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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 Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary22 Jan, 2026
Executive summary
Revenue grew 15% year-over-year to $1.9 billion in 2025, exceeding guidance, with adjusted operating profit up 45% and operating cash flow up 51% to $602 million.
Strong demand for ADAS and SuperVision, major design wins with global OEMs for EyeQ6 High chip, and a high-volume Surround ADAS win with a major U.S. OEM.
Announced acquisition of Mentee Robotics, expanding into humanoid robotics and Physical AI, with the deal expected to close in Q1 2026.
Expanded robotaxi roadmap with Volkswagen, targeting commercial services in 6 cities by 2027 and over 100,000 AV units by 2033.
Financial highlights
Full-year 2025 revenue reached $1.9 billion, up 15% year-over-year, surpassing guidance; Q4 revenue was $446 million, down 9% year-over-year due to inventory balancing.
Adjusted operating income was $280 million for 2025, up 45% year-over-year, with a margin of 15%, up 300 basis points.
Q4 2025 GAAP net loss was $127 million, with adjusted net income of $45 million and adjusted diluted EPS of $0.06.
Q4 2025 gross margin was 45% (down from 49%); adjusted gross margin was 67% (down from 69%).
Generated $602 million in operating cash flow for 2025, ending the year with $1.8 billion in cash and equivalents.
Outlook and guidance
2026 revenue guidance is $1.9–$1.98 billion, representing flat to 5% growth; Q1 2026 revenue expected to grow 19% year-over-year.
Adjusted operating income for 2026 projected at $170–$220 million.
EyeQ volume expected to be slightly above 37 million units, with 10 million units in Q1 and over 9 million per quarter thereafter.
Gross margin expected to decline year-over-year due to EyeQ5 cost headwinds and vehicle mix.
Operating expenses projected to grow 10% in 2026, including Mentee R&D and normal inflation, with minimal impact from Mentee consolidation.
Customer inventory impact on Q4 revenue
Mentee Robotics: 2026 revenue vs. strategic value
Reconcile Q4 ASP increase with gross margin decline
Mentee Robotics: 2026 POC unit volume
Key drivers for 2026 gross margin decline
ACI: How does it accelerate AV planning training
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Next Mobileye Global earnings date
Q1 202623 Apr, 2026
Mobileye Global
Next Mobileye Global earnings date
Q1 202623 Apr, 2026
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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.
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