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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 (MBLY) investor relations material
Mobileye Global Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Q3 2025 revenue reached $504 million, up 4% year-over-year, driven by strong EyeQ volumes and new ADAS program ramp-ups, despite lower SuperVision revenue.
Net loss for the quarter was $96 million, a significant improvement from a $2,715 million net loss in the prior year, mainly due to the absence of goodwill impairment.
Operating cash flow was $167 million in Q3 and $489 million year-to-date, with cash and cash equivalents at $1.7 billion after a $100 million share buyback.
Core ADAS business remains strong, with healthy volumes, new program wins, and a positive outlook for Q4.
Operations were not materially affected by regional conflicts, though 3.8% of employees were called to reserve duty in Israel.
Financial highlights
Q3 revenue up 4% year-over-year to $504 million, exceeding prior outlook of flat growth.
EyeQ volume reached 9.2 million units in Q3; SuperVision volume exceeded 20,000 units.
Gross margin for Q3 was 48% (GAAP), down from 49% year-over-year; adjusted gross margin was 67%, down from 68%.
Adjusted Operating Income for Q3 was $74 million (15% margin); Adjusted Net Income was $76 million.
Net cash provided by operating activities for the nine months was $489 million, up from $196 million year-over-year.
Outlook and guidance
Full-year 2025 revenue guidance raised to $1,845–$1,885 million, implying 12–14% year-over-year growth.
Full-year revenue midpoint raised by 2%, adjusted operating income midpoint up 11%.
EyeQ full-year volume guidance narrowed to 35–35.5 million units, with Q4 expected at the higher end.
SuperVision full-year volume outlook increased to low 50,000 units, up from prior 40,000.
Guidance incorporates current tariffs but assumes no further tariff increases.
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Next Mobileye Global earnings date
Q4 202530 Jan, 2026
Next Mobileye Global earnings date
Q4 202530 Jan, 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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