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Tuesday 24 July, 2007

Ceva Inc

Correction : Half-yearly Report


/C O R R E C T I O N -- CEVA, Inc./

In the news release, CEVA, Inc. Reports Second Quarter 2007 Financial
Results, issued earlier today by CEVA, Inc. over PR Newswire, the financial
table with the heading "CEVA, INC. AND ITS SUBSIDIARIES CONDENSED CONSOLIDATED
STATEMENTS OF OPERATIONS - U.S. GAAP," the column headings were transposed for
the "Quarter ended June 30" columns. The corrected table should appear as
below, rather than what was incorrectly transmitted via PR Newswire.



 
           CEVA, Inc. Reports Second Quarter 2007 Financial Results 
                                        
 Strategic Agreements Concluded with Leading Japanese and European Customers; 
Pro forma non-GAAP net income triples from Q2-2006, royalty revenue up 33% YoY 
 
    SAN JOSE, Calif., July 24 -- CEVA, Inc. (Nasdaq: CEVA; LSE: CVA), a leading 
licensor of silicon intellectual property (SIP) platform solutions and DSP cores 
for mobile, consumer electronics and storage applications, today announced its 
financial results for the quarter ended June 30, 2007. 
    (Photo:  http://www.newscom.com/cgi-bin/prnh/20051010/CEVALOGO) 
    Total revenue for the second quarter of 2007 was $8.5 million, a slight 
increase of 1% compared to $8.4 million reported for the second quarter of 
2006 and a sequential increase of 10% from $7.7 million for the first quarter 
of 2007.  Second quarter of 2007 licensing revenue was $5.5 million, a 
decrease of 8% from $6.0 million reported for the second quarter of 2006 and a 
sequential increase of 19% from $4.6 million for the first quarter of 2007. 
Royalty revenue for the second quarter of 2007 was $1.9 million, an increase 
of 33% over $1.4 million for the second quarter of 2006 and slightly lower by 
2.0% from the traditionally strong first quarter of 2007 in which royalty 
revenue was $2.0 million. Revenue from services for the first and second 
quarters of 2007 was $1.1 million, an increase of 11% compared to $1.0 million 
reported for the second quarter of 2006. 
    Net income for the second quarter of 2007 was $0.4 million, compared to a 
net loss of $0.2 million for the second quarter of 2006. Net income per share 
for the second quarter of 2007 was $0.02 per share, compared to net loss of 
$0.01 per share for the second quarter of 2006. 
    In the second quarter of 2007 and 2006, the Company recognized an  
equity-based compensation charge of $0.5 million pursuant to the adoption of 
SFAS 123R.  Pro forma non-GAAP net income and net income per share for the 
second quarter of 2007, excluding the equity-based compensation expense, 
increased 308% and 400% to $0.9 million and $0.05, respectively, compared to 
the second quarter of 2006. Pro forma non-GAAP net income and net income per 
share for the second quarter of 2006, excluding the equity-based compensation 
expense and a gain of $0.1 million reported in interest and other income 
related to the disposal of an investment, was $0.2 million and $0.01, 
respectively. 
    During the second quarter of 2007, the Company concluded eight new license 
agreements. Six agreements were for CEVA DSP cores and platforms, one 
agreement was for CEVA SATA technology and one agreement was for CEVA 
Bluetooth 2.0+EDR technology. Target applications for customer deployment are 
Digital TV, DVD and HD-DVD, ultra low cost phones, 3G phones, smart phones and 
portable multimedia players. Geographically, three of the eight deals 
concluded were in the U.S., one was in Europe and four were in the Asia 
Pacific region.  
    During the quarter, CEVA concluded another major strategic licensing 
agreement for its newest DSP core, the CEVA-TeakLite-III. The new customer is 
one of the largest, branded, consumer electronics vendors in Japan that has 
adopted the CEVA-TeakLite-III for its next generation of integrated Digital 
TVs. This represents another major design win for CEVA in the home 
entertainment segment and continues the Company's expansion beyond the mobile 
market into a larger market composed of Digital TVs, HD-DVD / Blu-ray DVDs, 
IPTV and set-top boxes. 
    Gideon Wertheizer, Chief Executive Officer of CEVA, stated:  "The second 
quarter of 2007 was a strong quarter for the main aspects of our business, 
including total revenue reached, the backlog and pipeline build up and the 
increase in royalty revenue which was 33% higher compared to the equivalent 
quarter last year. We are also particularly pleased with the continued success 
of our newest generation CEVA-TeakLite-III DSP core in penetrating the home 
entertainment market, as well as the strategic decision made by one of the 
largest European semiconductor companies to broadly use our technology over 
its internally developed DSP solution."  
    Yaniv Arieli, Chief Financial Officer of CEVA, stated: "Our revenue for 
the second quarter of 2007 was closer to the higher end of our guidance 
through a combination of strong royalties reported by our customers and good 
licensing performance. This revenue performance along with continued focus on 
our growth engines enabled us to report significant sequential profits growth. 
Non-GAAP pro forma net income and fully diluted EPS for the second quarter of 
2007 compared to the first quarter of 2007 grew 100% and 96%, respectively.  
We also generated positive cash flow of approximately $0.5 million and as of 
June 30, 2007, CEVA's cash balances and marketable securities were $64.9 
million." 
 
    CEVA Conference Call 
    On July 24, 2007 CEVA management will conduct a conference call at 8:30 
a.m. Eastern Time / 1:30 p.m. London time, to discuss the operating 
performance for the quarter.  
    The conference call will be available via the following dial-in numbers:  
 
    -- US Participants: Dial 1-877-493-9121 (Access Code: CEVA) 
    -- UK/Rest of World: Dial +44-800-032-3836 (Access Code: CEVA) 
 
 
    The conference call will also be available live via the Internet at the 
following link:  
http://www.videonewswire.com/event.asp?id=40804. Please go to the web site at 
least fifteen minutes prior to the call to register, download and install any 
necessary audio software.  
    For those who cannot access the live broadcast, a replay will be available 
by dialing 1-877-519-4471 (passcode: 8982532) for US domestic callers and  
+44-800-169-3875 (passcode: 8982532) for international callers from two hours 
after the end of the call until 11:59 p.m. (Eastern Time) on July 31, 2007. 
The replay will also be available at CEVA's web site http://www.ceva-dsp.com. 
 
    About CEVA, Inc. 
    Headquartered in San Jose, Calif., CEVA is a leading licensor of silicon 
intellectual property (SIP) platform solutions and DSP cores for mobile, 
consumer electronics and storage applications. CEVA's IP portfolio includes 
comprehensive solutions for multimedia, audio, voice over packet (VoP), 
Bluetooth, Serial Attached SCSI (SAS) and Serial ATA (SATA), and a wide range 
of programmable DSP cores and subsystems with different price/performance 
metrics serving multiple markets. In 2006, CEVA's IP was shipped in over 190 
million devices. For more information, visit http://www.ceva-dsp.com 
 
    Forward-Looking Statements 

    This press release contains forward-looking statements that involve risks 
and uncertainties, as well as assumptions that if they materialize or prove 
incorrect, could cause CEVA's results to differ materially from those 
expressed or implied by such forward-looking statements and assumptions. All 
statements other than statements of historical fact are statements that could 
be deemed forward-looking statements, including Mr. Wertheizer's statements 
about the backlog and pipeline build up in the second quarter of 2007. The 
risks, uncertainties and assumptions include: the ability of the CEVA-
TeakLite-III DSP core and VoIP solution to continue to be strong growth 
drivers for the Company; the effect of intense competition within our 
industry; the effect of the challenging period of growth experienced by the 
industries in which we license our technology; the possibility that the market 
for our technology may not develop as expected; our ability to timely and 
successfully develop and introduce new technologies; our reliance on revenue 
derived from a limited number of licensees; our ability to improve our royalty 
revenue in 2007 and other risks relating to our business and the pipeline of 
companies interested in our technologies, including, but not limited to, those 
that are described from time to time in the Company's Securities and Exchange 
Commission filings, including its Annual Report on Form 10-K for the fiscal 
year ended December 31, 2006.  CEVA assumes no obligation to update any 
forward-looking statements or information, which speak as of their respective 
dates. 
 
 
                                        
                       CEVA, INC. AND ITS SUBSIDIARIES 
         CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - U.S. GAAP 
               U.S. dollars in thousands, except per share data 
 
                               Quarter ended           Six Months ended  
                                  June 30,                 June 30,  
                            2007         2006       2007          2006  
                         Unaudited    Unaudited   Unaudited     Unaudited  
    Revenues:                       
      Licensing and  
       royalties            $7,452       $7,455      $14,048      $14,615  
      Other revenues         1,063          957        2,193        1,931  
      
    Total revenues           8,515        8,412       16,241       16,546  
      
    Cost of revenues           918        1,135        1,925        2,030  
      
    Gross profit             7,597        7,277       14,316       14,516  
      
    Operating expenses:             
      Research and  
       development, net      4,610        4,873        9,310        9,889  
      Sales and marketing    1,619        1,606        3,174        3,377  
      General and  
       administrative        1,373        1,474        2,619        2,958  
      Amortization of  
       intangible assets        41          141           83          331  
      
    Total operating  
      expenses               7,643        8,094       15,186       16,555  
      
    Operating loss             (46)        (817)        (870)      (2,039)  
    Interest and other  
      income, net              626          630        1,450        1,171  
      
    Income (loss) before 
      taxes on income          580         (187)         580         (868)  
    Taxes on income            150           30          150          150  
      
    Net income (loss)          430         (217)         430       (1,018)  
      
    Basic and diluted  
      net income (loss)  
      per share              $0.02       $(0.01)       $0.02       $(0.05)  
      
    Weighted-average  
      number of Common  
      Stock used in  
      computation of net  
      income (loss) per  
      share (in thousands):              
    Basic                   19,473       19,142       19,450       19,104  
    Diluted                 19,776       19,142       19,702       19,104  
 
 
                                        
  Unaudited Reconciliation of GAAP to Pro Forma Non-GAAP Financial Measures 
            (U.S. Dollars in thousands, except per share amounts) 
 
                              Quarter ended          Six Months ended  
                                 June 30                 June 30  
                            2007         2006        2007        2006  
                         Unaudited     Unaudited   Unaudited   Unaudited  
    GAAP net income        
     (loss)                   430        (217)          430      (1,018)  
    Equity-based  
      compensation  
      expense included  
      in cost of revenue       18           9            36          24  
    Equity based  
      compensation expense  
      included in research  
      and development  
      expenses                216         134           412         353  
    Equity based  
      compensation expense  
      included in sales and  
      marketing expenses       92          78           174         180  
    Equity based  
      compensation expense  
      included in general  
      and administrative  
      expenses                186         284           362         593  
    Interest and other  
      income, net (1)           0         (57)            0         (57)  
    Pro forma non-GAAP  
      net income              942         231         1,414          75  
    Pro forma non-GAAP  
      basic and diluted  
      net income per share  $0.05       $0.01         $0.07       $0.00  
    Weighted-average number  
      of common stock used  
      in computation of pro  
      forma non-GAAP Net  
      income per share  
      (in thousands):              
    Basic                  19,473      19,142        19,450      19,104  
    Diluted                19,941      19,443        19,862      19,372  
 
    (1) Results for the second quarter of 2006 included a gain of $0.1 million   
        reported in interest and other income related to the disposal of an  
        investment. 
 
 
                                        
                       CEVA, INC. AND ITS SUBSIDIARIES 
                    CONDENSED CONSOLIDATED BALANCE SHEETS 
                          U.S. Dollars in Thousands 
                                                                 
                                                     June 30,    December 31,       
                                                       2007          2006  
                                                     Unaudited     Audited   
       ASSETS                                                                
    Current assets:                                                       
     Cash and cash equivalents                         $43,026       $37,968  
     Marketable securities and bank deposits            21,880        26,266  
     Trade receivables, net                              9,949         8,421  
     Deferred tax assets                                   642           613  
     Prepaid expenses                                      765           564  
     Other current assets                                1,858         1,890  
             Total current assets                       78,120        75,722  
    Long-term investments:                                                
     Severance pay fund                                  2,291         2,338  
    Deferred tax assets                                    703           382  
    Property and equipment, net                          1,887         1,706  
    Investment                                           4,233         4,233  
    Goodwill                                            36,498        36,498  
    Other intangible assets, net                           118           201  
             Total assets                             $123,850      $121,080  
 
 
       LIABILITIES AND STOCKHOLDERS' EQUITY   
    Current liabilities:                                                  
     Trade payables                                       $884          $718  
     Accrued expenses and other payables                10,013         9,462  
     Taxes payable                                         119           135  
     Deferred revenues                                     626           406  
             Total current liabilities                  11,642        10,721  
                                                                          
     Accrued severance pay                               2,468         2,519  
     Accrued liabilities                                  1370         1,697  
             Total liabilities                          15,480        14,937  
                                                                          
    Stockholders' equity:                                                 
    Common Stock:                                           19            19  
    Additional paid in-capital                         144,652       142,826  
    Other comprehensive loss                               (29)           --  
    Accumulated deficit                                (36,272)      (36,702) 
             Total stockholders' equity                108,370       106,143  
             Total liabilities and stockholders'      $123,850      $121,080  
 
 
 
SOURCE  CEVA, Inc. 
    -0-                             07/24/2007 
    CONTACT:  Yaniv Arieli, CFO, +1-408-514-2941, yaniv.arieli@ceva-dsp.com, 
or Richard Kingston, +1-408-514-2976, richard.kingston@ceva-dsp.com, both of    
CEVA, Inc.
    Photo:  NewsCom:  http://www.newscom.com/cgi-bin/prnh/20051010/CEVALOGO 
              AP Archive:  http://photoarchive.ap.org 
              PRN Photo Desk, photodesk@prnewswire.com 
    Web site:  http://www.ceva-dsp.com 
    (CEVA) 



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