Mar 30, 2024

Mobileye Q1 2024 Earnings Report

Mobileye's financial performance in Q1 2024 reflected a supply chain reset as customers consumed excess inventory.

Key Takeaways

Mobileye's Q1 2024 financial results reflect a supply chain reset with revenue recovery appearing on track. The company achieved a record level of design wins in base and cloud-enhanced ADAS and expanded its SuperVision and Chauffeur development pipeline.

Financial results reflect a supply chain reset as excess inventory held by customers is consumed.

Revenue recovery appears to be on track as laid out in January.

Achieved a record level of design wins in base and cloud-enhanced ADAS due to new features and technology in the EyeQ6L product.

Expanded SuperVision and Chauffeur development pipeline, highlighted by the Volkswagen Group design win.

Total Revenue
$239M
Previous year: $458M
-47.8%
EPS
-$0.07
Previous year: $0.14
-150.0%
Gross Profit
$54M
Previous year: $207M
-73.9%
Cash and Equivalents
$1.22B
Previous year: $1.16B
+5.3%
Free Cash Flow
$18M
Previous year: $145M
-87.6%
Total Assets
$15.3B
Previous year: $15.5B
-0.8%

Mobileye

Mobileye

Forward Guidance

Mobileye's expectations for Revenue, Operating Loss and Adjusted Operating Income results for the year ending December 28, 2024 which is unchanged from the expectations first disclosed on January 4, 2024 and reaffirmed in our January 25, 2024 press release.