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Dec 27, 2025
Mobileye Q4 2025 Earnings Report
Mobileye reported a revenue decline and a deeper net loss in Q4 2025, despite strategic wins in ADAS and robotaxi segments.
Key Takeaways
Mobileye saw a 9% YoY revenue decline in Q4 2025, driven by reduced EyeQ volumes. The company posted a net loss of $127M, but continues to expand in high-growth areas including Surround ADAS and autonomous mobility.
Q4 revenue declined 9% YoY to $446M due to reduced EyeQ SoC volumes.
GAAP EPS was -$0.16 and Adjusted EPS was $0.06.
Net loss widened to $127M from $71M a year ago.
Company secured a major Surround ADAS win with a U.S. OEM and expanded robotaxi roadmap with VW.
Forward Guidance
Mobileye guided for modest revenue growth in FY2026, expecting strength in Q1 from improving production and continued customer momentum.
Positive Outlook
- FY2026 revenue expected to grow 0–5% YoY.
- Q1 2026 revenue expected to grow ~19% YoY.
- Continued commercial momentum across top-10 OEMs.
- Expanded pipeline with VW and new U.S. OEM wins.
- Strong cash position supports future investment.
Challenges Ahead
- Tight inventory levels from Q4 may limit early-year sales upside.
- Flat to modest annual revenue growth outlook signals limited upside.
- Ongoing impact from reduced EyeQ SoC volumes.
- Lower adjusted operating margin expected due to Mentee Robotics consolidation.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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