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Jun 28, 2025
Mobileye Q2 2025 Earnings Report
Mobileye reported Q2 2025 results with solid revenue growth but remained in a net loss position.
Key Takeaways
Mobileye delivered strong revenue growth driven by EyeQ demand and maintained high gross margins, but posted a net loss due to ongoing R&D investments.
Revenue grew 15% YoY to $506M driven by EyeQ volumes
Adjusted EPS turned positive at $0.13, while GAAP EPS remained negative
Gross margin expanded to 50% from 48% last year
First design win for in-house imaging radar boosts L3 autonomous driving prospects
Forward Guidance
Mobileye raised its FY25 revenue outlook due to stronger EyeQ and SuperVision demand while maintaining a cautious macro stance.
Positive Outlook
- Raised FY25 revenue outlook to $1.765B–$1.885B
- Improved visibility on supply-demand alignment
- Expected increase in EyeQ and SuperVision shipments
- Lower operating loss forecast midpoint by 11%
- Higher adjusted operating income outlook at $210M–$286M
Challenges Ahead
- Continued GAAP operating loss expected for FY25
- Macro uncertainty may limit further upside
- Lower SuperVision volumes YoY
- EyeQ ASP slightly reduced due to higher China volumes
- Tariff assumptions remain a risk to guidance
Historical Earnings Impact
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Avg. Return Before/After Earnings
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