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Company research16 Apr 2024
Companies That Had Their IPO in 2022: War, Inflation and Interest Rates
The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.
Mobileye Global
Mobileye Global (MBLY) investor relations material
Mobileye Global Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was $492M, down ~2% YoY; adjusted operating income rose 20% to $89M, and GAAP net loss narrowed to $67M.
9M revenue rose 8% to $1.558B; GAAP net loss of $3.906B included a $3.788B non-cash goodwill impairment.
EyeQ demand and SuperVision deliveries supported higher FY revenue guidance; growth plans include higher-content ADAS, robotaxi operations and robotics.
Financial highlights
Q3 revenue was $492M versus $504M; gross profit was $261M versus $243M, and GAAP gross margin rose to 53% from 48%.
Q3 operating loss narrowed to $82M from $109M and net loss to $67M from $96M; diluted EPS was $(0.08).
Q3 adjusted operating income was $89M versus $74M, with an 18% margin versus 15%; adjusted net income was $95M versus $76M.
9M gross profit was $771M versus $702M; gross margin rose to 49% from 48%, while adjusted gross margin was 65% versus 68%.
9M operating cash flow was $303M versus $489M; cash, cash equivalents and restricted cash totaled $1.374B at quarter-end.
Outlook and guidance
FY revenue guidance midpoint rose $13M to ~$2.008B, within a $1.995B–$2.02B range implying 5%–7% YoY growth.
FY adjusted operating income midpoint rose to $400M from $395M, within a $380M–$420M range; outlook includes ~$190M from the R&D incentive.
SuperVision delivery outlook increased to ~65,000 systems; EyeQ outlook was unchanged, with full-year shipments expected to grow ~10% at the midpoint.
Q4 midpoint implies $450M revenue and ~$60M adjusted operating income; EyeQ orders indicate 8.8M–8.9M units versus 9.5M in Q3.
FY2026 capital expenditures are expected to exceed FY2025 levels; R&D spending is expected to rise in dollars but decline as a share of revenue.
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Latest events from Mobileye Global
- Q4 growth met expectations, but customer inventory buildup clouds 2024 growth.MBLY
Q4 2023 - ADAS growth, new OEM wins, and robotaxi vertical integration drive future expansion.MBLYEvercore's 9th Annual ADAS, AV & AI Forum
- Product launches and regulatory shifts will drive higher ASPs and revenue growth through 2030.MBLYCanaccord Genuity's 46th Annual Growth Conference
- Q2 2026 saw improved profitability, raised guidance, and major goodwill impairment.MBLYQ2 2026
- Q1 2026 revenue up 27%, adjusted EPS up 51%, guidance raised despite $3.8B goodwill impairment.MBLYQ1 2026
- Q2 2025 revenue up 15% to $506M, gross margin at 50%, guidance raised, and strong cash position.MBLYQ2 2025
- Q2 revenue was $439M, up 84% sequentially, but 2024 guidance was cut amid China and tariff headwinds.MBLYQ2 2024
- Q3 revenue down 8% year-over-year; $2.7B goodwill impairment drives GAAP net loss.MBLYQ3 2024
- 2025 guidance signals modest growth, higher margins, and strong liquidity amid cautious outlook.MBLYQ4 2024
Next Mobileye Global earnings date
Q4 202621 Jan, 2027
Mobileye Global
Next Mobileye Global earnings date
Q4 202621 Jan, 2027
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Frequently asked questions
Mobileye Global Inc. is a technology company specializing in advanced driver-assistance systems (ADAS) and autonomous driving solutions. The company develops hardware and software technologies that enable safer driving through features such as collision avoidance, lane-keeping assistance, and adaptive cruise control. Mobileye’s products are utilized by automakers globally to enhance vehicle safety and lay the groundwork for fully autonomous driving capabilities. Its core technologies include computer vision, machine learning, and mapping for both passenger vehicles and commercial fleets. The company is headquartered in Jerusalem, Israel, and its shares are listed on the NASDAQ.