board of Directors, effective immediately. Mr. Krzanich succeeds Stefan Ortmanns, who is departing as CEO and resigning as a member of the Board. Mr. Krzanich is a seasoned executive with a track record of success at global public organizations. Most recently from 2018 to 2022, Mr. Krzanich served as CEO ...

Overview of Vanguard's Recent Transaction On September 30, 2024, Vanguard Group Inc executed a significant transaction involving the shares of Cerence Inc (CRNC, Financial), a key player in the software industry. The firm reduced its holdings by 868,183 shares, resulting in a new total of 3,112,214 shares. This move is part of Vanguard's broader investment strategy, reflecting a decrease of 21.81% in their position, with the shares traded at a price of $3.15 each. Insight into Vanguard Group Inc Founded in ...

Cerence (CRNC) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Individual investors ...

Here are three stocks with buy rank and strong value characteristics for investors to consider today, September 19th: Cerence (CRNC) : This company which provides A.I. powered assistants and innovations for connected and autonomous vehicles, carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 15.0% over the last 60 days. Cerence has a price-to-earnings ratio (P/E) of 2.73 compared with 62.70 for the industry. The company possesses a Va ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Cerence (CRNC) : This company which provides A.I. powered assistants and innovations for connected and autonomous vehicles, has seen the Zacks Consensus Estimate for its current year earnings increasing 15.0% over the last 60 day. Ubiquiti (UI) : This company which offers a comprehensive portfolio of networking products and solutions for service providers and enterprises, has seen the Zacks Consensus Estimate for its current year earni ...

Cerence's (CRNC) shares have plunged 87.5% year to date against the broader Zacks Computer & Technology sector's return of 19.4% and the Zacks IT Services industry's rise of 7.7%. The underperformance was due to slowing momentum in the automotive industry along with stiff competition in the automotive Generative AI (GenAI) market, which affected CRNC's top-line growth. However, Cerence is well-positioned to benefit from advancements in GenAI, a growing clientele and a strong partner network. Its collaborati ...