NASDAQ$MBLY

Mobileye Global Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Mobileye released its financial results for Q4 and Full-Year 2024.

Mobileye reported their Q4 and full year results, highlighting accomplishments including dozens of on-time production program launches and shipping the 200 millionth EyeQ system.

  • Executed dozens of production program launches on-time for customers.
  • Shipped the 200 millionth EyeQ system in company history.
  • Generated $400 million of operating cash flow in 2024.
  • Made progress on technology pillars supporting SuperVision, Chauffeur, and Drive advanced solutions.

Headline financials

Total Revenue

$490M

Previous: $637M-23.1%
EPS (adj)

$0.13

Previous: $0.28-53.6%
EyeQ & SuperVision Rev

$464M

No prior period
Systems Shipped

9.3M

Previous: 170.0M-94.5%
Avg System Price

$50.00

No prior period
Gross Margin

49.0%

No prior period
Capital Expenditures

-$13.2M

Previous: -$21.9M+39.7%
Net Income

-$71M

Previous: $63M-212.7%
Operating Income

-$86M

Previous: $73M-217.8%
Gross Profit

$241M

Previous: $344M-29.9%
R&D Expense

$281M

Previous: $225M+24.9%

Revenue & EPS history

Mobileye · Revenue · Quarterly

$490M

Q4 2024-23.1%vs Q4 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

Mobileye provided financial guidance for the 2025 fiscal year, including expectations for Revenue, Operating Loss and Adjusted Operating Income.

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 2024

Historical avgQ4 2024

+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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