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Q1 25 EPS
$0.08
BEAT +5.68%
Est. $0.08
Q1 25 Revenue
$438.0M
BEAT +0.60%
Est. $435.4M
vs S&P Since Q1 25
-76.9%
TRAILING MARKET
MBLY -42.8% vs S&P +34.2%
Market Reaction
Did MBLY Beat Earnings? Q1 2025 Results
Mobileye posted a decisive earnings beat in Q1 2025, reporting revenue of $438.00 million, ahead of the $435.39 million consensus by 0.60%, while adjusted EPS of $0.08 cleared the $0.08 estimate by 5.68%. The headline numbers were anchored by an extr… Read more Mobileye posted a decisive earnings beat in Q1 2025, reporting revenue of $438.00 million, ahead of the $435.39 million consensus by 0.60%, while adjusted EPS of $0.08 cleared the $0.08 estimate by 5.68%. The headline numbers were anchored by an extraordinary 83.3% year-over-year revenue surge, a recovery driven largely by the unwinding of Tier 1 customer inventory drawdowns that had weighed heavily on the year-ago period. Systems shipped climbed to 8.5 million from 3.6 million, even as average system prices fell to $49.00 from $61.00, reflecting favorable volume mix. Adjusted gross margin expanded to 69% from 62%, helping the company swing to adjusted operating income of $59.00 million versus an adjusted operating loss of $65.00 million a year ago. CEO Amnon Shashua highlighted record design-win activity, including a landmark Surround ADAS agreement with Volkswagen Group. Looking ahead, Mobileye reaffirmed full-year 2025 revenue guidance of $1.69 billion to $1.81 billion and expects Q2 revenue to grow approximately 7% year-over-year.
Key Takeaways
- • Normalization of order activity after meaningful Tier 1 customer inventory drawdown in Q1 2024
- • Favorable mix changes between EyeQ SoC and SuperVision drove adjusted gross margin improvement
- • Lower operating expenses as a percentage of revenue due to higher revenue base
- • Systems shipped increased to 8.5 million from 3.6 million year-over-year
MBLY YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
MBLY Revenue by Segment
With YoY comparisons, source: SEC Filings
“Based on strong revenue trends to-date and our own analysis of likely production impacts of the current tariff conditions (including the most recent third party forecasts), we continue to expect to deliver revenue and profitability within the guidance range. While uncertainty has clearly risen, our original outlook was designed to account for some amount of macro deterioration in 2025.”
— Amnon Shashua, Q1 2025 Earnings Press Release
MBLY Earnings Trends
MBLY vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
MBLY EPS Trend
Earnings per share: estimate vs actual
MBLY Revenue Trend
Quarterly revenue: estimate vs actual
MBLY Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.09 | $0.12 | +38.41% | $558.0M | +7.40% |
| Q4 25 BEAT FY | $0.06 | $0.06 | +3.27% | $446.0M | +3.28% |
| FY Full Year | $0.36 | — | — | $1.89B | +0.86% |
| Q3 25 BEAT | $0.09 | $0.09 | +3.57% | $504.0M | +3.91% |
| Q2 25 BEAT | $0.11 | $0.13 | +21.61% | $506.0M | +2.03% |
| Q1 25 BEAT | $0.08 | $0.08 | +5.68% | $438.0M | +0.60% |