Ce reports Q1 2026 revenues $27.0M, licensing up 18%, non-GAAP EPS $0.04

Ce reported first-quarter 2026 total revenues of $27.0 million, an 11% increase year-over-year, driven by an 18% rise in licensing and related revenues. The company posted a GAAP net loss of $4.5 million and non-GAAP net income of $1.1 million with non-GAAP diluted earnings per share of $0.04. Management highlighted expanded multi-technology licensing, a major Bluetooth HDT win including RF, and AI integrations reaching production in automotive platforms.Financial HighlightsTotal revenues: $27.0 million for the three months ended March 31, 2026 (up 11% year-over-year).Licensing and related revenues: $17.8 million (up 18% year-over-year).Gross profit: $23.3 million; GAAP gross margin: 86%; Non-GAAP gross margin: 87%.GAAP net loss: $(4.5) million; GAAP diluted loss per share: $(0.16).Non-GAAP net income: $1.1 million; Non-GAAP diluted earnings per share: $0.04.Business HighlightsSigned 14 IP licensing agreements spanning connectivity, AI and satellite communications, including several multi-technology engagements with existing customers.Secured a major full‑stack Bluetooth High Data Throughput (HDT) license that includes Ce’s internally developed RF technology to support system-level connectivity strategies.Expanded engagements in 5G non-terrestrial networks (PentaG-NTN) and progressed a satellite customer to a more integrated baseband solution.Launched a next-generation Ultra-Wideband platform and added a new customer as UWB adoption accelerates in industrial and automotive applications.Advanced AI deployments: Ce’s AI DSP and accelerator integrated into the Renesas R-Car V4H platform entering production in the 2026 Toyota RAV4 and announced collaboration with NXP on software-defined vehicle processors; AI accounted for more than 20% of licensing and related revenues in the quarter.Original SEC Filing: CEVA INC [ CEVA ] - 8-K - May. 11, 2026DisclaimerThis is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.