Ceva announces Q3 adjusted EPS of 11 cents, surpassing consensus of 10 cents
Q3 Financial Performance: Ceva reported Q3 revenue of $28.4M, surpassing the consensus estimate of $28.04M, with a non-GAAP gross margin of 89%, up from 87% in the previous year.
Strategic Licensing Agreements: The company secured several strategic licensing agreements, including a significant portfolio license for its NeuPro NPU family with Microchip, enhancing its position in wireless connectivity and AI expansion.
Growth in AI and Wireless IoT: Ceva's AI processor licensing is contributing significantly to its revenue, and wireless IoT shipments are at record highs, positioning the company for sustainable growth.
Focus on Physical AI: Ceva aims to lead in enabling Physical AI at the edge, reinforcing its role as a foundational technology provider for intelligent, connected devices.
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- Active Options Trading: Apogee Therapeutics has seen an options volume of 4,166 contracts today, equating to approximately 416,600 shares, indicating a trading activity level of 46.6% of its average daily volume over the past month.
- High Demand Options: Notably, the $90 strike call option expiring on March 20, 2026, has seen a significant volume of 2,505 contracts traded today, representing about 250,500 shares, reflecting strong market interest at this strike price.
- Ceva Inc Options Activity: Concurrently, Ceva Inc has recorded an options volume of 1,294 contracts today, approximately 129,400 shares, which corresponds to 45.8% of its average daily trading volume over the past month.
- Increased Interest in Strike Price: Among Ceva's options, the $30 strike call option expiring on February 20, 2026, has seen a trading volume of 506 contracts today, representing around 50,600 shares, indicating a rising market focus on this strike price.
- Earnings Announcement Schedule: Ceva, Inc. will release its Q4 and full year 2025 results on February 17, 2026, before the NASDAQ market opens, providing investors with critical operational performance data to analyze future growth trends.
- Conference Call Details: Following the earnings release, Ceva's management will hold a conference call at 8:30 a.m. Eastern Time to discuss quarterly performance, allowing investors to engage through designated dial-in numbers or a live webcast link, enhancing transparency and interaction.
- Replay Service: For investors unable to attend the live call, Ceva offers a replay service available from one hour after the call ends until 9:00 a.m. on March 17, 2026, ensuring all investors can access important information.
- Company Background: Ceva focuses on smart edge technology, having shipped over 20 billion devices to more than 400 customers globally, with its AI-driven product portfolio providing foundational technology for 5G, IoT, and autonomous driving, showcasing strong market competitiveness.
- Earnings Release Schedule: Ceva, Inc. will announce its Q4 and full-year 2025 results on February 17, 2026, before the NASDAQ market opens, providing investors with critical operational performance data to assess the company's future growth potential.
- Conference Call Details: Following the earnings release, Ceva management will hold a conference call at 8:30 a.m. Eastern Time to discuss quarterly performance, allowing investors to engage directly by dialing 1-844-435-0316 (U.S.) or +1-412-317-6365 (International), enhancing investor relations.
- Webcast Availability: The conference call will also be available via live webcast, with investors encouraged to register at least 15 minutes prior to the call, thereby improving transparency and information sharing with stakeholders.
- Replay Arrangements: For those unable to attend live, a replay will be accessible one hour after the call ends until 9:00 a.m. on March 17, 2026, ensuring all stakeholders can access important information post-event.

- Market Growth Potential: According to ResearchAndMarkets, the global software-defined vehicle market is projected to grow from $213.5 billion in 2024 to over $1.2 trillion by 2030, at a CAGR of 34%, indicating a rapid acceleration in demand for real-time processing and intelligent control among automakers.
- Integration Advantages: NXP's S32Z2 and S32E2 processors integrate Ceva's AI DSP, enabling real-time decision-making and intelligent perception, which not only enhances predictive analytics for battery lifespan and vehicle maintenance but also strengthens driver monitoring and in-cabin voice control capabilities.
- Safety and Performance Assurance: NXP's VP Robert Moran stated that the S32Z2 and S32E2 series meet stringent performance, safety, and scalability requirements for next-generation vehicles, and by integrating Ceva's AI DSP, customers can accelerate innovation in real-time compute applications.
- Industry Leadership: Ceva's SensPro AI DSP architecture optimizes sensor processing and AI inference, delivering exceptional performance per watt, which helps NXP maintain its leadership position in automotive real-time processors and drives the transition to software-defined vehicles.
- Strategic Partnership: Ceva collaborates with BOS Semiconductors to license its SensPro™ AI DSP architecture for the Eagle-A ADAS SoC, aiming to enhance real-time perception capabilities in autonomous driving systems through efficient processing of LiDAR and radar data, thereby strengthening market competitiveness.
- Modular Design: The modular design of Eagle-A supports multi-die configurations with the Eagle-N AI accelerator, enabling OEMs to tailor compute performance for diverse ADAS requirements, further advancing the automotive intelligence landscape.
- Industry Recognition: BOS Semiconductors has been recognized by the Korean government as a National Strategic Technology Enterprise and selected as the lead organization for the national R&D project
- Market Growth Potential: According to ResearchAndMarkets, the global software-defined vehicle market is projected to grow from $213.5 billion in 2024 to over $1.2 trillion by 2030, with a CAGR of 34%, indicating a significant increase in demand for real-time processors.
- Integration Advantage: NXP's S32Z2 and S32E2 processors integrate Ceva's AI DSP, enabling real-time decision-making and intelligent perception, which enhances vehicle safety and intelligence by allowing precise environmental responses.
- Application Expansion: With Ceva's SensPro AI DSP, NXP's processors can enable predictive analytics, extend battery life, facilitate vehicle maintenance, and monitor drivers, further driving innovation in software-defined vehicles.
- Industry Leadership: NXP's VP stated that integrating Ceva's AI DSP allows their processors to meet the stringent performance, safety, and scalability requirements of next-generation vehicles, showcasing the company's innovative capabilities in automotive real-time computing applications.









