CEVA Inc.

CEVA, Inc. develops and licenses silicon and software intellectual property (IP) solutions for semiconductor companies and original equipment manufacturers (OEMs) across the United States, Europe, the Middle East, the Asia Pacific region, and other international markets.

• Recent Highlights-CEVA, Inc. expanded its artificial intelligence portfolio by advancing its NeuPro-M neural processing unit platform, enabling scalable edge AI capabilities for vision, audio, and sensor fusion applications across smart devices, automotive systems, industrial automation, and consumer electronics markets worldwide.

• The company strengthened its wireless connectivity leadership by enhancing Bluetooth, Wi-Fi, and cellular IoT IP solutions, securing strategic customer collaborations in Asia Pacific and Europe, and broadening ecosystem partnerships to accelerate next generation connected device innovation.

1. CEVA, Inc. reported record fourth quarter 2025 revenue of $31.3 million, reflecting sequential and year over year growth driven by stronger licensing activity and improved royalty contributions across multiple end markets during the period reported.

1. Licensing and related revenue reached $17.5 million in the quarter, supported by eighteen new agreements including neural processing unit deals that expand the company’s presence in artificial intelligence and edge connectivity applications worldwide growth initiatives.

1. Royalty revenue totaled $13.8 million, marking the strongest performance in more than four years as shipments climbed to 606 million Ceva powered devices across consumer, industrial, and wireless internet of things markets globally during 2025.

1. For the full year 2025, total revenue increased to $109.6 million, with licensing revenue of $63.6 million and royalty revenue of $46.0 million, reflecting steady quarterly improvement and broader customer diversification across global semiconductor markets.

1. On a profitability basis, the company posted a GAAP net loss of $1.1 million in the fourth quarter, while achieving non GAAP net income of $4.9 million and strengthening its balance sheet through additional capital.

Acrobull Recommendation Based on Evaluation