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Sep 27
Mobileye Q3 2025 Earnings Report
Mobileye reported modest revenue growth and narrowed losses in Q3 2025.
Key Takeaways
Mobileye generated $504 million in revenue for Q3 2025, a 4% increase year-over-year. Despite posting a net loss of $96 million, the company improved significantly compared to the same quarter last year and continues progressing toward key product launches and ADAS program wins.
Revenue grew 4% year-over-year to $504 million
Net loss narrowed sharply to $96 million, down from $2.7 billion a year ago
Adjusted EPS came in at $0.09 despite continued R&D investment
Average system price rose to $51.7, driven by EyeQ volumes
Mobileye
Mobileye
Forward Guidance
Mobileye raised its full-year 2025 revenue outlook due to stronger-than-expected Q3 volumes and improved visibility on customer demand, though it expects a seasonal revenue dip in Q4 to manage inventory levels.
Positive Outlook
- Raised full-year 2025 revenue guidance midpoint by 2%
- Higher expected shipments of EyeQ and SuperVision in Q4
- Stable operating expense expectations despite macro uncertainty
- Increased visibility into customer orders
- Improved operating margin from prior year due to absence of goodwill impairment
Challenges Ahead
- Slight decline in adjusted gross margin year-over-year
- SuperVision volume lower YoY despite Q3 gains
- Q4 revenue expected to dip to manage customer inventory
- Pressure on average selling price in China affecting margin
- No major breakthrough yet in turning GAAP profitability