Inferra AI / Company / CEVA
Ceva Inc.
CEVA · Information Technology
Last earnings Aug 10, 2026
Key results
Total revenuequarter
$25.7 million
Announces Second Quarter 2025 Financial Results Total revenue of $25.7 million, up 6% sequentially 4 licensing deals signed for NeuPro NPUs, marking pivotal moment for Ceva s AI business 2 strategic automotive IP agreements secured with U.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Growthquarter
up 6%
Announces Second Quarter 2025 Financial Results Total revenue of $25.7 million, up 6% sequentially 4 licensing deals signed for NeuPro NPUs, marking pivotal moment for Ceva s AI business 2 strategic automotive IP agreements secured with U.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Total revenue of $25.7 million, up 6% sequentially 4 licensing deals signed for NeuPro NPUs, marking pivotal moment for Ceva s AI business 2 strategic automotive IP agreements secured with U.S. companies for V2X and 4D radar Ceva-powered device shipments of 488 million units in the quarter
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Total revenue for the second quarter of 2025 was $25.7 million, compared to $28.4 million reported for the second quarter of 2024.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Revenuequarter
$15.0 million
Licensing and related revenue for the second quarter of 2025 was $15.0 million, compared to $17.3 million reported for the same quarter a year ago.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Royalty revenuequarter
$10.7 million
Royalty revenue for the second quarter of 2025 was $10.7 million, compared to $11.2 million reported for the second quarter of 2024.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
GAAP gross marginquarter
86%
GAAP gross margin for the second quarter of 2025 was 86%, as compared to 90% in the second quarter of 2024.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Non-GAAP gross marginquarter
87%
Non-GAAP gross margin for the second quarter of 2025 was 87%, as compared to 91% for the same period in 2024.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Non-GAAP operating incomequarter
$0.8 million
Non-GAAP operating income for the second quarter of 2025 was $0.8 million, as compared to non-GAAP operating income of $4.4 million reported for the second quarter of 2024.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
AI analysis
Q2 2025 · reported Aug 11, 2025
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Aug 11, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $25.7 million | — | $17.3 million |
| Growth | up 6% | — | — |
| Revenue | $15.0 million | — | $17.3 million |
| Royalty revenue | $10.7 million | — | $11.2 million |
| GAAP gross margin | 86% | — | 90% |
| Non-GAAP gross margin | 87% | — | 91% |
| Non-GAAP operating income | $0.8 million | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
companies for V2X and 4D radar Ceva-powered device shipments of 488 million units in the quarter, including record cellular IoT and Wi-Fi 6 shipments Surpassed 20 billion Ceva-powered device milestone, underscoring technology leadership and deep industry partnerships for more than two decades Repurchased 300,000 shares of Ceva stock for approximately $6.2 million during the quarter ROCKVILLE, MD.
In addition, we were active in our share repurchase program during the quarter, buying back 300,000 shares for approximately $6.2 million.
Event summary
Ceva Inc. — Earnings release (2025-08-11)
Based on: Earnings release + Q2 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
companies for V2X and 4D radar Ceva-powered device shipments of 488 million units in the quarter, including record cellular IoT and Wi-Fi 6 shipments Surpassed 20 billion Ceva-powered device milestone, underscoring technology leadership and deep industry partnerships for more than two decades Repurchased 300,000 shares of Ceva stock for approximately $6.2 million during the quarter ROCKVILLE, MD.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
In addition, we were active in our share repurchase program during the quarter, buying back 300,000 shares for approximately $6.2 million.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
In the second quarter of 2025, we were more active with our buyback program and repurchased 300,000 shares for approximately $6.2 million.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
As of today, around 725,000 shares are available for repurchase under the repurchase program as expanded in November 2024.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
For available-for-sale debt securities with unrealized loss positions, the Company does not intend to sell these securities and it is more likely than not that the Company will hold these securities until maturity or a recovery of the cost basis.
SEC original ↗Ceva Inc. — 10-Q Quarterly report10-QAug 10, 2026
No material credit losses for available-for-sale debt securities were recorded during the periods presented.
SEC original ↗Ceva Inc. — 10-Q Quarterly report10-QAug 10, 2026
Strategy & priorities
Announces Second Quarter 2025 Financial Results Total revenue of $25.7 million, up 6% sequentially 4 licensing deals signed for NeuPro NPUs, marking pivotal moment for Ceva s AI business 2 strategic automotive IP agreements secured with U.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
We remain focused on disciplined expense management and delivering improved profitability.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
We adhere to our Code of Business Conduct and Ethics and emphasize and focus on environmental controls, resource conservation and recycling and the welfare of our employees.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Forward-looking statements include statements regarding our strategy and growth opportunities, including with respect to expanding our NPU business into infrastructure and data center markets, market positioning, trends and dynamics, including with respect to increasing importance of AI and integration of AI into our customer s products, expectations regarding demand for and benefits of our technologies and revenues, and our financial goals and guidance regarding future performance.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
Following extensive evaluations with leading customers, we secured four strategic, high impact NPU customer agreements, validating the market s readiness and our innovative, market leading NPU portfolio.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
Risks & headwinds
Forward Looking Statements This press release contains forward-looking statements that involve risks and uncertainties, as well as assumptions that if they materialize or prove incorrect, could cause the results of Ceva to differ materially from those expressed or implied by such forward-looking statements and assumptions.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Our employees are among the leading experts in their areas of specialty, consistently solving the most complex design challenges, enabling our customers to bring innovative smart edge products to market.
SEC original ↗Ceva Inc. — Earnings release (8-K exhibit)EX-99Aug 11, 2025
Forward Looking Statements and Non-GAAP Financial Measures Before handing over to Amir, I would like to remind everyone that today s discussion contains forward-looking statements that involve risks and uncertainties, as well as assumptions that if they materialize or prove incorrect, could cause the results of Ceva to differ materially from those expressed or implied by such forward-looking statements and assumptions.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
Our NeuPro-M architecture is designed to address these challenges, enabling intelligent workload orchestration, adaptive data routing, and low-latency inference.
SEC original ↗Ceva Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 11, 2025
Legal Proceedings 39 Item 1A.
SEC original ↗Ceva Inc. — 10-Q Quarterly report10-QAug 10, 2026
These statements involve known and unknown risks, uncertainties and other factors, which may cause our actual results, performance, time frames or achievements to be materially different from any future results, performance, time frames or achievements expressed or implied by the forward-looking statements.
SEC original ↗Ceva Inc. — 10-Q Quarterly report10-QAug 10, 2026
Earnings deck slides
0 decks with slide viewCeva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Ceva Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q2 2026
- 8-KCEVA
Aug 10, 2026
- 10-QCEVA
Aug 10, 2026
- 8-KCEVA
Jul 13, 2026
- Q1 2026
- 8-KCEVA
Jun 3, 2026
- 8-KCEVA
May 11, 2026
- 10-QCEVA
May 11, 2026
- 8-KCEVA
Apr 20, 2026
- Q4 2025
- 10-KCEVA
Feb 27, 2026
- 8-KCEVA
Feb 17, 2026
- Q3 2025
- 8-K/ACEVA
Dec 1, 2025
- 8-KCEVA
Nov 19, 2025
- EX-99CEVA
Nov 19, 2025
- EX-99CEVA
Nov 19, 2025
- 8-KCEVA
Nov 10, 2025
- 10-QCEVA
Nov 10, 2025
- Q2 2025
- 8-KCEVA
Aug 11, 2025
- 10-QCEVA
Aug 11, 2025
- Q1 2025
- 10-QCEVA
May 8, 2025
- 8-KCEVA
May 7, 2025
- 8-KCEVA
May 5, 2025
- Q4 2024
- 10-KCEVA
Feb 27, 2025
- 8-K/ACEVA
Feb 18, 2025
- 8-KCEVA
Feb 14, 2025
- 8-KCEVA
Feb 13, 2025
- 8-KCEVA
Jan 29, 2025
- Q3 2024
- 10-QCEVA
Nov 8, 2024
- 8-KCEVA
Nov 7, 2024
- EX-99CEVA
Nov 7, 2024
- Q2 2024
- 10-QCEVA
Aug 8, 2024
- 8-KCEVA
Aug 7, 2024
- Q1 2024
- 8-KCEVA
May 22, 2024
- 8-KCEVA
May 9, 2024
- 10-QCEVA
May 9, 2024
Earnings releases
11 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Ceva Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.