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CEVA (CEVA) investor relations material
CEVA Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary10 Nov, 2025
Executive summary
Third quarter revenue reached $28.4 million, up 4% year-over-year and 11% sequentially, driven by strong licensing and royalty growth, both exceeding expectations.
AI processor licensing contributed about one-third of licensing revenue, marking a significant shift in the business mix.
Major design wins included a multi-year NPU portfolio deal with Microchip and three AI DSP agreements across consumer electronics and automotive.
Record wireless IoT shipments, especially in Wi-Fi and cellular IoT, reinforced leadership in wireless IP.
Signed twelve IP licensing agreements in Q3, including with a first-time customer and a major global consumer OEM.
Financial highlights
Licensing and related revenue was $16 million (56% of total), up 3% year-over-year and 7% sequentially.
Royalty revenue was $12.4 million (44% of total), up 6% year-over-year and 16% sequentially.
Gross margin improved to 88% GAAP and 89% non-GAAP, up from 85% and 87% a year ago.
Non-GAAP operating income was $3.1 million, up 48% year-over-year.
GAAP net loss was $2.5 million, with diluted loss per share of $0.10.
Outlook and guidance
Full-year revenue guidance maintained, but outlook for 2025 is cautious with growth revised to low single digits due to macroeconomic uncertainty.
Q4 revenue expected between $29–$33 million, with gross margin stable at Q3 levels (88% GAAP, 89% non-GAAP).
Multi-year AI processor licensing agreements provide good visibility into future revenue streams.
Continued seasonal royalty momentum expected, driven by smartphone, Wi-Fi, and cellular IoT growth.
Focus remains on disciplined expense management and profitability improvement.
AI pipeline strength and future revenue trajectory
Key drivers for multi-year royalty growth
OpEx strategy for AI growth beyond Q4
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Frequently asked questions
CEVA, Inc. is a leading provider of semiconductor intellectual property cores, software development tools and wireless connectivity and smart sensing solutions. As a leading licensor of wireless connectivity and smart sensing technologies, CEVA provides a comprehensive estimation of market opportunities and end market trends as well as develops business and licensing models. CEVA's technology portfolio features industry-specific solutions that enable OEMs in a variety of applications to add intelligence to products related to imaging, voice input and recognition, sensor fusion and computer vision, such as smart cameras, connected home devices, personal mobile assistants (PMAs), and automotive.
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