Mobileye Global Inc. Class A Common Stock Q3 2025 Earnings Recap

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.