CEVA, Inc. (CEVA) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and welcome to our webinar, what it really takes to build a future-proof AI architecture. I'm Roni Wattelmacher, Director of Product Marketing for the Vision and AI Business Unit at SIVA. Joining me today is Asaf Ganor, our Director of AI Architecture. We're excited to discuss, show, and teach you how one should build his AI chip architecture for it to be future-proof and why it's important. Before we start, a few logistics. First of all, please fill out the survey that you see at the top of your screen. It's important to us. Secondly, we'll be doing a live Q&A session at the end. If you have questions, please write them in the Q&A box to your right. You can enter them at any time, and we will answer them later. On the left, you can see a resource list with links that you can download, links to interesting web pages, and contact information for Asaf and me if you wish to send us a message. Let's start. Let me quickly walk you through what we'll cover in today's session. We'll start with a quick overview of the AI market landscape and how it's evolving. Then we'll dive into key technology trends driving AI workloads, both at the edge and in the Cloud, and how the industry is shifting. Next, we'll talk about why future-proofing is no longer optional in AI hardware and software design, especially as workloads grow more complex and distributed. Then Asaf will take over and go deeper into how NPU solutions are designed to address these challenges, ensuring scalability across multiple generations of AI workloads. And finally, we'll open it up for your questions. Feel free to drop them in the chat during the session. For those of you not familiar with SIVA, we license silicon and software IP to semiconductor and OEM companies. Our customers ship around 2 bill...