Added to YB: 2025-09-10
Pitch date: 2025-09-08
CRNC [neutral]
Cerence Inc.
-14.18%
current return
Author Info
Company Info
Cerence Inc. provides AI-powered assistants for the mobility/transportation market in the United States, the rest of the Americas, Germany, the rest of Europe, the Middle East, Africa, Japan, and the rest of the Asia-Pacific.
Market Cap
$371.8M
Pitch Price
$9.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.55
P/E
1.1K
EV/Sales
1.47
Sector
Software
Category
growth
A Primer on Cerence
CRNC (overview): AI-powered voice assistants for automotive (52% of global cars shipped). Hybrid edge/cloud platform serving BMW, VW, Ford, Toyota. Revenue mix: licensing fees (lumpy), recurring SaaS, professional services. Expanding xUI next-gen platform w/ LLMs. Competitive moat: 20yr OEM relationships, 70+ languages, white-label neutrality vs big tech. Growth via product leadership, interoperability, adjacent transport markets.
Read full article (4 min)