CEVA INC 8K

Ceva, Inc. announced stronger Q2 2026 results with double-digit revenue growth, record recent licensing revenues, improved non-GAAP profitability, and key new AI and connectivity IP licensing wins despite a small GAAP net loss.

Ceva, Inc. reported its second quarter 2026 financial results, highlighting a 13% year-over-year increase in total revenues to $29.0 million driven by a 21% rise in licensing and related revenues to $18.2 million—the highest in three years—alongside stable royalty revenues, improved non-GAAP operating income of $3.1 million (11% margin versus 3% a year ago), and a narrowed GAAP net loss of $2.9 million. The company emphasized strong demand for its AI and connectivity IP, including a notable NeuPro-M NPU licensing win with a leading global AI and computing platform company, ten total IP licensing agreements (with new customers and OEMs), and broader adoption of its connectivity portfolio, while also maintaining high gross margins and disciplined expense management. Management scheduled a conference call for August 10, 2026 to discuss these results and reiterated forward-looking expectations around continued licensing momentum, expanding AI customer base, and operating leverage.

Filing Facts

CIK

1173489

Ticker

-

Form

8K

Source Type

sec

Accession

0001437749-26-026648

Alert Tier

7