- The latest headline numbers from CEVA suggest growth is accelerating, but a closer look reveals actual progress is more restrained.
- CEVA is making progress in some areas, but it also seems to be taking a step backwards in other areas.
- CEVA is believed to benefit from the rise of emerging industries and multiples are a reflection of that, but the actual payoff hasn’t been all that much.
- Long CEVA is not without some merits, but there are also counter arguments to be made as to why it’s not such an obvious bet.
For further details see:
Why A Record Quarter From CEVA Was Not As Good As It Appears To Be