The earnings call highlighted significant achievements in AI and IoT growth, as well as a major milestone of 20 billion devices shipped. However, these were offset by declines in revenue, royalties, and a notable operating loss, suggesting mixed performance.

Company Guidance -

Q3 2025

During CEVA, Inc.'s second quarter 2025 earnings call, the company provided guidance indicating a strong performance in licensing and royalties, with revenue for Q2 reported at $25.7 million, a 10% decline year-over-year, and licensing revenue contributing $15 million or 59% of total revenue. CEVA highlighted a 16% sequential increase in royalty revenue, though it declined 5% year-over-year, with consumer IoT shipments showing a robust 21% sequential and 60% year-over-year increase. The company anticipates continued royalty growth throughout the year, driven by seasonal demand and increased market share in the smartphone sector, particularly with a leading U.S. OEM. CEVA also reported a significant milestone of over 20 billion devices shipped and emphasized the momentum in their AI business, securing four strategic NPU customer agreements, which they expect to drive future growth. Looking ahead, CEVA projects third-quarter revenue between $26 million and $30 million, maintaining their overall revenue growth guidance and targeting a double-digit increase in non-GAAP net income and EPS compared to 2024.

Strong Licensing Execution

CEVA secured 13 license agreements, including 5 first-time customers and 4 OEM customers, highlighting the strength of its IP portfolio.

AI Business Expansion

CEVA entered the broad adoption phase for its Edge AI NPUs, securing 4 strategic high-impact NPU customer agreements.

Growth in Consumer IoT

Consumer IoT shipments were up 21% sequentially and 60% year-over-year, driven by record-high cellular IoT and Wi-Fi 6 shipments.

Milestone Achievement

CEVA announced over 20 billion CEVA power devices shipped, positioning the company among elite IP companies.

Ceva (CEVA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CEVA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.10 / -	0.14	―	―	―
Aug 11, 2025	2025 (Q2)	0.05 / 0.07	0.17	-58.82% (-0.10)
May 07, 2025	2025 (Q1)	0.07 / 0.06	-0.05	220.00% (+0.11)
Feb 13, 2025	2024 (Q4)	0.11 / 0.11	0.1	10.00% (<+0.01)
Nov 07, 2024	2024 (Q3)	0.10 / 0.14	0.02	600.00% (+0.12)
Aug 07, 2024	2024 (Q2)	0.03 / 0.17	-0.02	950.00% (+0.19)
May 09, 2024	2024 (Q1)	0.03 / -0.05	0	―
Feb 14, 2024	2023 (Q4)	0.06 / 0.10	0.23	-56.52% (-0.13)
Nov 08, 2023	2023 (Q3)	0.04 / 0.02	0.2	-90.00% (-0.18)
Aug 09, 2023	2023 (Q2)	0.07 / -0.02	0.18	-111.11% (-0.20)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CEVA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$21.72	$21.33	-1.80%
May 07, 2025	$26.48	$21.14	-20.17%
Feb 13, 2025	$31.72	$34.96	+10.21%
Nov 07, 2024	$25.18	$29.34	+16.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ceva Inc (CEVA) report earnings?

Ceva Inc (CEVA) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Ceva Inc (CEVA) earnings time?

Ceva Inc (CEVA) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CEVA EPS forecast?

CEVA EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

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