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Ceva (CEVA) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 10, 2026 · Ceva (CEVA) Q2 2026 earnings results →
Q2 2026 Revenue up 13% year over year to $29.0M · 10¢ of every $1 of revenue lost · operating margin -7.2%
Ceva made $29.0M in Q2 2026 (+13% Y/Y): License $18.2M, Royalty $10.8M. Operating margin -7.2%, net loss $2.9M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 10, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $29.0M in Q2 2026, up 13% year over year and up 7% from the previous quarter. License was the largest line at 63% of revenue. License added $3.2M year over year (up 21%), 95% of the total change.
Gross margin was 87.4%, up 1.3 points from Q2 2025. Operating costs exceeded revenue by $2.1M, an operating margin of -7.2%. Operating expenses grew 3% against revenue growth of 13%. The quarter ended with a net loss of $2.9M, narrower than the previous quarter's $4.5M loss. Non-operating items added $1.0M, -93% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $5.8M (up 392% year over year). Non-cash charges added back $742K of depreciation and amortization and $5.2M of share-based compensation. Working capital and other items added $2.8M. Capital expenditures of $634K left free cash flow of $5.2M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 10, 2026 | $29.0M | +13% | -7.2% | −$2.9M | $5.8M |
| Q1 2026 | 10-Q | May 11, 2026 | $27.0M | +12% | -18.8% | −$4.5M | −$4.9M |
| Q4 2025 | 10-K | Feb 27, 2026 | $31.3M | +7% | -1.3% | −$1.1M | $8.7M |
| Q3 2025 | 10-Q | Nov 10, 2025 | $28.4M | +4% | -7.3% | −$2.5M | −$5.9M |
| Q2 2025 | 10-Q | Aug 11, 2025 | $25.7M | -10% | -17.5% | −$3.7M | $1.2M |
| Q1 2025 | 10-Q | May 8, 2025 | $24.2M | +10% | -18.1% | −$3.3M | −$7.4M |
| Q4 2024 | 10-K | Feb 27, 2025 | $29.2M | +21% | 0.3% | −$1.7M | $8.0M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Ceva
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G , cellular IoT, Bluetooth , Wi-Fi , and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time. With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today’s most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure.
In its own words, from its 8-K, filed Aug 10, 2026.
Ceva against its Services-Computer Programming, Data Processing, Etc. peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +13% against the peers' median +14%. Operating margin: -7.2% against the peers' median 19.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| CEVA Ceva | Q2 2026 | $29.0M | +13% | -7.2% |
| GOOGL Alphabet | Q3 2026 | $127.6B | +25% | 31.8% |
| META Meta Platforms | Q3 2026 | $64.6B | +26% | 20.1% |
| SPCX Space Exploration Technologies | Q3 2026 | $14.6B | +161% | 19.1% |
| FLUT Flutter Entertainment | Q3 2026 | $3.9B | +2% | -30.7% |
| APP AppLovin | Q3 2026 | $2.2B | +56% | 78.2% |
| SNAP Snap | Q3 2026 | $1.7B | +14% | 4.5% |
| ZM Zoom Communications | Q2 FY27 | $1.3B | +5% | 24.6% |
| PINS Pinterest | Q3 2026 | $1.2B | +12% | 2.6% |
Source: Ceva 10-Q on SEC EDGAR · CIK 1173489 · Services-Computer Programming, Data Processing, Etc.
13F: who owns CEVA and who is buying
More on CEVA
History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results