Welcome to our dedicated page for CEVA SEC filings (Ticker: CEVA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ceva, Inc. filings document the company's public disclosures as a licensor of silicon and software IP for Smart Edge devices. The company's 8-K reports furnish quarterly and annual operating results, earnings releases, conference call scripts and GAAP-to-non-GAAP reconciliations tied to licensing revenue, royalty revenue, IP agreements, customer wins and shipment-related metrics.
The filing record also covers governance and capital-structure matters, including definitive proxy materials, director retirement disclosure, executive compensation data, common stock offering documentation, underwriting agreements, shelf registration references and exhibit opinions. These filings frame Ceva's business around intellectual-property licensing, royalties, board oversight, equity compensation and public-market financing activity.
CEVA INC (CEVA) officer Michael Boukaya filed a notice of proposed sale of restricted securities under Rule 144. The notice covers up to 51,512 shares of CEVA common stock, to be sold through Oppenheimer & Co. Inc. on Nasdaq around 08/19/2026. The shares relate to prior vesting of restricted stock units (RSUs) on several dates, with no cash consideration paid upon vesting.
Ceva, Inc. has a significant shareholder group led by Senvest Management, LLC and Richard Mashaal, which reports beneficial ownership of 1,633,155 shares of Ceva common stock. This represents 5.9% of the outstanding shares, based on 27,859,369 shares of common stock outstanding as of May 5, 2026, as referenced from a quarterly report.
The shares are held through Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP (the Investment Vehicles). Senvest Management, LLC and Mr. Mashaal have shared voting and dispositive power over these shares through their roles with the Investment Vehicles, which have the right to receive dividends and sale proceeds. The reporting persons state that their filing should not be construed as an admission of beneficial ownership beyond what is reported.
Morgan Stanley has filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 1,421,185 shares of CEVA Inc. common stock, representing 5.1% of the class. The filing states that Morgan Stanley has shared voting power over 1,411,768 shares and shared dispositive power over 1,421,185 shares, with no sole voting or dispositive power reported. The ownership is attributed to certain operating units of Morgan Stanley and its subsidiaries and affiliates, and explicitly excludes any units whose holdings are disaggregated under SEC Release No. 34-39538.
CEVA Inc reported that Chief Commercial Officer Gweltaz Toquet acquired 30,293 shares of common stock on August 7, 2026. These shares represent performance stock units earned based on achievement of performance criteria, as certified by the compensation committee. Following this award, Toquet directly holds 83,527 shares of CEVA common stock.
CEVA INC reported that Chief Executive Officer Amir Panush acquired 60,587 shares of common stock on August 7, 2026, through an award of performance stock units that were earned based on previously established performance criteria and certified by the compensation committee. Following this award, Panush directly holds 336,619 shares of CEVA common stock.
Arieli Yaniv reported acquisition or exercise transactions in this Form 4 filing.
CEVA Inc. reported that Chief Financial Officer Yaniv Arieli received an equity compensation award on August 7, 2026. The award consists of 30,293 shares of Common Stock, representing performance stock units earned based on achievement of prior performance criteria, as certified by the compensation committee. Following this grant, Arieli directly holds 187,964 shares of CEVA common stock.
Ceva, Inc. designs and licenses silicon and software IP for “Physical AI” across connectivity, sensing and inference. For the quarter ended June 30, 2026, revenue was $29.0 million, up 13% year over year, and first-half 2026 revenue reached $56.1 million, up 12%.
Licensing and related revenue grew to $18.2 million in the quarter (up 21%), driven by 10 new licensing deals including a major AI agreement with a global computing platform company and broader adoption of Ceva’s connectivity platforms. Royalty revenue was $10.8 million in the quarter and $20.0 million in the first half, roughly flat year over year but improving sequentially on stronger smartphones, connectivity and automotive AI.
Gross margin was high at 87%. Ceva still posted losses: net loss was $2.9 million for the quarter and $7.4 million for the first half, though the quarterly loss narrowed versus 2025. Operating cash flow improved markedly to $0.9 million in the first half from a prior outflow, and liquidity remains strong with $44.3 million in cash and equivalents plus $171.3 million in marketable securities and no debt, supporting ongoing R&D investment of $39.2 million in the first half.
Ceva, Inc. reported second quarter 2026 revenue of $29.0 million, up from $25.7 million a year earlier, driven by licensing and related revenues of $18.2 million, a 21% year-over-year increase and the company’s highest licensing level in three years. Royalties contributed $10.8 million.
GAAP results showed a net loss of $2.9 million (loss of $0.10 per share), compared with a $3.7 million loss last year. On a non-GAAP basis, Ceva reported net income of $2.3 million and diluted earnings per share of $0.08. Non-GAAP operating margin improved to 11%, up from 3% a year ago, reflecting higher licensing mix and expense discipline. The company highlighted a new NeuPro-M AI NPU licensing win with a leading global AI and computing platform company and signed ten licensing agreements in the quarter. Cash, cash equivalents, marketable securities and short-term deposits totaled over $220 million, and stockholders’ equity was $340.2 million as of June 30, 2026.
State Street Corporation reports beneficial ownership of CEVA Inc. common stock. It reports 1,672,919 shares beneficially owned, representing 6% of the outstanding common stock. All authority is shared: 1,612,560 shares with shared voting power and 1,672,919 shares with shared dispositive power, with no sole voting or dispositive authority.
The position is held through asset-management subsidiaries, including SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, State Street Global Advisors Limited, State Street Global Advisors Trust Company, and State Street Global Advisors, Ltd. The ownership is not reported as part of any group arrangement and no other person is identified as having rights to more than 5% of the class through this stake.
Vanguard Capital Management filed a Schedule 13G reporting a passive ownership stake in CEVA Inc common stock. Vanguard and certain affiliated entities beneficially own 1,406,251 shares of CEVA, representing 5.04% of the outstanding common stock.
Vanguard has sole voting power over 210,238 shares and sole dispositive power over all 1,406,251 shares, with no shared voting or dispositive power reported. The holdings include securities held by Vanguard funds and managed accounts for which Vanguard entities exercise voting and/or dispositive authority. Vanguard states that while its clients and funds have rights to dividends and sale proceeds, no single other person’s interest exceeds 5% of the class.