Ceva Inc (CEVA) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Ceva Inc   (NASDAQ: CEVA)

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Description of Ceva Inc's Business Segments


CEVA Inc. is a prominent player in the semiconductor industry, specializing in signal processing platforms and artificial intelligence (AI) processors. The companys offerings are geared towards a variety of markets, including mobile, consumer electronics, automotive, industrial applications, and the Internet of Things (IoT). CEVAs diverse portfolio positions it as the leading licensor in its field, providing innovative solutions to original equipment manufacturers (OEMs) and semiconductor companies worldwide.

Key Segments and Products

1. Communications
- 5G DSPs for gNodeB: CEVA develops Digital Signal Processors (DSPs) specifically designed for 5G node B (gNodeB) applications, enhancing the capabilities and performance of 5G networks.
- PentaG – 5G Modem Platform for UE: Announced in 2018, PentaG is a comprehensive modem platform that supports multiple generations of wireless technologies, ensuring seamless connectivity for mobile devices.
- Dragonfly – NB-IoT Platform: A complete end-to-end solution for narrowband IoT (NB-IoT) systems, Dragonfly allows for efficient and secure connectivity in IoT applications.
- SDR DSPs for Complex Signal Processing: These programmable DSPs are tailored for complex communications applications such as Vehicle-to-Everything (V2X) communications, satellite links, smart grids, G.fast, and Wi-Fi networks.

2. Imaging & Vision
- Imaging and Computer Vision Platforms: CEVA offers advanced imaging and computer vision platforms, incorporating processors, accelerators, and robust software frameworks suitable for various camera-enabled devices.
- Deep Neural Network Software: Specialized solutions for deploying deep neural networks for applications such as image recognition, object detection, and real-time analysis.

3. Sound
- DSPs and Algorithms for Sound Applications: CEVA provides a suite of DSPs and algorithms for sound processing, including comprehensive software packages for voice-enabled devices capable of near-field and far-field audio capture.

4. AI at the Edge
- NeuPro Family of AI Processors: Launched in 2018, these processors are specifically designed to handle a wide range of neural network workloads. They can scale performance levels, making them suitable for applications from IoT devices to sophisticated automotive systems, focusing on tasks such as vision processing, audio recognition, user behavior analysis, and real-time translation.

5. Connectivity
- RivieraWaves Bluetooth Platforms: CEVAs offerings in this segment include Bluetooth 5 dual-mode and low-energy platforms that enable efficient wireless communication for various consumer and industrial applications.
- RivieraWaves Wi-Fi Platforms: These platforms encompass Wi-Fi standards (802.11a/b/g/n/ac) and the latest 802.11ax (Wi-Fi 6) technologies, which are optimized for performance across a wide range of devices from low-power wearables to high-performance access points.

Product Delivery and Development Support
CEVA delivers its DSP cores, platforms, and AI processors in the form of a Hardware Description Language (HDL) definition, commonly referred to as soft cores or synthesizable cores. This flexibility allows CEVAs solutions to be manufactured across various processes and physical libraries. Supporting this, CEVA provides a comprehensive suite of tools and integrated development environments that facilitate ease of design and development.

To assist developers, CEVA has established an extensive third-party network that provides complementary software and platforms, enhancing the overall design potential of its DSP cores and AI processors. Additional support comes in the form of development platforms, software development kits (SDKs), and software debugging tools, which streamline the software development lifecycle and system design.

System Platforms and Solutions
Recognizing the need to simplify and accelerate product development, CEVA has designed a range of system platforms and solutions. These comprehensive offerings combine essential hardware and software components, reducing costs, minimizing complexity, and mitigating risks for clients bringing products to market. Typically, these platforms integrate CEVA DSP cores, dedicated hardware accelerators, optimized software libraries, and a tailored tool chain.

CEVAs DSP-based platforms are strategically designed for pivotal applications, including:
- Baseband processing in cellular handsets
- Machine-to-Machine (M2M) communications
- Base station Radio Access Networks (RAN)
- Wired communications frameworks
- Advanced imaging and computer vision systems
- Audio and voice processing applications
- IoT solutions and devices

In summary, CEVA Inc. offers a rich and varied suite of products and services that cater to the ever-evolving demands of the semiconductor industry, reinforcing its status as a leader in signal processing and AI technologies across multiple sectors.


Composition of Ceva Inc Revenues by Segments

 
License    62.76 % of total Revenue
Royalty    37.24 % of total Revenue
US    37.52 % of total Revenue
Royalty Europe and Middle East    3.23 % of total Revenue
Asia Pacific    59.25 % of total Revenue
Connectivity Products    78.13 % of total Revenue
License UNITED STATES    21.87 % of total Revenue
CN    47.89 % of total Revenue

Q2 three months ended (Jun 30 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
License 18.22 62.76 %
Royalty 10.81 37.24 %
US 10.89 37.52 %
Royalty Europe and Middle East 0.94 3.23 %
Asia Pacific 17.20 59.25 %
Connectivity Products 22.68 78.13 %
License UNITED STATES 6.35 21.87 %
CN 13.91 47.89 %
Total 29.03 100 %




Q2 three months ended (Jun 30 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
License 21.3 % 2.25 %
Royalty 1.46 % 17.47 %
US - -
Royalty Europe and Middle East 17.13 % 41.75 %
Asia Pacific -5.08 % -7.49 %
Connectivity Products 39.36 % 14.37 %
License UNITED STATES 48.54 % 8.73 %
CN - -
Total 15.54 % 10.41 %




Q2 three months ended (Jun 30 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total -2.91 -




Q2 three months ended (Jun 30 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total - -




Annual Report on Ceva Inc Divisions, Sales by Country

 
License   License Segment contribution to total sales 58.11 % of total Revenue
Royalty   Royalty Segment contribution to total sales 42.03 % of total Revenue
Royalty Europe and Middle East   Royalty Europe and Middle East Segment contribution to total sales 3.07 % of total Revenue
Asia Pacific   Asia Pacific Segment contribution to total sales 76.79 % of total Revenue
Connectivity Products   Connectivity Products Segment contribution to total sales 74.87 % of total Revenue
License UNITED STATES   License UNITED STATES Segment contribution to total sales 12.9 % of total Revenue
Transferred at Point in Time   Transferred at Point in Time Segment contribution to total sales 87.4 % of total Revenue
Transferred over Time   Transferred over Time Segment contribution to total sales 12.74 % of total Revenue
Smart Sensing Products   Smart Sensing Products Segment contribution to total sales 25.28 % of total Revenue
UNITED STATES   UNITED STATES Segment contribution to total sales 17.62 % of total Revenue
Europe and Middle East   Europe and Middle East Segment contribution to total sales 5.73 % of total Revenue
License Transferred at Point in Time   License Transferred at Point in Time Segment contribution to total sales 45.37 % of total Revenue
License Transferred over Time   License Transferred over Time Segment contribution to total sales 12.74 % of total Revenue
License Connectivity Products   License Connectivity Products Segment contribution to total sales 42.29 % of total Revenue
License Smart Sensing Products   License Smart Sensing Products Segment contribution to total sales 15.82 % of total Revenue
License Europe and Middle East   License Europe and Middle East Segment contribution to total sales 2.67 % of total Revenue
License Asia Pacific   License Asia Pacific Segment contribution to total sales 42.54 % of total Revenue
Royalty Transferred at Point in Time   Royalty Transferred at Point in Time Segment contribution to total sales 42.03 % of total Revenue
Royalty Connectivity Products   Royalty Connectivity Products Segment contribution to total sales 32.58 % of total Revenue
Royalty Smart Sensing Products   Royalty Smart Sensing Products Segment contribution to total sales 9.45 % of total Revenue
Royalty UNITED STATES   Royalty UNITED STATES Segment contribution to total sales 4.72 % of total Revenue
Royalty Asia Pacific   Royalty Asia Pacific Segment contribution to total sales 34.24 % of total Revenue
CHINA   CHINA Segment contribution to total sales 62.04 % of total Revenue
Deferred Revenue   Deferred Revenue Segment contribution to total sales 3.19 % of total Revenue


Twelve months ended 2025
CEVA s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
License 63.60 58.11 %
Royalty 46.00 42.03 %
Royalty Europe and Middle East 3.36 3.07 %
Asia Pacific 84.04 76.79 %
Connectivity Products 81.94 74.87 %
License UNITED STATES 14.12 12.9 %
Total 109.44 100 %
Transferred at Point in Time 95.66 87.4 %
Transferred over Time 13.94 12.74 %
Smart Sensing Products 27.66 25.28 %
UNITED STATES 19.29 17.62 %
Europe and Middle East 6.28 5.73 %
License Transferred at Point in Time 49.65 45.37 %
License Transferred over Time 13.94 12.74 %
License Connectivity Products 46.28 42.29 %
License Smart Sensing Products 17.32 15.82 %
License Europe and Middle East 2.92 2.67 %
License Asia Pacific 46.56 42.54 %
Royalty Transferred at Point in Time 46.00 42.03 %
Royalty Connectivity Products 35.66 32.58 %
Royalty Smart Sensing Products 10.35 9.45 %
Royalty UNITED STATES 5.17 4.72 %
Royalty Asia Pacific 37.47 34.24 %
CHINA 67.90 62.04 %
Deferred Revenue 3.50 3.19 %


Twelve months ended 2025
CEVA s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total -10.64 -

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
License 5.99 % -
Royalty -2 % -
Royalty Europe and Middle East -22.09 % -
Asia Pacific 13.83 % -
Connectivity Products -8.99 % -
License UNITED STATES -5.81 % -
Total 3.08 % -
Transferred at Point in Time -1.99 % -
Transferred over Time 49.22 % -
Smart Sensing Products 63.63 % -
UNITED STATES -5 % -
Europe and Middle East -50.96 % -
License Transferred at Point in Time -1.98 % -
License Transferred over Time 49.22 % -
License Connectivity Products -13.67 % -
License Smart Sensing Products 170.93 % -
License Europe and Middle East -65.63 % -
License Asia Pacific 27.52 % -
Royalty Transferred at Point in Time -2 % -
Royalty Connectivity Products -2.11 % -
Royalty Smart Sensing Products -1.61 % -
Royalty UNITED STATES -2.73 % -
Royalty Asia Pacific 0.43 % -
CHINA 28.87 % -
Deferred Revenue -2.86 % -
UNITED STATES License - -
UNITED STATES Royalty - -
Europe and Middle East License - -
Europe and Middle East Royalty - -
Asia Pacific License - -
Asia Pacific Royalty - -
Other - -
Other License - -
License Other - -



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