CEVA

Q2 FY2026 EarningsQ2 FY26 beat consensus across all major metrics: revenue reached $29.0M vs. $28.2M expected, with non-GAAP EPS of $0.08 exceeding the $0.07 mean estimate. Licensing and related revenue grew 21% YoY to its highest level in three years ($18.2M), driven by strong AI and connectivity demand. Non-GAAP operating margin expanded significantly to 11% from 3% a year ago, reflecting disciplined expense management and strong operating leverage.