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CEVA Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0400 |
| EPS Surprise | 100.00% |
| Revenue estimate | 26.119M |
| Revenue actual | 27.024M |
| Revenue Surprise | 3.47% |
| Release date | Feb 17, 2026 |
| EPS estimate | $0.180 |
| EPS actual | $0.180 |
| Revenue estimate | 31.027M |
| Revenue actual | 31.291M |
| Revenue Surprise | 0.85% |
| Release date | Nov 10, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.110 |
| EPS Surprise | 10.00% |
| Revenue estimate | 31.034M |
| Revenue actual | 28.384M |
| Revenue Surprise | -8.54% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0700 |
| EPS Surprise | 40.00% |
| Revenue estimate | 28M |
| Revenue actual | 25.678M |
| Revenue Surprise | -8.29% |
Last 4 Quarters for CEVA
Below you can see how CEVA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $21.33 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0700 |
| EPS surprise | 40.00% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $21.62 |
| Aug 06, 2025 | $21.49 |
| Aug 07, 2025 | $21.18 |
| Aug 08, 2025 | $21.72 |
| Aug 11, 2025 | $21.33 |
| Aug 12, 2025 | $23.59 |
| Aug 13, 2025 | $24.37 |
| Aug 14, 2025 | $24.10 |
| Aug 15, 2025 | $23.31 |
| 4 days before | -1.34% |
| 4 days after | 9.28% |
| On release day | 10.60% |
| Change in period | 7.82% |
| Release date | Nov 10, 2025 |
| Price on release | $26.01 |
| EPS estimate | $0.100 |
| EPS actual | $0.110 |
| EPS surprise | 10.00% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $26.17 |
| Nov 05, 2025 | $27.23 |
| Nov 06, 2025 | $26.74 |
| Nov 07, 2025 | $26.16 |
| Nov 10, 2025 | $26.01 |
| Nov 11, 2025 | $26.08 |
| Nov 12, 2025 | $27.29 |
| Nov 13, 2025 | $24.96 |
| Nov 14, 2025 | $24.57 |
| 4 days before | -0.592% |
| 4 days after | -5.54% |
| On release day | 0.269% |
| Change in period | -6.10% |
| Release date | Feb 17, 2026 |
| Price on release | $20.45 |
| EPS estimate | $0.180 |
| EPS actual | $0.180 |
| Date | Price |
|---|---|
| Feb 10, 2026 | $23.10 |
| Feb 11, 2026 | $23.68 |
| Feb 12, 2026 | $22.55 |
| Feb 13, 2026 | $22.67 |
| Feb 17, 2026 | $20.45 |
| Feb 18, 2026 | $20.09 |
| Feb 19, 2026 | $19.67 |
| Feb 20, 2026 | $19.46 |
| Feb 23, 2026 | $18.76 |
| 4 days before | -11.47% |
| 4 days after | -8.26% |
| On release day | -1.76% |
| Change in period | -18.79% |
| Release date | May 11, 2026 |
| Price on release | $36.46 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0400 |
| EPS surprise | 100.00% |
| Date | Price |
|---|---|
| May 05, 2026 | $33.72 |
| May 06, 2026 | $34.66 |
| May 07, 2026 | $33.72 |
| May 08, 2026 | $36.97 |
| May 11, 2026 | $36.46 |
| May 12, 2026 | $37.08 |
| May 13, 2026 | $38.15 |
| May 14, 2026 | $37.99 |
| May 15, 2026 | $36.51 |
| 4 days before | 8.13% |
| 4 days after | 0.137% |
| On release day | 1.70% |
| Change in period | 8.27% |
CEVA Earnings Call Transcript Summary of Q1 2026
CEVA reported a strong start to 2026 with revenue of $27.0M, up 11% year-over-year, driven by a robust licensing quarter ($17.8M, the strongest in three years). Royalties were $9.2M and roughly flat year-over-year, with non-mobile royalties up 8% offsetting smartphone softness. Gross margins remained high (~86–87%). Management highlighted strategic momentum in integrated, system-level IP (connect, sense, infer), signing 14 licensing agreements in the quarter including a full-stack Bluetooth HDT win (including RF/modem/software), expansion into non-terrestrial 5G (PentaG-NTN) and a new UWB customer. Important product/market milestones: NeuPro-Nano NPU award, AI DSP/accelerator in Renesas R-Car V4H now in production in the 2026 Toyota RAV4 (first mass-volume automotive AI deployment), and record Wi‑Fi shipments (91M, +158% YoY). CEVA ended the quarter with ~$216M in cash and 430 employees (348 engineers). Management upgraded full-year guidance toward the high end of the previously communicated 8–12% revenue growth range and now expects non-GAAP operating margins and non-GAAP net income to increase about 40–50% year-over-year. Near-term headwinds include seasonal mobile softness, memory/pricing and channel inventory in lower-tier segments, but management expects improvement and stronger second-half performance.
