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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
Dec 03, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.08
Last Year’s EPS
0.1
Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 24, 2025|
% Change Since: 0.00%|
Earnings Call Sentiment|Positive
Mobileye's Q2 earnings call highlighted strong revenue growth and cash flow performance, with increased outlooks and advanced product success. However, there were concerns about gross margin pressure and cautious outlook for Q4, along with lack of competitive pressure affecting OEM decision-making.
Company Guidance -
Q3 2025
In the second quarter of 2025, Mobileye reported a 15% year-over-year increase in revenue, driven by strong demand for its technologies across various regions and OEMs. The company achieved a 34% rise in adjusted operating income and a 3-point increase in adjusted operating margin to 21%. Operating cash flow was a highlight, surpassing $200 million for the quarter and over $300 million for the first half, representing about 33% of revenue. Volumes for the core Advanced Driver Assistance Systems (ADAS) business have consistently been at or above 8.5 million units per quarter over the last four periods. Consequently, Mobileye raised its full-year revenue outlook by 4% and adjusted operating income forecast by 14% at the midpoint. The company showcased the seamless ramp-up of its EyeQ light system, with its EyeQ6 light-based systems now operational in North America, Europe, China, Japan, and India. Mobileye also noted progress in its advanced product offerings and highlighted strategic partnerships with OEMs like Volkswagen and others, positioning the company to scale rapidly when commercial deployment starts in 2026.
Strong Revenue Growth
Q2 revenue was up 15% year-over-year, with strong demand across regions and OEMs, leading to a 34% increase in adjusted operating income and a 3-point rise in adjusted operating margin to 21%.
Raising Full Year Outlook
Mobileye raised its full-year revenue outlook by 4% and adjusted operating income outlook by 14% at the midpoint, citing strong performance in the core ADAS business.
Advanced Product Success
Mobileye's advanced products, including EyeQ6-based systems, are gaining momentum with OEMs, highlighting the scalable and cost-efficient platform for ADAS and robotaxi applications.
Solid Cash Flow Performance
Operating cash flow exceeded $200 million for Q2 and $300 million for the first half, demonstrating strong cash generation and working capital discipline.
Increased Supervision Volumes
Supervision volumes are running better than expected, with a forecast increase to about 40,000 units at the midpoint from a previous outlook in the low 20,000s.

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
Dec 03, 2025
2025 (Q3)
0.08 / -
0.1
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)
Jul 27, 2023
2023 (Q2)
0.12 / 0.17
0.19-10.53% (-0.02)
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 Dec 03, 2025, Before Open (Confirmed).
    What is Mobileye Global, Inc. Class A (MBLY) earnings time?
    Mobileye Global, Inc. Class A (MBLY) earnings time is at Dec 03, 2025, 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 (Q3) is 0.08.

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