secwatch.observer — SEC 8-K summary ====================================== Issuer: CEVA INC (CEVA) CIK: 0001173489 Form: 8-K Filed at: 2026-02-17T23:59:59+00:00 Accession: 0001437749-26-004232 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Ceva posts record Q4 revenue of $31.3M, up 7% YoY; non-GAAP EPS $0.18 vs $0.11 ------------------------------------------------------------------------------ - Total Q4 revenue $31.3M, highest ever; licensing $17.5M (+11% YoY), royalties $13.8M (+2% YoY). - Signed strategic NPU licensing agreement with a top PC OEM; 18 IP deals in Q4. - Full-year 2025 revenue $109.6M (+2%); non-GAAP net income $10.8M (+20% YoY); non-GAAP diluted EPS $0.42 vs $0.36. - Record 2.1B Ceva-powered devices shipped in 2025; Wi-Fi shipments 266M units, cellular IoT 241M units. - Balance sheet strengthened via follow-on offering raising ~$63M net in Q4. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1173489/000143774926004232/0001437749-26-004232-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1173489/000143774926004232/ceva20260215_8k.htm HTML page: https://secwatch.observer/filing/0001437749-26-004232 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer