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Mobileye Global, Inc. Class A (MBLY)
NASDAQ:MBLY
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.09Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 24, 2025
|% Change Since: 21.59%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
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
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.
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 |
|---|---|---|---|
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.
FAQ
When does Mobileye Global, Inc. Class A (MBLY) report earnings?
Mobileye Global, Inc. Class A (MBLY) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Mobileye Global, Inc. Class A (MBLY) earnings time?
Mobileye Global, Inc. Class A (MBLY) earnings time is at Jul 24, 2025, TBA Not 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 (Q2) is 0.09.
