earnings
confidence high
sentiment positive
materiality 0.75
Mobileye Q1 revenue jumps 83% to $438M; reaffirms FY2025 outlook
Mobileye Global Inc.
2025-Q1 EPS reported
-$0.13
revenue$438,000,000
- GAAP diluted EPS -$0.13; adjusted diluted EPS $0.08 vs. -$0.07 Q1 2024.
- Gross margin improved to 47% (23% prior year); adjusted gross margin 69% (62%).
- First Surround ADAS win with Volkswagen Group; robotaxi partnership with Lyft/Marubeni in Dallas.
- EyeQ6 Lite design wins in Q1 already represent majority of 2024 total lifetime volumes.
- Reaffirmed FY2025 revenue and profitability guidance assuming current auto tariffs unchanged.