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Ceva (CEVA) guidance and outlook
Ceva's 10-Q filed Nov 9, 2026 makes 13 forward-looking statements.
Guidance and outlook
Forward-looking statements, 10-Q filed Nov 9, 2026
- Based on market research, we believe these sectors will represent a $170 billion total addressable market for Physical AI and Edge AI by 2030.
- For more than three decades, we have been a trusted partner to hundreds of leading semiconductor and original equipment manufacturer (OEM) companies, serving not only our largest target growth markets but also a wide variety of other applications, including smart home, surveillance, robotics and medical.
- We expect initial NeuPro royalties around the end of 2026 or early 2027.
- In addition, we expect to complement our strong presence in the Asia-Pacific region by further expanding our customer base and revenues in Europe and the U.S.
- In periods of perceived or actual unfavorable economic conditions, our customers or potential customers may delay or re-evaluate their decisions to initiate projects, which could result in a delay or cessation of engagements with us and lower licensing revenues.
- We expect that a significant portion of our future revenues will continue to be generated by a limited number of customers.
- Our customer is targeting one of the world's largest television brands.
- We expect this volume ramp to accelerate significantly in the fourth quarter, supported by a full quarter of device shipments across multiple models, and to continue into 2027 and beyond.
- We review our monthly expected major non-U.S. dollar denominated expenditures and look to hold equivalent non-U.S. dollar cash balances to mitigate currency fluctuations.
- These tax-exempt profits are permanently reinvested as management has determined that the Israeli subsidiary does not currently intend to distribute dividends.
- We intend to continue to reinvest these profits and do not currently foresee a need to distribute dividends out of such tax-exempt income.
- We cannot assure you that we will be able to successfully identify suitable acquisition or investment candidates, complete acquisitions or investments, integrate acquired businesses into our current operations, or expand into new markets.
Ceva's latest quarter
Ceva, Q3 2026: revenue $29.1M (+2% year over year), operating margin -12.1%, net loss $2.3M, operating cash flow $1.5M. The chart follows the revenue to costs, profit and cash.
Questions
What does Ceva expect?
Based on market research, we believe these sectors will represent a $170 billion total addressable market for Physical AI and Edge AI by 2030. For more than three decades, we have been a trusted partner to hundreds of leading semiconductor and original equipment manufacturer (OEM) companies, serving not only our largest target growth markets but also a wide variety of other applications, including smart home, surveillance, robotics and medical. We expect initial NeuPro royalties around the end of 2026 or early 2027.
Updated Nov 9, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.