earnings
confidence high
sentiment positive
materiality 0.80
Mobileye Q2 revenue $506M (+15% YoY); raises FY2025 outlook as EyeQ volumes surge
Mobileye Global Inc.
2025-Q2 EPS reported
-$0.21
revenue$944,000,000
- Revenue $506M (+15% YoY); GAAP EPS ($0.08); adjusted EPS $0.13.
- FY2025 revenue guidance raised to $1,765M-$1,885M; Adj. operating income guidance raised to $210M-$286M.
- EyeQ volumes up 28% YoY; SuperVision volumes down YoY. Gross margin improved to 50%.
- Operating cash flow $322M in H1 2025; $1.7B cash, zero debt; $100M stock buyback from Intel in July.
- Higher China OEM demand and new ADAS program ramps driving growth; tariffs assumed in guidance.
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