Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number: 000-49842 CEVA, INC. (Exact name of registrant as specified in its charter) (Registrant's telephone num ...

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CEVA, Inc. ( CEVA ) is a relatively small company, in terms of market capitalization, in the wireless communication and Edge AI sector. But this is an area that will definitely be in the spotlightMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potent ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Viewpoint - Ceva is currently in Phase 18 of its Adhishthana cycle, with a subdued outlook as shares have declined over 40% since entering this phase, indicating persistent structural weakness [1][5]. Group 1: Triad Structure Analysis - The Guna Triads, consisting of Phases 14, 15, and 16, are crucial in determining the stock's ability to achieve a Nirvana move in Phase 18, which is the peak of the cycle [2]. - For a Nirvana move to occur, the triads must exhibit Satoguna, characterized by strong bullish momentum; however, Ceva's triads have not demonstrated this necessary bullish structure [2][3]. - Phases 14 and 15 were marked by range-bound activity and sluggish price action, with only brief bullish signs appearing in mid-Phase 16 [3][4]. Group 2: Investor Outlook - The weak triad formation has led to corrections in Phase 18 rather than expansions, aligning with the expected structural setup, and the 40% decline since entering this phase reflects this pattern [5]. - Although brief rallies may occur, the prevailing behavior is expected to remain sluggish and range-bound, limiting the probability of a sustained bullish move [5][6]. - External pressures, including target cuts from research institutions, further caution the stock's outlook, suggesting that aggressive bullish positions may not present an attractive risk-reward profile at this time [6].

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 ...