CEVA INC (CEVA) Form 8-K — Nov 9, 2026
Ceva (NASDAQ: CEVA) reported Q3 2026 revenues of $29.1 million, up 2% year-over-year, with royalty revenues of $12.7 million up 3% YoY and 18% sequentially. The company posted record AI licensing revenues, with AI representing more than 35% of total licensing revenues, and customers shipped 623 million Ceva-powered devices, matching the all-time quarterly record. GAAP net loss was $2.3 million ($0.08 per share) while non-GAAP net income was $3.8 million ($0.13 per diluted share). Management highlighted the ramp of internally developed modems at a major U.S.
Key figures
- Revenue
- 29063000
- Revenue Yoy
- 2%
- Total Assets
- 390611000
- Cash Position
- 29608000
- Non gaap eps
- 0.13
- Gaap gross margin
- 85%
- Royalty seq growth
- 18%
- Non gaap net income
- 3768000
- Non gaap gross margin
- 86%
- Royalty revenue q3 2026
- 12725000
- Devices shipped millions
- 623
- Licensing revenue q3 2026
- 16338000
- Non gaap operating income
- 2537000
- Licensing agreements signed
- 10
- Weighted avg shares thousands
- 28323
AI analysis
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