Q1 2026 CEVA Inc Earnings Call Transcript

May 11, 2026 / 12:30 PM GMT

Release Date Price: €30.6 (-1.29%)

Transcript 10-Q8-K

Key Points

Positve

CEVA Inc (CEVA) reported a strong start to 2026, exceeding expectations on both revenues and non-GAAP EPS.
The company achieved its strongest licensing quarter in three years with licensing and related revenues of $17.8 million.
CEVA Inc (CEVA) secured a major licensing win for a complete Bluetooth High Data Throughput solution, a foundational capability for the upcoming Bluetooth 7 standard.
The company expanded its cellular portfolio into satellite communications with its Penta-G NTN 5G advanced modern platform.
CEVA Inc (CEVA) continues to see growing traction for its spatial audio solutions, with Lenovo launching its latest ThinkPad headset powered by CEVA's technology.

Negative

Total royalties were flat year-over-year, with non-mobile royalties growing only 8%, offset by softness in smartphones.
The company experienced a GAAP operating loss of $5.1 million for the first quarter, compared to a loss of $4.4 million in the same quarter last year.
GAAP net loss for the first quarter was $4.5 million, with a diluted loss per share of $0.16, compared to a net loss of $3.3 million and a diluted loss per share of $0.14 for the first quarter of 2025.
Bluetooth shipments decreased to 206 million units in the quarter, down from 233 million units in the first quarter of last year.
The company faced typical seasonal softness in mobile royalties, combined with near-term effects from memory availability constraints and challenging inventory in the lower-tier segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CEVA.OQ - CEVA Inc
Q1 2026 CEVA Inc Earnings Call
May 11, 2026 / 12:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and welcome to the CESA Inc. First Quarter 2026 Earnings Conference Call.

All participants will be in a listen-only mode.

Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star then one on a touch-tone phone.

To withdraw your question, please press star then two.

Please note this event is being recorded.

I would now like to turn the conference over to Richard Kingston, Vice President of Market Intelligence and Investor Relations. Please go ahead.

---------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.