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CEVA Inc. 8-K Filings

CEVA NASDAQ

Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.

Rhea-AI Summary

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.

Rhea-AI Summary

CEVA, Inc. reports that Executive Vice President and Chief Operating Officer Michael Boukaya has mutually agreed with the company to resign from his position. His last day of service as Chief Operating Officer will be August 1, 2026.

After stepping down from the COO role, Mr. Boukaya will remain an employee through December 31, 2026 to help facilitate a smooth transition of his responsibilities. The company publicly acknowledges and thanks him for his many years of service and contributions and expresses good wishes for his future endeavors.

Rhea-AI Summary

Ceva, Inc. reported results of its virtual annual stockholder meeting held on June 2, 2026. Stockholders elected seven directors, including Bernadette Andrietti and Amir Panush, each to serve a one-year term until the 2027 annual meeting.

Stockholders approved, on an advisory basis, the compensation of the named executive officers, with 9,497,742 votes for and 9,405,918 against. They also ratified the appointment of Kost Forer Gabby & Kasierer, a member of Ernst & Young Global, as independent auditors for the fiscal year ending December 31, 2026, with 21,719,768 votes for and 385,124 against.

Rhea-AI Summary

Ceva, Inc. reported first quarter 2026 results showing higher revenue but continued GAAP losses as it leans into AI and integrated connectivity IP. Total revenue was $27.0 million, up from $24.2 million a year earlier, driven by licensing and related revenue of $17.8 million versus $15.0 million in 2025. Royalties were broadly flat at about $9.2 million. GAAP net loss widened to $4.5 million from $3.3 million, or ($0.16) per share versus ($0.14). On a non‑GAAP basis, which excludes equity‑based compensation, acquisition‑related items and certain remeasurement effects, Ceva generated $1.1 million of net income and diluted EPS of $0.04, down from $1.4 million and $0.06 in 2025. The company ended March 31, 2026 with $21.4 million in cash and equivalents and $194.3 million in marketable securities and short‑term deposits, supporting ongoing R&D investment in edge AI and connectivity platforms.

Rhea-AI Summary

Ceva, Inc. announced that long‑serving director Sven‑Christer Nilsson has decided to retire from the Board of Directors. His retirement will be effective immediately before the company’s annual meeting of stockholders on June 2, 2026, and he will not stand for re‑election.

The company states that his decision is not due to any disagreement with the Board or Ceva on operations, policies or practices. Nilsson has served on the Board since November 2002 and is a member of the Audit and Strategy Committees and Chair of the Nomination and Governance Committee. A press release detailing his retirement is furnished as an exhibit.

8-K
Rhea-AI Summary

Ceva, Inc. reported fourth‑quarter and full‑year 2025 results, led by record fourth‑quarter revenue of $31.3 million and full‑year revenue of $109.6 million. Licensing and related revenue reached $17.5 million in the quarter, with royalties contributing $13.8 million.

The company still posted a GAAP net loss of $10.6 million for 2025, or $(0.44) per share, but non‑GAAP net income improved to $10.8 million, and non‑GAAP diluted EPS rose to $0.42. Ceva cited 18% non‑GAAP operating margin in Q4 and stronger mix.

Ceva signed 54 licensing agreements in 2025 and saw a record 2.1 billion Ceva‑powered devices shipped, including 1.1 billion Bluetooth units and record Wi‑Fi and cellular IoT shipments. The company also completed a follow‑on equity offering, raising about $63 million net to bolster its cash and investment balances.

Rhea-AI Summary

Ceva, Inc. announced a firm underwritten common stock offering, entering into an agreement with J.P. Morgan Securities LLC and other underwriters to sell 3,000,000 shares of its common stock at a public offering price of $19.50 per share. The company also granted the underwriters a 30-day option to purchase up to an additional 450,000 shares. The shares are being issued under an existing shelf registration statement on Form S-3, and the closing of the offering is expected to occur on November 20, 2025. Legal counsel Morrison & Foerster LLP provided an opinion on the legality of the shares, and Ceva issued press releases announcing the commencement and pricing of the offering.

Rhea-AI Summary

CEVA, Inc. reported its financial results for the quarter ended September 30, 2025, and furnished materials via an 8‑K. The company attached an earnings press release (Exhibit 99.1) and the conference call script (Exhibit 99.2).

The materials include non‑GAAP metrics for the third quarter, such as gross margin, operating income, net income, and diluted EPS. Adjustments for 2025 exclude equity‑based compensation, amortization of acquired intangibles, and costs associated with an asset acquisition. For 2024, adjustments also exclude costs associated with business acquisitions and income from remeasurement of marketable equity securities. The exhibits are furnished, not filed, and are not incorporated by reference unless expressly stated.

Rhea-AI Summary

Ceva, Inc. announced financial results for the quarter ended June 30, 2025 and attached its earnings release and the conference call script as exhibits to this Form 8-K. The filing states that the press release and call script present the company’s GAAP results for the quarter and year ended June 30, 2025 and 2024 and also include non-GAAP measures.

The non-GAAP disclosures cover gross margin, operating income, net income and diluted income per share. The company explains that its non-GAAP amounts exclude equity-based compensation and amortization of acquired intangibles; operating income also excludes costs associated with an asset acquisition; net income measures further exclude loss from remeasurement of marketable equity securities. The filing states reconciliations are provided in the attached materials and are intended to be considered alongside GAAP results.