Mobileye Reports Strong Q2 2025 Results and Raises Outlook

Mobileye Global, Inc. Class A ( (MBLY) ) has released its Q2 earnings. Here is a breakdown of the information Mobileye Global, Inc. Class A presented to its investors.

Mobileye Global, Inc. Class A is a leading company in the autonomous driving and driver-assistance technology sector, known for its expertise in artificial intelligence and computer vision. The company has been a pioneer in advanced driver-assistance systems (ADAS) and autonomous vehicle (AV) technologies.

In its second quarter of 2025 earnings report, Mobileye reported a significant 15% increase in revenue year-over-year, amounting to $506 million. The company also improved its operating income and adjusted operating income by 21% and 34%, respectively. Despite a GAAP diluted EPS of $(0.08), the adjusted diluted EPS stood at $0.13, reflecting strong operational performance.

Key financial highlights include a robust balance sheet with $1.7 billion in cash and no debt. The company has raised its full-year 2025 revenue outlook to between $1,765 million and $1,885 million, anticipating a 7% to 14% growth. Mobileye’s strategic advancements in its product programs, such as the EyeQ and SuperVision systems, have contributed to this optimistic forecast.

Mobileye’s strategic partnerships, including collaborations with Volkswagen and Uber for autonomous vehicle deployments, underscore its commitment to advancing its technology and expanding its market presence. The company’s innovative imaging radar technology has also gained traction, positioning it as a key player in the L3 consumer AV market.

Looking ahead, Mobileye remains cautiously optimistic, with its management highlighting the potential for significant growth in 2027 driven by new product launches. The company continues to focus on maintaining a strong financial position while navigating the broader macroeconomic environment.