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Ceva Inc (CEVA)
NASDAQ:CEVA
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
0.17Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -21.83%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed sentiment with significant achievements in licensing and technology adoption, especially in Wi-Fi and Edge AI, countered by challenges in royalty revenues and a cautious outlook for the year due to macroeconomic factors.Company Guidance
During the first quarter of fiscal year 2025, CEVA Inc. reported total revenues of $24.2 million, marking a 10% year-over-year increase. Licensing revenues significantly contributed to this growth, rising by 32% to $15 million and accounting for 62% of total revenues. However, royalty revenues saw a decline of 14%, amounting to $9.2 million, influenced by reduced low-cost smartphone shipments and a slower product ramp-up from an industrial customer. Despite these challenges, CEVA's licensing activity remained strong, with $150 million in licensing revenues and 11 deals concluded, highlighting strategic wins in wireless communication IP. The company also secured its first royalty report from a U.S. OEM for in-house 5G modem technology, anticipating a substantial future royalty stream. CEVA's Wi-Fi royalties experienced a remarkable 183% year-over-year growth, driven by a favorable product mix shift towards Wi-Fi 6. Looking ahead, CEVA has adjusted its revenue growth guidance for 2025 from high-single digits to low-single digits, reflecting a more cautious outlook due to macroeconomic uncertainties, while maintaining a focus on expanding its customer base and technology leadership.10% Increase in Total Revenue
Total revenue for the quarter came in at $24.2 million, up 10% year-over-year, driven by strong licensing performance.
Licensing Revenue Growth
Licensing revenue increased 32% to $15 million, reflecting 62% of total revenues. This was driven by strategic deals in Bluetooth and Wi-Fi technologies.
Wi-Fi Royalties Surge
Wi-Fi royalties grew 183% year-over-year from a 12% increase in unit shipments, driven by a shift towards Wi-Fi 6, which carries a higher ASP.
New Design Wins in Edge AI and ADAS
Secured a significant design win for the NeuPro-M Edge AI NPU with Nextchip for next-generation ADAS solutions, highlighting the advanced capabilities of CEVA's technology.
Strong Unit Shipments
Shipped units by CEVA licensees during the first quarter were 420 million, up 13% from the first quarter of 2024, with notable growth in the IoT and Bluetooth segments.
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CEVA Earnings History
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
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CEVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 07, 2024 | $16.13 | $19.44 | +20.52% |
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.
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FAQ
When does Ceva Inc (CEVA) report earnings?
Ceva Inc (CEVA) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Ceva Inc (CEVA) earnings time?
Ceva Inc (CEVA) earnings time is at Aug 06, 2025, TBA Not 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 (Q2) is 0.05.
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