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

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MBLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 03, 2025	2025 (Q3)	0.08 / -	0.1	―	―	―
Jul 24, 2025	2025 (Q2)	0.11 / 0.13	0.09	44.44% (+0.04)	―
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)	―

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.