The earnings call highlighted significant revenue growth, strategic partnerships, and increased design win activity, indicating strong business momentum. However, macroeconomic uncertainties and potential tariff impacts pose challenges, while OEM decision-making is slower than expected.

Company Guidance -

Q2 2025

During the Mobileye Global Inc. First Quarter 2025 Earnings Call, the company provided an optimistic guidance for the upcoming quarters, reflecting strong business recovery and growth. Revenue for Q1 2025 increased by 83% year-over-year, driven by a recovery from the previous year's inventory issues, and operating cash flow reached $109 million. Mobileye expects Q2 volumes to increase by approximately 7%, mirroring a similar rise in revenue. The company acknowledged uncertainties in global light vehicle production due to trade tensions but emphasized that its simplified supply chain should shield it from direct tariff impacts. Despite potential macroeconomic challenges, Mobileye remains confident in staying within its fiscal year 2025 guidance range, supported by brisk design win activities, which already account for 85% of the total projected future volumes achieved in 2024. Additionally, Mobileye's strategic moves towards multicamera ADAS setups and collaborations with major OEMs such as Volkswagen and Ford BlueCruise underpin its long-term growth potential.

Significant Revenue Growth

Revenue was up 83% year over year, with improved operating margins and operating cash flow at $109 million in Q1.

Strong Design Win Activity

Design wins in Q1 reached 85% of all 2024's projected future volumes, indicating robust demand and potential for further growth.

Strategic Partnerships and Innovations

Mobileye's technology is now included in Ford BlueCruise, and a significant partnership with a Korean OEM was announced.

Expansion in Robotaxi Operations

Collaborations with Lyft and Uber for robotaxi services in Dallas and Los Angeles, respectively, leveraging Mobileye Drive technology.

First Design Win in Eight Years with a European OEM

Mobileye achieved its first design win in about eight years with a European OEM, highlighting renewed interest and confidence in Mobileye's offerings.

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

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MBLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2025	2025 (Q2)	0.09 / -	0.09	―	―	―
Apr 24, 2025	2025 (Q1)	0.08 / 0.08	-0.07	214.29% (+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	0.27	3.70% (+0.01)	―
Oct 26, 2023	2023 (Q3)	0.17 / 0.22	0.152	44.74% (+0.07)	―
Jul 27, 2023	2023 (Q2)	0.12 / 0.17	0.19	-10.53% (-0.02)	―
Apr 27, 2023	2023 (Q1)	0.13 / 0.14	-0.099	241.41% (+0.24)	―

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
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%
Aug 01, 2024	$21.00	$16.28	-22.48%

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.