Mobileye reports Q1 adjusted EPS 8c, consensus 8c

Reports Q1 revenue $438M, consensus $435.39M. “Based on strong revenue trends to-date and our own analysis of likely production impacts of the current tariff conditions, we continue to expect to deliver revenue and profitability within the guidance range. While uncertainty has clearly risen, our original outlook was designed to account for some amount of macro deterioration in 2025,” said Mobileye (MBLY) President and CEO Professor Amnon Shashua. “Business development activity was strong in Q1. In fact, Q1 was one of the largest quarters on record in terms of projected future volumes from design wins. Among other important wins, notable achievements were an ADAS design win with a customer we haven’t had since 2016, our first Surround ADAS design win with Volkswagen Group, and acceleration for our Mobileye Drive robotaxi solution.”