Filing Flows › Ceva (CEVA) › Q2 2026 › vs Q1 2026
Ceva (CEVA) Q2 2026 vs Q1 2026 (quarter over quarter)
Ceva's revenue rose $2.0M (+7%) from $27.0M in Q1 2026 to $29.0M in Q2 2026. The biggest changes: Royalty +$1.6M (+17%); License +$401K (+2%).
Ceva, Q2 2026: revenue $29.0M (+13% year over year), operating margin -7.2%, net loss $2.9M, operating cash flow $5.8M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Free cash flow margin | 17.9% | -26.6% | +44.5 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| License | $18.2M | $17.8M | $401K | +2% |
| Royalty | $10.8M | $9.2M | $1.6M | +17% |
| Revenue | $29.0M | $27.0M | $2.0M | +7% |
| Other income, net | $1.0M | $1.9M | −$939K | -48% |
| Net loss | $2.9M | $4.5M | −$1.5M | -35% |
| Costs & expenses | $32.9M | $33.4M | −$479K | -1% |
| Operating costs | $31.1M | $32.1M | −$1.0M | -3% |
| Income tax | $1.8M | $1.3M | $521K | +40% |
| Cost of revenue | $3.6M | $3.7M | −$83K | -2% |
| Research & development | $19.3M | $19.8M | −$505K | -3% |
| Sales & marketing | $3.3M | $3.8M | −$487K | -13% |
| General & admin | $4.7M | $4.7M | $83K | +2% |
| Other operating costs | $109K | $117K | −$8K | -7% |
| Operating cash sources | $8.7M | −$426K | $9.2M | — |
| Depreciation & amortization | $742K | $802K | −$60K | -7% |
| Share-based compensation | $5.2M | $5.4M | −$201K | -4% |
| Working capital & other | $2.8M | −$6.6M | $9.4M | — |
| Net loss absorbed | $2.9M | $4.5M | −$1.5M | -35% |
| Operating cash flow | $5.8M | −$4.9M | $10.7M | — |
| Free cash flow (OCF − capex) | $5.2M | −$7.2M | $12.4M | — |
| Capital expenditures | $634K | $2.3M | −$1.7M | -73% |
Questions
How much did Ceva's revenue grow quarter over quarter in Q2 2026?
Ceva's revenue rose $2.0M (+7%) from $27.0M in Q1 2026 to $29.0M in Q2 2026.
What drove Ceva's revenue change in Q2 2026?
Royalty +$1.6M (+17%); License +$401K (+2%).