Every 10-Q that CEVA Inc. (CEVA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow CEVA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CEVA filings page.
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. reports first-quarter 2026 results, highlighting progress in its Physical AI strategy while remaining loss-making. Revenue was $27.0 million, up 11% year-over-year, driven by licensing and related revenues of $17.8 million, an 18% increase and the strongest licensing quarter in three years. Royalty revenues were $9.2 million, roughly flat with the prior year.
The company posted a net loss of $4.5 million, compared with a $3.3 million loss a year earlier, and basic and diluted net loss per share of $0.16 versus $0.14. Gross margin remained high at 86%. Operating expenses rose to $28.4 million, mainly from higher salaries, currency effects and equity-based compensation.
Ceva ended the quarter with $215.7 million in cash, cash equivalents, bank deposits and marketable securities, down from $222.0 million at year-end, after using $4.9 million of cash in operating activities and investing in new Israeli offices. The company signed 14 licensing agreements across connectivity and AI, and reports Ceva-powered device shipments of 458 million units, up 9% year-over-year, with record Wi‑Fi 6 and strong cellular IoT volumes.
Ceva, Inc. (CEVA) reported third‑quarter 2025 results showing modest growth with continued losses. Revenue for the quarter was $28.4 million, up from $27.2 million a year ago, led by licensing and related revenue of $16.0 million and royalties of $12.4 million. The company posted a net loss of $2.5 million versus a $1.3 million loss a year earlier as operating expenses rose.
For the nine months, revenue reached $78.3 million (from $77.7 million), with licensing at $46.1 million and royalties at $32.2 million. Net loss widened to $9.5 million from $7.1 million. Cash from operations was an outflow of $12.1 million. Liquidity remained solid with $17.3 million in cash and cash equivalents and $132.0 million in marketable securities as of September 30, 2025.
Asia Pacific was the largest region at $57.3 million year‑to‑date, including $44.6 million from China. Trade receivables rose to $49.7 million, including higher unbilled balances tied to contracts. The company repurchased $7.2 million of shares year‑to‑date and recorded $14.1 million of equity‑based compensation. Ceva signed a new Israel office lease adding approximately $9.9 million of future commitments; as of quarter‑end, the lease had not commenced.
Ceva, Inc. reported six-month revenue of $49.9 million, roughly flat vs. $50.5 million a year earlier, with licensing up to $30.1 million and royalties down to $19.9 million. The company recorded a six-month net loss of $7.0 million (basic and diluted loss per share $0.30), and an operating loss of $8.9 million, wider than the prior-year period.
Liquidity strengthened: cash and cash equivalents rose to $29.1 million from $18.5 million, aided by maturities and a $3.47 million escrow release from the prior sale of Intrinsix. The balance sheet shows $125.6 million in marketable securities and total assets of $302.8 million. Management disclosed a lowered revenue guidance for 2025 and noted continued licensing momentum including multiple NeuPro NPU deals and record Wi‑Fi 6 chip shipments.