CEVA at a glance
CEVA INC (CEVA, SEC CIK 1173489) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and Form 4 insider filings as recently as August 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CEVA INC (CEVA) reported revenue of $109.6 million (up 2.5% from FY2024) and a net loss of $10.6 million. Diluted EPS was -$0.44.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding CEVA INC (CEVA) shares worth $504.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $109.6M
- +2.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $504.9M · +4 vs prior quarter
- Latest 8-K
- Aug 10, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: adoption of FASB ASU 2023-09 on income tax disclosures effective after Dec 15, 2024, impacting financial statement disclosures in 2025
- Geopolitical/macro risk: trade receivables concentrated in Asia Pacific region, increasing exposure to regional economic downturns or trade disruptions
- Operational risk: significant judgment required for estimating labor effort on customer-specific IP customization projects affecting revenue recognition timing
- Competitive risk: royalties dependent on licensees’ sales of products incorporating CEVA’s IP, subject to potential disruption from OEMs switching to competitors’ semiconductor IP
- Financial risk: net loss increased to 9.7% of revenues in 2025 from 8.2% in 2024, reflecting operating loss expansion and increased costs
Management Discussion & Analysis
- Revenue $109.6M in 2025, up 2.5% YoY from $106.9M in 2024; licensing up 6% to $63.6M, royalties down 2% to $46.0M
- Operating expenses $106.8M in 2025, up 5.0% YoY; R&D 68.3% of revenue (vs 67.0% in 2024); cost of revenue 12.9% of revenue (vs 11.9%)
- Best segment: Licensing revenue $63.6M, +6%; Worst segment: Royalty revenue $46.0M, -2% YoY
- Cash & equivalents $40.6M, marketable securities $179.3M, total $222.0M, up from $163.6M; $63.3M raised via equity offering in Q4 2025; capex $2.9M
- Outlook: Expect R&D expenses to rise in 2026 due to currency effects; risks include concentration of revenue from few customers and semiconductor supply softness impacting royalties
Business Overview
- Core business: Licensing IP platforms, processors, and software enabling Physical AI; integrated connect, sense, infer capabilities for smart edge devices
- New emphasis on Physical AI as evolution of Edge AI, unifying connectivity, sensing, and inference in one technology fabric
- Strategic focus on scaling NeuPro AI NPUs for embedded and generative AI, expanding Wi-Fi 6/7, Bluetooth 6/7, UWB, 5G-Advanced adoption, and platform-level silicon-ready solutions
- Employee count over 400 globally in R&D, sales, support, with 300+ dedicated R&D; revenue from China customers rose from 49% in 2024 to 62% in 2025
- Maintains #1 global wireless connectivity IP share at 68% in 2024; devices embedding Ceva IP shipped in over 20B units since 2003 and ~2B annually now
AI summary of the CEVA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $29.0M, up 13% YoY; licensing $18.2M, up 21%, royalty $10.8M, up 1%
- Gross margin 87% vs 86% YoY; R&D expense 67% of revenue vs 73%
- Connect strongest use case at 76% of revenue vs Sense & Infer at 24%
- Device shipments 567M, up 16% YoY; Wi-Fi strongest growth at 28% to 80M units
- Headwinds: macroeconomic volatility, tariffs, memory pricing, supply constraints, and Middle East instability
Risk Factors
- Risk Factors section not provided in the submitted filing text
- No new, updated, regulatory, operational, competitive, market, or financial risks identifiable
AI summary of the CEVA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Earnings release dated August 10, 2026 contains financial results
Item 5.02: Departure/Appointment of Directors or Principal Officers
- COO Michael Boukaya resigning August 1, 2026 after mutual agreement with CEVA
- Continued employment through December 31, 2026 supports leadership transition
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected to one-year terms through the 2027 annual meeting
- Executive compensation narrowly approved, with 9,497,742 votes for versus 9,405,918 against
AI summaries of CEVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CEVA
Don't miss the next CEVA filing
- Alerts as it files. A push when CEVA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CEVA, by share count.
- Ask anything. An AI agent that reads every CEVA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Panush Amir | A | Aug 7, 2026 | 60,587 | - |
| Toquet Gweltaz | A | Aug 7, 2026 | 30,293 | - |
| Arieli Yaniv | A | Aug 7, 2026 | 30,293 | - |
| MCMANAMON PETER | F | Jun 9, 2026 | 8,331 | $45.66 |
| SILVER LOUIS | F | Jun 9, 2026 | 7,736 | $45.66 |
| MCMANAMON PETER | M | Jun 9, 2026 | 14,000 | $27.17 |
| MCMANAMON PETER | M | Jun 9, 2026 | 14,000 | $27.17 |
| MCMANAMON PETER | A | Jun 9, 2026 | 0 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $106.9M | $109.6M |
| Gross Profit | - | $94.2M | $95.4M |
| Operating Income | - | -$7.5M | -$11.3M |
| Net Income | - | -$8.8M | -$10.6M |
| Gross Margin | - | 88.1% | 87.1% |
| Op. Margin | - | -7.1% | -10.4% |
| Net Margin | - | -8.2% | -9.7% |
| Balance Sheet | |||
| Total Assets | $304.1M | $308.9M | $388.3M |
| Equity | $264.3M | $266.6M | $336.5M |
| ROE | - | -3.3% | -3.2% |
| Per Share | |||
| EPS | - | $-0.37 | $-0.44 |
| Cash Flow | |||
| Operating CF | - | $3.5M | -$3.4M |
| CapEx | - | $3.0M | $2.9M |
Source: XBRL data in CEVA INC (CEVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CEVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $504.9M |
| Q1 2026 | 26 | $191.8M |
| Q4 2025 | 23 | $211.0M |
| Q3 2025 | 27 | $277.5M |
| Q2 2025 | 28 | $243.1M |
| Q1 2025 | 24 | $171.0M |
| Q4 2024 | 19 | $164.5M |
| Q3 2024 | 18 | $77.7M |
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- Raymond James Financial+8.2K
- Prudential Financial+4.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 195 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CEVA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 11, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 17, 2026 | - | - | |
| 4 | Feb 17, 2026 | - | - |
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CEVA SEC filings: frequently asked questions
Which institutions hold CEVA stock?
As of June 30, 2026, the largest CEVA INC (CEVA) holders among the 13F filers tracked by SignalX were BlackRock ($114.0 million), State Street Corp ($78.9 million), Morgan Stanley ($68.2 million), Vanguard Capital Management LLC ($56.4 million), Vanguard Portfolio Management LLC ($52.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CEVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CEVA INC (CEVA) reported revenue of $109.6 million (up 2.5% from FY2024) and a net loss of $10.6 million. Diluted EPS was -$0.44. The figures come from the XBRL data in the 10-K.
What are the main risks in CEVA's latest 10-K?
In the 10-K filed February 27, 2026, CEVA INC (CEVA) flagged: Regulatory risk: adoption of FASB ASU 2023-09 on income tax disclosures effective after Dec 15, 2024, impacting financial statement disclosures in 2025. Geopolitical/macro risk: trade receivables concentrated in Asia Pacific region, increasing exposure to regional economic downturns or trade disruptions. (AI summary of the Risk Factors section.)
What did CEVA report in its latest 8-K?
CEVA INC (CEVA) filed an 8-K on August 10, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results for quarter ended June 30, 2026.
What are the latest CEVA SEC filings?
CEVA INC (CEVA) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 10, 2026 and a Form 4 insider filing on August 11, 2026.
What is CEVA's SEC CIK number?
CEVA INC (CEVA)'s SEC Central Index Key (CIK) is 1173489. EDGAR lists every CEVA filing under that number.
Ask anything about CEVA
The research agent reads CEVA's filings, financials, insider trades and 13F holders, then answers with sources.