Ceva Inc Stock Price, News & Analysis

Ceva (NASDAQ: CEVA) reported Q3 2025 revenue of $28.4M, up 11% sequentially and 4% year‑over‑year, with licensing $16.0M and royalties $12.4M. AI processor licensing represented approximately one‑third of licensing revenue in Q2 and Q3 2025, and Ceva signed a portfolio license for its NeuPro NPU family with Microchip plus multiple AI DSP and connectivity deals.

Device shipments reached 579 million units with record wireless IoT shipments. GAAP gross margin was 88%, GAAP operating loss was $2.1M, and GAAP net loss was $2.5M. Non‑GAAP operating income was $3.1M and non‑GAAP diluted EPS was $0.11. Share repurchases totaled 40,295 shares (~$1M) in the quarter and ~$7.2M YTD.

Ceva (NASDAQ: CEVA) announced a long-term partnership with Microchip (NASDAQ: MCHP) on Nov 5, 2025 to embed Ceva's NeuPro family of neural processing units (NPUs) into Microchip products.

The collaboration includes licensing a broad NeuPro portfolio and integrating NeuPro Studio SDK into Microchip's SDK to enable training, import, optimization and deployment of AI models across embedded, edge and data-center use cases.

Ceva (NASDAQ: CEVA) and embedUR systems launched a dedicated ModelNova instance for Ceva's NeuPro NPU family on Oct 28, 2025. The platform delivers a library of developer-ready AI models optimized for ultra-low-power NeuPro-Nano and compute-intensive NeuPro-M NPUs, supporting TensorFlow Lite Micro integration and Ceva's NeuPro Studio SDK. Models at launch include object detection, face recognition, pose estimation, audio denoising, keyword spotting, and anomaly detection, each with performance metrics, execution scripts, and dataset descriptions. The instance is available immediately and will expand to include transformer-based architectures, LLMs, generative AI, and additional use-case blueprints for wearables, smart home, industrial automation, robotics, smart cameras, and AR/VR.

Ceva (NASDAQ: CEVA) announced general availability of its Ceva-Waves Wi‑Fi 7 1x1 client IP on October 21, 2025, targeting AI‑enabled IoT and Physical AI devices.

The IP is already adopted by leading semiconductor companies and supports IEEE 802.11be features such as Multi‑Link Operation (MLO), enhanced Multi‑Link Single Radio (eMLSR), optional 4K QAM, 160 MHz channels, MRU scheduling, beamforming, WPA3 and WAPI, and flexible RF interfaces. Availability is paired with Ceva’s NeuPro NPU family to enable low‑latency, on‑device inference for wearables, smart home, and industrial IoT.

Ceva (NASDAQ: CEVA) announced it is the first IP provider to achieve Bluetooth 6.0 qualification with Channel Sounding, a capability already adopted by more than 10 customers as of Oct 15, 2025. The release highlights Channel Sounding’s decimeter-level positioning, improved resistance to interference and spoofing, and Isochronous Adaptation Layer and Frame Space Update enhancements for lower latency and higher throughput.

Ceva positions this Bluetooth 6.0 IP alongside its NeuPro NPU IP to enable on-device AI and "Physical AI" use cases across automotive, industrial, IoT, and AR/VR, and cites ABI Research projections for increased Bluetooth device shipments through 2030.

Ceva (NASDAQ: CEVA) will release third quarter 2025 results on November 10, 2025 before the NASDAQ opens.

A management conference call to discuss operating performance will follow at 8:30 a.m. Eastern Time. U.S. dial-in: 1-844-435-0316 (Access Code: Ceva). International dial-in: +1-412-317-6365 (Access Code: Ceva). A live webcast will be available at the provided webinar links; investors should register at least 15 minutes before the call.

A replay will be available by phone (+1-877-344-7529 or +1-412-317-0088, access code 3968730) starting one hour after the call until 9:00 a.m. ET on November 17, 2025, and on Ceva's investor website at www.ceva-ip.com.

Ceva (NASDAQ: CEVA), a leading licensor of silicon and software IP for the Smart Edge, has appointed Yaron Galitzky as Executive Vice President of Artificial Intelligence. Galitzky, a former Microsoft executive with 17 years of experience, will report directly to CEO Amir Panush and lead Ceva's AI strategy and business development.

Galitzky's extensive background includes serving as Vice President of Surface Devices and Accessories at Microsoft, where he contributed to the company's edge AI roadmap and the Surface Copilot+ PC portfolio. His experience also encompasses development of Xbox One, Kinect, and various Surface products. Before Microsoft, he spent over a decade at IBM leading advanced chip design programs.

Ceva (NASDAQ: CEVA) reported Q2 2025 financial results with total revenue of $25.7 million, showing a 6% sequential increase but down from $28.4 million in Q2 2024. The quarter was marked by 4 new NPU licensing deals and 2 strategic automotive IP agreements. The company achieved 488 million Ceva-powered device shipments and surpassed the 20 billion lifetime shipment milestone.

Key financials include licensing revenue of $15.0 million and royalty revenue of $10.7 million. GAAP operating loss was $4.5 million with a net loss of $3.7 million ($0.15 per share). Non-GAAP figures show operating income of $0.8 million and net income of $1.8 million ($0.07 per share). The company repurchased 300,000 shares for approximately $6.2 million during the quarter.

Ceva (NASDAQ:CEVA) and ALi Corporation have announced a strategic licensing partnership to integrate Ceva's NeuPro-Nano and NeuPro-M Neural Processing Units (NPUs) into ALi's next-generation Video Display Sub-System (VDSS) platform.

The collaboration combines ALi's multimedia SoC expertise with Ceva's AI technology to enable high-performance audio, video, vision, sensing and AI processing in smart edge devices. The NeuPro-Nano NPU targets ultra-low power applications with native transformer model support, while the NeuPro-M NPU delivers scalable performance from 4 to 200 TOPS/core.

This partnership aims to enhance ALi's ASIC design services and accelerate AI SoC development for ODMs, OEMs, and semiconductor partners through Ceva's NeuPro-Studio AI SDK.