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Mar 29
Mobileye Q1 2025 Earnings Report
Mobileye reported strong year-over-year growth in revenue and significant improvement in operating margins, despite posting a net loss.
Key Takeaways
Mobileye delivered a robust Q1 2025, with revenue rising 83% year-over-year and notable strategic design wins across ADAS and robotaxi segments. Although the company reported a net loss, adjusted metrics reflected improving profitability.
Revenue grew 83% YoY to $438M, driven by post-inventory normalization.
Adjusted EPS turned positive at $0.08, up from $(0.07) in Q1 2024.
Net loss narrowed to $102M from $218M in the prior year.
Secured first Surround ADAS design win with Volkswagen Group and saw momentum in robotaxi deployments.
Mobileye
Mobileye
Forward Guidance
Mobileye reaffirmed its full-year 2025 guidance, projecting continued revenue and adjusted operating income growth despite macro uncertainties.
Positive Outlook
- Revenue guidance maintained at $1.69B to $1.81B.
- Adjusted operating income expected between $175M and $260M.
- Expected Q2 revenue growth of approximately 7% YoY.
- Tariff-related impacts considered manageable within current guidance.
- Strong pipeline and design wins position company for long-term growth.
Challenges Ahead
- Macroeconomic uncertainty and tariffs could impact production volumes.
- Net losses continue under GAAP metrics.
- Profitability reliant on adjusted metrics, excluding major non-cash charges.
- High R&D and intangible asset amortization costs remain.
- Robotaxi and L3 initiatives are still in ramp-up phase, not yet contributing to income.