CEVA Inc Reports Strong Start to 2026 with Major Licensing Wins
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
0mins
Source: Yahoo Finance
- Strong Licensing Revenue: CEVA Inc reported $17.8 million in licensing and related revenues for Q1 2026, marking its best performance in three years, indicating robust demand and competitive strength in the wireless connectivity market.
- Bluetooth Technology Breakthrough: The company secured a major licensing win for a complete Bluetooth High Data Throughput solution, which will serve as a foundational capability for the upcoming Bluetooth 7 standard, expected to drive future revenue growth and market share expansion.
- Financial Challenges: Despite strong revenue performance, CEVA recorded a GAAP operating loss of $5.1 million in Q1, up from $4.4 million in the same quarter last year, reflecting seasonal softness in the smartphone market and impacts from memory supply constraints.
- Multi-Technology Adoption: CEVA's spatial audio technology has been adopted in Lenovo's latest ThinkPad headset, showcasing strong customer appreciation for its wireless connectivity and AI investments, which are anticipated to drive the company's success and market expansion across multiple technology areas.
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Analyst Views on CEVA
Wall Street analysts forecast CEVA stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 41.760
Low
33.00
Averages
36.00
High
40.00
Current: 41.760
Low
33.00
Averages
36.00
High
40.00
About CEVA
Ceva, Inc. is a licensor of silicon and software intellectual property (IP). The Company addresses the requirements of the consumer, industrial, infrastructure, automotive, mobile and PC markets by designing and licensing a range of processors, platforms, software and solutions which streamline the design of products for developing a variety of application specific solutions that address the connect, sense and infer use cases of smart edge devices. The Company's connect products include 5G/5G-A Baseband Platform (PentaG2), OpenRAN Platform, Cellular Internet of Things (IoT) (Ceva-Waves DragonFly) and Ultra-Wideband Platform (Ceva-Waves UWB). Its sense products include Vision/AI DSP, Audio and Control DSP, Neural-network-based noise cancellation, and Spatial Audio & Head Tracking. Its infer products include NPU IP for Generative AI, NPU IP for Embedded AI and AI SDK. It delivers its platforms, AI and sensor fusion DSPs and NPUs in the form of a hardware description language definition.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CEVA Inc Reports Strong Start to 2026 with Major Licensing Wins
- Strong Licensing Revenue: CEVA Inc reported $17.8 million in licensing and related revenues for Q1 2026, marking its best performance in three years, indicating robust demand and competitive strength in the wireless connectivity market.
- Bluetooth Technology Breakthrough: The company secured a major licensing win for a complete Bluetooth High Data Throughput solution, which will serve as a foundational capability for the upcoming Bluetooth 7 standard, expected to drive future revenue growth and market share expansion.
- Financial Challenges: Despite strong revenue performance, CEVA recorded a GAAP operating loss of $5.1 million in Q1, up from $4.4 million in the same quarter last year, reflecting seasonal softness in the smartphone market and impacts from memory supply constraints.
- Multi-Technology Adoption: CEVA's spatial audio technology has been adopted in Lenovo's latest ThinkPad headset, showcasing strong customer appreciation for its wireless connectivity and AI investments, which are anticipated to drive the company's success and market expansion across multiple technology areas.
See More
CEVA Reports Strong Q1 2026 Earnings Exceeding Expectations
- Significant Revenue Growth: CEVA reported Q1 revenue of $27 million, an 11% year-over-year increase, with licensing and related revenues of $17.8 million, indicating strong demand in wireless connectivity and Edge AI, which is expected to further drive future revenue growth.
- Improved Profitability: The company achieved a non-GAAP net income of $1.1 million and a non-GAAP EPS of $0.04, with management projecting a 40% to 50% year-over-year increase in non-GAAP operating margins for 2026, reflecting success in high-value system-level licensing deals.
- Market Expansion Strategy: CEVA strengthened its customer relationships in satellite and ultra-wideband (UWB), introducing a next-generation UWB platform and securing a new customer win with a major U.S. MCU provider, indicating enhanced competitiveness and market share in emerging markets.
- Optimistic Outlook: Management raised the FY2026 revenue growth forecast to the high end of the 8% to 12% range, with Q2 revenue guidance set between $26 million and $30 million, demonstrating confidence in future market demand.
See More
Ceva Reports Strong Q1 Growth Driven by AI and Connectivity Solutions
- Significant Revenue Growth: Ceva reported total revenues of $27.024 million for Q1 2026, an 11.5% increase compared to Q1 2025, with licensing and related revenues reaching $17.820 million, marking the highest in three years, showcasing the successful execution of its strategy in integrated solutions.
- Strong AI Contribution: AI technology accounted for over 20% of licensing and related revenues, reflecting Ceva's robust growth in production integration within automotive platforms and market-leading innovation, which is expected to further enhance the company's leadership in the smart edge market.
- Multi-Technology Licensing Agreements: In Q1, Ceva signed 14 IP licensing agreements, including a full-stack Bluetooth HDT solution and Wi-Fi 7 design, marking strategic progress in delivering higher-value system-level solutions that help customers reduce integration complexity and accelerate time-to-market.
- Robust Market Demand: With sustained demand for IoT and AI-driven applications, Ceva is witnessing strong growth trends across multiple markets, particularly in the smart edge sector, driving higher value per device and reinforcing its long-term royalty growth model.
See More
CEVA Set to Announce Q1 Earnings on May 11
- Earnings Announcement Schedule: CEVA is set to release its Q1 earnings on May 11 before market open, with a consensus EPS estimate of $0.02, reflecting a significant year-over-year decline of 66.7%, indicating potential profitability challenges for the company.
- Revenue Expectations: The anticipated revenue for Q1 stands at $26.14 million, representing a year-over-year growth of 7.8%, which, while modest, suggests some resilience in market demand and business operations.
- Historical Performance Review: Over the past two years, CEVA has only beaten EPS estimates 50% of the time and revenue estimates 63% of the time, indicating inconsistent performance in meeting earnings forecasts, which may affect investor confidence.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and four downward revisions, with revenue estimates also seeing no upward adjustments and four downward revisions, reflecting a cautious market outlook on CEVA's future performance.
See More
Lenovo Launches ThinkPad Headset 8550 with Ceva RealSpace Audio
- Audio Technology Innovation: Lenovo's new ThinkPad 8550 headset utilizes Ceva RealSpace® spatial audio technology to deliver low-latency, head-tracked immersive sound, allowing users to feel physically present while listening to music, watching movies, or gaming, significantly enhancing their entertainment experience.
- Multi-Scenario Application: The headset is designed not only for conference calls but also enhances movie sound effects, music immersion, and directional audio cues in games, making it suitable for all-day use and meeting users' high expectations for audio experiences.
- Flexible Design Advantage: Spatial audio processing runs directly on the headset, ensuring consistent performance across PCs, tablets, and smartphones without reliance on a closed ecosystem, thus providing manufacturers with greater design freedom and cost optimization opportunities.
- Market Trend Reflection: The launch of this headset signifies the growing adoption of Ceva's RealSpace technology among leading OEMs, highlighting the increasing demand for immersive audio solutions in the market while emphasizing the importance of audio in enhancing digital experiences.
See More
Apple's Strong Earnings Boosts Tech Stocks Outlook
- Strong Earnings Report: Apple reported $57 billion in iPhone sales for the fiscal second quarter, slightly below the $57.2 billion expected by analysts, yet indicating robust market demand that is likely to enhance the performance of related tech stocks.
- Semiconductor Stocks Benefiting: Analysts noted that semiconductor companies like Cirrus Logic, Qorvo, and Ceva are expected to benefit from Apple's growth, particularly Cirrus Logic, which derives over 90% of its revenue from iPhones, anticipating incremental growth.
- Sales Forecast Upgrade: KeyBanc estimates that Apple will sell 58.3 million iPhones in the fiscal third quarter, projecting revenue of $55.5 billion, which represents a 20% year-over-year increase, reflecting strong market demand and potential supply chain improvements.
- New Models Stimulating Sales: Apple is expected to launch the iPhone 18 Pro and Pro Max later this year, which could further stimulate smartphone sales, although related stocks like Cirrus and Ceva are currently down, the long-term outlook remains optimistic.
See More
CEVA Inc Reports Strong Start to 2026 with Major Licensing Wins
- Strong Licensing Revenue: CEVA Inc reported $17.8 million in licensing and related revenues for Q1 2026, marking its best performance in three years, indicating robust demand and competitive strength in the wireless connectivity market.
- Bluetooth Technology Breakthrough: The company secured a major licensing win for a complete Bluetooth High Data Throughput solution, which will serve as a foundational capability for the upcoming Bluetooth 7 standard, expected to drive future revenue growth and market share expansion.
- Financial Challenges: Despite strong revenue performance, CEVA recorded a GAAP operating loss of $5.1 million in Q1, up from $4.4 million in the same quarter last year, reflecting seasonal softness in the smartphone market and impacts from memory supply constraints.
- Multi-Technology Adoption: CEVA's spatial audio technology has been adopted in Lenovo's latest ThinkPad headset, showcasing strong customer appreciation for its wireless connectivity and AI investments, which are anticipated to drive the company's success and market expansion across multiple technology areas.
See More
CEVA Reports Strong Q1 2026 Earnings Exceeding Expectations
- Significant Revenue Growth: CEVA reported Q1 revenue of $27 million, an 11% year-over-year increase, with licensing and related revenues of $17.8 million, indicating strong demand in wireless connectivity and Edge AI, which is expected to further drive future revenue growth.
- Improved Profitability: The company achieved a non-GAAP net income of $1.1 million and a non-GAAP EPS of $0.04, with management projecting a 40% to 50% year-over-year increase in non-GAAP operating margins for 2026, reflecting success in high-value system-level licensing deals.
- Market Expansion Strategy: CEVA strengthened its customer relationships in satellite and ultra-wideband (UWB), introducing a next-generation UWB platform and securing a new customer win with a major U.S. MCU provider, indicating enhanced competitiveness and market share in emerging markets.
- Optimistic Outlook: Management raised the FY2026 revenue growth forecast to the high end of the 8% to 12% range, with Q2 revenue guidance set between $26 million and $30 million, demonstrating confidence in future market demand.
See More
Ceva Reports Strong Q1 Growth Driven by AI and Connectivity Solutions
- Significant Revenue Growth: Ceva reported total revenues of $27.024 million for Q1 2026, an 11.5% increase compared to Q1 2025, with licensing and related revenues reaching $17.820 million, marking the highest in three years, showcasing the successful execution of its strategy in integrated solutions.
- Strong AI Contribution: AI technology accounted for over 20% of licensing and related revenues, reflecting Ceva's robust growth in production integration within automotive platforms and market-leading innovation, which is expected to further enhance the company's leadership in the smart edge market.
- Multi-Technology Licensing Agreements: In Q1, Ceva signed 14 IP licensing agreements, including a full-stack Bluetooth HDT solution and Wi-Fi 7 design, marking strategic progress in delivering higher-value system-level solutions that help customers reduce integration complexity and accelerate time-to-market.
- Robust Market Demand: With sustained demand for IoT and AI-driven applications, Ceva is witnessing strong growth trends across multiple markets, particularly in the smart edge sector, driving higher value per device and reinforcing its long-term royalty growth model.
See More
CEVA Set to Announce Q1 Earnings on May 11
- Earnings Announcement Schedule: CEVA is set to release its Q1 earnings on May 11 before market open, with a consensus EPS estimate of $0.02, reflecting a significant year-over-year decline of 66.7%, indicating potential profitability challenges for the company.
- Revenue Expectations: The anticipated revenue for Q1 stands at $26.14 million, representing a year-over-year growth of 7.8%, which, while modest, suggests some resilience in market demand and business operations.
- Historical Performance Review: Over the past two years, CEVA has only beaten EPS estimates 50% of the time and revenue estimates 63% of the time, indicating inconsistent performance in meeting earnings forecasts, which may affect investor confidence.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates and four downward revisions, with revenue estimates also seeing no upward adjustments and four downward revisions, reflecting a cautious market outlook on CEVA's future performance.
See More
Lenovo Launches ThinkPad Headset 8550 with Ceva RealSpace Audio
- Audio Technology Innovation: Lenovo's new ThinkPad 8550 headset utilizes Ceva RealSpace® spatial audio technology to deliver low-latency, head-tracked immersive sound, allowing users to feel physically present while listening to music, watching movies, or gaming, significantly enhancing their entertainment experience.
- Multi-Scenario Application: The headset is designed not only for conference calls but also enhances movie sound effects, music immersion, and directional audio cues in games, making it suitable for all-day use and meeting users' high expectations for audio experiences.
- Flexible Design Advantage: Spatial audio processing runs directly on the headset, ensuring consistent performance across PCs, tablets, and smartphones without reliance on a closed ecosystem, thus providing manufacturers with greater design freedom and cost optimization opportunities.
- Market Trend Reflection: The launch of this headset signifies the growing adoption of Ceva's RealSpace technology among leading OEMs, highlighting the increasing demand for immersive audio solutions in the market while emphasizing the importance of audio in enhancing digital experiences.
See More
Apple's Strong Earnings Boosts Tech Stocks Outlook
- Strong Earnings Report: Apple reported $57 billion in iPhone sales for the fiscal second quarter, slightly below the $57.2 billion expected by analysts, yet indicating robust market demand that is likely to enhance the performance of related tech stocks.
- Semiconductor Stocks Benefiting: Analysts noted that semiconductor companies like Cirrus Logic, Qorvo, and Ceva are expected to benefit from Apple's growth, particularly Cirrus Logic, which derives over 90% of its revenue from iPhones, anticipating incremental growth.
- Sales Forecast Upgrade: KeyBanc estimates that Apple will sell 58.3 million iPhones in the fiscal third quarter, projecting revenue of $55.5 billion, which represents a 20% year-over-year increase, reflecting strong market demand and potential supply chain improvements.
- New Models Stimulating Sales: Apple is expected to launch the iPhone 18 Pro and Pro Max later this year, which could further stimulate smartphone sales, although related stocks like Cirrus and Ceva are currently down, the long-term outlook remains optimistic.
See More
