Welcome to our dedicated page for Ceva news (Ticker: CEVA), a resource for investors and traders seeking the latest updates and insights on Ceva stock.
Ceva, Inc. reports news around its silicon and software intellectual property for the Smart Edge, where its Ceva AI fabric portfolio is used to connect, sense and infer in edge devices. Company updates commonly cover IP licensing agreements, royalty trends, design wins and product launches across 5G, cellular IoT, Bluetooth, Wi-Fi, UWB, satellite communications, Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software.
Recurring developments also include quarterly results, conference participation, customer deployments such as spatial audio software in headsets, and board governance changes. Ceva's business model centers on licensing fees, related revenue and royalties from products that incorporate its intellectual property.
Ceva (NASDAQ: CEVA) reported second quarter 2026 revenues of $29.0 million, up 13% year over year. Licensing and related revenues rose 21% to $18.2 million, the highest in three years, while royalty revenues were $10.8 million, up 1% year over year and 17% sequentially.
Ceva signed ten IP licensing agreements, including two first-time customers and two direct OEM deals, and expanded its AI and connectivity customer base, including a leading global AI and computing platform company selecting its NeuPro-M NPU IP. GAAP gross margin reached 87%, with GAAP net loss narrowing to $2.9 million (loss per share $0.10). Non-GAAP operating income increased to $3.1 million, for an 11% non-GAAP operating margin, versus $0.8 million and 3% a year earlier. Non-GAAP net income was $2.3 million or $0.08 per diluted share. Cash, cash equivalents, marketable securities and short-term deposits totaled about $220.7 million at June 30, 2026.
Ceva (NASDAQ: CEVA) and Actions Technology (688049.SH) announced the ATS296X-series Bluetooth audio chips, integrating the Ceva-Waves Bluetooth High Data Throughput (HDT) platform. According to Ceva, this is among the earliest commercial implementations of Bluetooth HDT, a key feature of the upcoming Bluetooth 7.0 specification.
HDT raises peak Bluetooth throughput from 2 Mbps to about 7.5 Mbps, enabling lossless multi-channel audio, ultra-low latency gaming audio, faster file transfers and quicker over-the-air updates. The ATS296X-series targets Bluetooth speakers, wireless microphones and multichannel home audio, and builds on a collaboration that has already shipped more than 100 million wireless audio SoCs using Ceva IP.
Ceva (NASDAQ: CEVA) will release its second quarter 2026 results on August 10, 2026, before the NASDAQ market opens.
Management will host a conference call at 8:30 a.m. Eastern Time, with U.S. and international dial-in options, a live webcast, and a replay available through August 17, 2026.
Ceva (NASDAQ: CEVA) announced a landmark AI licensing deal with a major U.S. software and AI platform company for a custom AI silicon program targeting next-generation intelligent computing devices.
The customer chose Ceva's NeuPro-M NPU IP as the foundation, enabling OS-to-silicon optimization, scalable on-device AI acceleration and co-design of silicon and software for performance, power and user experience benefits.
Ceva (NASDAQ: CEVA) announced that CEO Amir Panush was named "Artificial Intelligence Company CEO of the Year" in the 2026 AI Breakthrough Awards.
According to Ceva, Panush was recognized for driving a hybrid AI inference strategy and aligning its Connect, Sense and Infer IP portfolio to enable intelligent processing at the edge.
Ceva reports more than a dozen NeuPro NPU IP licensing wins and over 2 billion devices shipping annually with its technologies.
Ceva (NASDAQ: CEVA) introduced RealSpace Elevate, a Microsoft-certified, licensable Windows Audio Processing Object (APO) for PC gaming headsets and Windows PCs. The solution lets OEMs build differentiated, branded spatial audio experiences while retaining full control over tuning, UI, and user experience.
RealSpace Elevate offers 7.1 multi-channel spatial rendering, gaming-focused enhancements for critical sounds, customizable presets for games and media, and integrated Windows APO architecture, expanding Ceva's software licensing opportunities in the growing gaming headset and PC audio market.
Ceva (NASDAQ: CEVA) reported first quarter 2026 revenues of $27.0 million, up 11% year-over-year. Licensing and related revenues rose 18% to $17.8 million, the highest in three years, while royalty revenues were $9.2 million, with smart edge royalties up 8%.
AI contributed over 20% of licensing revenues, supported by automotive wins with Renesas and an NXP collaboration. GAAP gross margin was 86%; GAAP net loss widened to $4.5 million (loss per share $0.16). Non-GAAP net income was $1.1 million, or $0.04 per diluted share.
Ceva (NASDAQ: CEVA) announced a major design win for its Bluetooth High Data Throughput (HDT) solution with integrated, internally developed RF at a leading U.S. semiconductor company. The customer moves from Ceva’s Bluetooth IP to a full wireless subsystem, supporting higher value per engagement and validating Ceva’s full-stack wireless strategy as Bluetooth 6.0 designs enter production and royalties begin to ramp.
Ceva (NASDAQ: CEVA) announced Lenovo selected its RealSpace spatial audio software for the ThinkPad Dual-Mode Wireless ANC Foldable Headset 8550 (Aura Edition) on May 5, 2026. The headset uses low-latency head-tracked spatial audio and Sound by Bose tuning to enhance music, movies and gaming and support extended all-day use across PCs, tablets and smartphones.
Ceva (NASDAQ: CEVA) announced that long-serving director Sven-Christer Nilsson will retire and will not seek re-election at the annual meeting on June 2, 2026. He has served on the Board since November 2002 and chairs the Nomination and Governance Committee.
The board thanked Mr. Nilsson for over two decades of service and industry leadership; the company will address the open board seat through its existing governance processes.