Aug. 11 at 11:38 AM
$CEVA
🚨 🚨 🚨
Revenue: Total revenue was
$25.7 million, a 6% sequential increase from Q1 2025, but a 9.5% decrease compared to Q2 2024.
Earnings per share (EPS):
Non-GAAP diluted EPS was
$0.07, surpassing analyst expectations of
$0.06.
GAAP diluted EPS showed a loss of
$0.15.
Key Drivers and Highlights:
Licensing deals: 13 license agreements were signed, including 4 AI deals for the NeuPro product line and 2 strategic automotive IP agreements.
Device shipments: Ceva-powered device shipments reached 488 million units, including record cellular IoT and Wi-Fi 6 shipments.
Lifetime shipments: The company surpassed the 20 billion lifetime shipment milestone.
Share repurchase: CEVA repurchased 300,000 shares for approximately
$6.2 million.
Financial trends: Licensing revenue was
$15.0 million and royalty revenue was
$10.7 million. While the company saw sequential revenue growth, they experienced year-over-year declines in revenue, operating income, and EPS on a GAAP basis.
