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Mobileye Global Inc. Class A Common Stock Earnings Recaps

MBLY Consumer Discretionary 3 recaps
Next earnings: October 22, 2026 (estimated) · full calendar
Q2 2026 Jul 25, 2026

Mobileye’s stock fell 8.3% following the Q2 report as investors reacted negatively to cautious outlook signals and deceleration concerns, despite solid margin expansion and volume growth.

Key takeaways
  • EyeQ chip volume grew 3%, outperforming top 10 customers’ production by 8 percentage points, but ASPs declined slightly due to a larger mix of lower-priced China OEM export volumes.
  • Revenue was essentially flat quarter-over-quarter, underwhelming relative to the core customers’ ongoing production declines.
  • Adjusted operating margin expanded 10 points to 31%, aided by the recognition of a new Israeli R&D credit law benefiting profitability.
  • First half revenue rose 13% year-over-year, yet broader market deceleration and cautious commentary on advanced autonomy adoption signaled slower near-term growth.
  • Management highlighted ongoing OEM risk aversion and multi-supplier experiments for lower volume programs, creating headwinds for scale-up of higher-margin advanced systems.
Full recap
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.
Full recap
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.
Full recap

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