CEVA earnings / call / takeaways
CEVA Q3 FY26 earnings call: key takeaways
What CEVA said on its earnings call of November 9, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.
By Lician·November 9, 2026·AI-generated from the call transcript and Lician data
- CEVA reported revenue of $29.1 million for the third quarter of 2026, with EPS of $0.08 on a GAAP basis. The company raised its fourth-quarter guidance, projecting revenue between $34 million and $38 million, with non-GAAP diluted EPS expected to more than double sequentially. (21:23)
Results vs expectations
| Metric | Consensus | Reported | Result |
|---|---|---|---|
| EPS | $0.00 | – | – |
| Revenue | $32.7M | – | – |
What changed since last quarter
Guidance
| Metric | This call | Previous call |
|---|---|---|
| Revenue | Fourth quarter revenue is expected to be between $34 million and $38 million. (30:51) | not captured |
| Revenue | Full-year revenue growth is expected to be approximately 11%. (28:20) | not captured |
| EPS | Non-GAAP diluted EPS is expected to more than double sequentially in Q4. (28:20) | not captured |
What analysts pressed on
- Whether the mobile market's compute-intensive headwinds will continue to pressure device shipments and royalties. (33:18)
- How the transition to Wi-Fi 6 will affect unit volumes and royalty contributions. (41:58)
- The impact of foreign exchange on operating expenses and the sustainability of cost management. (44:43)
In their words
AI licensing revenues reach a record accounting for more than 35% of total licensing and related revenues.
Amir Panush (12:45)We expect a fourth quarter, from fourth quarter, with approximately 24% sequential revenue growth.
(28:20)Our strategy remains consistent, leveraging the breadth of our portfolio...
Martin Yang (1:03:55)
Read the full transcript with the AI summary, or listen on the company's official webcast.
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Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.