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Ceva, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
ROCKVILLE, Md., Feb. 17, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced
About this update from Ceva, Inc.
[{"type":"text","content":"ROCKVILLE, Md., Feb. 17, 2026 /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced its financial results for the fourth quarter and full year ended December 31, 2025.\n \n \n \n \n \n \n \nFourth Quarter Highlights:* Completed a strategic NPU licensing agreement with one of the world's leading PC OEMs, with NeuPro™ NPUs selected as foundational IP for next-generation on-device AI compute architectureDelivered total revenue of $31.3 million, up 10% sequentially and 7% year-over-year, representing the highest quarterly revenue in Ceva's history(1)Signed 18 IP licensing agreements in the quarter, reflecting strong and diversified demand across AI, connectivity and sensingGrew licensing and related revenue to $17.5 million, up 11%Increased royalty revenue to $13.8 million, up 2%, representing the strongest quarterly royalty performance in more than four years606 million units of Ceva-powered devices shipped in the quarterStrengthened the balance sheet through a successful follow-on offering, raising approximately $63 million net*Unless otherwise stated, all comparisons are to fourth quarter 2024Full Year 2025 Highlights:*Increased total revenue to $109.6 million, up 2%Grew licensing revenue to $63.6 million, up 6%Generated royalty revenue of $46.0 million, with royalties growing each quarter sequentially throughout 2025Record 2.1 billion Ceva-powered devices shipped, up 6%, including record Wi-Fi shipments of 266 million units and record Cellular IoT shipments of 241 million unitsGenerated 86% of total revenue from smart edge markets, reflecting market share gains by Ceva customers and positioning the company well as the industry transitions towards Physical AI*Unless otherwise stated, all comparisons are to full year 2024Amir Panush, Chief Executive Officer of Ceva, commented: \"2025 was a landmark year for Ceva and ended on a high note with record fourth-quarter revenue(1) and our strongest royalty quarter in more than four years. A key milestone in the quarter was a strategic NPU licensing agreement for our high-performance NeuPro NPUs with one of the world's leading PC OEMs. This win is a powerful validation of our AI strategy and reinforces our belief that dedicated NPUs will become a standard requirement across personal computing platforms and increasing...