Welcome to our dedicated page for Ceva news (Ticker: CEVA), a resource for investors and traders seeking the latest updates and insights on Ceva stock.
Ceva, Inc. reports news around its silicon and software intellectual property for the Smart Edge, where its Ceva AI fabric portfolio is used to connect, sense and infer in edge devices. Company updates commonly cover IP licensing agreements, royalty trends, design wins and product launches across 5G, cellular IoT, Bluetooth, Wi-Fi, UWB, satellite communications, Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software.
Recurring developments also include quarterly results, conference participation, customer deployments such as spatial audio software in headsets, and board governance changes. Ceva's business model centers on licensing fees, related revenue and royalties from products that incorporate its intellectual property.
Ceva (NASDAQ: CEVA) reported first quarter 2026 revenues of $27.0 million, up 11% year-over-year. Licensing and related revenues rose 18% to $17.8 million, the highest in three years, while royalty revenues were $9.2 million, with smart edge royalties up 8%.
AI contributed over 20% of licensing revenues, supported by automotive wins with Renesas and an NXP collaboration. GAAP gross margin was 86%; GAAP net loss widened to $4.5 million (loss per share $0.16). Non-GAAP net income was $1.1 million, or $0.04 per diluted share.
Ceva (NASDAQ: CEVA) announced a major design win for its Bluetooth High Data Throughput (HDT) solution with integrated, internally developed RF at a leading U.S. semiconductor company. The customer moves from Ceva’s Bluetooth IP to a full wireless subsystem, supporting higher value per engagement and validating Ceva’s full-stack wireless strategy as Bluetooth 6.0 designs enter production and royalties begin to ramp.
Ceva (NASDAQ: CEVA) announced Lenovo selected its RealSpace spatial audio software for the ThinkPad Dual-Mode Wireless ANC Foldable Headset 8550 (Aura Edition) on May 5, 2026. The headset uses low-latency head-tracked spatial audio and Sound by Bose tuning to enhance music, movies and gaming and support extended all-day use across PCs, tablets and smartphones.
Ceva (NASDAQ: CEVA) announced that long-serving director Sven-Christer Nilsson will retire and will not seek re-election at the annual meeting on June 2, 2026. He has served on the Board since November 2002 and chairs the Nomination and Governance Committee.
The board thanked Mr. Nilsson for over two decades of service and industry leadership; the company will address the open board seat through its existing governance processes.
Ceva (NASDAQ: CEVA) will release first quarter 2026 results on May 11, 2026 before the NASDAQ opens and will hold a conference call at 8:30 a.m. Eastern Time that day to discuss operating performance.
The call is accessible by U.S. and international dial‑in numbers and via live webcast at https://app.webinar.net/N8PRLk4oljM. A replay will be available by phone and on Ceva's investor website through 9:00 a.m. ET on May 18, 2026.
Ceva (NASDAQ: CEVA) said its Ceva-NeuPro-Nano NPU IP won the Artificial Intelligence category at embedded world 2026 on March 12, 2026.
The award recognizes ultra-efficient edge AI inference in resource-constrained devices; Ceva highlighted NeuPro-Nano's small silicon footprint, ultra-low power use and its role in the scalable NeuPro NPU family.
Ceva (NASDAQ: CEVA) launched Ceva-Waves UWB IP, the industry's first IEEE 802.15.4ab-compliant UWB IP, claiming up to 30x extended ranging and 4x faster data rates for secure access, positioning, radar sensing and high-performance data. The IP is available now for licensing and is backward compatible with IEEE 802.15.4z.
Ceva is working with LitePoint on early validation and test solutions to accelerate interoperability and time-to-market for device makers, and positions the IP for integrated multi-protocol SoCs and Physical AI use cases.
Ceva (NASDAQ: CEVA) launched PentaG-NTN, a production-ready 5G-Advanced modem IP subsystem for LEO and MEO user terminals, at MWC Barcelona on March 3, 2026. The subsystem integrates baseband hardware, L1 PHY software, and verification assets, supports 3GPP Release-18, FR1/FR2, Ka/Ku bands, and is available now for licensing.
Ceva says PentaG-NTN targets satellite-native teams by reducing modem development complexity and enabling differentiation via programmable DSPs, proprietary waveforms, and scalable throughput from 10 Mbps to 2 Gbps.
Ceva (NASDAQ: CEVA) said members of its management team will attend multiple investor conferences and industry events in March 2026 to discuss strategy and growth in Physical AI.
Events include Mobile World Congress (Mar 2-5), Embedded World (Mar 10-12), Loop Capital (Mar 10), Stifel (Mar 10) and the ROTH Conference (Mar 23-24). Webcast links, where available, will be posted on Ceva's investor website and participation is subject to change.
Ceva (NASDAQ: CEVA) said 2025 was a breakthrough year for its AI licensing, signing 10 NeuPro NPU agreements and reporting AI contributed more than 20% of annual licensing revenue in 2025. Multiple customers are expected to have silicon by end of 2026, increasing royalty visibility.
Notable deals include a strategic NPU license with a leading PC OEM and a comprehensive NeuPro portfolio license with Microchip, while AI DSP and connectivity pairings expand addressable edge markets.