NASDAQ$MBLY

Mobileye Global Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Mobileye reported Q1 2025 revenue of $438.0M, a net loss of $102.0M, diluted loss per share of $0.13.

For Q1 2025, Mobileye reported Revenue was $438.0M, net loss was $102.0M, diluted loss per share was $0.13. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $438.0M for Q1 2025.
  • Net loss $102.0M.
  • Diluted EPS $0.13.

Headline financials

Total Revenue

$438M

Previous: $239M+83.3%
EPS (adj)

-$0.13

Previous: -$0.27+51.9%
Avg System Price

$49.00

Previous: $61.00-19.7%
Capital Expenditures

-$14M

Previous: -$22M+36.4%
Net Income

-$102M

Previous: -$218M+53.2%
Operating Income

-$117M

Previous: -$238M+50.8%
Gross Profit

$207M

Previous: $54M+283.3%
R&D Expense

$275M

Previous: $243M+13.2%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$438M

Q1 2025+83.3%vs Q1 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

Outlook emphasizes cost control, liquidity, and demand recovery rather than near-term EPS targets.

Tailwinds

  • Self-help programs and balance-sheet flexibility.
  • Core franchises remain competitive when volumes stabilize.

Headwinds

  • Operating losses until margins normalize.
  • Financing costs and macro demand remain headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.1%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.6%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+25.4%

Q3 2024

Best reaction

-24.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.0%+14.6%+28.7%
Q4 2025-3.4%-7.4%-16.8%
Q3 2025-1.7%-6.3%-21.9%
Q1 2025+9.8%+13.0%+18.3%
Q4 2024+1.9%-0.6%-1.6%
Q3 2024+25.4%+22.6%+45.3%
Q2 2024-24.0%-25.6%-32.0%
Q1 2024-6.2%-11.5%-17.5%
Q4 2023+2.8%-5.0%-14.0%
Q3 2023+3.2%+5.0%+28.3%
Q2 2023-5.9%-5.5%-14.4%
Q1 2022-6.1%-7.0%+3.2%
Q1 2023-12.6%-14.6%+4.8%
Q2 2022-3.7%+2.4%-1.6%
Q4 2020-3.7%+2.4%-1.6%
Q4 2022+5.4%+13.7%+11.5%
Q3 2022+3.6%+8.4%+3.7%
Q3 2021+3.6%+8.4%+3.7%
Q4 2021+3.6%+8.4%+3.7%
Q2 2021
Q1 2021
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

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