Mobileye Global Inc. Class A Common Stock Earnings Recaps
Q3 2025
Oct 23, 2025
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.
Key takeaways
- 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.
Q2 2025
Jul 25, 2025
Mobileye’s Q2 2025 earnings reflect robust growth, with revenues rising 15% year-over-year and adjusted operating income increasing by 34%, showcasing strong market demand and operational efficiency.
Key takeaways
- Adjusted operating margin improved to 21%, boosted by high operational leverage.
- Operating cash flow exceeded $200 million, representing 33% of revenue for the first half of 2025.
- The core ADAS business maintains strong volume performance at over 8.5 million units per quarter, leading to a 4% revenue outlook increase.
- Strategic partnerships with OEMs like Volkswagen are enhancing Mobileye’s scalability and competitive position in the evolving autonomous vehicle market.