NASDAQ$MBLY

Mobileye Global Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Mobileye's Q4 performance demonstrated the impact of advanced solutions and strong volume growth, resulting in significant revenue increase.

Mobileye's Q4 2022 saw a 59% overall revenue growth due to increased volumes of advanced solutions and higher average system prices. The company is investing heavily in productizing and launching advanced solutions, with confidence in delivering high returns.

  • Ramping volumes of advanced solutions significantly impacted financial performance.
  • Higher average system price amplified strong volume growth.
  • OEM customers are increasingly recognizing the scalability of Mobileye’s product portfolio.
  • Mobileye has a clear, multi-pronged approach for data-driven validation.

Headline financials

Total Revenue

$565M

Previous: $356M+58.7%
EPS (adj)

$0.27

Previous: -$0.07+485.7%
Avg System Price

$0.00

Previous: $48.30-100.0%
Capital Expenditures

$32M

Previous: $45M-28.9%
Free Cash Flow

$119M

Previous: $116M+2.6%
Net Income

$30M

Previous: -$53M+156.6%
Operating Income

-$99M

Previous: -$44M-125.0%
Gross Profit

$300M

Previous: $154M+94.8%
Cash & Equivalents

$1.02B

Previous: $616M+66.2%
Total Assets

$15.4B

Previous: $16.7B-7.3%
Stock-Based Comp

$62M

Previous: $24M+158.3%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$565M

Q4 2022+58.7%vs Q4 2021
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

Mobileye expects to continue investing heavily in 2023 to productize and launch advanced solutions, while maintaining strong profitability.

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 Q4 2022

Historical avgQ4 2022

+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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