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CEVA
CEVA (CEVA) investor relations material
CEVA Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
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.
Future royalty potential from PC OEM NPU deal?
Ceva's strategy to capitalize on Physical AI?
How will $63M net proceeds be deployed?
PC NPU win: How does it shape NPU strategy?
Drivers for $125M lifetime royalty potential?
Physical AI: Identify top emerging market segments.
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Next CEVA earnings date
Q1 20266 May, 2026
CEVA
Next CEVA earnings date
Q1 20266 May, 2026
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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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