Ceva Share Discussion Threads

[andrbea] 18/11/2010 14:21

Today, one in every three handsets shipped worldwide is powered by a CEVA DSP core. For more information, visit www.ceva-dsp.com.

Nov 17

[andrbea] 18/11/2010 12:29

cva 8%

MOUNTAIN VIEW, Calif., Nov. 17, 2010 /PRNewswire via COMTEX/ -- CEVA, Inc. (Nasdaq: CEVA); (LSE: CVA), the leading licensor of silicon intellectual property (SIP) platform solutions and DSP cores for the mobile handsets, portable and consumer electronics markets, today announced it will be added to the S&P SmallCap 600 GICS (Global Industry Classification Standard) Semiconductors Sub-Industry index after the close of trading on Friday, November 19.

[incidentmanager] 13/11/2010 14:51

that's an understatement IMO... more like $15-$20 (n)illion :)

[andrbea] 13/11/2010 14:49

So Ceva Inc. now has a market cap of $450.57 million = £ 279.398m

So not fully reflected yet in the LSE listing in terms of mkt cap. The last entry for CVA:LSE I saw was market cap: £239.280m.

[andrbea] 13/11/2010 14:48

Nov 8

CEVA Inc. Reports Operating Results (10-Q)


Highlight of Business Operations:


During the past four years, our business has shown profitability growth and market share expansion as a result of the widespread deployment of our DSP cores with all major handset OEMs - LG Electronics, Motorola, Nokia, Samsung, and Sony Ericsson - and many others, including a major U.S.-based smartphone manufacturer. This positive trend is evident from our royalty revenues which increased by 13% in 2009 from 2008 and increased by 78% when comparing 2009 to 2007. Based on internal data and iSuppli worldwide shipment data, CEVA's worldwide market share of baseband chips for handsets that incorporate our technologies reached approximately 33% of the worldwide handsets volume based on second quarter 2010 worldwide shipments. Revenues derived from the handsets market accounted for approximately 58% and 68% of our total annual royalty revenues and total annual revenues, respectively, for 2009. We believe the full scale migration to our DSP cores and technologies in the handsets market has not been fully realized and continues to progress. Also, we are optimistic about adoption of our technologies for new categories of products, such as data cards, USB dongles, smart metering, tablets, netbooks, and eReaders. The announcements by Texas Instruments and Freescale of their intent to exit the baseband market, after historically having been large players in this market, is a strong positive driver for our future market share expansion.



Total revenues were $10.7 and $31.9 million for the third quarter and first nine months of 2010, respectively, representing an increase of 11% and 13%, respectively, as compared to the corresponding periods in 2009. The increase in total revenues reflected primarily significantly higher royalty revenues, offset by lower licensing revenues from our different product lines. Five largest customers accounted for 63% and 57% of total revenues for the third quarter and first nine months of 2010, respectively, as compared to 83% and 55% for the comparable periods in 2009. Four customers accounted for 16%, 14%, 15% and 10% of our total revenues for the third quarter of 2010, as compared to two different customers that accounted for 23% and 44% of our total revenues for the third quarter of 2009. Two customers accounted for 17% and 21% of our total revenues for the first nine months of 2010, as compared to two different customers that accounted for 19% and 16% of our total revenues for the first nine months of 2009. Because of the nature of our license agreements and the associated large initial payments due, the identity of major customers generally varies from quarter to quarter and we do not believe that we are materially dependent on any one specific customer or any specific small number of licensees. Our total revenues derived from the handsets market represented 66% and 69% of our total revenues for the third quarter and first nine months of 2010, respectively, as compared to 81% and 62% for the comparable periods of 2009.

[andrbea] 13/11/2010 14:45

8 Nov

CEVA, a licensor of silicon intellectual property platform solutions and DSP cores, said it has signed a partnership agreement with eyeSight to offer the hand gesture technology on camera-enabled devices.

[andrbea] 13/11/2010 14:44

Intel takes CEVA licence for mobile phone chips

Tuesday 09 November 2010 07:15

CEVA, the silicon intellectual property and DSP cores developer has announced that Intel has licensed its CEVA-XC communication DSP.

This is DSP IP for designing mobile phone baseband chipsets and so represents the latest stage in Intel's plans for developing mobile phone platforms.

[andrbea] 03/11/2010 09:30

Express Logic's ThreadX RTOS now boasts of support for CEVA-TeakLite III DSP core, which is targeted at SoCs in consumer, mobile, networking, and office automation applications.


The company said the royalty-free ThreadX is designed with a small footprint with real-time determinism for applications that demand high performance, low overhead, and fast time-to-market. High-volume DSP applications in consumer and mobile devices, office automation, medical equipment and networking stand to benefit from using the RTOS.

[andrbea] 03/11/2010 09:29

Ceva signs for gesture-recognition
Peter Clarke
11/1/2010 10:53 AM EDT

LONDON – DSP intellectual property licensor Ceva Inc. has teamed up with EyeSight Mobile Technologies Ltd., a developer of touch-free interface technologies for consumer electronics.

[andrbea] 03/11/2010 09:28

CEVA: Co Gains over 12% in Share Value in 2-Weeks

Finally this morning we have CEVA Inc., (CEVA) currently trading in the $17.56 range. On Oct 10 when CEVA was trading in the $15.63 range I wrote that the Co was a 'Watch Closely' consideration for as it was trading at its high and a 'Buy on the Dips' opportunity might come along. The stock has gained 12.34% in two weeks. As the stock sets new highs, it would be a near-term (3 Mo) 'Buy' consideration for me. CEVA engages in designing and licensing silicon intellectual property (SIP) for the handsets, portable multimedia, and consumer electronics markets. Its intellectual property is deployed in various markets, including handsets; mobile broadband comprising netbooks, eReaders, mobile Internet devices, tablets, and smart metering equipment; portable video players, mobile TVs, personal navigation devices, and MP3/MP4 players; home entertainment, such as DVD/blu-ray players, set-top boxes, and digital TVs; and game consoles. Yesterday CEVA reported its Q3 numbers: Diluted earnings per share excluding one-time items in the third quarter reached a record 14 cents, up from 12 cents a year earlier. Revenue rose 11% to $10.7 million. In guidance CEVA management said it sees full year 2010 non-GAAP EPS at $0.53-$0.57.

Oct 27

[andrbea] 01/11/2010 11:12

so on Oct 26

mkt cap = 349m (Nasdaq) = 217 GBP equivalent
and in the UK 207m GBP

[andrbea] 01/11/2010 11:07

Oct 26

Ceva profit soars 71%
Revenue rose as the silicon IP company reached a new licensing agreement with a major semiconductor company.
26 October 10 16:16, Globes' correspondent
Ceva Inc. (Nasdaq:CEVA); LSE:CVA), which licenses silicon intellectual property (SIP) platform solutions and DSP cores for the mobile handsets, portable and consumer electronics markets, saw its share jump on the London Stock Exchange today after reporting that profits soared 71% in its financial results for the third quarter of 2010.
Revenue for the third quarter of 2010 was a record $10.7 million, up 11% from $9.7 million in the corresponding quarter of 2009.

GAAP net profit in the third quarter of 2010 was $3 million ($0.13 per share), up 71% from $1.8 million in the corresponding quarter of 2009.

Non-GAAP net profit was $3 million ($0.14 per share) in the third quarter of 2010 up 24% from $2.4 million in the corresponding quarter of 2009.

Ceva CEO Gideon Wertheizer said, "We are pleased with our solid performance in the third quarter, including a strategic agreement for the CEVA-XC DSP with a leading semiconductor company, a new power house in the wireless space. Our royalty revenue continues to grow, and we reached a new record high market share of 33% for the worldwide handset cellular baseband market."

During the quarter, Ceva concluded six new licensing agreements. Five agreements were for CEVA DSP cores, platforms and software, and one agreement was for CEVA Bluetooth technology. Target applications for customer deployment are 3G/4G handset and mobile broadband processors, smart metering systems, and Android-based application processors for smartphones, tablets and ereaders. Geographically, two of the agreements signed were in the US, three were in Asia and one was in Europe. Ceva CFO Yaniv Arieli said, "Our third quarter financial performance demonstrated continued progress towards our long term profitability milestones."

As of September 30, 2010, Ceva's cash balance, marketable securities and bank deposits were $117.2 million, a rise of 8% from the second quarter of 2010.

Ceva's share closed at $16.45 on Nasdaq yesterday, giving a market cap of $349.45 million. The share was up 9.5% on the London Stock Exchange this afternoon to ₤11.50.

[lfc4ever] 26/10/2010 15:05

still ticking up nicely in the states.

[andrbea] 21/10/2010 17:30

back up a bit today (5%)

[haydock] 21/10/2010 09:01

1100down to900 spread?
Price reflected in a sell?

[haydock] 21/10/2010 08:59

Could this have been a successful sell?

[andrbea] 19/10/2010 08:07

Oct 5

CEVA Inc. (NASDAQ: CEVA) climbed by 9.92% to close at $15.63, after touching a new 52-week high of $15.86. CEVA is a leading licensor of silicon intellectual property (SIP) platform solutions and DSP cores for the mobile handsets, portable and consumer electronics markets. (NASDAQ:CEVA)

Read more:

[old boy returns] 18/10/2010 11:19

LSE listing looks like a complete rip-off. The LSE Bid / Offer is £9 / £13 compared to NASDAQ where they are a shade either side of $16.25 (about £10.25).

[haydock] 18/10/2010 10:50

Presumably so that we can sell the shares.

People seem to have hit the broker brick wall in the past when they have tried, but as the price rises & the mkt changes ?

[lfc4ever] 18/10/2010 10:07

still powering ahead in the states. why does it maintain the lse listing?

[dafrog] 14/10/2010 22:37

How can that nerd lower himself to spend all day pasting that pathetic advert on BBs?

[lfc4ever] 14/10/2010 16:59

these were so far back in my bottom drawer I had forgotten them
my parthus shares held with td waterhouse were automatically transferred into us listed ceva shares.
i didn't even know they were still listed in london
enjoying a very good run just at the moment.

[dafrog] 14/10/2010 16:55

OBR. I looked at a Nas chart and it shows CEVA rising over the last few weeks or so. We are just catching up. I have a Ceva or Parthus-Ceva certificate that I could not trade with in UK but haven't tried selling in US. I believe we can swap them for UK certificates but for the amount I have it's not yet worth it.

[old boy returns] 14/10/2010 16:48

dafrog - correct - UK market must have been asleep due to no trades and MM's not updating their quoted prices in line with US market. Do you know if UK holdings can be sold on US market to avoid the ridiculous LSE spread?