CEVA Inc
NASDAQ:CEVA

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CEVA Inc
NASDAQ:CEVA
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Price: 22.79 USD 0.09% Market Closed
Market Cap: 615.8m USD

CEVA Inc
Investor Relations

CEVA, Inc. engages in the licensing of signal processing platforms and artificial intelligence processors to chip manufacturers. The company is headquartered in Rockville, Maryland and currently employs 476 full-time employees. The company went IPO on 2002-11-01. The firm offers digital signal processors, artificial intelligence (AI) processors, wireless platforms and complementary software for sensor fusion, image enhancement, computer vision, voice input and AI. The Company’s customers include semiconductor and original equipment manufacturer (OEM) companies focused on a range of cellular and Internet-of-things (IoT) end markets, including a base station, mobile, personal computer, consumer, automotive, robotics, industrial, aerospace and defense, and medical. Its portfolio also includes a range of application software optimized for its processors, including voice front-end processing and speech recognition, imaging and computer vision and sensor fusion. The Company’s smart sensing portfolio includes advanced technologies for cameras, microphones, sensor hubs and inertial measurement units (IMU).

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 10, 2025
AI Summary
Q3 2025

Revenue Beat: CEVA reported Q3 revenue of $28.4 million, up 4% year-over-year and 11% sequentially, exceeding expectations.

AI Licensing Growth: AI processor licensing made up about one third of total licensing revenue for the second consecutive quarter and is becoming a major driver for the business.

Key Win: Microchip adopted CEVA’s full NeuPro NPU portfolio, validating a growing industry trend of embedding AI across product lines.

Record Connectivity: Wireless IP shipments and royalty revenues hit new highs, with strong growth in WiFi 6, cellular IoT, and automotive segments.

Royalty Revenue Up: Royalty revenue rose 6% year-over-year and 16% sequentially, with notable strength in consumer IoT and 5G infrastructure.

Guidance Maintained: Full-year revenue guidance was maintained, with Q4 revenue expected between $29 million and $33 million.

Key Financials
Revenue
$28.4 million
Licensing and Related Revenue
$16 million
Royalty Revenue
$12.4 million
Gross Margin
88%
Operating Expenses
$27.1 million
Non-GAAP Operating Margin
11%
Non-GAAP Net Income
$2.7 million
Non-GAAP Diluted EPS
$0.11
GAAP Operating Loss
$2.1 million
GAAP Net Loss
$2.5 million
Units Shipped by Licensees
559 million units
Mobile Handset Volumes
69 million units
WiFi Chip Shipments
82 million units
Cash, Cash Equivalents, Marketable Securities and Bank Deposits
$162 million (as of September 30, 2025)
Share Repurchases
40,000 shares in Q3 for approximately $1 million; 40,000 shares for $7.2 million in 2025 to date
Days Sales Outstanding (DSO)
47 days
Earnings Call Recording
Other Earnings Calls

Management

Mr. Amir Panush
CEO & Director
No Bio Available
Mr. Yaniv Arieli CPA
CFO & Treasurer
No Bio Available
Mr. Michael Boukaya
Executive VP & COO
No Bio Available
Mr. Gweltaz Toquet
Chief Commercial Officer
No Bio Available
Mr. Richard Kingston
Vice President of Market Intelligence, Investor & Public Relations
No Bio Available
Ms. Geraldine Kutas
Director of Corporate Affairs & Communication
No Bio Available
Ms. Dana Maor-Megiddo
Vice President of People
No Bio Available
Mr. Iri Trashanski
Chief Strategy Officer
No Bio Available
Mr. Jeff VanWashenova
Director of Automotive Market Segment
No Bio Available
Mr. Franz Dugand
Director of Sales & Marketing for Connectivity Business Unit
No Bio Available

Contacts

Address
MARYLAND
Rockville
15245 Shady Grove Road, Suite 400
Contacts
+12403088328.0
www.ceva-dsp.com