Ceva (NASDAQ:CEVA) is currently in Phase 18, the final stage of its Adhishthana cycle, on the weekly charts. At this stage, the outlook for the stock appears subdued rather than constructive.Since transitioning into Phase 18, Ceva shares have declined more than 40%, reflecting persistent structural weakness. To understand why this phase is unfolding in this manner, it is important to revisit the stock's Guna Triads.Analysing Ceva's Triad Structure Under the Adhishthana framework, Phases 14, 15, and 16 toget ...

CEVA (NasdaqGS:CEVA) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsAlek Valero - Equity Research AssociateAmir Panush - CEORichard Kingston - VP of Investor RelationsRuben Roy - Managing DirectorYaniv Arieli - CFOConference Call ParticipantsKevin Cassidy - Senior Research AnalystSuji Desilva - Managing Director and Senior Research AnalystOperatorPlease note this event is being recorded. I would now like to turn the conference over to Richard Kingston, Vice President of Market Intel ...

CEVA (NasdaqGS:CEVA) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Company ParticipantsAlek Valero - Equity Research AssociateAmir Panush - CEORichard Kingston - VP of Investor RelationsRuben Roy - Managing DirectorYaniv Arieli - CFOConference Call ParticipantsKevin Cassidy - Senior Research AnalystSuji Desilva - Managing Director and Senior Research AnalystOperatorPlease note this event is being recorded. I would now like to turn the conference over to Richard Kingston, Vice President of Market Intel ...

CEVA (NasdaqGS:CEVA) Q4 2025 Earnings call February 17, 2026 08:30 AM ET Speaker3Please 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.Speaker4Thank you, Betsy. Good morning, everyone, and welcome to CEVA's fourth quarter and full year 2025 earnings conference call. Joining me today on the call are Amir Panush, Chief Executive Officer, and Yaniv Arieli, Chief Financial Officer ...

分组1 - Ceva reported quarterly earnings of $0.18 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.11 per share a year ago, with an earnings surprise of -1.80% [1] - The company posted revenues of $31.29 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.80%, and up from $29.22 million year-over-year [2] - Ceva has surpassed consensus EPS estimates two times and revenue estimates three times over the last four quarters [2] 分组2 - The stock has increased approximately 5.3% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.11 on revenues of $28.58 million, and for the current fiscal year, it is $0.57 on revenues of $121.86 million [7] - The Zacks Industry Rank for Internet - Software is in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

FOURTH QUARTER AND FULL YEAR 2025 EARNINGS 2025 was a landmark year for Ceva and ended on a high note with record fourth-quarter revenue^ and our strongest royalty quarter in more than four years. Amir Panush, CEO 2 0 2 5 T O T A L R E V E N U E 2 0 2 5 E A R N I N G S ( L O S S ) P E R S H A R E A N N U A L R E V E N U E $109.6M +2% Year over Year ($0.44) GAAP versus ($0.37) in 2024 $0.42 NON-GAAP versus $0.36 in 2024 Q 4 ' 2 5 T O T A L R E V E N U E $31.3M Q 4 ' 2 5 E A R N I N G S ( L O S S ) P E R S H ...

Exhibit 99.1 ● Completed a strategic NPU licensing agreement with one of the world's leading PC OEMs, with NeuPro™ NPUs selected as foundational IP for next-generation on-device AI compute architecture ● Delivered total revenue of $31.3 million, up 10% sequentially and 7% year-over-year, representing the highest quarterly revenue in Ceva's history(1) ● Signed 18 IP licensing agreements in the quarter, reflecting strong and diversified demand across AI, connectivity and sensing ● Grew licensing and related r ...

Core Viewpoint - The collaboration between Ceva, Inc. and Renesas Electronics Corporation focuses on integrating Ceva's Wi-Fi 6 and Bluetooth LE IPs into Renesas' new combo microcontrollers, enhancing connectivity solutions for IoT and smart home applications [1] Group 1: Company Developments - Ceva has announced that Renesas has integrated its Wi-Fi 6 and Bluetooth LE IPs into the RA6W1 and RA6W2 combo microcontrollers, which are designed for smart home, industrial, and consumer devices [1] - The RA6W1 dual-band Wi-Fi 6 MCU and RA6W2 combo Wi-Fi 6 + Bluetooth LE MCU provide developers with flexible design options, including standalone Wi-Fi, Wi-Fi/Bluetooth LE combo, or fully integrated modules [1] - This integration aims to reduce design complexity, extend battery life, and accelerate time to market for smart home and industrial automation applications [1] Group 2: Industry Trends - The demand for highly integrated, power-efficient connectivity solutions is driven by the explosive growth of IoT and smart home markets [1] - The collaboration supports Ceva's Physical AI strategy, enabling low-power intelligent edge devices across IoT and connected home markets [1] - Ceva's connectivity IP portfolio includes Wi-Fi 6/7, Bluetooth LE, and other protocols, facilitating seamless integration into system-on-chip designs [1]

Core Insights - The integration of Ceva's AI DSP into NXP's S32Z2 and S32E2 processors enhances real-time processing capabilities for software-defined vehicles, enabling predictive analytics, energy management, and intelligent control [1][2][3] Industry Overview - The global software-defined vehicle market is expected to grow from $213.5 billion in 2024 to over $1.2 trillion by 2030, reflecting a compound annual growth rate (CAGR) of 34% as automakers adopt centralized compute architectures and monetize software-driven features [2] - This transformation is driving demand for advanced real-time processors like NXP's S32Z2 and S32E2, which are essential for high-performance, safety-critical control with AI inference in multi-application environments [2] Company Developments - NXP's S32Z2 and S32E2 processors utilize Ceva's SensPro AI DSP technology to facilitate real-time decision-making and intelligent perception, allowing vehicles to interpret their surroundings and respond accurately [3][4] - The integration of Ceva's AI DSP is aimed at meeting the stringent performance, safety, and scalability requirements of next-generation vehicles, thereby accelerating innovation in real-time compute applications [4] - Ceva's SensPro AI DSP architecture is designed for sensor processing, AI inference, and control algorithms, delivering high performance per watt while adhering to automotive power and safety standards [4]

Core Insights - Ceva, Inc. is expanding its AI ecosystem by integrating Sensory's TrulyHandsfree voice activation technology into its NeuPro-Nano NPU, aimed at enhancing voice-first user experiences in ultra-low power devices [1][4] - The collaboration allows for seamless, on-device keyword spotting in battery-constrained consumer devices, ensuring privacy and performance without reliance on cloud connectivity [1][3] Company Overview - Ceva, Inc. specializes in AI-driven products, providing a portfolio of silicon and software IP that enables devices to connect, sense, and infer, essential for intelligent edge applications [6][7] - Sensory, Inc. develops on-device AI technologies, powering over 2 billion devices globally, with innovations spanning various industries including automotive and consumer electronics [5] Product Features - NeuPro-Nano is Ceva's smallest and most power-efficient Embedded AI NPU, designed for AI inference in AIoT devices, now enhanced with Sensory's voice activation models for applications like TWS earbuds and smartwatches [2] - The integration of TrulyHandsfree technology into Ceva's NeuPro-Studio AI ecosystem allows developers to quickly prototype and deploy voice-enabled features optimized for NeuPro-Nano [3] Market Impact - The collaboration is expected to accelerate the development of AI-driven, voice-controlled devices, transforming consumer experiences in smart home, automotive, and wearable applications [4]