Credit and interest ratesnegative · 4 filings
“The decrease in interest expense was primarily attributable to a lower overall principal balance outstanding coupled with a lower applicable interest rate on our Notes.”10-Q · May 7, 2026 ↗
Cerence Inc.
CRNC
Market read
Cerence Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company-1.9% todayVolume comparison unavailable
Market group0 of 11 activeAutonomous Technology & Services · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- CRNC's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if CRNC's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- CRNC's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods8
Price observations319
Usable filing statements138
Verified relationships0
Evidence supporting the case
- Operating margin changed +174.0 percentage points in the latest annual period.
- Net margin changed +170.0 percentage points in the latest annual period.
Evidence challenging the case
- Latest annual revenue changed -24.0% year over year.
- Diluted shares increased 3.7% in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Capital investment and capacity has repeated adverse evidence across 3 filings.
Questions before a position
- EV/sales is 59% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
8.136m+2.8%12m-22.4%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-09-30$387.2M+17.0%$1.17+7.9%
2022-09-30$327.9M-15.3%$-7.93-0.3%
2023-09-30$294.5M-10.2%$-1.40+2.6%
2024-09-30$331.5M+12.6%$-14.12+3.5%
2025-09-30$251.8M-24.0%$-0.43+3.7%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsnegative · 4 filings
“20 Table of Contents During the six months ended March 31, 2025, we recorded $ 2.6 million in stock-based compensation due to the termination of employment of our former CEO and the resulting vesting of certain stock-based awards in Restructuring and other co…”10-Q · May 7, 2026 ↗
Capital investment and capacitynegative · 3 filings
“The change in cash flows was primarily due to a $1.0 million decrease related to less capital expenditures.”10-Q · May 7, 2026 ↗
Foreign exchangemixed · 2 filings
“The decrease in other income, net was primarily driven by comparatively unfavorable foreign exchange movements.”10-Q · May 7, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.4× · EV/sales 2.2×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
8.13-1.9% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CRNC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CRNC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CRNC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CRNC is currently a Early Follower in the organic co-movement group Autonomous Technology & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for CRNC; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.