)
CEVA (CEVA) investor relations material
CEVA Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record quarterly and annual revenues in 2025, with Q4 revenue reaching $31.3 million, driven by strong licensing and royalty performance across AI, connectivity, and sensing IP platforms.
Signed 54 licensing agreements in 2025, including 10 OEMs, 13 first-time customers, and major NeuPro NPU wins with Microchip and a leading PC OEM.
Shipped a record 2.1 billion devices in 2025, with cumulative shipments surpassing 21 billion units and record Wi-Fi and Cellular IoT shipments.
Diversified revenue base, with 86% from smart edge applications across consumer, automotive, industrial, and infrastructure markets.
Strengthened balance sheet with a $63 million capital raise in Q4, ending 2025 with $222 million in cash, marketable securities, and deposits, and no debt.
Financial highlights
Q4 2025 revenue reached $31.3 million, up 7% year-over-year and 10% sequentially, marking an all-time high.
Licensing revenue grew 11% year-over-year to $17.5 million; royalty revenue increased 2% to $13.8 million, the highest in over four years.
Full-year 2025 revenue was $109.6 million, up 2% year-over-year; non-GAAP net income rose 20% to $10.8 million, diluted EPS up 17% to $0.42.
Q4 non-GAAP operating income was $5.7 million (18% margin), non-GAAP net income $4.9 million; Q4 GAAP net loss was $1.1 million.
Gross margin remained strong at 88%-89% non-GAAP for Q4 and the year.
Outlook and guidance
2026 revenue expected to grow 8%-12% over 2025, with stronger growth in the second half.
Non-GAAP operating income and net income projected to increase 35%-40% year-over-year.
Non-GAAP expenses for 2026 expected to rise 1%-3% organically, with FX headwinds adding ~$5 million.
Gross margin forecasted at ~88% non-GAAP for 2026.
Q1 2026 revenue guidance: $24-$28 million, reflecting typical post-holiday seasonality.
Next CEVA earnings date
Next CEVA earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)