Ceva Q2 Earnings Call Highlights

2 weeks ago 22

MarketBeat

Mon, August 10, 2026 astatine 9:04 AM CDT 6 min read

Key Points

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Strong second-quarter performance: CEVA reported gross of $29 million, up 13% twelvemonth implicit year, driven by a 21% summation successful licensing gross and a 17% sequential betterment successful royalties. Non-GAAP operating borderline expanded to 11% from 3% a twelvemonth earlier.
Broader exertion adoption supported licensing momentum: The institution signed 10 agreements, including deals for its NeuPro-M AI processor, Wi-Fi 6 and Bluetooth IP, and a implicit wireless baseband subsystem. Management said broader level agreements could summation woody sizes, aboriginal royalties and lawsuit integration.
CEVA raised its 2026 outlook: The institution present expects full-year gross maturation of 13% to 15%, up from its anterior 12% forecast, with non-GAAP operating income projected to emergence astir 70% and nett income astir 50% twelvemonth implicit year.

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Ceva (NASDAQ:CEVA) reported second-quarter gross of $29 million, up 13% from a twelvemonth earlier and 7% sequentially, arsenic licensing enactment reached its strongest level successful 3 years and royalty gross recovered from the anterior quarter.

Chief Executive Officer Amir Panush said licensing and related gross roseate 21% twelvemonth implicit twelvemonth to $18.2 million, representing 63% of full revenue. Royalty gross totaled $10.8 million, up from $10.7 cardinal a twelvemonth earlier and 17% sequentially.

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"We delivered different beardown quarter," Panush said, citing momentum successful wireless connectivity, automotive artificial quality programs and smartphone market-share gains.

Broader level agreements thrust licensing enactment

CEVA signed 10 licensing agreements during the quarter, including 2 with first-time customers and 2 straight with archetypal instrumentality manufacturers. Panush said the institution is progressively seeing customers follow broader platforms and deeper exertion collaborations alternatively of idiosyncratic intellectual-property blocks.

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Among the quarter's agreements, a planetary AI and computing level institution selected CEVA's NeuPro-M neural processing portion IP for next-generation customized AI silicon. Panush called the statement 1 of the company's astir strategically important AI licensing agreements, saying the lawsuit develops some hardware and an operating system, enabling CEVA to enactment connected AI hardware and software-stack optimization.

CEVA besides cited 2 U.S. lawsuit agreements arsenic examples of wider level adoption. One high-volume semiconductor institution selected a implicit spot based connected CEVA's Wi-Fi 6 and Bluetooth Low Energy IP, alternatively than licensing the underlying IP blocks separately. Another U.S. lawsuit expanded from a azygous baseband constituent to CEVA's implicit baseband processing subsystem.

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