Jun 2026 (Q2 FY26) — Aug 10, 2026
CEVA Q2 FY26 — Strong Licensing & Diversified Royalty Growth
Read the full callCEVA earnings: last reported Mon, 10 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 29.0 | +13.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.2 | +10.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -2.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $26.64 on 17 Oct 2025 → $28.78. High $50.06 (3 Jun 2026), low $17.21 (30 Mar 2026).
Overview
Call summaries
CEVA Q2 FY26 — Strong Licensing & Diversified Royalty Growth
Read the full callEvery analysed call
Financials
Net profit, year on year: +21% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 27 | 29 | 24 | 26 | 28 | 31 | 27 | 29 |
| Operating profit | -3 | 0 | -4 | -4 | -2 | -0 | -5 | -2 |
| Operating margin | −9.6% | 0.3% | −18.1% | −17.4% | −7.3% | −1.3% | −18.8% | −7.2% |
| Profit before tax | -0 | -0 | -2 | -3 | -1 | 1 | -3 | -1 |
| Tax rate | −331.3% | −173500.0% | −42.4% | −44.2% | −199.4% | 204.3% | −41.8% | −170.9% |
| Net profit | -1 | -2 | -3 | -4 | -3 | -1 | -4 | -3 |
| EPS ($ per share) | -0.06 | — | -0.14 | -0.15 | -0.10 | — | -0.16 | -0.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 63 | 62 | 57 | 55 | 32 | 20 | 11 | -0 |
| Total liabilities | 31 | 46 | 46 | 52 | 50 | 40 | 42 | 52 |
| Fixed assets | 7 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Investments | — | — | — | 3 | 0 | 0 | 0 | — |
| Total assets | 277 | 297 | 307 | 329 | 308 | 304 | 309 | 388 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 9 | 10 | 15 | 26 | 7 | -6 | 3 | -3 |
| Cash from investing | 10 | -2 | -15 | -17 | -15 | 11 | -2 | -34 |
| Cash from financing | -18 | -7 | -2 | 3 | -3 | -3 | -6 | 59 |
| Net cash flow | 1 | 1 | -2 | 12 | -12 | 2 | -5 | 22 |
| Capital expenditure | -3 | -3 | -3 | -2 | -3 | -3 | -3 | -3 |
| Free cash flow | 5 | 6 | 12 | 24 | 3 | -9 | 1 | -6 |
29 filings between Feb 15, 2026 and Aug 7, 2026.
Purchases
$173.9K
3 purchases by 3 insiders
Sales
None
No insider sold shares.
Also filed: 3 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Panush Amir | $100.5K | — | Feb 19, 2026 |
| Arieli Yaniv | $48.4K | — | Feb 20, 2026 |
| Liu Jaclyn | $25.1K | — | Feb 23, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 7, 2026 | Panush Amir Chief Executive Officer | Award | 60,587 | $0 |
| Aug 7, 2026 | Toquet Gweltaz Chief Commercial Officer | Award | 30,293 | $0 |
| Aug 7, 2026 | Arieli Yaniv Chief Financial Officer | Award | 30,293 | $0 |
| Jun 9, 2026 | MCMANAMON PETER Director | Tax withheld | 8,331 | $380.4K |
| Jun 9, 2026 | SILVER LOUIS Director | Tax withheld | 7,736 | $353.2K |
| Jun 9, 2026 | MCMANAMON PETER Director | Award | 0 | $0 |
| Jun 9, 2026 | SILVER LOUIS Director | Option exercise | 13,000 | $353.2K |
| Jun 9, 2026 | MCMANAMON PETER Director | Option exercise | 14,000 | $380.4K |
| Jun 2, 2026 | Liu Jaclyn Director | Award | 3,325 | $0 |
| Jun 2, 2026 | FAINTUCH AMIR Director | Award | 3,325 | $0 |
| Jun 2, 2026 | MCMANAMON PETER Director | Award | 3,325 | $0 |
| Jun 2, 2026 | MCMANAMON PETER Director | Award | 0 | $0 |
| Jun 2, 2026 | Andrietti Bernadette Director | Award | 3,325 | $0 |
| Jun 2, 2026 | Marced Maria Director | Award | 3,325 | $0 |
| Jun 2, 2026 | SILVER LOUIS Director | Award | 3,325 | $0 |
| May 20, 2026 | Toquet Gweltaz Chief Commercial Officer | Disposition to issuer | 20,922 | $784.6K |
| May 15, 2026 | Boukaya Michael Chief Operating Officer | Disposition to issuer | 19,396 | $700.8K |
| May 15, 2026 | Boukaya Michael Chief Operating Officer | Disposition to issuer | 1,104 | $39.9K |
| Feb 23, 2026 | Liu Jaclyn Director | Purchase | 1,310 | $25.1K |
| Feb 20, 2026 | Arieli Yaniv Chief Financial Officer | Purchase | 2,500 | $48.4K |
| Feb 19, 2026 | Panush Amir Chief Executive Officer | Award | 50,838 | $0 |
| Feb 19, 2026 | Boukaya Michael Chief Operating Officer | Award | 12,709 | $0 |
| Feb 19, 2026 | Toquet Gweltaz Chief Commercial Officer | Award | 17,793 | $0 |
| Feb 19, 2026 | Arieli Yaniv Chief Financial Officer | Award | 17,793 | $0 |
| Feb 19, 2026 | Panush Amir Chief Executive Officer | Purchase | 5,100 | $100.5K |
| Feb 15, 2026 | Arieli Yaniv Chief Financial Officer | Award | 5,158 | $0 |
| Feb 15, 2026 | Boukaya Michael Chief Operating Officer | Award | 4,585 | $0 |
| Feb 15, 2026 | Panush Amir Chief Executive Officer | Award | 25,794 | $0 |
| Feb 15, 2026 | Toquet Gweltaz Chief Commercial Officer | Award | 4,585 | $0 |
| Jun 30, 2025 | MCMANAMON PETER Director | Option exercise | 14,000 | $272.0K |
| Jun 30, 2025 | MCMANAMON PETER Director | Award | 0 | $0 |
| May 5, 2025 | Arieli Yaniv Chief Financial Officer | Award | 15,575 | $0 |
| May 5, 2025 | Boukaya Michael Chief Operating Officer | Award | 13,844 | $0 |
| May 5, 2025 | Panush Amir Chief Executive Officer | Award | 34,612 | $0 |
| May 5, 2025 | Toquet Gweltaz Chief Commercial Officer | Award | 13,844 | $0 |
| May 5, 2025 | NILSSON SVEN CHRISTER Director | Award | 6,198 | $0 |
| May 5, 2025 | SILVER LOUIS Director | Award | 6,198 | $0 |
| May 5, 2025 | Marced Maria Director | Award | 6,198 | $0 |
| May 5, 2025 | Andrietti Bernadette Director | Award | 6,198 | $0 |
| May 5, 2025 | FAINTUCH AMIR Director | Award | 6,198 | $0 |
| May 5, 2025 | Liu Jaclyn Director | Award | 6,198 | $0 |
| May 5, 2025 | MCMANAMON PETER Director | Award | 6,198 | $0 |
| May 5, 2025 | MCMANAMON PETER Director | Award | 0 | $0 |
| Mar 14, 2025 | SILVER LOUIS Director | Option exercise | 13,000 | $252.6K |
| Mar 14, 2025 | SILVER LOUIS Director | Tax withheld | 8,480 | $262.7K |
| Mar 14, 2025 | SILVER LOUIS Director | Sale | 4,520 | $140.0K |
| Feb 12, 2025 | Toquet Gweltaz Chief Commercial Officer | Award | 10,430 | $0 |
| Feb 12, 2025 | Arieli Yaniv Chief Financial Officer | Award | 15,446 | $0 |
| Feb 12, 2025 | Panush Amir Chief Executive Officer | Award | 62,170 | $0 |
| Feb 12, 2025 | Boukaya Michael Chief Operating Officer | Award | 12,637 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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