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Ceva Inc (CEVA)
NASDAQ:CEVA
Earnings Data
Report Date
Feb 17, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.19Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a strong outlook with better-than-expected revenue and EPS, strategic wins in AI and wireless connectivity, and significant growth in royalty revenue and IoT shipments. However, it also highlighted ongoing challenges with GAAP operating losses and a decline in GAAP net income, along with a slight decline in Bluetooth shipments.Company Guidance
Exceeding Revenue and EPS Expectations
CEVA reported revenue of $28.4 million and non-GAAP EPS of $0.11, exceeding expectations for the third quarter.
Strategic AI Licensing Agreements
Secured several strategic agreements in the AI segment, notably with Microchip, which adopted CEVA's full NPO NPU portfolio for its future roadmap.
Wireless Connectivity Success
Delivered wins in Wi-Fi 7 and Bluetooth high data throughput IP, cementing multiyear royalty ramps with long-term customers.
Growth in Royalty Revenue
Royalty revenue increased by 6% year over year and 16% sequentially, driven by consumer IoT, automotive ADAS solutions, and mobile recovery.
Record Shipments in IoT and Wi-Fi
Wi-Fi shipments reached an all-time high of 82 million units, up 73% year over year, and cellular IoT shipments hit a record high at 69 million units, up 41% year over year.
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 |
|---|---|---|---|
Nov 10, 2025 | $26.16 | $26.01 | -0.57% |
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% |
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 Feb 17, 2026, Before Open (Confirmed).
What is Ceva Inc (CEVA) earnings time?
Ceva Inc (CEVA) earnings time is at Feb 17, 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 2025 (Q4) is 0.19.