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NSING Technologies has now shipped more than 250 million chips that use Ceva's Bluetooth technology. The two companies have worked together for years to put these wireless designs into microcontrollers used in cars, consumer gadgets, and industrial equipment.
This milestone is a helpful sign for Ceva's royalty business. Ceva makes money by licensing its chip blueprints for an upfront fee and then collecting a small royalty for every chip its customers actually sell. Seeing a partner reach this kind of scale shows that Ceva's designs are deeply embedded in high-volume products, which helps create a steady stream of recurring income.
Source: PRNewsWire
Ceva announced that more than ten customers have already licensed its blueprints for Bluetooth High Data Throughput. This new standard allows wireless devices to transfer data at much higher speeds than current Bluetooth versions, which is useful for things like high-quality audio and faster file sharing.
This is a positive step for Ceva because its business relies on licensing its designs to chipmakers and then collecting a royalty fee for every chip they sell. Getting ten customers on board early for a new technology standard suggests there is real demand, which could eventually help grow the royalty revenue that has been flat in recent years.
Source: PRNewsWire
Ceva announced that its AI blueprints are being used in Mobilint's new Regulus chip. This chip is designed for "Physical AI," which refers to devices like robots or smart sensors that need to process data and make decisions instantly on the device rather than sending it to the cloud.
This is a practical win for Ceva as it tries to grow its business beyond basic wireless designs. The company earns fees when customers license its technology and then gets paid again through royalties for every chip sold. Success in the edge AI market, where chips process data locally, is the main way Ceva can jumpstart its growth after several years of flat revenue.
Source: PRNewsWire
CEVA will report its latest financial results on November 9. Analysts are looking for about 30 million dollars in revenue and 18 cents in profit per share. This report will be an important check on whether the company is successfully turning its chip designs into a growing stream of royalty fees, which has been a challenge in recent years.
CEVA unveiled its next-generation NeuPro NPU portfolio, which are the blueprints companies use to build AI processing into their chips. The new designs claim to be twice as fast and 50 percent more energy-efficient than previous versions. They are built to handle modern AI tasks like generating text or images and running autonomous AI agents.
This matters because CEVA is trying to move beyond its traditional business of wireless connectivity and into the high-growth AI market. By offering a single design that works in both tiny battery-powered devices and large data centers, the company is making it easier for customers to stick with its technology as they scale. Success here is vital for jumpstarting the royalty revenue that has been flat for several years.
Source: PRNewsWire
Management consistently sets a bar they can clear, delivering seven beats in the last eight quarters. This steady execution shows they have a firm handle on their costs and licensing deals.
| Expectation | |
|---|---|
| EPS | $0.18 |
| Revenue | $33M |