earnings
confidence high
sentiment neutral
materiality 0.75
Mobileye Q3 revenue $450M (+38% YoY); FY22 guidance revenue $1.83–1.85B
Mobileye Global Inc.
- Revenue $450M (+38% YoY); GAAP net loss $45M vs $26M loss prior year.
- Adjusted operating income $143M (+13%); adjusted gross margin 74% vs 78%.
- Average system price $53.0 (up from $45.7) driven by SuperVision and EyeQ price increases.
- FY2022 guidance: revenue $1,831–1,849M; adjusted operating income $637–653M.
- IPO net proceeds ~$1.0B; $0.9B used to repay Dividend Note to Intel.