secwatch.observer — SEC 8-K summary
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Issuer:     Mobileye Global Inc. (MBLY)
CIK:        0001910139
Form:       8-K
Filed at:   2025-07-24T23:59:59+00:00
Accession:  0001104659-25-070225
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Mobileye Q2 revenue $506M (+15% YoY); raises FY2025 outlook as EyeQ volumes surge
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1910139/000110465925070225/0001104659-25-070225-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1910139/000110465925070225/tm2521336d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-070225

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