Mobileye reported Q3 2025 revenue of $504 million, demonstrating a 4% year-over-year increase, driven by strong EyeQ volume growth and robust operating cash flow, reflecting improved business momentum.
- EyeQ volume growth accelerated to 8%, outpacing the broader 1% growth in vehicle production among top customers.
- Operating cash flow reached $167 million for Q3, contributing to nearly $500 million year-to-date, up 150% year-over-year.
- Full-year revenue and adjusted operating income guidance raised by 2% and 11% respectively, indicating strong performance projections.
- Successful initial tests of the EyeQ7 SoC pave the way for advancements in autonomous driving technology, targeting commercialization by 2029.
- Continued traction in robotaxi developments, with plans for geographic expansion and partnerships, particularly with Volkswagen and Holon.
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