CEVA (CEVA) Q2 FY26 earnings call

CEVA delivered a strong quarter driven by robust licensing activity, particularly from broader platform engagements and a strategic AI deal, alongside a sequential recovery in diversified royalty revenue. The company is well-positioned for long-term growth as intelligence migrates to the edge and customers increasingly adopt complete platform solutions, leading to increased content per design and future royalty opportunities. This momentum has translated into significant non-GAAP profitability expansion and a raised full-year outlook.