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CEVA stock ticker logo

CEVA, Inc.

NASDAQ•CEVA
CEO: Mr. Amir Panush
セクター: Technology
業種: Semiconductors
上場日: 2002-11-01
CEVA, Inc. provides silicon and software IP solutions to semiconductor and original equipment manufacturer (OEM) companies worldwide. Its 5G mobile and infrastructure products include Ceva-XC vector digital signal processors (DSPs) for 5G handsets, 5G RAN, and general-purpose baseband processing; PentaG-RAN, an open ran platform for base station and radio; and PentaG2 - 5G NR modem platform for UE, as well as for non-handset 5G vertical markets, such as fixed wireless access, industry 4.0, robotics, and AR/VR devices. The company's wireless IoT products comprise RivieraWaves' Bluetooth 5dual mode and low energy platforms, RivieraWaves' Wi-Fi platforms, ultra-wide band platforms, and Cellular IoT and RedCap platforms, as well as sense and inference processors and platforms consist of NeuPro-M neural processing unit (NPU) family; SensPro2 sensor hub AI platforms addressing imaging, vision, powertrain, and applications, including DSP processors, AI accelerators, and a software portfolio; and Ceva-BX1 and Ceva-BX2 audio AI DSPs. Its sensing and audio software comprise RealSpace spatial audio software package; WhisPro speech recognition; ClearVox, a voice front-end software package for voice-enabled devices; and CDNN, a neural network graph compiler that enables AI developers to automatically compile, optimize, and run pre-trained networks onto embedded devices. The company's application software IP are licensed primarily to OEMs who embed it in their system on chip designs. It delivers AI DSPs and NPUs in the form of a hardware description language definition; and offers development platforms, software development kits, and software debug tools, which facilitate system design, debug, and software development. The company licenses its technology through a direct sales force. CEVA, Inc. was formerly known as ParthusCeva, Inc. and changed its name to CEVA, Inc. in December 2003. The company was incorporated in 1999 and is headquartered in Rockville, Maryland.
連絡先情報
15245 Shady Grove Road, Suite 400, Rockville, MD, 20850, United States
240-308-8328
www.ceva-ip.com
時価総額
$513.45M
PER (TTM)
-44.4
46.6
配当利回り
--
52週高値
$30.88
52週安値
$17.92
52週レンジ
4%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$31.29M+0.00%
直近4四半期の推移

EPS

-$0.04+0.00%
直近4四半期の推移

フリーCF

$7.23M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth and Licensing Total revenues reached $109.6M in 2025, showing 2.5% growth over 2024. Licensing revenue grew 6% to $63.6M, driven by 54 new agreements.
Record Device Shipments Record 2.1B Ceva-powered devices shipped in 2025, marking 6% unit growth across the entire technology portfolio.
Future Royalty Visibility New 2025 licensing deals established $125M aggregate lifetime royalty potential, reinforcing long-term revenue visibility.
Gross Profit Improvement Gross profit rose to $95.4M in 2025, although operating loss widened to $(11.3M) compared to 2024.

リスク要因

Intense Market Competition Intense market competition risks lower pricing and limits revenue expansion across core semiconductor IP markets.
Geographic Revenue Concentration Significant geographic risk exists as China accounted for 62% of total 2025 revenues reported.
Customer Dependence on Royalties Two largest royalty payers represented 39% of 2025 royalty revenue, indicating customer dependence risk.
Product Acceptance Dependency Business success relies heavily on customer product acceptance; IP solutions are components of final devices sold.

見通し

Physical AI Strategy Focus Strategy centers on Physical AI stack: expanding influence across connect, sense, and infer foundational layers.
Scaling AI Inference Adoption Accelerating adoption of NeuPro NPUs and SensPro AI DSPs for generative and embedded AI workloads.
Platform Expansion Targets Expanding platform-level solutions, targeting growth verticals like AI PCs, robotics, and spatial computing.
Sustained R&D Investment Continued investment in high-leverage technologies for next-era edge intelligence, including Wi-Fi 7 and 5G-Advanced.

同業比較

売上高 (TTM)

ADTN stock ticker logoADTN
$1.08B
+17.5%
ICHR stock ticker logoICHR
$947.65M
+11.6%
IMOS stock ticker logoIMOS
$774.75M
+41.0%

粗利益率 (最新四半期)

APPS stock ticker logoAPPS
91.9%
+1.9pp
AIP stock ticker logoAIP
90.8%
-0.2pp
CEVA stock ticker logoCEVA
88.1%
+2.6pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ICHR$1.65B-31.0-7.7%19.7%
IMOS$1.44B92.32.1%36.0%
SKYT$1.35B11.399.2%34.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
8.9%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月5日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし