Ceva Inc (CEVA)
NASDAQ:CEVA
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a positive execution story: top‑line growth (+11% YoY), an 18% increase in licensing revenue, record Wi‑Fi volume (+158% YoY), multiple strategic wins (Bluetooth HDT full‑stack, NTN, UWB, automotive AI in Toyota RAV4) and an upgraded full‑year outlook and margin expansion targets. Offsetting items include flat total royalties (mobile softness), declines in Bluetooth and industrial IoT unit shipments, and wider GAAP losses in the quarter. On balance the operational momentum, high margins, strong licensing pipeline and upgraded guidance outweigh the near‑term royalty and unit headwinds.Company Guidance
Revenue Growth
Total revenues of $27.0M in Q1 FY2026, up 11% year-over-year, driven by strong licensing execution.
Strong Licensing Performance
Licensing and related revenues of $17.8M, up 18% year-over-year and representing 66% of total revenues; marked as the strongest licensing quarter in 3 years and 14 licensing agreements signed in the quarter.
Record Wi‑Fi Shipments
Wi‑Fi shipments reached a record 91M units in the quarter, up 158% year-over-year, reflecting large Wi‑Fi 6 ramps and growing Wi‑Fi 7 design activity.
Growth in Smart Edge Royalties and Non‑Mobile Market
Non-mobile royalties grew 8% year-over-year as IoT, industrial and AI-driven applications strengthened, offsetting mobile softness; total royalties were $9.2M (flat YoY).
Major Strategic Wins and Product Momentum
Key wins include a full Bluetooth HDT (Bluetooth 7) stack license to a leading U.S. semiconductor company, PentaG‑NTN satellite 5G expansion with a satellite OEM, next‑gen UWB license with a major MCU provider, and multiple Wi‑Fi/Bluetooth combo designs.
Automotive and AI Traction
Renesas R‑Car V4H (integrating CEVA AI DSP and accelerator) in production in the 2026 Toyota RAV4 — CEVA's first mass‑volume automotive AI deployment — and AI represented >20% of licensing revenue with 2 new AI licenses in the quarter.
Margin Profile and Guidance Upside
High gross margins (86% GAAP / 87% non‑GAAP) and upgraded full‑year outlook to the top end of prior 8%–12% revenue growth range; company now expects non‑GAAP operating margins and non‑GAAP net income to increase 40%–50% YoY.
Healthy Balance Sheet and Operating Metrics
Cash, marketable securities and deposits totaling approximately $216M, DSOs of 59 days, and a disciplined capital allocation stance; shipped 458M CEVA‑powered units in the quarter, up 9% YoY.
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
CEVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $36.97 | $36.46 | -1.38% |
Feb 17, 2026 | $22.67 | $20.45 | -9.79% |
Nov 10, 2025 | $26.16 | $26.01 | -0.57% |
Aug 11, 2025 | $21.72 | $21.33 | -1.80% |
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 Aug 12, 2026, Before Open (Confirmed).
What is Ceva Inc (CEVA) earnings time?
Ceva Inc (CEVA) earnings time is at Aug 12, 2026, 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 2026 (Q2) is 0.07.