Mobileye misses Q2 earnings, revenue expectations

Published 24/07/2025, 12:22
© Reuters.

Investing.com -- Mobileye Global Inc. reported second-quarter revenue of $506 million, representing a 15% YoY increase, though falling short of analyst estimates of $629.27 million. The autonomous driving technology provider posted adjusted earnings per share of $0.13, missing the analyst consensus of $0.19.

Despite the earnings miss, Mobileye shares rose 6.2% following the announcement as investors seemingly focused on the company’s revenue growth. The growth was primarily driven by a 28% increase in EyeQ volumes, resulting from higher customer demand and inventory normalization by Tier 1 customers.

"The business performed very well in Q2, both on the revenue growth and cost management side," said Mobileye President and CEO Prof. Amnon Shashua. "Stronger visibility on industry supply-demand alignment since late-April supports our decision to raise the full-year outlook, while we continue to maintain a conservative stance given the broader macro environment."

The company raised its full-year 2025 revenue guidance to $1.765-$1.885 billion from its previous forecast of $1.69-$1.81 billion, implying 7-14% YoY growth. The midpoint of this new guidance aligns with analyst expectations of $1.791 billion.

Mobileye’s adjusted operating income increased 34% to $106 million, with adjusted operating margin expanding by nearly 3 percentage points to 21%. The company maintained a strong financial position with $1.7 billion in cash and no debt as of June 28, 2025.

 

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