NASDAQ$MBLY

Mobileye Global Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Mobileye Global Inc reported revenue of $506 million and a net loss of $67 million for the second quarter of 2025.

Mobileye achieved revenue growth of 15% year-over-year to $506 million in Q2 2025, driven primarily by increased EyeQ SoC shipments as Tier 1 customers normalized excess inventory levels. The company posted an operating loss of $74 million and a net loss of $67 million, with gross margin improving to 50%. Cash and cash equivalents stood at $1.709 billion at quarter end.

  • Revenue reached $506 million, up 15% from Q2 2024, led by 24% growth in EyeQ SoC sales.
  • Gross profit increased 21% to $252 million, with gross margin expanding to 50%.
  • Operating loss narrowed to $74 million from $94 million in the prior-year quarter.
  • Mobileye segment contributed $497 million of revenue while the Other segment added $9 million.

Headline financials

Total Revenue

$506M

Previous: $439M+15.3%
EPS (adj)

-$0.08

Previous: -$0.11+27.3%
Capital Expenditures

-$28M

Previous: -$46M+39.1%
Net Income

-$67M

Previous: -$86M+22.1%
Operating Income

-$74M

Previous: -$94M+21.3%
Gross Profit

$252M

Previous: $209M+20.6%
Cash & Equivalents

$1.71B

Previous: $1.2B+42.1%
R&D Expense

$282M

Previous: $256M+10.2%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$506M

Q2 2025+15.3%vs Q2 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Mobileye · $506M total across 2 segments · Q2 2025

  • Mobileye
    $497M
  • Other
    $9M

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports

Historical avg

+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
Q2 2025
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%
Q4 2020-3.7%+2.4%-1.6%
Q2 2022-3.7%+2.4%-1.6%
Q4 2022+5.4%+13.7%+11.5%
Q4 2021+3.6%+8.4%+3.7%
Q3 2021+3.6%+8.4%+3.7%
Q3 2022+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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