Ceva 2025 Q3 Earnings Beats Estimates with Non-GAAP EPS of $0.11

Ceva (CEVA) reported fiscal 2025 Q3 earnings on Nov 10, 2025, with revenue and non-GAAP EPS exceeding expectations. , , respectively. While GAAP net losses widened, management emphasized AI licensing growth and strategic partnerships as catalysts for long-term profitability.

Revenue

, driven by record wireless IoT shipments and strong AI licensing performance.

Earnings/Net Income

The company’s GAAP net loss widened to $2.51 million ($0.10 per share) in Q3 2025, . However, , reflecting adjustments for one-time items. While GAAP losses signal short-term challenges, non-GAAP metrics highlight operational resilience.

Price Action

, 6.27% over the week, , reflecting market skepticism despite earnings outperformance.

Post-Earnings Price Action Review

The stock’s post-earnings performance underscores mixed investor sentiment. While the company exceeded revenue and non-GAAP EPS estimates, . Management’s focus on AI licensing and strategic partnerships may take time to translate into sustained stock gains, as the market weighs near-term challenges against long-term growth potential.

CEO Commentary

, CEO, . He emphasized AI as a growth driver, . Strategic priorities include scaling NPUs, unifying software stacks, and leveraging connectivity standards (Wi-Fi 7, Bluetooth) for multiyear royalty growth.

Guidance

, aligning with Street estimates. , . , cellular IoT, and automotive ADAS ramps, .

Additional News

Ceva’s collaboration with Microchip to integrate NeuPro NPUs into compute, communication, and security products marks a key strategic agreement. , signaling confidence in long-term value. Three new AI DSP agreements in consumer and automotive markets further expand its footprint. Analysts remain optimistic, .