The company remains well-positioned to profit from the explosion in connectivity, like 5G, WiFi 6, Bluetooth, and the like. But it also increasingly has a stake in IoT solutions like sensors, which benefit from all that coming connectivity. While mobile phones could still be a headwind, the company is increasingly diversifying away from handsets. Their […]
May 24th, 2020 · Comments Off on CEVA Inc. Operational Leverage Has High Potential To Produce Another Positive Earnings Surprise
February 23rd, 2020 · Comments Off on Acceleration At CEVA
Q4 revenue growth exceeded expectations and returned the company to its growth path of a couple of years back. The company has 5G and the exploding connectivity as a secular tailwind, and it looks like its diversifying income streams through R&D and M&A to benefit from these. The shares need to consolidate the recent gains, […]
January 21st, 2020 · Comments Off on CEVA Will Benefit From Industry 4.0 And 5G
The sky seems to be clear for CEVA, with growth in most of its customer’s end markets all but assured. 5G drives demand for base stations, handsets, IoT and industry 4.0 solutions, all of which are likely to favor the company. We see the shares recover further on a promising outlook and reasonable valuation. Source: […]
April 14th, 2010 · 1 Comment
Purely knowledge based, no hard assets. We like that business model, in fact, there is more to like….