CEVA · Ceva Inc
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AI Brief
Q2 FY26 earnings call · Aug 10, 2026TL;DR. CEVA posted Q2 revenue up 13% YoY to $29M, with licensing and related revenue up 21% to a three-year high, and raised its full-year revenue outlook to 13–15% growth (from 12%) along with higher non-GAAP operating income (~70% YoY) and non-GAAP net income (~50% YoY) guidance.
- + Q2 total revenue rose 13% YoY to $29M, led by licensing and related revenue up 21% to a three-year high of $18.2M.
- + Royalty revenue increased 17% sequentially to $10.8M, supported by wireless connectivity, automotive AI ramp and smartphone share gains.
- + Non-GAAP operating margin expanded to 11% (from 3%) on $3.1M of non-GAAP operating income, more than tripled YoY.
- + Signed a strategically significant AI licensing deal with a global AI/computing platform company for next-gen custom silicon using the NeuPro-M NPU IP.
- + Strong balance sheet with ~$221M in cash, marketable securities and deposits.
- − Q2 GAAP net loss of $2.9M ($0.10/share), though narrower than the $3.7M loss a year ago.
- − Net financial income of $1M missed guidance of $1.7M due to FX effects on shekel-denominated lease obligations.
- − Income tax expense of $1.8M came in slightly above guidance.
- − Industrial IoT unit shipments declined to 19M from 24M YoY, and Bluetooth shipments fell 16% YoY to 295M units.
- − Management flagged memory pricing dynamics and broader supply constraints as ongoing industry risks to second-half handset volumes.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Bluetooth shipments | 295M | the second quarter of 2026 filing | — |
| Cellular IoT shipments | 68M | the second quarter of 2026 filing | — |
| Ceva-powered device shipments | 567M | the second quarter of 2026 filing | — |
| IP licensing agreements signed | 10 | the second quarter of 2026 filing | — |
| Non-GAAP operating margin non-GAAP | 11% | Q2 FY2026 | — |
| Trailing-twelve-month licensing and related revenues | $69.6M | Q2 FY2026 | — |
| Wi-Fi shipments | 80M | the second quarter of 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CEVA
this stock
Ceva Inc
|
$981.59M | +72.4% | +20.4% | — | 11.2% |
|
NVDA
Nvidia Corp
|
$5.42T | +25.4% | +65.5% | 28.5 | 1.2% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.34T | +55.6% | — | — | 0.5% |
|
AVGO
Broadcom Inc.
|
$1.70T | +2.6% | +18.2% | 45.5 | 1.1% |
|
SKHY
SK hynix Inc.
|
$1.36T | — | — | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CEVA | +2.5% | +40.3% | +77.4% | +5.0% | +72.4% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +2.7% | +40.8% | +65.3% | +4.1% | +59.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.