The earnings call presented a mix of positive developments in volume growth and new business wins, but also highlighted challenges with revenue declines and conservative outlooks for 2025. Efforts in technological advancements and customer engagements show promise, though uncertainties in customer volume assumptions and market conditions pose risks.

Company Guidance

During the Mobileye earnings call, Moran Shemesh, the CFO, provided guidance for 2025, projecting revenue at $1.75 billion and adjusted operating income of $217 million. This guidance represents approximately 6% year-over-year revenue growth and over 10% growth in adjusted operating income. EyeQ volumes are expected between 32 million to 34 million units. The guidance assumes the majority of SuperVision units will be for Polestar 4, with overall volumes in the low 20,000-unit range. Gross margin for 2025 is anticipated to be 1.5 percentage points higher than in 2024, primarily due to a lower percentage of SuperVision-related revenue. Operating expenses are expected to average around $250 million per quarter, consistent with the previous run rate, despite savings from the LIDAR unit wind-down being offset by typical employee compensation inflation and expected military reserve investment. The effective tax rate is projected to remain at approximately 20%, similar to 2024.

EyeQ Volume Increase

EyeQ volume exceeded expectations, up 9% versus Q3, primarily due to higher demand from Chinese domestic OEMs.

Operating Margin Improvement

Operating margin for Q4 was 21%, almost 5 percentage points higher than Q3.

Strong Operating Cash Flow

Operating cash flow remained robust at $400 million, flat compared to 2023, despite revenue and earnings declines.

New Business Wins

Mobileye secured a multimillion-unit RAM data harvesting program with a key customer and began collaboration with an Indian OEM on data harvesting.

Advanced Product Development

Continued progress in advanced product design with expectations for a steady cadence of announcements in 2025.

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Mobileye Global, Inc. Class A (MBLY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MBLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 24, 2025	2025 (Q1)	0.07 / -	-0.07	―	―	―
Jan 30, 2025	2024 (Q4)	0.11 / 0.13	0.28	-53.57% (-0.15)	―
Oct 31, 2024	2024 (Q3)	0.10 / 0.10	0.22	-54.55% (-0.12)	―
Aug 01, 2024	2024 (Q2)	0.08 / 0.09	0.17	-47.06% (-0.08)	―
Apr 25, 2024	2024 (Q1)	-0.06 / -0.07	0.14	-150.00% (-0.21)	―
Jan 25, 2024	2023 (Q4)	0.27 / 0.28	0.27	3.70% (+0.01)	―
Oct 26, 2023	2023 (Q3)	0.17 / 0.22	0.152	44.74% (+0.07)	―
Jul 27, 2023	2023 (Q2)	0.12 / 0.17	0.19	-10.53% (-0.02)	―
Apr 27, 2023	2023 (Q1)	0.13 / 0.14	-0.099	241.41% (+0.24)	―
Jan 26, 2023	2022 (Q4)	0.17 / 0.27	-0.099	372.73% (+0.37)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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MBLY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 30, 2025	$16.01	$16.31	+1.87%
Oct 31, 2024	$12.42	$13.61	+9.58%
Aug 01, 2024	$21.00	$16.28	-22.48%
Apr 25, 2024	$31.12	$30.90	-0.71%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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