earnings
confidence high
sentiment positive
materiality 0.65
Ceva Q2 2026 revenue up 13% to $29.0M; licensing revenue highest in 3 years
CEVA INC
- Total revenue $29.0M, up 13% YoY; licensing & related revenue $18.2M, up 21% (highest in 3 years).
- Royalty revenue $10.8M, up 1% YoY and 17% sequentially; GAAP net loss $2.9M vs $3.7M loss a year ago.
- Non-GAAP operating income $3.1M (11% margin) vs $0.8M (3%) a year ago; non-GAAP EPS $0.08 vs $0.07.
- Signed 10 licensing deals incl. 2 first-time customers and 2 OEMs; NeuPro-M NPU IP selected by leading AI platform company.
- GAAP diluted EPS loss $0.10 vs $0.15 loss; GAAP gross margin 87% vs 86%.