The earnings call presented a largely positive outlook with substantial revenue growth, increased operating income, and strong cash flow. There were advancements in both the ADAS and robotaxi segments, with the company raising its full-year guidance. Despite a slight decline in gross margin and a cautious outlook for Q4, the overall performance and future prospects appear strong.

Company Guidance

During Mobileye's Second Quarter 2025 Earnings Conference Call, the company reported a 15% year-over-year increase in revenue, driven by strong demand across regions and OEMs. Adjusted operating income rose by 34%, with a 3-point increase in adjusted operating margin to 21%. The company highlighted strong operating leverage, with over 40% of revenue growth converting to operating income year-over-year and nearly 70% compared to Q1. Operating cash flow exceeded $200 million for the quarter and $300 million for the first half, representing about 33% of revenue. Mobileye raised its full-year revenue outlook by 4% and its adjusted operating income outlook by 14% at the midpoint, citing robust performance of its core ADAS business and successful ramp-up of the EyeQ light system. The company also noted significant opportunities in the ADAS space, with volumes exceeding 8.5 million per quarter over the last four periods.

Strong Revenue Growth

Q2 revenue increased by 15% year-over-year, driven by strong demand across regions and OEMs.

Increase in Operating Income

Adjusted operating income rose by 34%, with an adjusted operating margin up 3 points to 21%.

Record Operating Cash Flow

Operating cash flow exceeded $200 million for the quarter and $300 million for the first half, representing about 33% of revenue.

Positive Outlook on ADAS and EyeQ6

Core ADAS business performing well, with volumes consistently at or above $8.5 million per quarter. EyeQ6 light-based systems are now operational in multiple regions.

Raised Full Year Guidance

Full-year revenue outlook increased by 4%, and adjusted operating income outlook by 14% at the midpoint.

Supervision System Success

Supervision volumes are running better than expected, with a full-year guidance increase to about 40,000 units at the midpoint.

Advancements in Robotaxi Technology

Successful transition to full production hardware for robotaxi, with a plan to remove the driver by 2026.

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)	0.09 / -	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.