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Mobileye Global, Inc. Class A (MBLY)
NASDAQ:MBLY
US Market
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Mobileye Global, Inc. Class A (MBLY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 22, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.06
Last Year’s EPS
0.13
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Sep 27, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlights significant revenue growth, increased operating cash flow, and strategic advancements in the ADAS and robotaxi markets. Despite some pressure on gross margins due to product mix and pricing challenges in China, the overall business outlook remains strong with increased guidance and successful strategic initiatives.
Company Guidance
During the Mobileye 3Q 2025 earnings call, the company provided updated guidance indicating strong performance and optimistic projections for the year. Mobileye reported Q3 revenue of $504 million, reflecting a 4% year-over-year increase. EyeQ volume growth was significant at 8%, well ahead of the 1% growth in vehicle production among its top 10 customers. Mobileye's operating cash flow reached $167 million in Q3 and nearly $500 million year-to-date, marking a 150% increase year-over-year. The company raised the midpoint of its full-year 2025 outlook, increasing revenue expectations by 2% and adjusted operating income by 11% compared to prior guidance. Mobileye anticipates its 2025 volumes to exceed initial guidance by about 2 million units, driven by stronger-than-expected launch activity, ADAS adoption growth, and favorable results in China. The company also highlighted its advancements in surround ADAS, with new customer engagements and confirmed nominations from Western OEMs, positioning it well for future growth in the ADAS and autonomy markets.
Revenue and Operating Cash Flow Growth
Q3 revenue of $504 million was up 4% year-over-year, driven by 8% EyeQ volume growth. Operating cash flow was $167 million in Q3, with a year-to-date total of nearly $500 million, up approximately 150% year-over-year.
Increased Full Year Outlook
Raised the midpoint of full year outlook by 2% for revenue and 11% for adjusted operating income. Compared to initial 2025 guidance, these increases are 7% for revenue and 27% for operating income at the midpoint.
Strong Performance in China
Better-than-expected results in China from shipments to Chinese OEMs and top 10 Western OEM customers.
Surround ADAS Program Wins
Received confirmation from a leading Western OEM for a high-volume EyeQ6 high-based surround ADAS program.
Robotaxi Advancements
Successfully completed the first closed-loop testing with the Holon production vehicle. On track to remove safety drivers in the first U.S. city in 2026.

Mobileye Global, Inc. Class A (MBLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MBLY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 22, 2026
2025 (Q4)
0.06 / -
0.13
Sep 27, 2025
2025 (Q3)
0.09 / 0.09
0.1-10.00% (-0.01)
Jul 24, 2025
2025 (Q2)
0.11 / 0.13
0.0944.44% (+0.04)
Apr 24, 2025
2025 (Q1)
0.08 / 0.08
-0.07214.29% (+0.15)
Jan 30, 2025
2024 (Q4)
0.11 / 0.13
0.28-53.57% (-0.15)
Oct 31, 2024
2024 (Q3)
0.10 / 0.10
0.22-54.55% (-0.12)
Aug 01, 2024
2024 (Q2)
0.08 / 0.09
0.17-47.06% (-0.08)
Apr 25, 2024
2024 (Q1)
-0.06 / -0.07
0.14-150.00% (-0.21)
Jan 25, 2024
2023 (Q4)
0.27 / 0.28
0.273.70% (+0.01)
Oct 26, 2023
2023 (Q3)
0.17 / 0.22
0.15244.74% (+0.07)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

MBLY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 24, 2025
$16.10$15.42-4.22%
Apr 24, 2025
$13.20$14.50+9.85%
Jan 30, 2025
$16.01$16.31+1.87%
Oct 31, 2024
$12.42$13.61+9.58%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Mobileye Global, Inc. Class A (MBLY) report earnings?
Mobileye Global, Inc. Class A (MBLY) is schdueled to report earning on Jan 22, 2026, Before Open (Confirmed).
    What is Mobileye Global, Inc. Class A (MBLY) earnings time?
    Mobileye Global, Inc. Class A (MBLY) earnings time is at Jan 22, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is MBLY EPS forecast?
          MBLY EPS forecast for the fiscal quarter 2025 (Q4) is 0.06.

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