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Mobileye Global, Inc. Class A (MBLY)
NASDAQ:MBLY
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.08Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a decidedly positive operational and financial performance for 2025 — with double-digit revenue growth, markedly higher adjusted operating profit and strong cash flow — and highlighted important product wins (IQ6, Surround ADAS) and strategic moves (Menti acquisition) that position the company for long-term growth. Notable near-term headwinds include guidance that is conservative for 2026 (flattish to +5% revenue), expected gross margin pressure from mix and generational cost dynamics, FX exposure from shekel appreciation, supply-chain memory volatility, and incremental OpEx from Menti R&D. Overall, the positives (strong topline/earnings growth, product design wins, technology advances and customer demand signals) outweigh the manageable near-term challenges.Company Guidance
Revenue Growth Exceeds Guidance
Full-year 2025 revenue was $1.9 billion, up 15% year-over-year and slightly above the high end of prior guidance.
Strong Profitability and Cash Generation
Full-year adjusted operating income was $280 million, up 45% year-over-year; adjusted operating margin improved to 15% (up ~300 basis points). Operating cash flow increased by more than 50%.
Robust IQ Volume
2025 IQ volume reached 35.6 million units (above prior expectation of 32–34M). Company sees ~9M units per quarter trend and expects ~10M IQ units in Q1 2026 (supporting ~19% YoY growth in Q1). Full-year 2026 midpoint assumes slightly above 37M units.
Major Product Wins for Next-Gen ADAS
IQ6 high-chip won first two major programs with two of the largest OEMs (including Volkswagen), and Surround ADAS is positioned for high-volume integration across major vehicle categories.
Robotaxi / Drive Momentum with Volkswagen & Moya
Partnerships and Waymo commercialization are cited as proof points; Volkswagen ecosystem expansion to an expected 100,000 units by 2033 and planned commercialization in six cities (including LA) in 2027—targeting thousands of vehicles across launch cities.
Technology Innovations Accelerating AV and Robotics
Introduced artificial community intelligence (ACI) for planning, sim-to-wheel transfer techniques, and a fast-think/slow-think VLM architecture to improve precision, scalability and teleoperator replacement potential.
Strategic Acquisition of Menti Robotics
Acquisition adds a vertically integrated humanoid robotics platform with continuous passive learning, expected customer POCs (high double digits in 2026), and commercialization roadmap toward 2028 with synergies to Mobileye simulation and VLM tech.
Order & Inventory Signals
Customer order flows increased late in 2025; Tier-one customer inventories ended 2025 extremely low, implying potential replenishment and near-term upside to shipments.
MBLY Earnings History
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 |
|---|---|---|---|
Jan 22, 2026 | $10.88 | $10.51 | -3.40% |
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% |
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 Apr 23, 2026, Before Open (Confirmed).
What is Mobileye Global, Inc. Class A (MBLY) earnings time?
Mobileye Global, Inc. Class A (MBLY) earnings time is at Apr 23, 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 2026 (Q1) is 0.09.
